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 |
|---|---|---|---|---|---|---|---|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
351+ 2.11% |
$183K - $202K
|
17K
$10.2M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-7.01K- 4.46% |
$3.64M - $4.04M
|
150K
$89.7M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
840+ 1.06% |
$437K - $485K
|
79.8K
$47.7M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-12- 0.53% |
$6.24K - $6.92K
|
2.23K
$1.34M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
6.91KNew |
$3.59M - $3.99M
|
6.91K
$4.13M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
373New |
$194K - $215K
|
373
$223K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-778- 4.35% |
$405K - $449K
|
17.1K
$10.2M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.17K+ 1089.3% |
$2.17M - $2.41M
|
4.56K
$2.72M
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-27- 3.83% |
$14K - $15.6K
|
678
$405K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
242+ 4.17% |
$126K - $140K
|
6.05K
$3.61M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-63.1K- 32.78% |
$32.8M - $36.4M
|
129K
$77.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-244- 5.55% |
$127K - $141K
|
4.15K
$2.48M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
107+ 0.28% |
$55.7K - $61.7K
|
38K
$22.7M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.96K+ 514.44% |
$1.02M - $1.13M
|
2.34K
$1.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3+ 0.07% |
$1.56K - $1.73K
|
4.34K
$2.59M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
81+ 8.49% |
$42.1K - $46.7K
|
1.04K
$619K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-48K- 43.95% |
$25M - $27.7M
|
61.2K
$36.6M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.95K+ 4.62% |
$1.01M - $1.12M
|
44.1K
$26.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
954+ 16.14% |
$496K - $550K
|
6.87K
$4.1M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
5.73K+ 0.41% |
$2.98M - $3.31M
|
1.42M
$846M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-32.8K- 1.45% |
$17.1M - $18.9M
|
2.24M
$1.34B
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-48- 0.58% |
$25K - $27.7K
|
8.16K
$4.88M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.51K+ 49.31% |
$785K - $871K
|
4.57K
$2.73M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
108+ 5.49% |
$56.2K - $62.3K
|
2.08K
$1.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-6.25K- 3.64% |
$3.25M - $3.6M
|
165K
$98.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
7.35K+ 1133.95% |
$3.82M - $4.24M
|
8K
$4.78M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.03% |
$1.04K - $1.15K
|
7.34K
$4.39M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-279- 21.28% |
$145K - $161K
|
1.03K
$617K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-27- 25.71% |
$14K - $15.6K
|
78
$46.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
561K+ 1001.4% |
$292M - $324M
|
617K
$369M
|
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-13- 1.72% |
$6.76K - $7.5K
|
741
$443K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-161- 1.02% |
$83.7K - $92.9K
|
15.7K
$9.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-172- 3.89% |
$89.5K - $99.2K
|
4.24K
$2.54M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-15.8K- 11.51% |
$8.21M - $9.11M
|
121K
$72.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
SELL
|
- |
-167- 18.41% |
$86.9K - $96.3K
|
740
$442K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-103K- 19.36% |
$53.8M - $59.7M
|
431K
$258M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6+ 1.44% |
$3.12K - $3.46K
|
424
$253K
|
|
|
Nov 15, 2024
Q3 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
859+ 0.85% |
$447K - $495K
|
102K
$60.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
134+ 55.14% |
$69.7K - $77.3K
|
377
$225K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-325- 7.67% |
$169K - $187K
|
3.92K
$2.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
101+ 42.98% |
$52.5K - $58.3K
|
336
$201K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
415+ 2.7% |
$216K - $239K
|
15.8K
$9.43M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
73+ 0.32% |
$38K - $42.1K
|
22.6K
$13.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
163New |
$84.8K - $94K
|
163
$97.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3.17K+ 12.26% |
$1.65M - $1.83M
|
29K
$17.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
44.7K+ 6.37% |
$23.3M - $25.8M
|
747K
$447M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-7.5K- 23.23% |
$3.9M - $4.32M
|
24.8K
$14.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-118- 16.86% |
$61.4K - $68.1K
|
582
$348K
|
|
|
Nov 15, 2024
Q3 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-25- 2.02% |
$13K - $14.4K
|
1.21K
$724K
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-165- 24.02% |
$85.8K - $95.2K
|
522
$312K
|