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 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
231+ 11.61% |
$120K - $133K
|
2.22K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.35K+ 35.32% |
$1.22M - $1.36M
|
9.01K
$5.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.27K+ 10.08% |
$1.7M - $1.88M
|
35.7K
$21.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.2K- 9.26% |
$1.67M - $1.85M
|
31.4K
$18.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-799- 5.07% |
$416K - $461K
|
15K
$8.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-2.66K- 0.64% |
$1.38M - $1.53M
|
411K
$246M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.98K- 4.53% |
$1.55M - $1.72M
|
62.7K
$37.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-153- 2.31% |
$79.6K - $88.3K
|
6.47K
$3.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
14.7K+ 223.1% |
$7.65M - $8.48M
|
21.3K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
856New |
$445K - $494K
|
856
$512K
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-36.6K- 9.03% |
$19M - $21.1M
|
369K
$220M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-149- 1.72% |
$77.5K - $85.9K
|
8.5K
$5.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
12.2KNew |
$6.35M - $7.04M
|
12.2K
$7.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-5.26K- 6.88% |
$2.74M - $3.04M
|
71.3K
$42.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
964+ 16.31% |
$501K - $556K
|
6.87K
$4.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-4.97K- 1.91% |
$2.59M - $2.87M
|
255K
$152M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
202+ 0.3% |
$105K - $117K
|
66.9K
$40M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-96- 19.88% |
$49.9K - $55.4K
|
387
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
3.19K+ 14.46% |
$1.66M - $1.84M
|
25.2K
$15.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-9.09K- 1.41% |
$4.73M - $5.24M
|
636K
$380M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.1K- 6.4% |
$1.09M - $1.21M
|
30.8K
$18.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-926- 5.67% |
$482K - $534K
|
15.4K
$9.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
241+ 1.1% |
$125K - $139K
|
22.2K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
526+ 0.51% |
$274K - $303K
|
104K
$61.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.63K+ 2.76% |
$1.37M - $1.52M
|
97.7K
$58.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-42- 0.86% |
$21.8K - $24.2K
|
4.84K
$2.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-25.9K- 6.67% |
$13.4M - $14.9M
|
362K
$216M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-129- 2.4% |
$67.1K - $74.4K
|
5.24K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.06K- 1.13% |
$551K - $611K
|
92.3K
$55.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
13.4K+ 3.51% |
$6.95M - $7.71M
|
394K
$235M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
78.8KNew |
$41M - $45.5M
|
78.8K
$47.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.2% |
$520 - $577
|
490
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.34K+ 2.88% |
$1.74M - $1.92M
|
119K
$71.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
7K+ 7.37% |
$3.64M - $4.04M
|
102K
$60.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-228- 1.88% |
$119K - $132K
|
11.9K
$7.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
72+ 3.83% |
$37.5K - $41.5K
|
1.95K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-93- 10.31% |
$48.4K - $53.6K
|
809
$483K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
318+ 0.88% |
$165K - $183K
|
36.4K
$21.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
591+ 4.63% |
$307K - $341K
|
13.4K
$7.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
270+ 0.88% |
$140K - $156K
|
31K
$18.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
851+ 13.16% |
$443K - $491K
|
7.32K
$4.37M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
508+ 3.8% |
$264K - $293K
|
13.9K
$8.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
764+ 0.97% |
$397K - $441K
|
79.4K
$47.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-13- 0.35% |
$6.76K - $7.5K
|
3.75K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
4+ 0.22% |
$2.08K - $2.31K
|
1.84K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-81- 2.79% |
$42.1K - $46.7K
|
2.83K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-473- 6.37% |
$246K - $273K
|
6.95K
$4.16M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.34K- 17.23% |
$699K - $775K
|
6.46K
$3.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-194- 1.51% |
$101K - $112K
|
12.7K
$7.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
409+ 1.06% |
$213K - $236K
|
39.1K
$23.4M
|