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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
109+ 5.29% |
$60.4K - $67.1K
|
2.17K
$1.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
1.24K+ 2.03% |
$684K - $761K
|
62K
$36.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-912- 65.99% |
$505K - $562K
|
470
$278K
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
453New |
$251K - $279K
|
453
$268K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
13+ 0.07% |
$7.2K - $8.01K
|
18.2K
$10.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-35- 0.43% |
$19.4K - $21.6K
|
8.11K
$4.8M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
1+ 0.17% |
$554 - $616
|
590
$349K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-9- 0.24% |
$4.99K - $5.54K
|
3.77K
$2.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
BUY
|
- |
988+ 0.12% |
$547K - $608K
|
823K
$487M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-212- 33.39% |
$117K - $131K
|
423
$250K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.98K+ 58.04% |
$1.65M - $1.83M
|
8.11K
$4.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
901+ 1.36% |
$499K - $555K
|
67K
$39.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
36+ 9.73% |
$19.9K - $22.2K
|
406
$240K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
237New |
$131K - $146K
|
237
$140K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
395+ 3.68% |
$219K - $243K
|
11.1K
$6.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
236+ 1.09% |
$131K - $145K
|
21.8K
$12.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-55- 1.97% |
$30.5K - $33.9K
|
2.74K
$1.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
SELL
|
- |
-860- 1.13% |
$476K - $530K
|
75.3K
$44.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-19- 0.83% |
$10.5K - $11.7K
|
2.27K
$1.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-117- 0.58% |
$64.8K - $72.1K
|
20.1K
$11.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
11.6K+ 32.95% |
$6.42M - $7.14M
|
46.8K
$27.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-5- 0.54% |
$2.77K - $3.08K
|
919
$544K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
2.09K+ 32.92% |
$1.16M - $1.29M
|
8.44K
$5M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.28KNew |
$710K - $790K
|
1.28K
$759K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.39K+ 2.02% |
$1.32M - $1.47M
|
121K
$71.5M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-7- 1.88% |
$3.88K - $4.31K
|
366
$217K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-47K- 17.53% |
$26M - $28.9M
|
221K
$131M
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
SELL
|
- |
-229- 26.35% |
$127K - $141K
|
640
$379K
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
4.11K+ 3.75% |
$2.28M - $2.53M
|
114K
$67.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13K- 14.33% |
$7.23M - $8.03M
|
78K
$46.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
685New |
$380K - $422K
|
685
$406K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
6.17K+ 2.66% |
$3.42M - $3.8M
|
238K
$141M
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
521New |
$289K - $321K
|
521
$309K
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-165- 2.16% |
$91.4K - $102K
|
7.49K
$4.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.65K- 6.44% |
$2.02M - $2.25M
|
53K
$31.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-670- 10.67% |
$371K - $413K
|
5.61K
$3.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
11.6K+ 3.04% |
$6.42M - $7.14M
|
393K
$233M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.12K- 7.59% |
$619K - $689K
|
13.6K
$8.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
483+ 9.58% |
$268K - $297K
|
5.52K
$3.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
29+ 4.11% |
$16.1K - $17.9K
|
734
$435K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
212+ 9.87% |
$117K - $131K
|
2.36K
$1.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-1- 0.12% |
$554 - $616
|
816
$483K
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
50+ 2.2% |
$27.7K - $30.8K
|
2.33K
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-251- 41.28% |
$139K - $155K
|
357
$211K
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.6K+ 17.93% |
$1.44M - $1.6M
|
17.1K
$10.1M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-242- 7.31% |
$134K - $149K
|
3.07K
$1.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-18- 0.59% |
$9.97K - $11.1K
|
3.01K
$1.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
1.9K+ 4.33% |
$1.05M - $1.17M
|
45.8K
$27.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.05K+ 24.47% |
$584K - $649K
|
5.36K
$3.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-43- 0.75% |
$23.8K - $26.5K
|
5.72K
$3.39M
|