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
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
121+ 0.64% |
$62.9K - $69.8K
|
19K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
830New |
$432K - $479K
|
830
$501K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-12.6K- 9.47% |
$6.57M - $7.29M
|
121K
$72.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
272+ 24.68% |
$141K - $157K
|
1.37K
$830K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-156- 0.59% |
$81.1K - $90K
|
26.3K
$15.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.9K- 0.78% |
$7.23M - $8.02M
|
1.78M
$1.07B
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
10.4K+ 0.82% |
$5.39M - $5.98M
|
1.27M
$770M
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
BUY
|
- |
753+ 0.11% |
$392K - $434K
|
685K
$414M
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
BUY
|
- |
194+ 1.25% |
$101K - $112K
|
15.7K
$9.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
42.6K+ 60.26% |
$22.1M - $24.5M
|
113K
$68.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.49K+ 7.01% |
$4.94M - $5.48M
|
145K
$87.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
45+ 0.18% |
$23.4K - $26K
|
25K
$15.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-4K- 0.56% |
$2.08M - $2.31M
|
710K
$429M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.68K+ 51.05% |
$873K - $968K
|
4.97K
$3M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
63.5K+ 16.1% |
$33.1M - $36.7M
|
458K
$277M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.8KNew |
$1.97M - $2.19M
|
3.8K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-553- 0.33% |
$288K - $319K
|
169K
$102M
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
463+ 0.91% |
$241K - $267K
|
51.4K
$31.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-22- 9.44% |
$11.4K - $12.7K
|
211
$127K
|
|
|
Nov 13, 2024
Q3 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
121K+ 5.77% |
$63.1M - $70M
|
2.22M
$1.34B
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-106K- 4.96% |
$55.1M - $61.1M
|
2.03M
$1.23B
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-83- 0.04% |
$43.2K - $47.9K
|
185K
$112M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.17K+ 2.02% |
$2.17M - $2.4M
|
211K
$127M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.3K+ 25.62% |
$5.89M - $6.53M
|
55.5K
$33.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
666+ 0.85% |
$346K - $384K
|
78.9K
$47.6M
|
|
|
Nov 13, 2024
Q3 2024
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-222- 20.71% |
$115K - $128K
|
850
$513K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-996- 0.59% |
$518K - $575K
|
168K
$101M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.91K- 3.58% |
$996K - $1.1M
|
51.6K
$31.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-619- 6.29% |
$322K - $357K
|
9.23K
$5.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
12.5KNew |
$6.51M - $7.22M
|
12.5K
$7.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.96K+ 6.6% |
$1.54M - $1.71M
|
47.8K
$28.9M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.21K+ 12.49% |
$630K - $699K
|
10.9K
$6.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-18.4K- 61.28% |
$9.56M - $10.6M
|
11.6K
$7.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-400- 9.76% |
$208K - $231K
|
3.7K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-2.24K- 5.96% |
$1.16M - $1.29M
|
35.3K
$21.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
239+ 10.61% |
$124K - $138K
|
2.49K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-99- 2.15% |
$51.5K - $57.1K
|
4.51K
$2.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
16.6K+ 11.71% |
$8.65M - $9.59M
|
159K
$95.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
355New |
$185K - $205K
|
355
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
8.31K+ 10.65% |
$4.32M - $4.8M
|
86.4K
$52.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
12+ 0.69% |
$6.24K - $6.92K
|
1.75K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-240- 3.9% |
$125K - $138K
|
5.92K
$3.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-201- 1.23% |
$105K - $116K
|
16.1K
$9.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
53.4K+ 8.66% |
$27.8M - $30.8M
|
670K
$405M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-23.6K- 3.63% |
$12.3M - $13.6M
|
627K
$379M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3- 0.15% |
$1.56K - $1.73K
|
2.06K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.31K+ 49.56% |
$681K - $755K
|
3.95K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
12.2K+ 4.66% |
$6.36M - $7.05M
|
275K
$166M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.71K+ 1.97% |
$2.45M - $2.72M
|
244K
$147M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
458K+ 10.55% |
$238M - $264M
|
4.8M
$2.9B
|