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 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
94New |
$52.1K - $57.9K
|
94
$59.8K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
86+ 10.01% |
$47.6K - $53K
|
945
$601K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-254- 3.25% |
$141K - $156K
|
7.56K
$4.81M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10.1K- 16.67% |
$5.57M - $6.19M
|
50.3K
$32M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-14.5K- 17.18% |
$8.04M - $8.93M
|
69.9K
$44.5M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
30.8K+ 142.88% |
$17.1M - $19M
|
52.4K
$33.3M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-1.59K- 56.97% |
$878K - $976K
|
1.2K
$762K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-50- 3.04% |
$27.7K - $30.8K
|
1.6K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
104+ 11.35% |
$57.6K - $64K
|
1.02K
$649K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-168- 8.36% |
$93.1K - $103K
|
1.84K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-17- 0.36% |
$9.42K - $10.5K
|
4.65K
$2.96M
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-86- 12.93% |
$47.6K - $53K
|
579
$368K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
3+ 0.16% |
$1.66K - $1.85K
|
1.9K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
244+ 62.72% |
$135K - $150K
|
633
$403K
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-1.6K- 0.57% |
$888K - $987K
|
279K
$178M
|
|
|
May 09, 2025
Q1 2025
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
1.38K+ 132.69% |
$765K - $850K
|
2.42K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-38- 6.2% |
$21.1K - $23.4K
|
575
$366K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
22+ 1.75% |
$12.2K - $13.5K
|
1.28K
$812K
|
|
|
May 09, 2025
Q1 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
2+ 0.32% |
$1.11K - $1.23K
|
632
$402K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-22- 4.47% |
$12.2K - $13.5K
|
470
$299K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
299+ 1.26% |
$166K - $184K
|
24K
$15.3M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
79+ 0.45% |
$43.8K - $48.7K
|
17.7K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-619- 30.61% |
$343K - $381K
|
1.4K
$893K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-395- 0.75% |
$219K - $243K
|
52.2K
$33.2M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
834+ 4.45% |
$462K - $514K
|
19.6K
$12.5M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
11+ 0.23% |
$6.09K - $6.77K
|
4.85K
$3.09M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-81- 12.29% |
$44.9K - $49.9K
|
578
$368K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
495+ 65.74% |
$274K - $305K
|
1.25K
$794K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
4.54K+ 71.9% |
$2.52M - $2.8M
|
10.9K
$6.91M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-230- 0.96% |
$127K - $142K
|
23.7K
$15.1M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-34- 0.87% |
$18.8K - $20.9K
|
3.87K
$2.46M
|
|
|
May 09, 2025
Q1 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
720New |
$399K - $443K
|
720
$458K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.21KNew |
$1.78M - $1.98M
|
3.21K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-66- 10.73% |
$36.6K - $40.6K
|
549
$349K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.6K- 2.64% |
$6.43M - $7.14M
|
427K
$272M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-207- 8.67% |
$115K - $127K
|
2.18K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-22- 2.76% |
$12.2K - $13.5K
|
775
$493K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.35K+ 5.46% |
$749K - $833K
|
26.1K
$16.6M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
8+ 0.58% |
$4.43K - $4.93K
|
1.4K
$890K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.22K+ 1.76% |
$677K - $752K
|
70.4K
$44.8M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-188- 4.95% |
$104K - $116K
|
3.61K
$2.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-286- 1.97% |
$158K - $176K
|
14.2K
$9.06M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
703+ 13.47% |
$390K - $433K
|
5.92K
$3.77M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
9.11K+ 151.24% |
$5.05M - $5.61M
|
15.1K
$9.63M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-171- 0.5% |
$94.7K - $105K
|
34.2K
$21.8M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
4.4K+ 47.08% |
$2.44M - $2.71M
|
13.7K
$8.74M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-976- 9.02% |
$541K - $601K
|
9.84K
$6.26M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
94+ 1.7% |
$52.1K - $57.9K
|
5.61K
$3.57M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-409- 7.72% |
$227K - $252K
|
4.89K
$3.11M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2- 0.19% |
$1.11K - $1.23K
|
1.05K
$666K
|