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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
354New |
$202K - $216K
|
354
$225K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
80New |
$45.6K - $48.8K
|
80
$50.9K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
789New |
$450K - $482K
|
789
$502K
|
|
|
Feb 20, 2025
Q4 2024
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
3New |
$1.71K - $1.83K
|
3
$1.91K
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
6.66KNew |
$3.8M - $4.07M
|
6.66K
$4.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.6K+ 136.99% |
$7.21M - $7.72M
|
21.9K
$13.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
961New |
$548K - $587K
|
961
$612K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.13KNew |
$647K - $692K
|
1.13K
$722K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8K- 7.9% |
$4.56M - $4.88M
|
93.3K
$59.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.78K- 10.81% |
$1.59M - $1.7M
|
23K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
200New |
$114K - $122K
|
200
$127K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-148- 3.08% |
$84.4K - $90.4K
|
4.65K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.4K- 14.51% |
$800K - $856K
|
8.26K
$5.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-243- 23.92% |
$139K - $148K
|
773
$492K
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-469- 28.74% |
$268K - $286K
|
1.16K
$740K
|
|
|
Feb 14, 2025
Q4 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
2.17MNew |
$1.24B - $1.33B
|
2.17M
$1.38B
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-29- 5.12% |
$16.5K - $17.7K
|
537
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-3- 0.13% |
$1.71K - $1.83K
|
2.38K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-39- 0.23% |
$22.2K - $23.8K
|
17.2K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
20+ 3.31% |
$11.4K - $12.2K
|
625
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Bracebridge Capital, LLC
|
BUY
|
- |
450KNew |
$257M - $275M
|
450K
$286M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
PUT |
-1.91K- 86.41% |
$1.09M - $1.16M
|
300
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-800- 3.56% |
$456K - $488K
|
21.7K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-21.7K- 33.25% |
$12.4M - $13.2M
|
43.6K
$27.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
CALL |
200New |
$114K - $122K
|
200
$127K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.61K+ 135.0% |
$2.63M - $2.81M
|
8.02K
$5.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
74+ 0.05% |
$42.2K - $45.2K
|
135K
$85.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-503- 35.35% |
$287K - $307K
|
920
$585K
|
|
|
Feb 14, 2025
Q4 2024
|
Goldentree Asset Management LP
New York, NY |
BUY
|
- |
545KNew |
$311M - $333M
|
545K
$347M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.97K+ 13.37% |
$1.12M - $1.2M
|
16.7K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-100- 1.76% |
$57.1K - $61.1K
|
5.57K
$3.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1.66K- 3.72% |
$946K - $1.01M
|
42.9K
$27.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
6+ 1.53% |
$3.42K - $3.66K
|
399
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.01K- 25.74% |
$573K - $614K
|
2.9K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-392- 22.72% |
$224K - $239K
|
1.33K
$848K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-788- 12.12% |
$450K - $481K
|
5.71K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
300New |
$171K - $183K
|
300
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
850New |
$485K - $519K
|
850
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
376New |
$215K - $230K
|
376
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
690New |
$394K - $421K
|
690
$439K
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
2.99KNew |
$1.71M - $1.83M
|
2.99K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
37New |
$21.1K - $22.6K
|
37
$23.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
840KNew |
$479M - $513M
|
840K
$535M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.51K+ 24.03% |
$862K - $923K
|
7.8K
$4.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
1.13K+ 54.45% |
$642K - $688K
|
3.19K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
9.71KNew |
$5.54M - $5.93M
|
9.71K
$6.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
280KNew |
$160M - $171M
|
280K
$178M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.49M+ 1141.92% |
$848M - $907M
|
1.62M
$1.03B
|
|
|
Feb 14, 2025
Q4 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-420- 1.27% |
$240K - $256K
|
32.6K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
1.53MNew |
$874M - $936M
|
1.53M
$975M
|