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
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-39- 2.05% |
$21.6K - $24K
|
1.87K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-1- 0.01% |
$554 - $616
|
9.7K
$5.68M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
239+ 143.11% |
$132K - $147K
|
406
$238K
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
184+ 2.46% |
$102K - $113K
|
7.67K
$4.49M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-1.73K- 8.1% |
$960K - $1.07M
|
19.7K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
769K+ 2.52% |
$426M - $473M
|
31.3M
$18.3B
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1+ 0.25% |
$554 - $616
|
397
$233K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
60+ 4.84% |
$33.2K - $37K
|
1.3K
$761K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-141K- 21.57% |
$78.2M - $86.9M
|
513K
$300M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.13K+ 4.57% |
$1.73M - $1.92M
|
71.5K
$41.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
96.5KNew |
$53.5M - $59.4M
|
96.5K
$56.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
22.7K+ 3.02% |
$12.6M - $14M
|
775K
$454M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
15.4MNew |
$8.52B - $9.47B
|
15.4M
$9.01B
|
|
|
May 14, 2025
Q1 2025
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-1.08M- 45.81% |
$598M - $665M
|
1.28M
$748M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
118KNew |
$65.2M - $72.4M
|
118K
$68.9M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-151- 1.35% |
$83.7K - $93K
|
11.1K
$6.49M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
120+ 0.94% |
$66.5K - $73.9K
|
12.9K
$7.54M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.29% |
$554 - $616
|
349
$204K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-11- 0.67% |
$6.09K - $6.77K
|
1.63K
$956K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
939+ 9.55% |
$520K - $578K
|
10.8K
$6.31M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-443- 0.31% |
$245K - $273K
|
141K
$82.4M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
35+ 1.58% |
$19.4K - $21.6K
|
2.25K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.83K- 12.71% |
$1.57M - $1.74M
|
19.4K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-200- 3.85% |
$111K - $123K
|
4.99K
$2.92M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
15.1K+ 12.57% |
$8.35M - $9.28M
|
135K
$79.1M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
12.8K+ 3.6% |
$7.07M - $7.86M
|
367K
$215M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-298- 3.74% |
$165K - $184K
|
7.68K
$4.5M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-136- 18.94% |
$75.4K - $83.8K
|
582
$341K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-2.44M- 95.38% |
$1.35B - $1.5B
|
118K
$69.1M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-15.4K- 1.55% |
$8.56M - $9.51M
|
978K
$573M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-48K- 10.06% |
$26.6M - $29.6M
|
429K
$251M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-884- 0.59% |
$490K - $544K
|
149K
$87.3M
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
100+ 6.15% |
$55.4K - $61.6K
|
1.73K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
360+ 0.9% |
$199K - $222K
|
40.3K
$23.6M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-679- 2.15% |
$376K - $418K
|
30.9K
$18.1M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.64K+ 3.45% |
$1.46M - $1.63M
|
79.2K
$46.4M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
35+ 10.94% |
$19.4K - $21.6K
|
355
$208K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
140+ 3.41% |
$77.6K - $86.2K
|
4.25K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.96K+ 111.24% |
$1.64M - $1.82M
|
5.62K
$3.29M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.01K+ 13.99% |
$560K - $622K
|
8.23K
$4.82M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-784- 18.12% |
$434K - $483K
|
3.54K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
29+ 0.26% |
$16.1K - $17.9K
|
11K
$6.45M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
894New |
$495K - $551K
|
894
$524K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-2.7K- 31.03% |
$1.5M - $1.66M
|
6K
$3.51M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.76K+ 33.59% |
$3.19M - $3.55M
|
22.9K
$13.4M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
633+ 4.53% |
$351K - $390K
|
14.6K
$8.55M
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
7.8K+ 0.31% |
$4.32M - $4.8M
|
2.56M
$1.5B
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.32K+ 0.5% |
$1.28M - $1.43M
|
469K
$275M
|
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
26+ 2.95% |
$14.4K - $16K
|
908
$532K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.21K- 9.87% |
$1.78M - $1.98M
|
29.3K
$17.2M
|