Latest Institutional Transactions on Ishares Core S&P 500 ETF (IVV)
This table provides information on the latest institutional transactions involving Ishares Core S&P 500 ETF (IVV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-5- 1.05% |
$2.77K - $3.08K
|
471
$276K
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.07K+ 3.07% |
$593K - $660K
|
35.9K
$21M
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.79K+ 8.35% |
$990K - $1.1M
|
23.2K
$13.6M
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.95K+ 4.76% |
$4.41M - $4.9M
|
175K
$102M
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
38+ 11.41% |
$21.1K - $23.4K
|
371
$217K
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-2.23K- 27.8% |
$1.24M - $1.38M
|
5.8K
$3.4M
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
1.32K+ 1.06% |
$730K - $811K
|
126K
$73.6M
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
5.89K+ 23.93% |
$3.27M - $3.63M
|
30.5K
$17.9M
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
7New |
$3.88K - $4.31K
|
7
$4.1K
|
|
May 15, 2025
Q1 2025
|
Passaic Partners LLC
|
BUY
|
- |
11.7K+ 38.09% |
$6.49M - $7.21M
|
42.5K
$24.9M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-353- 4.22% |
$196K - $217K
|
8K
$4.69M
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-25.6K- 20.85% |
$14.2M - $15.8M
|
97.1K
$56.9M
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
130+ 9.35% |
$72K - $80.1K
|
1.52K
$890K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.64K- 26.86% |
$3.68M - $4.09M
|
18.1K
$10.6M
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-3- 0.17% |
$1.66K - $1.85K
|
1.76K
$1.03M
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-6- 0.08% |
$3.32K - $3.7K
|
7.11K
$4.16M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
27.8K+ 3.64% |
$15.4M - $17.1M
|
793K
$464M
|
|
May 15, 2025
Q1 2025
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
604KNew |
$335M - $372M
|
604K
$354M
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.86K- 1.99% |
$1.03M - $1.15M
|
91.7K
$53.7M
|
|
May 15, 2025
Q1 2025
|
Conrad N. Hilton Foundation
Agoura Hills, CA |
BUY
|
- |
51.4K+ 28.48% |
$28.5M - $31.7M
|
232K
$136M
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.58K+ 41.45% |
$1.98M - $2.2M
|
12.2K
$7.15M
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-456- 2.33% |
$253K - $281K
|
19.1K
$11.2M
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-7.94K- 4.74% |
$4.4M - $4.89M
|
160K
$93.5M
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-1.26K- 0.84% |
$696K - $774K
|
148K
$86.6M
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-4.06K- 57.16% |
$2.25M - $2.5M
|
3.04K
$1.78M
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1+ 0.21% |
$554 - $616
|
488
$286K
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-246- 3.45% |
$136K - $151K
|
6.88K
$4.03M
|
|
May 15, 2025
Q1 2025
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
368New |
$204K - $227K
|
368
$216K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17.2K- 3.95% |
$9.54M - $10.6M
|
418K
$245M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.03M- 7.31% |
$573M - $637M
|
13.1M
$7.68B
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-300- 42.86% |
$166K - $185K
|
400
$234K
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.22K- 1.77% |
$1.23M - $1.37M
|
123K
$72.1M
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
267+ 5.73% |
$148K - $164K
|
4.92K
$2.88M
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.81K+ 2.72% |
$1M - $1.11M
|
68.2K
$39.9M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
235K+ 5.19% |
$130M - $145M
|
4.77M
$2.79B
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
861K+ 1655.81% |
$477M - $530M
|
913K
$535M
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
850KNew |
$471M - $523M
|
850K
$498M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
20.8K+ 4.39% |
$11.5M - $12.8M
|
496K
$290M
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-977K- 50.53% |
$541M - $602M
|
956K
$560M
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-5.65K- 7.4% |
$3.13M - $3.48M
|
70.7K
$41.4M
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.26K- 14.69% |
$1.25M - $1.39M
|
13.1K
$7.68M
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
1.57K+ 30.39% |
$870K - $967K
|
6.74K
$3.95M
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
32.1K+ 3.15% |
$17.8M - $19.8M
|
1.05M
$615M
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-4.35K- 8.71% |
$2.41M - $2.68M
|
45.6K
$26.7M
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-89- 13.71% |
$49.3K - $54.8K
|
560
$328K
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
640+ 8.52% |
$355K - $394K
|
8.15K
$4.77M
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.24K+ 10.29% |
$685K - $761K
|
13.2K
$7.76M
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
85+ 1.7% |
$47.1K - $52.3K
|
5.09K
$2.98M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-24K- 46.44% |
$13.3M - $14.8M
|
27.6K
$16.2M
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
2.94KNew |
$1.63M - $1.81M
|
2.94K
$1.72M
|