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 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-357- 1.7% |
$198K - $220K
|
20.7K
$14M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-10.6K- 99.72% |
$5.86M - $6.52M
|
30
$20.3K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
9.8K+ 8.65% |
$5.43M - $6.03M
|
123K
$83.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
200+ 13.89% |
$111K - $123K
|
1.64K
$1.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-21- 4.4% |
$11.6K - $12.9K
|
456
$308K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
10.1K+ 3.03% |
$5.62M - $6.25M
|
345K
$233M
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
20+ 13.99% |
$11.4K - $12.2K
|
163
$110K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-2.04K- 74.41% |
$1.16M - $1.24M
|
701
$473K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
SELL
|
- |
-830- 40.63% |
$474K - $507K
|
1.21K
$819K
|
|
|
Aug 12, 2025
Q4 2024
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
489New |
$279K - $299K
|
489
$330K
|
|
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
22New |
$12.6K - $13.4K
|
22
$14.9K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
387New |
$221K - $236K
|
387
$261K
|
|
|
May 20, 2025
Q4 2024
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
679New |
$387K - $415K
|
679
$459K
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.29KNew |
$1.31M - $1.4M
|
2.29K
$1.55M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
357New |
$204K - $218K
|
357
$241K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
5.16KNew |
$2.94M - $3.15M
|
5.16K
$3.48M
|
|
|
Mar 06, 2025
Q4 2024
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
540New |
$308K - $330K
|
540
$365K
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
634New |
$362K - $387K
|
634
$428K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-46- 4.93% |
$26.2K - $28.1K
|
887
$599K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
251New |
$143K - $153K
|
251
$170K
|
|
|
Feb 20, 2025
Q4 2024
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
3New |
$1.71K - $1.83K
|
3
$2.03K
|
|
|
Feb 18, 2025
Q4 2024
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
961New |
$548K - $587K
|
961
$649K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.13KNew |
$647K - $692K
|
1.13K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8K- 7.9% |
$4.56M - $4.88M
|
93.3K
$63M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-3- 0.13% |
$1.71K - $1.83K
|
2.38K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-39- 0.23% |
$22.2K - $23.8K
|
17.2K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
20+ 3.31% |
$11.4K - $12.2K
|
625
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Bracebridge Capital, LLC
|
BUY
|
- |
450KNew |
$257M - $275M
|
450K
$304M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
PUT |
-1.91K- 86.41% |
$1.09M - $1.16M
|
300
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-800- 3.56% |
$456K - $488K
|
21.7K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-21.7K- 33.25% |
$12.4M - $13.2M
|
43.6K
$29.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
CALL |
200New |
$114K - $122K
|
200
$135K
|
|
|
Feb 14, 2025
Q4 2024
|
Goldentree Asset Management LP
New York, NY |
BUY
|
- |
545KNew |
$311M - $333M
|
545K
$368M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
690New |
$394K - $421K
|
690
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
37New |
$21.1K - $22.6K
|
37
$25K
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
840KNew |
$479M - $513M
|
840K
$567M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.51K+ 24.03% |
$862K - $923K
|
7.8K
$5.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
9.71KNew |
$5.54M - $5.93M
|
9.71K
$6.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
280KNew |
$160M - $171M
|
280K
$189M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.49M+ 1141.92% |
$848M - $907M
|
1.62M
$1.09B
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
1.53MNew |
$874M - $936M
|
1.53M
$1.04B
|
|
|
Feb 14, 2025
Q4 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
10.3KNew |
$5.86M - $6.27M
|
10.3K
$6.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
330KNew |
$188M - $201M
|
330K
$223M
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
220K+ 25.59% |
$125M - $134M
|
1.08M
$728M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
333KNew |
$190M - $203M
|
333K
$225M
|
|
|
Feb 14, 2025
Q4 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
1KNew |
$571K - $611K
|
1K
$675K
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.35KNew |
$1.34M - $1.43M
|
2.35K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-154- 29.5% |
$87.9K - $94K
|
368
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
352+ 41.95% |
$201K - $215K
|
1.19K
$804K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-97- 15.95% |
$55.3K - $59.2K
|
511
$345K
|
|