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 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
352KNew |
$201M - $215M
|
352K
$224M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
507New |
$289K - $310K
|
507
$323K
|
|
|
Feb 06, 2025
Q4 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
33.1KNew |
$18.9M - $20.2M
|
33.1K
$21.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
655New |
$374K - $400K
|
655
$417K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1+ 0.13% |
$571 - $611
|
759
$483K
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-43- 2.25% |
$24.5K - $26.3K
|
1.86K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
139K+ 18926.67% |
$79.4M - $84.9M
|
140K
$89M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
9+ 3.18% |
$5.13K - $5.5K
|
292
$186K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-4.51K- 61.87% |
$2.57M - $2.75M
|
2.78K
$1.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$571 - $611
|
412
$262K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
143+ 2.98% |
$81.6K - $87.3K
|
4.95K
$3.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.65K+ 46.54% |
$1.51M - $1.62M
|
8.35K
$5.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
439New |
$250K - $268K
|
439
$279K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
357New |
$204K - $218K
|
357
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
64+ 4.9% |
$36.5K - $39.1K
|
1.37K
$873K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.32K+ 2.09% |
$753K - $806K
|
64.5K
$41.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.52K- 10.47% |
$1.44M - $1.54M
|
21.6K
$13.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.5KNew |
$855K - $915K
|
1.5K
$953K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
5+ 0.0% |
$2.85K - $3.05K
|
104K
$65.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-51- 9.41% |
$29.1K - $31.1K
|
491
$312K
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-11- 2.76% |
$6.28K - $6.72K
|
388
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
67+ 14.79% |
$38.2K - $40.9K
|
520
$331K
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
706New |
$403K - $431K
|
706
$449K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-11- 2.01% |
$6.28K - $6.72K
|
537
$342K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.77K- 6.93% |
$1.01M - $1.08M
|
23.7K
$15.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
8.54KNew |
$4.87M - $5.22M
|
8.54K
$5.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.7K+ 12.69% |
$1.54M - $1.65M
|
24K
$15.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
32+ 1.03% |
$18.3K - $19.5K
|
3.14K
$2M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-383- 0.86% |
$219K - $234K
|
44.4K
$28.2M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-28- 3.78% |
$16K - $17.1K
|
713
$454K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-4- 0.05% |
$2.28K - $2.44K
|
8.13K
$5.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
BUY
|
- |
706New |
$403K - $431K
|
706
$449K
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
402New |
$229K - $245K
|
402
$256K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-74- 0.78% |
$42.2K - $45.2K
|
9.4K
$5.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
61New |
$34.8K - $37.2K
|
61
$38.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-9.21K- 90.34% |
$5.25M - $5.62M
|
985
$627K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-19- 5.08% |
$10.8K - $11.6K
|
355
$226K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-84- 3.29% |
$47.9K - $51.3K
|
2.47K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
10+ 12.35% |
$5.71K - $6.11K
|
91
$57.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
256New |
$146K - $156K
|
256
$163K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.37K- 0.62% |
$1.92M - $2.06M
|
539K
$343M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
CALL |
-200- 8.0% |
$114K - $122K
|
2.3K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
313+ 100.64% |
$179K - $191K
|
624
$397K
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
23+ 4.79% |
$13.1K - $14K
|
503
$320K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-14- 2.55% |
$7.99K - $8.55K
|
536
$341K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.44K+ 4.27% |
$3.1M - $3.32M
|
133K
$84.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
153+ 0.3% |
$87.3K - $93.4K
|
51.5K
$32.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
22New |
$12.6K - $13.4K
|
22
$14K
|
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
25+ 5.03% |
$14.3K - $15.3K
|
522
$332K
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-3- 0.08% |
$1.71K - $1.83K
|
3.64K
$2.32M
|