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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-209- 1.38% |
$116K - $129K
|
14.9K
$8.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
43+ 1.93% |
$23.8K - $26.5K
|
2.28K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Ams Capital Ltda
|
BUY
|
- |
61.1KNew |
$33.9M - $37.7M
|
61.1K
$33M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
498+ 31.22% |
$276K - $307K
|
2.09K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
210+ 0.78% |
$116K - $129K
|
27K
$14.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
47+ 5.43% |
$26K - $28.9K
|
913
$493K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-58- 0.51% |
$32.1K - $35.7K
|
11.3K
$6.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.13K- 9.58% |
$626K - $696K
|
10.7K
$5.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-3- 0.17% |
$1.66K - $1.85K
|
1.74K
$937K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-191- 1.01% |
$106K - $118K
|
18.6K
$10.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-2.11K- 4.24% |
$1.17M - $1.3M
|
47.7K
$25.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
757+ 1.95% |
$419K - $466K
|
39.5K
$21.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5.24K- 8.74% |
$2.9M - $3.23M
|
54.7K
$29.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
125+ 9.55% |
$69.3K - $77K
|
1.43K
$775K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
108+ 23.33% |
$59.8K - $66.5K
|
571
$308K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.29K- 14.8% |
$5.15M - $5.72M
|
53.5K
$28.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-18- 0.12% |
$9.97K - $11.1K
|
15K
$8.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.65K+ 12.32% |
$1.47M - $1.63M
|
24.1K
$13M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
2.27K+ 1.17% |
$1.26M - $1.4M
|
197K
$106M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-138- 8.58% |
$76.5K - $85K
|
1.47K
$794K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
9.8K+ 8.65% |
$5.43M - $6.03M
|
123K
$66.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.79K- 0.73% |
$990K - $1.1M
|
242K
$131M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
1.07K+ 4.12% |
$595K - $661K
|
27.1K
$14.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.46K+ 5.97% |
$2.47M - $2.74M
|
79.1K
$42.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-97- 0.84% |
$53.7K - $59.7K
|
11.5K
$6.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-20- 2.48% |
$11.1K - $12.3K
|
785
$424K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
200+ 13.89% |
$111K - $123K
|
1.64K
$886K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.98K+ 4.24% |
$1.1M - $1.22M
|
48.8K
$26.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.21K- 11.59% |
$669K - $743K
|
9.21K
$4.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-117- 1.92% |
$64.8K - $72.1K
|
5.97K
$3.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-3.64K- 4.09% |
$2.02M - $2.24M
|
85.5K
$46.2M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-169- 0.97% |
$93.6K - $104K
|
17.3K
$9.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4+ 0.14% |
$2.22K - $2.46K
|
2.94K
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
5+ 0.15% |
$2.77K - $3.08K
|
3.24K
$1.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33.1K+ 58.87% |
$18.3M - $20.4M
|
89.2K
$48.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
2+ 0.29% |
$1.11K - $1.23K
|
697
$377K
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-95- 3.63% |
$52.6K - $58.5K
|
2.52K
$1.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-44- 0.59% |
$24.4K - $27.1K
|
7.37K
$3.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
1.08K+ 2.8% |
$596K - $662K
|
39.5K
$21.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
171+ 14.07% |
$94.7K - $105K
|
1.39K
$749K
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
19+ 0.48% |
$10.5K - $11.7K
|
3.95K
$2.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
62+ 1.62% |
$34.4K - $38.2K
|
3.9K
$2.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-104- 11.8% |
$57.6K - $64K
|
777
$420K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-48.9K- 10.69% |
$27.1M - $30.1M
|
409K
$221M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
14K+ 99921.43% |
$7.75M - $8.62M
|
14K
$7.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
782+ 0.57% |
$433K - $482K
|
139K
$75M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-16.7K- 70.01% |
$9.28M - $10.3M
|
7.17K
$3.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 30.44% |
$706K - $785K
|
5.46K
$2.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-30- 3.72% |
$16.6K - $18.5K
|
777
$420K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-81- 0.41% |
$44.9K - $49.9K
|
19.5K
$10.6M
|