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 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
197+ 0.81% |
$109K - $121K
|
24.7K
$15.7M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-10- 0.29% |
$5.54K - $6.16K
|
3.46K
$2.2M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.46K- 2.82% |
$806K - $896K
|
50.2K
$32M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.11K- 4.46% |
$613K - $681K
|
23.7K
$15.1M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$554 - $616
|
13.5K
$8.62M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-67- 6.07% |
$37.1K - $41.3K
|
1.04K
$659K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
361+ 1.73% |
$200K - $222K
|
21.2K
$13.5M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
157+ 7.41% |
$87K - $96.7K
|
2.28K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
47+ 8.94% |
$26K - $28.9K
|
573
$365K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
64+ 12.1% |
$35.5K - $39.4K
|
593
$377K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.32K+ 2.83% |
$732K - $814K
|
48K
$30.5M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-26- 0.63% |
$14.4K - $16K
|
4.1K
$2.61M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
20+ 1.59% |
$11.1K - $12.3K
|
1.28K
$811K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.63K- 7.52% |
$2.01M - $2.24M
|
44.7K
$28.4M
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
5.44KNew |
$3.01M - $3.35M
|
5.44K
$3.46M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-54.7K- 53.27% |
$30.3M - $33.7M
|
48K
$30.6M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
120K+ 2335.26% |
$66.4M - $73.8M
|
125K
$79.5M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.84K+ 11.36% |
$1.57M - $1.75M
|
27.8K
$17.7M
|
|
|
May 07, 2025
Q1 2025
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-10.5K- 6.68% |
$5.83M - $6.48M
|
147K
$93.6M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-356- 25.8% |
$197K - $219K
|
1.02K
$652K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
228+ 18.45% |
$126K - $140K
|
1.46K
$932K
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
267+ 0.86% |
$148K - $164K
|
31.5K
$20M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-178- 7.32% |
$98.6K - $110K
|
2.25K
$1.43M
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
21KNew |
$11.6M - $12.9M
|
21K
$13.4M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
25+ 1.24% |
$13.9K - $15.4K
|
2.04K
$1.3M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
187+ 3.5% |
$104K - $115K
|
5.53K
$3.52M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
26.3K+ 9.87% |
$14.6M - $16.2M
|
293K
$186M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.33KNew |
$2.95M - $3.28M
|
5.33K
$3.39M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-255- 5.44% |
$141K - $157K
|
4.44K
$2.82M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.35K+ 2.36% |
$750K - $833K
|
58.6K
$37.3M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8.26K- 5.63% |
$4.57M - $5.08M
|
138K
$88M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-14.9K- 52.07% |
$8.27M - $9.19M
|
13.7K
$8.74M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
1+ 0.09% |
$554 - $616
|
1.08K
$687K
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-345- 26.83% |
$191K - $212K
|
941
$599K
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-26- 1.38% |
$14.4K - $16K
|
1.86K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
21+ 0.07% |
$11.6K - $12.9K
|
30.1K
$19.1M
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-82- 0.84% |
$45.4K - $50.5K
|
9.72K
$6.18M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
412+ 51.31% |
$228K - $254K
|
1.22K
$773K
|
|
|
May 06, 2025
Q1 2025
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-36- 4.09% |
$19.9K - $22.2K
|
845
$538K
|
|
|
May 06, 2025
Q1 2025
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-797- 16.45% |
$442K - $491K
|
4.05K
$2.58M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-370- 1.06% |
$205K - $228K
|
34.6K
$22M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-124- 0.45% |
$68.7K - $76.4K
|
27.3K
$17.4M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-713K- 73.1% |
$395M - $439M
|
262K
$167M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
186+ 1.68% |
$103K - $115K
|
11.3K
$7.16M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
128+ 1.93% |
$70.9K - $78.8K
|
6.76K
$4.3M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
70+ 4.48% |
$38.8K - $43.1K
|
1.63K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.09K+ 3.04% |
$605K - $673K
|
37K
$23.6M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-710- 0.55% |
$393K - $437K
|
128K
$81.8M
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.1K- 2.2% |
$611K - $679K
|
48.9K
$31.1M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.15K- 10.92% |
$634K - $705K
|
9.34K
$5.95M
|