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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
26New |
$14.8K - $15.9K
|
26
$17.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
218KNew |
$124M - $133M
|
218K
$147M
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
1.83KNew |
$1.04M - $1.12M
|
1.83K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-14.5K- 96.07% |
$8.29M - $8.87M
|
594
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2New |
$1.14K - $1.22K
|
2
$1.35K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
342+ 10.05% |
$195K - $209K
|
3.75K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-956- 4.75% |
$545K - $584K
|
19.2K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
16.5K+ 39.54% |
$9.44M - $10.1M
|
58.4K
$39.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-394- 7.11% |
$225K - $241K
|
5.15K
$3.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
266+ 1.35% |
$152K - $162K
|
20K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Rector, Church Wardens & Vestrymen Of Trinity Church In The City Of New York
New York, NY |
BUY
|
- |
235KNew |
$134M - $143M
|
235K
$159M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
433New |
$247K - $264K
|
433
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
143KNew |
$81.6M - $87.4M
|
143K
$96.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
17+ 0.37% |
$9.7K - $10.4K
|
4.55K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
760New |
$434K - $464K
|
760
$513K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
22New |
$12.6K - $13.4K
|
22
$14.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
473KNew |
$270M - $289M
|
473K
$319M
|
|
|
Feb 13, 2025
Q4 2024
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
1.22KNew |
$693K - $742K
|
1.22K
$821K
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
420New |
$240K - $256K
|
420
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
901New |
$514K - $550K
|
901
$608K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
640KNew |
$365M - $391M
|
640K
$432M
|
|
|
Feb 12, 2025
Q4 2024
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-4.93K- 5.77% |
$2.81M - $3.01M
|
80.5K
$54.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Adventist Health System
Roseville, CA |
SELL
|
- |
-449K- 68.7% |
$256M - $274M
|
205K
$138M
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
1.4KNew |
$797K - $853K
|
1.4K
$943K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
25+ 2.42% |
$14.3K - $15.3K
|
1.06K
$716K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
1.14KNew |
$649K - $694K
|
1.14K
$768K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
33.7K+ 673700.0% |
$19.2M - $20.6M
|
33.7K
$22.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
961New |
$548K - $587K
|
961
$649K
|
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-12- 2.59% |
$6.85K - $7.33K
|
452
$305K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
191New |
$109K - $117K
|
191
$129K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-53- 4.35% |
$30.2K - $32.4K
|
1.17K
$787K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-10- 1.6% |
$5.71K - $6.11K
|
614
$415K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
199+ 3.56% |
$114K - $122K
|
5.79K
$3.91M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-4- 1.33% |
$2.28K - $2.44K
|
297
$201K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-506- 37.21% |
$289K - $309K
|
854
$577K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-57- 11.56% |
$32.5K - $34.8K
|
436
$294K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
4New |
$2.28K - $2.44K
|
4
$2.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.35K+ 6.04% |
$768K - $822K
|
23.6K
$16M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
12.5K+ 6.29% |
$7.15M - $7.65M
|
212K
$143M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-1.28K- 0.66% |
$732K - $783K
|
193K
$130M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
677+ 8.39% |
$386K - $413K
|
8.74K
$5.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-350- 10.0% |
$200K - $214K
|
3.15K
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
7.1KNew |
$4.05M - $4.34M
|
7.1K
$4.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-858- 10.47% |
$489K - $524K
|
7.34K
$4.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
800New |
$456K - $488K
|
800
$540K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-100- 0.32% |
$57.1K - $61.1K
|
31.2K
$21.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
152+ 18.31% |
$86.7K - $92.8K
|
982
$663K
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
740New |
$422K - $452K
|
740
$500K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-220- 3.37% |
$126K - $134K
|
6.31K
$4.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
7.2K+ 15.98% |
$4.1M - $4.39M
|
52.2K
$35.3M
|
|