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 19, 2025
Q2 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-7.72K- 10.04% |
$2.83M - $3.54M
|
69.1K
$40.2M
|
|
Aug 18, 2023
Q2 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.08KClosed |
$395K - $494K
|
0
$0
|
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-4.26K- 74.72% |
$1.56M - $1.95M
|
1.44K
$839K
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
411+ 10.07% |
$151K - $189K
|
4.49K
$2.61M
|
|
Sep 14, 2022
Q2 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-523Closed |
$192K - $240K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.37KClosed |
$504K - $630K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-349- 1.75% |
$128K - $160K
|
19.6K
$11.4M
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-17.2KClosed |
$6.32M - $7.9M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-15- 83.33% |
$5.5K - $6.88K
|
3
$1.75K
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
131+ 18.69% |
$48.1K - $60.1K
|
832
$484K
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-17.8K- 17.91% |
$6.52M - $8.15M
|
81.4K
$47.4M
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-17- 1.31% |
$6.24K - $7.8K
|
1.28K
$744K
|
|
Aug 15, 2022
Q2 2022
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
6.78KNew |
$2.49M - $3.11M
|
6.78K
$3.94M
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
923+ 4.05% |
$339K - $423K
|
23.7K
$13.8M
|
|
Aug 15, 2022
Q2 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-471Closed |
$173K - $216K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-14.3KClosed |
$5.26M - $6.58M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
10.3KNew |
$3.78M - $4.73M
|
10.3K
$6M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-580Closed |
$213K - $266K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
586New |
$215K - $269K
|
586
$341K
|
|
Aug 12, 2022
Q2 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-75Closed |
$27.5K - $34.4K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1.35KClosed |
$495K - $618K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Central Bank Of Brazil
Brasilia Df, D5 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
959New |
$352K - $440K
|
959
$558K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
4.93K+ 244.3% |
$1.81M - $2.26M
|
6.95K
$4.04M
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
18.5KNew |
$6.8M - $8.51M
|
18.5K
$10.8M
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-1.89KClosed |
$693K - $866K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.81KClosed |
$662K - $828K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-44.2K- 92.18% |
$16.2M - $20.3M
|
3.75K
$2.18M
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-1.14K- 22.74% |
$418K - $523K
|
3.87K
$2.25M
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-922Closed |
$338K - $423K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-4.24KClosed |
$1.56M - $1.95M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Capital, LLC
Walnut Creek, CA |
BUY
|
- |
259+ 11.31% |
$95.1K - $119K
|
2.55K
$1.48M
|
|
Aug 10, 2022
Q2 2022
|
Jeneq Management LP
New York, NY |
SELL
|
- |
-15.8KClosed |
$5.8M - $7.25M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mufg Bank, Ltd.
New York, NY |
BUY
|
- |
169KNew |
$62.2M - $77.7M
|
169K
$98.6M
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-703Closed |
$258K - $323K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-18.1K- 94.13% |
$6.64M - $8.31M
|
1.13K
$657K
|
|
Aug 10, 2022
Q2 2022
|
Vcu Investment Management CO
Richmond, VA |
SELL
|
- |
-17.7KClosed |
$6.48M - $8.1M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-71.5KClosed |
$26.2M - $32.8M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-45- 4.05% |
$16.5K - $20.6K
|
1.07K
$621K
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-265- 1.28% |
$97.3K - $122K
|
20.5K
$11.9M
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-451Closed |
$166K - $207K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
43.5KNew |
$15.9M - $19.9M
|
43.5K
$25.3M
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-5.61K- 20.07% |
$2.06M - $2.58M
|
22.4K
$13M
|
|
Aug 09, 2022
Q2 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.03KClosed |
$378K - $472K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Game Creek Capital, LP
Boston, MA |
SELL
|
PUT |
-80KClosed |
$29.4M - $36.7M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-22.6KClosed |
$8.28M - $10.3M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.05KNew |
$384K - $480K
|
1.05K
$609K
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-3.1KClosed |
$1.14M - $1.42M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-510Closed |
$187K - $234K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Crossvault Capital Management LLC
|
SELL
|
- |
-450Closed |
$165K - $206K
|
0
$0
|