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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
6+ 0.21% |
$3.32K - $3.7K
|
2.83K
$1.91M
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-25- 4.09% |
$13.9K - $15.4K
|
586
$396K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
131+ 6.89% |
$72.6K - $80.7K
|
2.03K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
3.16K+ 2.27% |
$1.75M - $1.95M
|
143K
$96.4M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
988+ 66.13% |
$547K - $608K
|
2.48K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.02KNew |
$565K - $628K
|
1.02K
$689K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
130+ 3.86% |
$72K - $80.1K
|
3.49K
$2.36M
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-233- 30.54% |
$129K - $143K
|
530
$358K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-178- 7.32% |
$98.6K - $110K
|
2.25K
$1.52M
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
21KNew |
$11.6M - $12.9M
|
21K
$14.2M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.33KNew |
$2.95M - $3.28M
|
5.33K
$3.6M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
1+ 0.09% |
$554 - $616
|
1.08K
$729K
|
|
|
May 06, 2025
Q1 2025
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-36- 4.09% |
$19.9K - $22.2K
|
845
$571K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-10- 1.19% |
$5.54K - $6.16K
|
831
$561K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
25+ 0.81% |
$13.9K - $15.4K
|
3.13K
$2.11M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
209New |
$116K - $129K
|
209
$141K
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 15.38% |
$55.4K - $61.6K
|
550
$371K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-400- 35.71% |
$222K - $246K
|
720
$486K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.53K- 62.07% |
$1.95M - $2.17M
|
2.16K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
3.63KNew |
$2.01M - $2.23M
|
3.63K
$2.45M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8.66K- 54.31% |
$4.8M - $5.33M
|
7.28K
$4.92M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-72- 10.43% |
$39.9K - $44.3K
|
618
$417K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
342+ 79.53% |
$189K - $211K
|
772
$521K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 37.5% |
$1.66K - $1.85K
|
11
$7.43K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
56New |
$31K - $34.5K
|
56
$37.8K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
461New |
$255K - $284K
|
461
$311K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
600New |
$332K - $370K
|
600
$405K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
77+ 100.0% |
$42.7K - $47.4K
|
154
$104K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
275+ 15.24% |
$152K - $169K
|
2.08K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-2- 0.3% |
$1.11K - $1.23K
|
674
$455K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
214+ 4.4% |
$119K - $132K
|
5.08K
$3.43M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
184+ 4.36% |
$102K - $113K
|
4.4K
$2.97M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-24- 1.22% |
$13.3K - $14.8K
|
1.94K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
5+ 0.57% |
$2.77K - $3.08K
|
886
$598K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-138- 5.61% |
$76.5K - $85K
|
2.32K
$1.57M
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-39- 6.32% |
$21.6K - $24K
|
578
$390K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.04K+ 104.0% |
$1.69M - $1.87M
|
5.97K
$4.03M
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
476New |
$264K - $293K
|
476
$321K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
119+ 35.0% |
$65.9K - $73.3K
|
459
$310K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-10- 2.64% |
$5.54K - $6.16K
|
369
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
10+ 6.1% |
$5.54K - $6.16K
|
174
$118K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
62+ 5.64% |
$34.4K - $38.2K
|
1.16K
$785K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
44+ 2.6% |
$24.4K - $27.1K
|
1.74K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
281+ 58.18% |
$156K - $173K
|
764
$516K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
4New |
$2.22K - $2.46K
|
4
$2.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
107+ 84.25% |
$59.3K - $65.9K
|
234
$158K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1+ 0.02% |
$554 - $616
|
4.67K
$3.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
51+ 19.47% |
$28.3K - $31.4K
|
313
$211K
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
28+ 8.02% |
$15.5K - $17.2K
|
377
$255K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-36- 8.02% |
$19.9K - $22.2K
|
413
$279K
|
|