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 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-2.03K- 5.26% |
$953K - $1.07M
|
36.5K
$19.4M
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-30.5K- 97.48% |
$14.3M - $16M
|
788
$418K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-492- 0.52% |
$231K - $259K
|
94.9K
$50.3M
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-205- 20.64% |
$96.3K - $108K
|
788
$418K
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
30New |
$14.1K - $15.8K
|
30
$15.9K
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
275+ 12.73% |
$129K - $145K
|
2.44K
$1.29M
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-2.1K- 14.12% |
$984K - $1.1M
|
12.8K
$6.76M
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
482New |
$226K - $253K
|
482
$255K
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-67- 0.97% |
$31.5K - $35.2K
|
6.83K
$3.62M
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3New |
$1.41K - $1.58K
|
3
$1.59K
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
422+ 4.76% |
$198K - $222K
|
9.29K
$4.92M
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-55.5K- 22.25% |
$26.1M - $29.2M
|
194K
$103M
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
14+ 0.69% |
$6.57K - $7.36K
|
2.04K
$1.08M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.42M+ 167.93% |
$667M - $747M
|
2.27M
$1.2B
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-81- 8.63% |
$38K - $42.6K
|
858
$455K
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.35% |
$5.17K - $5.78K
|
3.14K
$1.66M
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-37- 5.56% |
$17.4K - $19.5K
|
628
$333K
|
|
May 23, 2024
Q1 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
408New |
$192K - $214K
|
408
$216K
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-250- 3.82% |
$117K - $131K
|
6.29K
$3.33M
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
30+ 7.13% |
$14.1K - $15.8K
|
451
$239K
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
62+ 1.89% |
$29.1K - $32.6K
|
3.35K
$1.77M
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
761+ 20.4% |
$357K - $400K
|
4.49K
$2.38M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-57.8K- 14.18% |
$27.1M - $30.4M
|
350K
$185M
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.61K+ 10.65% |
$754K - $844K
|
16.7K
$8.84M
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
SELL
|
- |
-291- 3.87% |
$137K - $153K
|
7.22K
$3.83M
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.89K+ 16.32% |
$2.76M - $3.09M
|
41.9K
$22.2M
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-245- 41.88% |
$115K - $129K
|
340
$180K
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
561+ 52.33% |
$263K - $295K
|
1.63K
$865K
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
37+ 0.08% |
$17.4K - $19.5K
|
44.3K
$23.5M
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
701New |
$329K - $369K
|
701
$372K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-53- 19.7% |
$24.9K - $27.9K
|
216
$114K
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.28K+ 20.94% |
$599K - $670K
|
7.36K
$3.9M
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-371- 2.01% |
$174K - $195K
|
18.1K
$9.59M
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-127- 0.04% |
$59.6K - $66.8K
|
355K
$188M
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-449- 0.13% |
$211K - $236K
|
348K
$184M
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-272- 4.95% |
$128K - $143K
|
5.22K
$2.77M
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
18+ 5.26% |
$8.45K - $9.46K
|
360
$191K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-112- 2.87% |
$52.6K - $58.9K
|
3.8K
$2.01M
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
23+ 1.99% |
$10.8K - $12.1K
|
1.18K
$626K
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-272- 4.01% |
$128K - $143K
|
6.52K
$3.45M
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-224- 1.53% |
$105K - $118K
|
14.5K
$7.66M
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-41- 2.63% |
$19.3K - $21.6K
|
1.52K
$803K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.09% |
$470 - $526
|
1.15K
$608K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.3K+ 7.86% |
$9.06M - $10.1M
|
265K
$140M
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-57- 10.73% |
$26.8K - $30K
|
474
$251K
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.73K- 64.92% |
$2.22M - $2.48M
|
2.55K
$1.35M
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-140K- 49.05% |
$65.6M - $73.5M
|
145K
$76.9M
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
5.36K+ 1.34% |
$2.52M - $2.82M
|
406K
$215M
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
7.2K+ 57.29% |
$3.38M - $3.78M
|
19.8K
$10.5M
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
371KNew |
$174M - $195M
|
371K
$196M
|