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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-154- 9.49% |
$85.3K - $94.8K
|
1.47K
$991K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.93K+ 38.75% |
$2.18M - $2.42M
|
14.1K
$9.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-17- 0.51% |
$9.42K - $10.5K
|
3.29K
$2.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-34- 6.36% |
$18.8K - $20.9K
|
501
$338K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-35- 5.33% |
$19.4K - $21.6K
|
622
$420K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.66KNew |
$922K - $1.02M
|
1.66K
$1.12M
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-5- 0.41% |
$2.77K - $3.08K
|
1.22K
$821K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
3.52K+ 6.75% |
$1.95M - $2.17M
|
55.6K
$37.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-55- 11.75% |
$30.5K - $33.9K
|
413
$279K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
19+ 2.29% |
$10.5K - $11.7K
|
849
$573K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
73+ 59.35% |
$40.4K - $45K
|
196
$132K
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-35- 0.43% |
$19.4K - $21.6K
|
8.11K
$5.48M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-7- 1.88% |
$3.88K - $4.31K
|
366
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
521New |
$289K - $321K
|
521
$352K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
624+ 66.45% |
$346K - $384K
|
1.56K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
2.14KNew |
$1.19M - $1.32M
|
2.14K
$1.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-31- 5.45% |
$17.2K - $19.1K
|
538
$363K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-1.95K- 11.24% |
$1.08M - $1.2M
|
15.4K
$10.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
24+ 1.98% |
$13.3K - $14.8K
|
1.23K
$833K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-100- 7.34% |
$55.4K - $61.6K
|
1.26K
$852K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
510New |
$283K - $314K
|
510
$344K
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-69- 4.23% |
$38.2K - $42.5K
|
1.56K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-30- 7.73% |
$16.6K - $18.5K
|
358
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-312- 79.39% |
$173K - $192K
|
81
$54.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-7.62K- 2.07% |
$4.22M - $4.69M
|
361K
$244M
|
|
|
Apr 21, 2025
Q1 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
SELL
|
- |
-323- 16.42% |
$179K - $199K
|
1.64K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
429New |
$238K - $264K
|
429
$290K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-15- 2.47% |
$8.31K - $9.24K
|
593
$400K
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-7- 1.79% |
$3.88K - $4.31K
|
385
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
57+ 9.91% |
$31.6K - $35.1K
|
632
$427K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-5- 9.43% |
$2.77K - $3.08K
|
48
$32.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
26+ 1.76% |
$14.4K - $16K
|
1.5K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
421New |
$233K - $259K
|
421
$284K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-182- 19.55% |
$101K - $112K
|
749
$506K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
205+ 15.81% |
$114K - $126K
|
1.5K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
460New |
$255K - $283K
|
460
$311K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-226- 19.33% |
$125K - $139K
|
943
$637K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-554- 6.84% |
$307K - $341K
|
7.54K
$5.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
121+ 2.43% |
$67K - $74.5K
|
5.1K
$3.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
13.7K+ 96.66% |
$7.6M - $8.45M
|
27.9K
$18.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-67- 14.57% |
$37.1K - $41.3K
|
393
$265K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-65- 2.82% |
$36K - $40K
|
2.24K
$1.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
13+ 1.7% |
$7.2K - $8.01K
|
776
$524K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
66+ 14.22% |
$36.6K - $40.6K
|
530
$358K
|
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
SELL
|
- |
-80- 6.25% |
$44.3K - $49.3K
|
1.2K
$810K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
463New |
$257K - $285K
|
463
$313K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
50+ 4.59% |
$27.7K - $30.8K
|
1.14K
$769K
|
|