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 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-10- 0.38% |
$5.71K - $6.11K
|
2.62K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.47K- 0.99% |
$1.41M - $1.51M
|
248K
$150M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.36K- 7.05% |
$778K - $832K
|
18K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12+ 0.48% |
$6.85K - $7.33K
|
2.53K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.29K+ 3.09% |
$2.45M - $2.62M
|
143K
$86.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
9.77K+ 1.94% |
$5.57M - $5.96M
|
514K
$312M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-76.8K- 60.63% |
$43.8M - $46.9M
|
49.9K
$30.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-91- 3.41% |
$51.9K - $55.6K
|
2.58K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.62K+ 7.11% |
$925K - $990K
|
24.4K
$14.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
1.12KNew |
$641K - $686K
|
1.12K
$682K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-464- 0.81% |
$265K - $283K
|
56.8K
$34.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
26.6K+ 1.58% |
$15.2M - $16.2M
|
1.71M
$1.04B
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.53K+ 4.38% |
$874K - $935K
|
36.5K
$22.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.32K+ 0.55% |
$752K - $805K
|
240K
$146M
|
|
|
Jan 21, 2025
Q4 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-20- 1.54% |
$11.4K - $12.2K
|
1.28K
$777K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
811+ 94.19% |
$463K - $495K
|
1.67K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Strategic Investment Management, LLC
|
BUY
|
- |
81.1K+ 19674.76% |
$46.2M - $49.5M
|
81.5K
$49.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
418New |
$238K - $255K
|
418
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-47- 4.58% |
$26.8K - $28.7K
|
980
$595K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
136+ 5.47% |
$77.6K - $83K
|
2.62K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-36.9K- 46.42% |
$21M - $22.5M
|
42.6K
$25.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
962New |
$549K - $587K
|
962
$584K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-737- 0.7% |
$420K - $450K
|
105K
$63.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
798+ 7.55% |
$455K - $487K
|
11.4K
$6.9M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-62- 0.95% |
$35.4K - $37.9K
|
6.45K
$3.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.35K+ 101.81% |
$770K - $824K
|
2.67K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
123New |
$70.2K - $75.1K
|
123
$74.7K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.23K+ 370.75% |
$4.12M - $4.41M
|
9.18K
$5.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-344- 3.53% |
$196K - $210K
|
9.4K
$5.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2.78K- 3.44% |
$1.58M - $1.69M
|
78K
$47.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.08K- 4.25% |
$616K - $659K
|
24.3K
$14.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-417- 1.97% |
$238K - $255K
|
20.8K
$12.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-28- 0.11% |
$16K - $17.1K
|
24.9K
$15.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
15.5K+ 83.54% |
$8.84M - $9.46M
|
34.1K
$20.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-772- 10.82% |
$440K - $471K
|
6.36K
$3.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
908New |
$518K - $554K
|
908
$551K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
63+ 2.47% |
$35.9K - $38.5K
|
2.61K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-20- 1.49% |
$11.4K - $12.2K
|
1.32K
$803K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
45.1K+ 37.18% |
$25.8M - $27.6M
|
167K
$101M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
60+ 16.04% |
$34.2K - $36.6K
|
434
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
2.64K+ 3.94% |
$1.5M - $1.61M
|
69.5K
$42.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.82KNew |
$1.04M - $1.11M
|
1.82K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-14- 2.75% |
$7.99K - $8.55K
|
495
$301K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
375+ 4.72% |
$214K - $229K
|
8.33K
$5.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.86K+ 9.83% |
$2.2M - $2.36M
|
43.2K
$26.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.74K- 2.5% |
$1.56M - $1.67M
|
107K
$64.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-537- 0.36% |
$306K - $328K
|
149K
$90.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-11- 0.55% |
$6.28K - $6.72K
|
1.97K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-3.56K- 5.29% |
$2.03M - $2.17M
|
63.7K
$38.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.38K+ 3.17% |
$788K - $843K
|
45K
$27.3M
|