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 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-229- 20.14% |
$127K - $141K
|
908
$532K
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
28+ 0.18% |
$15.5K - $17.2K
|
15.2K
$8.89M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
621+ 3.52% |
$344K - $382K
|
18.3K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-6.14K- 50.71% |
$3.4M - $3.78M
|
5.97K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
68.1K+ 661.03% |
$37.7M - $41.9M
|
78.4K
$45.9M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-154- 1.6% |
$85.3K - $94.8K
|
9.44K
$5.53M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
18.4KNew |
$10.2M - $11.3M
|
18.4K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
618+ 36.1% |
$342K - $381K
|
2.33K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-566- 13.59% |
$314K - $349K
|
3.6K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
SELL
|
- |
-382- 0.4% |
$212K - $235K
|
95.2K
$55.8M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
557New |
$309K - $343K
|
557
$326K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-670- 38.24% |
$371K - $413K
|
1.08K
$634K
|
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-712- 44.39% |
$394K - $438K
|
892
$522K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
448+ 40.25% |
$248K - $276K
|
1.56K
$914K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
116+ 11.41% |
$64.3K - $71.4K
|
1.13K
$664K
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-4- 0.22% |
$2.22K - $2.46K
|
1.83K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-20.6K- 16.59% |
$11.4M - $12.7M
|
104K
$60.7M
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
36.6K+ 176.2% |
$20.3M - $22.5M
|
57.3K
$33.6M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
819+ 23.23% |
$454K - $504K
|
4.35K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
170+ 3.78% |
$94.2K - $105K
|
4.67K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-11.2K- 2.75% |
$6.2M - $6.89M
|
395K
$231M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.08K+ 20.47% |
$1.7M - $1.89M
|
18.1K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-6.36K- 1.91% |
$3.52M - $3.92M
|
326K
$191M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
103K+ 9.85% |
$57.3M - $63.7M
|
1.15M
$676M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-99- 1.44% |
$54.9K - $61K
|
6.79K
$3.97M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-11- 0.39% |
$6.09K - $6.77K
|
2.81K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.46K+ 1.7% |
$809K - $899K
|
87.5K
$51.2M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.59K- 2.89% |
$2.54M - $2.83M
|
154K
$90.4M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
33.6K+ 5.63% |
$18.6M - $20.7M
|
631K
$370M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.61K+ 168.61% |
$3.66M - $4.07M
|
10.5K
$6.16M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-66.9K- 60.97% |
$37.1M - $41.2M
|
42.8K
$25.1M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
50.9K+ 48.21% |
$28.2M - $31.3M
|
156K
$91.6M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-105- 0.06% |
$58.2K - $64.7K
|
183K
$107M
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-264- 27.76% |
$146K - $163K
|
687
$402K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-11- 0.54% |
$6.09K - $6.77K
|
2.02K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Unc Management Company, Inc.
Chapel Hill, NC |
SELL
|
- |
-30.5K- 2.23% |
$16.9M - $18.8M
|
1.33M
$781M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
30+ 3.13% |
$16.6K - $18.5K
|
987
$578K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.65K+ 5.87% |
$914K - $1.02M
|
29.8K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-4.24K- 11.22% |
$2.35M - $2.61M
|
33.6K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Qalhat Capital LTD
St Helier, Y9 |
BUY
|
- |
31.4K+ 21.83% |
$17.4M - $19.3M
|
175K
$103M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.36K- 2.72% |
$751K - $834K
|
48.4K
$28.4M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.55K- 60.47% |
$4.74M - $5.27M
|
5.59K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.1K- 0.2% |
$609K - $677K
|
559K
$327M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
6+ 0.14% |
$3.32K - $3.7K
|
4.45K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-1.48M- 25.03% |
$822M - $913M
|
4.44M
$2.6B
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-119- 2.47% |
$65.9K - $73.3K
|
4.71K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
271KNew |
$150M - $167M
|
271K
$159M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
57.1KNew |
$31.6M - $35.2M
|
57.1K
$33.4M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
559New |
$310K - $344K
|
559
$327K
|
|
|
May 15, 2025
Q1 2025
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
356New |
$197K - $219K
|
356
$208K
|