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
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-5.98K- 1.16% |
$3.31M - $3.68M
|
508K
$301M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
942+ 2.46% |
$522K - $580K
|
39.2K
$23.2M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-689- 43.89% |
$382K - $424K
|
881
$522K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
241+ 2.16% |
$134K - $148K
|
11.4K
$6.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
415New |
$230K - $256K
|
415
$246K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.41K+ 2.32% |
$783K - $871K
|
62.3K
$36.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-398- 5.01% |
$221K - $245K
|
7.55K
$4.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.61K+ 7.09% |
$2M - $2.22M
|
54.5K
$32.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
970K+ 3213.46% |
$537M - $597M
|
1M
$592M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.28K- 54.06% |
$1.26M - $1.4M
|
1.94K
$1.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-236- 0.39% |
$131K - $145K
|
59.5K
$35.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.71K+ 482.35% |
$1.5M - $1.67M
|
3.27K
$1.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-771- 4.57% |
$427K - $475K
|
16.1K
$9.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-486- 0.92% |
$269K - $299K
|
52.4K
$31M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
469+ 30.67% |
$260K - $289K
|
2K
$1.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-187- 7.19% |
$104K - $115K
|
2.42K
$1.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-1.95K- 11.24% |
$1.08M - $1.2M
|
15.4K
$9.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-4- 0.32% |
$2.22K - $2.46K
|
1.23K
$727K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-13.4K- 83.42% |
$7.44M - $8.27M
|
2.67K
$1.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.41K- 6.88% |
$2.44M - $2.71M
|
59.7K
$35.3M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
1.47K+ 129.85% |
$812K - $903K
|
2.6K
$1.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
43K+ 238.07% |
$23.8M - $26.5M
|
61.1K
$36.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
227+ 28.34% |
$126K - $140K
|
1.03K
$609K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.2K+ 0.22% |
$3.99M - $4.44M
|
3.21M
$1.9B
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
84+ 1.85% |
$46.5K - $51.7K
|
4.64K
$2.75M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.99K+ 7.15% |
$1.1M - $1.22M
|
29.8K
$17.6M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-140- 2.04% |
$77.6K - $86.2K
|
6.72K
$3.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
36K+ 24.16% |
$20M - $22.2M
|
185K
$110M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
139New |
$77K - $85.6K
|
139
$82.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-507- 1.46% |
$281K - $312K
|
34.2K
$20.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.19KNew |
$660K - $733K
|
1.19K
$705K
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
176+ 1.41% |
$97.5K - $108K
|
12.7K
$7.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
5+ 0.3% |
$2.77K - $3.08K
|
1.68K
$996K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
7.92K+ 15.98% |
$4.39M - $4.88M
|
57.4K
$34M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
7.48K+ 9.61% |
$4.14M - $4.61M
|
85.3K
$50.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
797+ 13.04% |
$442K - $491K
|
6.91K
$4.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
237+ 16.27% |
$131K - $146K
|
1.69K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-3.42K- 64.32% |
$1.89M - $2.1M
|
1.9K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.47K- 1.84% |
$814K - $905K
|
78.4K
$46.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-9- 1.0% |
$4.99K - $5.54K
|
892
$528K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
587+ 3.28% |
$325K - $362K
|
18.5K
$10.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-32- 1.88% |
$17.7K - $19.7K
|
1.67K
$989K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
98+ 18.85% |
$54.3K - $60.4K
|
618
$366K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
325+ 5.82% |
$180K - $200K
|
5.91K
$3.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-784- 23.84% |
$434K - $483K
|
2.51K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
223+ 38.58% |
$124K - $137K
|
801
$474K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
24+ 2.23% |
$13.3K - $14.8K
|
1.1K
$652K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-51- 5.39% |
$28.3K - $31.4K
|
895
$530K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.71K- 62.4% |
$948K - $1.05M
|
1.03K
$611K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.09K+ 79.98% |
$1.16M - $1.29M
|
4.7K
$2.78M
|