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
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-49K- 7.23% |
$27.1M - $30.2M
|
628K
$368M
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$1.11K - $1.23K
|
7.35K
$4.3M
|
|
|
May 14, 2025
Q1 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
7.61K+ 12.29% |
$4.22M - $4.69M
|
69.5K
$40.7M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-1.05K- 20.4% |
$584K - $649K
|
4.11K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.2K+ 16.49% |
$6.2M - $6.89M
|
79.1K
$46.3M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-79- 0.66% |
$43.8K - $48.7K
|
11.9K
$6.96M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
15K+ 5.16% |
$8.31M - $9.24M
|
305K
$179M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
9+ 2.4% |
$4.99K - $5.54K
|
384
$225K
|
|
|
May 14, 2025
Q1 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
364New |
$202K - $224K
|
364
$213K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
49+ 0.49% |
$27.1K - $30.2K
|
10K
$5.87M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
4+ 0.14% |
$2.22K - $2.46K
|
2.84K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
993+ 1.25% |
$550K - $612K
|
80.5K
$47.2M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
12+ 0.46% |
$6.65K - $7.39K
|
2.62K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-1.07M- 53.68% |
$593M - $660M
|
924K
$541M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
42.5K+ 10.46% |
$23.5M - $26.2M
|
449K
$263M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.73K- 18.37% |
$4.29M - $4.76M
|
34.4K
$20.1M
|
|
|
May 14, 2025
Q1 2025
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
6.6K+ 2.35% |
$3.66M - $4.06M
|
287K
$168M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.02K+ 42.28% |
$565K - $628K
|
3.43K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-541K- 6.68% |
$300M - $333M
|
7.56M
$4.43B
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-5.7K- 0.83% |
$3.16M - $3.51M
|
681K
$399M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
86+ 24.64% |
$47.6K - $53K
|
435
$255K
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-484- 2.09% |
$268K - $298K
|
22.7K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-62- 3.01% |
$34.4K - $38.2K
|
2K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-33- 61.11% |
$18.3K - $20.3K
|
21
$12.3K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
158+ 309.8% |
$87.5K - $97.3K
|
209
$122K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
29+ 2.48% |
$16.1K - $17.9K
|
1.2K
$701K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.04K- 4.4% |
$1.68M - $1.87M
|
66.1K
$38.7M
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
140+ 14.13% |
$77.6K - $86.2K
|
1.13K
$662K
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
3+ 0.34% |
$1.66K - $1.85K
|
873
$511K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
624+ 10.44% |
$346K - $384K
|
6.6K
$3.87M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
525+ 22.11% |
$291K - $323K
|
2.9K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
136K+ 6.66% |
$75.3M - $83.7M
|
2.18M
$1.27B
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-66.3K- 41.02% |
$36.7M - $40.8M
|
95.3K
$55.8M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
636+ 0.34% |
$352K - $392K
|
189K
$111M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
41.3K+ 33.46% |
$22.9M - $25.5M
|
165K
$96.5M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.92K- 1.62% |
$1.06M - $1.18M
|
117K
$68.3M
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.72K+ 102.2% |
$951K - $1.06M
|
3.4K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.81M+ 120.04% |
$1.56B - $1.73B
|
5.15M
$3.02B
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
15K+ 15.55% |
$8.33M - $9.26M
|
112K
$65.5M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-39- 5.41% |
$21.6K - $24K
|
682
$399K
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-72- 9.84% |
$39.9K - $44.3K
|
660
$387K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-920- 4.89% |
$510K - $567K
|
17.9K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-2.1K- 15.54% |
$1.16M - $1.29M
|
11.4K
$6.68M
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
800+ 42.74% |
$443K - $493K
|
2.67K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
15+ 0.14% |
$8.31K - $9.24K
|
10.4K
$6.1M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-434- 1.76% |
$240K - $267K
|
24.3K
$14.2M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
216+ 0.27% |
$120K - $133K
|
80.9K
$47.4M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
52.4K+ 7.69% |
$29.1M - $32.3M
|
735K
$430M
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2.83K+ 38.1% |
$1.57M - $1.74M
|
10.3K
$6.01M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
73.5K+ 9.95% |
$40.7M - $45.3M
|
812K
$476M
|