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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
42K+ 69.87% |
$23.9M - $25.6M
|
102K
$62.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
866+ 11.46% |
$494K - $529K
|
8.42K
$5.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
218KNew |
$124M - $133M
|
218K
$134M
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
1.83KNew |
$1.04M - $1.12M
|
1.83K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
3.7KNew |
$2.11M - $2.26M
|
3.7K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
84+ 0.55% |
$47.9K - $51.3K
|
15.4K
$9.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.8K+ 1.46% |
$13.6M - $14.5M
|
1.66M
$1.01B
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.6K+ 10.39% |
$3.77M - $4.03M
|
70.1K
$43M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-45- 0.6% |
$25.7K - $27.5K
|
7.51K
$4.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
43+ 0.08% |
$24.5K - $26.3K
|
55.9K
$34.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
180+ 3.73% |
$103K - $110K
|
5K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
9.6KNew |
$5.47M - $5.86M
|
9.6K
$5.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
718+ 10.96% |
$410K - $438K
|
7.27K
$4.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
344New |
$196K - $210K
|
344
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-97- 6.34% |
$55.3K - $59.2K
|
1.43K
$879K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
5.8K+ 4.49% |
$3.31M - $3.54M
|
135K
$82.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
27.8K+ 2.87% |
$15.9M - $17M
|
996K
$610M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
144K+ 7.8% |
$82M - $87.8M
|
1.99M
$1.22B
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-500- 7.63% |
$285K - $305K
|
6.06K
$3.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.69K+ 12.7% |
$964K - $1.03M
|
15K
$9.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
187+ 0.39% |
$107K - $114K
|
48.4K
$29.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.4K+ 309.09% |
$11.6M - $12.5M
|
27K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
96.3K+ 24.6% |
$55M - $58.8M
|
488K
$299M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
7.1KNew |
$4.05M - $4.34M
|
7.1K
$4.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
60.8K+ 4.57% |
$34.7M - $37.1M
|
1.39M
$853M
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
33+ 1.79% |
$18.8K - $20.1K
|
1.88K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
503K+ 106.64% |
$287M - $307M
|
975K
$597M
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-32- 0.13% |
$18.3K - $19.5K
|
23.9K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.35K+ 2.25% |
$3.05M - $3.27M
|
243K
$149M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.88K- 3.13% |
$5.64M - $6.03M
|
306K
$187M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-40.1K- 2.87% |
$22.9M - $24.5M
|
1.36M
$831M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.41K+ 2.64% |
$803K - $859K
|
54.8K
$33.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-351- 10.68% |
$200K - $214K
|
2.94K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-438- 54.89% |
$250K - $267K
|
360
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-47- 0.09% |
$26.8K - $28.7K
|
51.4K
$31.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-27.1K- 17.07% |
$15.4M - $16.5M
|
131K
$80.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-6- 0.22% |
$3.42K - $3.66K
|
2.72K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
8+ 0.14% |
$4.56K - $4.88K
|
5.81K
$3.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
348+ 0.35% |
$199K - $212K
|
101K
$62M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-24K- 79.98% |
$13.7M - $14.7M
|
6.01K
$3.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
46+ 2.34% |
$26.2K - $28.1K
|
2.01K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-59- 2.37% |
$33.7K - $36K
|
2.43K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
575New |
$328K - $351K
|
575
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-395- 0.3% |
$225K - $241K
|
129K
$79.1M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-5.38K- 40.09% |
$3.07M - $3.28M
|
8.04K
$4.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
184+ 6.19% |
$105K - $112K
|
3.16K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-33.8K- 61.95% |
$19.3M - $20.6M
|
20.8K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-47- 0.94% |
$26.8K - $28.7K
|
4.94K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-12K- 23.69% |
$6.83M - $7.31M
|
38.5K
$23.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-390- 6.59% |
$222K - $238K
|
5.53K
$3.39M
|