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 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-691- 17.97% |
$394K - $422K
|
3.16K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.97K+ 13.37% |
$1.12M - $1.2M
|
16.7K
$9.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-60- 4.57% |
$34.2K - $36.6K
|
1.25K
$700K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.04K+ 31.84% |
$596K - $637K
|
4.32K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.95K- 1.98% |
$2.25M - $2.41M
|
195K
$109M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-650- 30.67% |
$371K - $397K
|
1.47K
$820K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-100- 1.76% |
$57.1K - $61.1K
|
5.57K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1.66K- 3.72% |
$946K - $1.01M
|
42.9K
$23.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
6+ 1.53% |
$3.42K - $3.66K
|
399
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-314- 2.17% |
$179K - $192K
|
14.2K
$7.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
406+ 107.69% |
$232K - $248K
|
783
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.56K+ 8.17% |
$2.03M - $2.17M
|
47.1K
$26.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-47- 4.74% |
$26.8K - $28.7K
|
945
$527K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-25- 1.28% |
$14.3K - $15.3K
|
1.93K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.31K+ 9.29% |
$1.89M - $2.02M
|
39K
$21.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-901- 1.77% |
$514K - $550K
|
50K
$27.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.01K- 25.74% |
$573K - $614K
|
2.9K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-776- 6.13% |
$443K - $474K
|
11.9K
$6.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Ironclad Investments LLC
Maitland, FL |
SELL
|
- |
-1.58K- 1.1% |
$901K - $965K
|
142K
$79.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
109+ 8.94% |
$62.2K - $66.6K
|
1.33K
$741K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
2.96K+ 74.4% |
$1.69M - $1.81M
|
6.94K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-392- 22.72% |
$224K - $239K
|
1.33K
$744K
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.39K+ 55.74% |
$792K - $848K
|
3.88K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
202+ 0.47% |
$115K - $123K
|
42.7K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
45+ 0.41% |
$25.7K - $27.5K
|
11K
$6.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
5.21K+ 23.34% |
$2.97M - $3.18M
|
27.5K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-788- 12.12% |
$450K - $481K
|
5.71K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-810- 7.06% |
$462K - $495K
|
10.7K
$5.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.86KNew |
$1.06M - $1.14M
|
1.86K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
300New |
$171K - $183K
|
300
$167K
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
4.63KNew |
$2.64M - $2.83M
|
4.63K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
850New |
$485K - $519K
|
850
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
34.4KNew |
$19.6M - $21M
|
34.4K
$19.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
13New |
$7.42K - $7.94K
|
13
$7.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.42KNew |
$812K - $869K
|
1.42K
$794K
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
1.49KNew |
$848K - $908K
|
1.49K
$830K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
164New |
$93.6K - $100K
|
164
$91.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.47KNew |
$2.55M - $2.73M
|
4.47K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
376New |
$215K - $230K
|
376
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
690New |
$394K - $421K
|
690
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.53KNew |
$872K - $934K
|
1.53K
$853K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
10.6KNew |
$6.03M - $6.45M
|
10.6K
$5.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
27.3KNew |
$15.6M - $16.7M
|
27.3K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
2.99KNew |
$1.71M - $1.83M
|
2.99K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.71KNew |
$977K - $1.05M
|
1.71K
$956K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
37New |
$21.1K - $22.6K
|
37
$20.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
840KNew |
$479M - $513M
|
840K
$469M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.96M+ 11.88% |
$1.69B - $1.81B
|
27.9M
$15.6B
|
|
|
Feb 14, 2025
Q4 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-53.7K- 6.5% |
$30.7M - $32.8M
|
773K
$432M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.51K+ 24.03% |
$862K - $923K
|
7.8K
$4.35M
|