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 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
29+ 8.24% |
$16.1K - $17.9K
|
381
$226K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-11.2K- 53.7% |
$6.23M - $6.93M
|
9.7K
$5.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.38K+ 15.96% |
$1.32M - $1.46M
|
17.3K
$10.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
1.03K+ 3.26% |
$571K - $635K
|
32.7K
$19.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
411+ 5.41% |
$228K - $253K
|
8K
$4.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-164- 3.65% |
$90.9K - $101K
|
4.33K
$2.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-41- 0.71% |
$22.7K - $25.2K
|
5.76K
$3.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
624+ 66.45% |
$346K - $384K
|
1.56K
$926K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
242+ 0.08% |
$134K - $149K
|
294K
$174M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1.62K- 12.24% |
$896K - $996K
|
11.6K
$6.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-500- 43.67% |
$277K - $308K
|
645
$382K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
99+ 0.74% |
$54.9K - $61K
|
13.4K
$7.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
997+ 36.28% |
$552K - $614K
|
3.75K
$2.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
1.59K+ 3.02% |
$881K - $979K
|
54.2K
$32.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-64- 0.33% |
$35.5K - $39.4K
|
19.4K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-21.9K- 5.12% |
$12.1M - $13.5M
|
407K
$241M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
47+ 0.33% |
$26K - $28.9K
|
14.3K
$8.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
2.14KNew |
$1.19M - $1.32M
|
2.14K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 11.24% |
$1.22M - $1.35M
|
21.7K
$12.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-20- 0.11% |
$11.1K - $12.3K
|
18.3K
$10.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
44.1KNew |
$24.4M - $27.2M
|
44.1K
$26.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-30.5K- 3.26% |
$16.9M - $18.8M
|
906K
$537M
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
8.55K+ 4.48% |
$4.74M - $5.27M
|
199K
$118M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
9.72K+ 9.4% |
$5.39M - $5.99M
|
113K
$67M
|
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.83K+ 25.67% |
$1.57M - $1.74M
|
13.9K
$8.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-308- 9.38% |
$171K - $190K
|
2.97K
$1.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-31- 5.45% |
$17.2K - $19.1K
|
538
$319K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.05K- 1.72% |
$1.69M - $1.88M
|
174K
$103M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
97+ 1.77% |
$53.7K - $59.7K
|
5.58K
$3.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-39- 3.48% |
$21.6K - $24K
|
1.08K
$641K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
110+ 8.76% |
$60.9K - $67.7K
|
1.37K
$809K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.73K- 2.56% |
$1.51M - $1.68M
|
104K
$61.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-7.94K- 21.73% |
$4.4M - $4.89M
|
28.6K
$16.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-786- 0.85% |
$435K - $484K
|
92.1K
$54.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-28.4K- 4.21% |
$15.8M - $17.5M
|
648K
$384M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
47+ 1.62% |
$26K - $28.9K
|
2.95K
$1.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
69+ 5.05% |
$38.2K - $42.5K
|
1.43K
$849K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
1+ 0.04% |
$554 - $616
|
2.33K
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
39+ 1.72% |
$21.6K - $24K
|
2.31K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-26- 2.29% |
$14.4K - $16K
|
1.11K
$657K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-284- 3.47% |
$157K - $175K
|
7.91K
$4.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
11+ 1.13% |
$6.09K - $6.77K
|
985
$583K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-5- 0.1% |
$2.77K - $3.08K
|
4.77K
$2.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-85.9K- 49.75% |
$47.6M - $52.9M
|
86.8K
$51.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-4- 0.08% |
$2.22K - $2.46K
|
5.14K
$3.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
442+ 0.91% |
$245K - $272K
|
49.1K
$29.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-35- 2.85% |
$19.4K - $21.6K
|
1.2K
$708K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
968+ 7.76% |
$536K - $596K
|
13.4K
$7.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-13- 0.5% |
$7.2K - $8.01K
|
2.6K
$1.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-5.98K- 1.16% |
$3.31M - $3.68M
|
508K
$301M
|