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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.85K+ 4.96% |
$1.06M - $1.13M
|
39.2K
$24M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
155+ 2.24% |
$88.4K - $94.6K
|
7.07K
$4.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.13K- 4.97% |
$645K - $690K
|
21.6K
$13.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-37- 1.82% |
$21.1K - $22.6K
|
1.99K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-22- 4.16% |
$12.6K - $13.4K
|
507
$310K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-91- 5.91% |
$51.9K - $55.6K
|
1.45K
$886K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.9K- 22.71% |
$1.08M - $1.16M
|
6.47K
$3.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-27- 0.7% |
$15.4K - $16.5K
|
3.85K
$2.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-172- 1.83% |
$98.1K - $105K
|
9.21K
$5.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-724- 50.21% |
$413K - $442K
|
718
$439K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.33K- 0.89% |
$1.9M - $2.03M
|
372K
$227M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-432- 16.04% |
$246K - $264K
|
2.26K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-2.7K- 16.21% |
$1.54M - $1.65M
|
13.9K
$8.52M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
16+ 0.24% |
$9.13K - $9.77K
|
6.58K
$4.02M
|
|
|
Jan 16, 2025
Q4 2024
|
American Asset Management Inc.
|
BUY
|
- |
60+ 4.0% |
$34.2K - $36.6K
|
1.56K
$953K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.74K- 6.6% |
$1.56M - $1.67M
|
38.7K
$23.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
95.6K+ 21.72% |
$54.5M - $58.4M
|
536K
$327M
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-1.52K- 0.72% |
$866K - $927K
|
210K
$128M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-781- 2.83% |
$446K - $477K
|
26.8K
$16.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-43- 2.6% |
$24.5K - $26.3K
|
1.61K
$982K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
33+ 1.54% |
$18.8K - $20.1K
|
2.18K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
574+ 1.98% |
$327K - $350K
|
29.5K
$18M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-6- 0.4% |
$3.42K - $3.66K
|
1.48K
$906K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
316+ 2.28% |
$180K - $193K
|
14.2K
$8.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-22- 0.48% |
$12.6K - $13.4K
|
4.53K
$2.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.94K- 0.77% |
$1.68M - $1.79M
|
376K
$230M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
852+ 103.27% |
$486K - $520K
|
1.68K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4+ 0.08% |
$2.28K - $2.44K
|
5.26K
$3.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-110- 2.78% |
$62.8K - $67.2K
|
3.85K
$2.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
252+ 9.78% |
$144K - $154K
|
2.83K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
20+ 0.38% |
$11.4K - $12.2K
|
5.23K
$3.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
31+ 2.34% |
$17.7K - $18.9K
|
1.36K
$829K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14.9K+ 18.21% |
$8.5M - $9.1M
|
96.8K
$59.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
333+ 66.6% |
$190K - $203K
|
833
$509K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.59K+ 2.84% |
$909K - $973K
|
57.6K
$35.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-11- 1.28% |
$6.28K - $6.72K
|
850
$519K
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
2.44K+ 16.41% |
$1.39M - $1.49M
|
17.3K
$10.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
178+ 0.2% |
$102K - $109K
|
89.1K
$54.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
46+ 0.24% |
$26.2K - $28.1K
|
19.1K
$11.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.14K+ 34.54% |
$649K - $694K
|
4.43K
$2.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-162- 3.73% |
$92.4K - $98.9K
|
4.18K
$2.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
5.39KNew |
$3.08M - $3.29M
|
5.39K
$3.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
5+ 0.45% |
$2.85K - $3.05K
|
1.12K
$684K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
98+ 2.88% |
$55.9K - $59.8K
|
3.5K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
47+ 0.88% |
$26.8K - $28.7K
|
5.41K
$3.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-688- 13.59% |
$393K - $420K
|
4.37K
$2.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.35K- 5.41% |
$1.34M - $1.44M
|
41.1K
$25.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
535+ 6.87% |
$305K - $327K
|
8.32K
$5.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-805- 16.11% |
$459K - $492K
|
4.19K
$2.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.84K- 80.79% |
$1.05M - $1.12M
|
438
$268K
|