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
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-93- 1.12% |
$48.4K - $53.6K
|
8.21K
$4.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3.24K- 86.94% |
$1.69M - $1.87M
|
487
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.12K+ 0.23% |
$1.1M - $1.22M
|
923K
$551M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
40+ 1.96% |
$20.8K - $23.1K
|
2.08K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-3.37K- 0.41% |
$1.75M - $1.94M
|
827K
$494M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-25- 2.07% |
$13K - $14.4K
|
1.18K
$705K
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-356- 6.62% |
$185K - $205K
|
5.02K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
5.59K+ 2.73% |
$2.91M - $3.22M
|
211K
$126M
|
|
|
Nov 12, 2024
Q3 2024
|
Kidder Stephen W
|
SELL
|
- |
-50- 5.88% |
$26K - $28.8K
|
800
$478K
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
BUY
|
- |
168+ 6.61% |
$87.4K - $96.9K
|
2.71K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
107+ 2.84% |
$55.7K - $61.7K
|
3.87K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-330- 5.63% |
$172K - $190K
|
5.53K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-121- 0.5% |
$62.9K - $69.8K
|
24K
$14.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-214- 4.65% |
$111K - $123K
|
4.39K
$2.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.06K- 15.65% |
$2.11M - $2.34M
|
21.9K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-5.09K- 9.46% |
$2.65M - $2.93M
|
48.7K
$29.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
698+ 95.36% |
$363K - $403K
|
1.43K
$855K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.5K+ 8.05% |
$780K - $865K
|
20.1K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
713+ 2.27% |
$371K - $411K
|
32.2K
$19.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
410+ 5.95% |
$213K - $236K
|
7.3K
$4.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
933K+ 3.29% |
$485M - $538M
|
29.3M
$17.5B
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-648- 8.42% |
$337K - $374K
|
7.05K
$4.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.15K+ 63.08% |
$1.12M - $1.24M
|
5.56K
$3.32M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.7K+ 15.47% |
$886K - $983K
|
12.7K
$7.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-254- 13.09% |
$132K - $147K
|
1.69K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
181K+ 15.55% |
$94.2M - $104M
|
1.35M
$804M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-275- 1.11% |
$143K - $159K
|
24.5K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.35K+ 2.84% |
$703K - $779K
|
49K
$29.3M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.3K+ 6.86% |
$678K - $752K
|
20.3K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-89.2K- 8.12% |
$46.4M - $51.4M
|
1.01M
$603M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
436+ 0.71% |
$227K - $251K
|
62K
$37.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-8.6K- 2.76% |
$4.47M - $4.96M
|
303K
$181M
|
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-45- 5.54% |
$23.4K - $26K
|
767
$458K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
116+ 10.34% |
$60.3K - $66.9K
|
1.24K
$740K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-685- 45.24% |
$356K - $395K
|
829
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-78- 0.65% |
$40.6K - $45K
|
12K
$7.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.95K- 4.2% |
$1.01M - $1.13M
|
44.5K
$26.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-1.12K- 4.77% |
$581K - $644K
|
22.3K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-17K- 2.59% |
$8.87M - $9.83M
|
640K
$382M
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
2+ 0.23% |
$1.04K - $1.15K
|
861
$515K
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
45+ 1.79% |
$23.4K - $26K
|
2.56K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
51.8KNew |
$26.9M - $29.9M
|
51.8K
$30.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
744+ 77.26% |
$387K - $429K
|
1.71K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-34.8K- 2.36% |
$18.1M - $20.1M
|
1.44M
$860M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-89- 1.0% |
$46.3K - $51.3K
|
8.83K
$5.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$520 - $577
|
2.57K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-817- 3.7% |
$425K - $471K
|
21.2K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-200- 2.65% |
$104K - $115K
|
7.33K
$4.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
47.2KNew |
$24.6M - $27.2M
|
47.2K
$28.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
16+ 0.1% |
$8.32K - $9.23K
|
15.3K
$9.16M
|