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 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
30+ 2.54% |
$17.1K - $18.3K
|
1.21K
$818K
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
382New |
$218K - $233K
|
382
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
504New |
$288K - $308K
|
504
$340K
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
612New |
$349K - $374K
|
612
$413K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2New |
$1.14K - $1.22K
|
2
$1.35K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-58- 8.8% |
$33.1K - $35.4K
|
601
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
68.8KNew |
$39.2M - $42M
|
68.8K
$46.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.08K- 4.25% |
$616K - $659K
|
24.3K
$16.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
908New |
$518K - $554K
|
908
$613K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-14- 2.75% |
$7.99K - $8.55K
|
495
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-33- 5.35% |
$18.8K - $20.1K
|
584
$394K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
755New |
$431K - $461K
|
755
$510K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
PUT |
300New |
$171K - $183K
|
300
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
492New |
$281K - $300K
|
492
$332K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
127+ 14.98% |
$72.5K - $77.5K
|
975
$658K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-120- 5.15% |
$68.5K - $73.3K
|
2.21K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
20+ 0.38% |
$11.4K - $12.2K
|
5.23K
$3.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.84K- 80.79% |
$1.05M - $1.12M
|
438
$296K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-13- 35.14% |
$7.42K - $7.94K
|
24
$16.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
509New |
$290K - $311K
|
509
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
347New |
$198K - $212K
|
347
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
16.8KNew |
$9.61M - $10.3M
|
16.8K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-568- 30.62% |
$324K - $347K
|
1.29K
$869K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
356New |
$203K - $217K
|
356
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-16- 3.44% |
$9.13K - $9.77K
|
449
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
1.11KNew |
$633K - $677K
|
1.11K
$749K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
533New |
$304K - $325K
|
533
$360K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
357New |
$204K - $218K
|
357
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
12+ 2.88% |
$6.85K - $7.33K
|
428
$289K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-36- 1.17% |
$20.5K - $22K
|
3.03K
$2.05M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
54New |
$30.8K - $33K
|
54
$36.5K
|
|
| Q3 2024 | |||||||
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.18K- 0.71% |
$613K - $680K
|
164K
$111M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.03% |
$1.04K - $1.15K
|
7.34K
$4.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
32+ 0.45% |
$16.6K - $18.5K
|
7.09K
$4.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
237K+ 57.14% |
$123M - $136M
|
650K
$439M
|
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
488New |
$254K - $281K
|
488
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
375New |
$195K - $216K
|
375
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
242+ 1.42% |
$126K - $140K
|
17.2K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-38.1K- 12.92% |
$19.8M - $22M
|
257K
$173M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.62KNew |
$4.48M - $4.97M
|
8.62K
$5.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-107- 1.39% |
$55.7K - $61.7K
|
7.59K
$5.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
3+ 0.82% |
$1.56K - $1.73K
|
371
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-784- 5.71% |
$408K - $452K
|
12.9K
$8.74M
|
|
|
Nov 14, 2024
Q3 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
215KNew |
$112M - $124M
|
215K
$145M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
1.97KNew |
$1.03M - $1.14M
|
1.97K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2.96K+ 3.49% |
$1.54M - $1.71M
|
87.6K
$59.2M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
162+ 41.12% |
$84.3K - $93.4K
|
556
$375K
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-7- 1.56% |
$3.64K - $4.04K
|
441
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
11.5KNew |
$5.97M - $6.62M
|
11.5K
$7.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-400- 9.76% |
$208K - $231K
|
3.7K
$2.5M
|
|