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 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
48.1K+ 27.06% |
$26.6M - $29.6M
|
226K
$132M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
5.66K+ 12.03% |
$3.14M - $3.49M
|
52.7K
$30.9M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
8+ 0.14% |
$4.43K - $4.93K
|
5.54K
$3.24M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-164K- 33.39% |
$90.9M - $101M
|
327K
$192M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.18K- 18.99% |
$1.21M - $1.34M
|
9.3K
$5.45M
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-12- 1.12% |
$6.65K - $7.39K
|
1.06K
$623K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
266+ 8.43% |
$147K - $164K
|
3.42K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.74K- 18.13% |
$964K - $1.07M
|
7.86K
$4.6M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
99+ 1.03% |
$54.9K - $61K
|
9.74K
$5.71M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-23- 0.7% |
$12.7K - $14.2K
|
3.27K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-21.3K- 48.72% |
$11.8M - $13.1M
|
22.4K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-5.07K- 62.93% |
$2.81M - $3.12M
|
2.99K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1.1M+ 202.62% |
$609M - $677M
|
1.64M
$961M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-264- 12.49% |
$146K - $163K
|
1.85K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
121K+ 14.87% |
$67.1M - $74.6M
|
936K
$548M
|
|
|
May 14, 2025
Q1 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
3.8K+ 1.32% |
$2.11M - $2.34M
|
292K
$171M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.19K+ 24.68% |
$1.21M - $1.35M
|
11.1K
$6.48M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-147- 11.07% |
$81.4K - $90.5K
|
1.18K
$692K
|
|
|
May 14, 2025
Q1 2025
|
Annie E. Casey Foundation, Inc.
Baltimore, MD |
BUY
|
- |
11.3K+ 52.74% |
$6.27M - $6.97M
|
32.8K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-10- 6.13% |
$5.54K - $6.16K
|
153
$89.6K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-13- 1.79% |
$7.2K - $8.01K
|
714
$418K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-2.95K- 11.82% |
$1.63M - $1.82M
|
22K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-27.6K- 81.81% |
$15.3M - $17M
|
6.14K
$3.6M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-94- 3.2% |
$52.1K - $57.9K
|
2.84K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
1.4K+ 8.64% |
$776K - $862K
|
17.6K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.76K+ 3.13% |
$3.75M - $4.16M
|
223K
$131M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
721+ 1.12% |
$399K - $444K
|
65.4K
$38.3M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-9.52K- 20.46% |
$5.27M - $5.86M
|
37K
$21.7M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-52- 34.21% |
$28.8K - $32K
|
100
$58.6K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
965+ 7.09% |
$535K - $594K
|
14.6K
$8.53M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-246- 0.79% |
$136K - $151K
|
30.8K
$18M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
173+ 13.18% |
$95.9K - $107K
|
1.49K
$870K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
26+ 1.49% |
$14.4K - $16K
|
1.78K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-365- 4.98% |
$202K - $225K
|
6.97K
$4.08M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-7.29K- 40.99% |
$4.04M - $4.49M
|
10.5K
$6.14M
|
|
|
May 14, 2025
Q1 2025
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
60+ 13.79% |
$33.2K - $37K
|
495
$290K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-47- 6.84% |
$26K - $28.9K
|
640
$375K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
SELL
|
- |
-25- 3.31% |
$13.9K - $15.4K
|
731
$428K
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-550- 4.67% |
$305K - $339K
|
11.2K
$6.58M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
328K+ 231.98% |
$182M - $202M
|
470K
$275M
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-20- 0.26% |
$11.1K - $12.3K
|
7.79K
$4.56M
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-90- 0.17% |
$49.9K - $55.4K
|
52.4K
$30.7M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.05K+ 2.14% |
$582K - $647K
|
50.2K
$29.4M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-42- 1.91% |
$23.3K - $25.9K
|
2.15K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-6.74K- 8.42% |
$3.73M - $4.15M
|
73.3K
$42.9M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.01M+ 93.28% |
$558M - $620M
|
2.09M
$1.22B
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-67- 5.84% |
$37.1K - $41.3K
|
1.08K
$633K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.53K+ 87.43% |
$2.51M - $2.79M
|
9.71K
$5.68M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-20.9K- 14.49% |
$11.6M - $12.9M
|
124K
$72.4M
|
|
|
May 14, 2025
Q1 2025
|
Verger Capital Management LLC
|
BUY
|
- |
143+ 0.31% |
$79.2K - $88.1K
|
46.1K
$27M
|