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 |
|---|---|---|---|---|---|---|---|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
6.63KNew |
$3.78M - $4.05M
|
6.63K
$3.79M
|
|
|
Mar 25, 2025
Q4 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
724+ 1.01% |
$413K - $442K
|
72.2K
$41.2M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-29- 7.77% |
$16.5K - $17.7K
|
344
$197K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
1.21KNew |
$691K - $739K
|
1.21K
$692K
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
1.15KNew |
$654K - $700K
|
1.15K
$655K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.66K+ 30.87% |
$949K - $1.02M
|
7.05K
$4.03M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
938New |
$535K - $573K
|
938
$536K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
11.3KNew |
$6.45M - $6.9M
|
11.3K
$6.46M
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.45KNew |
$824K - $882K
|
1.45K
$826K
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
690New |
$394K - $421K
|
690
$394K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
5.55KNew |
$3.16M - $3.39M
|
5.55K
$3.17M
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
380New |
$217K - $232K
|
380
$217K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.89K- 7.06% |
$1.08M - $1.15M
|
24.9K
$14.2M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
30.1KNew |
$17.2M - $18.4M
|
30.1K
$17.2M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.07K+ 79.46% |
$1.75M - $1.88M
|
6.94K
$3.96M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
253K+ 4.04% |
$144M - $155M
|
6.51M
$3.72B
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
6.35KNew |
$3.62M - $3.88M
|
6.35K
$3.63M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.34KNew |
$1.91M - $2.04M
|
3.34K
$1.91M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
12.2KNew |
$6.93M - $7.42M
|
12.2K
$6.94M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
646+ 14.6% |
$369K - $394K
|
5.07K
$2.9M
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
15.4KNew |
$8.81M - $9.43M
|
15.4K
$8.83M
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-79- 1.59% |
$45.1K - $48.2K
|
4.89K
$2.79M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
3.56K+ 791.56% |
$2.03M - $2.17M
|
4.01K
$2.29M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
1.32KNew |
$753K - $806K
|
1.32K
$754K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
5.16KNew |
$2.94M - $3.15M
|
5.16K
$2.95M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
28.1KNew |
$16M - $17.1M
|
28.1K
$16M
|
|
|
Mar 06, 2025
Q4 2024
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
540New |
$308K - $330K
|
540
$309K
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
9.96KNew |
$5.68M - $6.08M
|
9.96K
$5.69M
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
58.6KNew |
$33.4M - $35.8M
|
58.6K
$33.5M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
487New |
$278K - $297K
|
487
$278K
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
2.58KNew |
$1.47M - $1.57M
|
2.58K
$1.47M
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
29.2KNew |
$16.6M - $17.8M
|
29.2K
$16.7M
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
634New |
$362K - $387K
|
634
$362K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.36KNew |
$1.35M - $1.44M
|
2.36K
$1.35M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-46- 4.93% |
$26.2K - $28.1K
|
887
$507K
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-64- 0.64% |
$36.5K - $39.1K
|
9.91K
$5.66M
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
343New |
$196K - $209K
|
343
$196K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.69K- 4.08% |
$962K - $1.03M
|
39.7K
$22.7M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
4.16K+ 15.81% |
$2.37M - $2.54M
|
30.5K
$17.4M
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
5.5K+ 6.24% |
$3.14M - $3.36M
|
93.7K
$53.5M
|
|
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.69K- 25.56% |
$961K - $1.03M
|
4.91K
$2.8M
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
11+ 0.16% |
$6.28K - $6.72K
|
6.83K
$3.9M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-30- 1.82% |
$17.1K - $18.3K
|
1.62K
$923K
|
|
|
Mar 03, 2025
Q4 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
478+ 12.84% |
$273K - $292K
|
4.2K
$2.4M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
251New |
$143K - $153K
|
251
$143K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
196New |
$112K - $120K
|
196
$112K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
51.9KNew |
$29.6M - $31.7M
|
51.9K
$29.7M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-95- 16.52% |
$54.2K - $58K
|
480
$274K
|
|
|
Feb 27, 2025
Q4 2024
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
95.6KNew |
$54.6M - $58.4M
|
95.6K
$54.6M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-213- 9.02% |
$122K - $130K
|
2.15K
$1.23M
|