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 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-45.5K- 6.94% |
$23.7M - $26.3M
|
610K
$368M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.14K+ 3.56% |
$594K - $658K
|
33.2K
$20M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
52.9K+ 12.28% |
$27.5M - $30.5M
|
484K
$292M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
226K+ 19.34% |
$118M - $130M
|
1.4M
$843M
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-7- 1.56% |
$3.64K - $4.04K
|
441
$266K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-147- 24.5% |
$76.5K - $84.8K
|
453
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
533+ 2.78% |
$277K - $307K
|
19.7K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.6KNew |
$3.43M - $3.81M
|
6.6K
$3.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.03% |
$520 - $577
|
3.92K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
11.2K+ 1.48% |
$5.84M - $6.47M
|
767K
$463M
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-154- 2.6% |
$80.1K - $88.8K
|
5.78K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-1.03K- 11.85% |
$535K - $593K
|
7.65K
$4.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-78- 6.01% |
$40.6K - $45K
|
1.22K
$736K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
138K+ 0.87% |
$72M - $79.9M
|
16M
$9.64B
|
|
|
Nov 13, 2024
Q3 2024
|
Verger Capital Management LLC
|
SELL
|
- |
-8.15K- 15.09% |
$4.24M - $4.7M
|
45.8K
$27.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
BUY
|
- |
1.45K+ 10.92% |
$754K - $836K
|
14.7K
$8.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.67K- 8.41% |
$3.99M - $4.42M
|
83.5K
$50.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-57- 3.54% |
$29.7K - $32.9K
|
1.55K
$936K
|
|
|
Nov 13, 2024
Q3 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
127+ 1.76% |
$66.1K - $73.3K
|
7.34K
$4.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-528- 5.97% |
$275K - $305K
|
8.32K
$5.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-583- 0.38% |
$303K - $336K
|
152K
$91.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
354+ 2.1% |
$184K - $204K
|
17.2K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
BUY
|
- |
35.2K+ 1.93% |
$18.3M - $20.3M
|
1.86M
$1.12B
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-4.54K- 16.15% |
$2.36M - $2.62M
|
23.6K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
641+ 0.29% |
$333K - $370K
|
222K
$134M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2- 0.03% |
$1.04K - $1.15K
|
6.02K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-723- 0.55% |
$376K - $417K
|
130K
$78.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.49K+ 3.62% |
$1.3M - $1.44M
|
71.4K
$43.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-142K- 8.51% |
$73.9M - $81.9M
|
1.53M
$921M
|
|
|
Nov 13, 2024
Q3 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
10.7KNew |
$5.59M - $6.2M
|
10.7K
$6.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
142+ 33.57% |
$73.9K - $81.9K
|
565
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
25.3K+ 10.03% |
$13.2M - $14.6M
|
277K
$168M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
359K+ 6.46% |
$187M - $207M
|
5.92M
$3.57B
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-4.88K- 3.14% |
$2.54M - $2.82M
|
151K
$90.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
479+ 0.26% |
$249K - $276K
|
184K
$111M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
36.5K+ 1.34% |
$19M - $21.1M
|
2.76M
$1.66B
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.01K- 10.28% |
$1.04M - $1.16M
|
17.5K
$10.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-30- 0.82% |
$15.6K - $17.3K
|
3.65K
$2.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
461+ 3.66% |
$240K - $266K
|
13.1K
$7.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
131K+ 3.06% |
$67.9M - $75.3M
|
4.39M
$2.65B
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.35K- 11.77% |
$702K - $779K
|
10.1K
$6.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-193- 14.88% |
$100K - $111K
|
1.1K
$667K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.88KNew |
$976K - $1.08M
|
1.88K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-276- 0.62% |
$144K - $159K
|
44.6K
$26.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
10.9K+ 24.05% |
$5.69M - $6.31M
|
56.4K
$34.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.13K+ 9.97% |
$589K - $654K
|
12.5K
$7.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.15K- 1.2% |
$1.64M - $1.82M
|
260K
$157M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
621New |
$323K - $358K
|
621
$375K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
11.5KNew |
$5.97M - $6.62M
|
11.5K
$6.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-76.6K- 11.9% |
$39.9M - $44.2M
|
567K
$343M
|