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 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-41- 0.44% |
$23.4K - $25K
|
9.35K
$5.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
6.45KNew |
$3.68M - $3.94M
|
6.45K
$3.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-109- 0.9% |
$62.2K - $66.6K
|
12K
$7.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-33- 0.47% |
$18.8K - $20.1K
|
7.03K
$4.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
5+ 0.19% |
$2.85K - $3.05K
|
2.58K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-800- 4.38% |
$456K - $488K
|
17.5K
$10.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-25- 0.61% |
$14.3K - $15.3K
|
4.07K
$2.48M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
1.55K+ 1.39% |
$883K - $945K
|
113K
$69M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.36K+ 10.06% |
$774K - $829K
|
14.9K
$9.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.18K- 2.05% |
$1.24M - $1.33M
|
104K
$63.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
214+ 1.01% |
$122K - $131K
|
21.5K
$13.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.89K- 1.17% |
$1.65M - $1.76M
|
244K
$149M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
182+ 0.7% |
$104K - $111K
|
26K
$15.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
9.1K+ 2.62% |
$5.19M - $5.56M
|
357K
$217M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
878+ 1.37% |
$501K - $536K
|
65K
$39.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
28.5K+ 49.9% |
$16.2M - $17.4M
|
85.5K
$52.1M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
280+ 80.92% |
$160K - $171K
|
626
$381K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
80+ 0.11% |
$45.6K - $48.8K
|
71.6K
$43.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
1.67K+ 7.64% |
$952K - $1.02M
|
23.5K
$14.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-16- 0.08% |
$9.13K - $9.77K
|
19.6K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
347New |
$198K - $212K
|
347
$211K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-609- 1.01% |
$347K - $372K
|
60K
$36.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.97K- 2.14% |
$1.13M - $1.21M
|
90.2K
$54.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-596- 18.33% |
$340K - $364K
|
2.66K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
13.1K+ 38.59% |
$7.46M - $7.98M
|
47K
$28.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.38K+ 2.32% |
$789K - $844K
|
60.9K
$37.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
202+ 26.03% |
$115K - $123K
|
978
$596K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.44K+ 2.34% |
$820K - $878K
|
62.8K
$38.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-59- 0.62% |
$33.7K - $36K
|
9.48K
$5.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
99+ 0.27% |
$56.5K - $60.4K
|
36.5K
$22.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
44+ 3.13% |
$25.1K - $26.9K
|
1.45K
$883K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
32+ 4.54% |
$18.3K - $19.5K
|
737
$449K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
334+ 14.01% |
$191K - $204K
|
2.72K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-25- 0.94% |
$14.3K - $15.3K
|
2.63K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
16.8KNew |
$9.61M - $10.3M
|
16.8K
$10.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
2.21KNew |
$1.26M - $1.35M
|
2.21K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
36New |
$20.5K - $22K
|
36
$21.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-221- 4.86% |
$126K - $135K
|
4.32K
$2.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
123+ 20.95% |
$70.2K - $75.1K
|
710
$433K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-44.7K- 21.2% |
$25.5M - $27.3M
|
166K
$101M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
220+ 22.11% |
$126K - $134K
|
1.22K
$740K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-9.16K- 4.56% |
$5.23M - $5.59M
|
192K
$117M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
3.47K+ 7.49% |
$1.98M - $2.12M
|
49.8K
$30.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.8K+ 11.1% |
$3.88M - $4.15M
|
68.1K
$41.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
3.43K+ 12.43% |
$1.96M - $2.1M
|
31.1K
$18.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-316- 11.28% |
$180K - $193K
|
2.49K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-568- 30.62% |
$324K - $347K
|
1.29K
$784K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.81K- 18.13% |
$1.03M - $1.11M
|
8.18K
$4.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
844New |
$482K - $515K
|
844
$514K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
31+ 1.73% |
$17.7K - $18.9K
|
1.82K
$1.11M
|