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 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-352- 3.74% |
$195K - $217K
|
9.07K
$4.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-11- 0.1% |
$6.09K - $6.77K
|
11.1K
$5.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
6+ 1.12% |
$3.32K - $3.7K
|
544
$294K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-5.11K- 1.15% |
$2.83M - $3.15M
|
438K
$236M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
6+ 0.02% |
$3.32K - $3.7K
|
24.9K
$13.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.08K- 5.43% |
$600K - $667K
|
18.8K
$10.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
229+ 5.2% |
$127K - $141K
|
4.64K
$2.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
12.9K+ 2836.34% |
$7.13M - $7.93M
|
13.3K
$7.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
509+ 31.61% |
$282K - $313K
|
2.12K
$1.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-300- 3.19% |
$166K - $185K
|
9.1K
$4.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
27+ 51.92% |
$15K - $16.6K
|
79
$42.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.78K- 6.3% |
$2.09M - $2.33M
|
56.2K
$30.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.6% |
$8.86K - $9.85K
|
2.64K
$1.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
1.06K+ 19.72% |
$585K - $650K
|
6.41K
$3.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-5.15K- 9.29% |
$2.85M - $3.17M
|
50.3K
$27.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
25+ 3.37% |
$13.9K - $15.4K
|
766
$414K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-52- 4.87% |
$28.8K - $32K
|
1.02K
$548K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-31- 24.6% |
$17.2K - $19.1K
|
95
$51.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
703New |
$390K - $433K
|
703
$380K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
246+ 0.58% |
$136K - $151K
|
43K
$23.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-854- 19.82% |
$473K - $526K
|
3.45K
$1.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
52.1K+ 24.46% |
$28.8M - $32.1M
|
265K
$143M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
159+ 4.69% |
$88.1K - $97.9K
|
3.55K
$1.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-57- 3.48% |
$31.6K - $35.1K
|
1.58K
$855K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-37- 0.43% |
$20.5K - $22.8K
|
8.66K
$4.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20K- 37.62% |
$11.1M - $12.3M
|
33.1K
$17.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-93- 5.55% |
$51.5K - $57.3K
|
1.58K
$855K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
96+ 6.47% |
$53.2K - $59.1K
|
1.58K
$853K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
2.26K+ 2.42% |
$1.25M - $1.39M
|
95.9K
$51.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
5.81K+ 818.31% |
$3.22M - $3.58M
|
6.52K
$3.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
41+ 1.53% |
$22.7K - $25.2K
|
2.72K
$1.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
3.55K+ 3.77% |
$1.97M - $2.19M
|
97.7K
$52.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-787- 2.7% |
$436K - $485K
|
28.3K
$15.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
859+ 1.01% |
$476K - $529K
|
85.6K
$46.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-3.24K- 98.51% |
$1.79M - $1.99M
|
49
$26.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.21K+ 52.61% |
$4.55M - $5.05M
|
23.8K
$12.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-2.86K- 60.57% |
$1.59M - $1.76M
|
1.86K
$1.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
28+ 1.57% |
$15.5K - $17.2K
|
1.81K
$979K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
45+ 5.92% |
$24.9K - $27.7K
|
805
$435K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.28K- 43.69% |
$708K - $787K
|
1.65K
$890K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
304+ 1.53% |
$168K - $187K
|
20.1K
$10.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
698+ 3.33% |
$387K - $430K
|
21.7K
$11.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
26+ 2.32% |
$14.4K - $16K
|
1.15K
$621K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
55+ 0.21% |
$30.5K - $33.9K
|
25.9K
$14M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-6.58K- 11.59% |
$3.65M - $4.05M
|
50.2K
$27.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-350- 26.08% |
$194K - $216K
|
992
$536K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
567+ 8.05% |
$314K - $349K
|
7.61K
$4.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.16K- 1.3% |
$1.19M - $1.33M
|
164K
$88.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
2.85K+ 5.12% |
$1.58M - $1.75M
|
58.4K
$31.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-9- 0.62% |
$4.99K - $5.54K
|
1.43K
$774K
|