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 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
589+ 19.97% |
$336K - $360K
|
3.54K
$2.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
22+ 0.3% |
$12.6K - $13.4K
|
7.3K
$4.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-72- 0.2% |
$41.1K - $44K
|
36.3K
$22.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-8- 0.27% |
$4.56K - $4.88K
|
2.95K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
6+ 0.98% |
$3.42K - $3.66K
|
620
$379K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
52+ 0.11% |
$29.7K - $31.8K
|
47.5K
$29M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
18+ 1.1% |
$10.3K - $11K
|
1.65K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-115- 1.55% |
$65.6K - $70.2K
|
7.29K
$4.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-706- 22.43% |
$403K - $431K
|
2.44K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-147- 0.95% |
$83.9K - $89.8K
|
15.4K
$9.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
172+ 9.47% |
$98.1K - $105K
|
1.99K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
757+ 1.5% |
$432K - $462K
|
51.3K
$31.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
707+ 44.72% |
$403K - $432K
|
2.29K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-1- 0.2% |
$571 - $611
|
488
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
6.79KNew |
$3.88M - $4.15M
|
6.79K
$4.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
7.74K+ 19.37% |
$4.42M - $4.73M
|
47.7K
$29.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-129- 5.33% |
$73.6K - $78.8K
|
2.29K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
192+ 2.92% |
$110K - $117K
|
6.77K
$4.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
69KNew |
$39.4M - $42.1M
|
69K
$42.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
50.5K+ 14.14% |
$28.8M - $30.9M
|
408K
$249M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
386New |
$220K - $236K
|
386
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-720- 33.33% |
$411K - $440K
|
1.44K
$880K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
195+ 5.28% |
$111K - $119K
|
3.89K
$2.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-42- 1.84% |
$24K - $25.6K
|
2.24K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-50- 1.4% |
$28.5K - $30.5K
|
3.53K
$2.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2+ 0.09% |
$1.14K - $1.22K
|
2.24K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-213- 0.68% |
$122K - $130K
|
30.9K
$18.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
14.4KNew |
$8.24M - $8.82M
|
14.4K
$8.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
421New |
$240K - $257K
|
421
$257K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.42K+ 1.41% |
$810K - $866K
|
102K
$62.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-78- 2.07% |
$44.5K - $47.6K
|
3.69K
$2.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
8.52KNew |
$4.86M - $5.2M
|
8.52K
$5.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
349+ 6.68% |
$199K - $213K
|
5.57K
$3.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-567- 1.92% |
$323K - $346K
|
29K
$17.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-117- 0.99% |
$66.7K - $71.4K
|
11.6K
$7.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
25.2K+ 1.65% |
$14.4M - $15.4M
|
1.55M
$948M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
220+ 45.74% |
$126K - $134K
|
701
$428K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
221+ 16.08% |
$126K - $135K
|
1.6K
$974K
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.04K+ 11.7% |
$593K - $635K
|
9.93K
$6.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-100- 8.41% |
$57.1K - $61.1K
|
1.09K
$665K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-73- 58.4% |
$41.6K - $44.6K
|
52
$31.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
33+ 3.95% |
$18.8K - $20.1K
|
869
$531K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
341New |
$195K - $208K
|
341
$208K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.99KNew |
$1.14M - $1.22M
|
1.99K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
194+ 0.67% |
$111K - $118K
|
29.1K
$17.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
55+ 1.28% |
$31.4K - $33.6K
|
4.35K
$2.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
75+ 5.09% |
$42.8K - $45.8K
|
1.55K
$946K
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2+ 0.01% |
$1.14K - $1.22K
|
28.7K
$17.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-425- 13.19% |
$242K - $260K
|
2.8K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
26+ 25.74% |
$14.8K - $15.9K
|
127
$77.6K
|