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
|
Lokken Investment Group LLC
|
SELL
|
- |
-301- 19.72% |
$157K - $174K
|
1.23K
$732K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-147- 5.7% |
$76.5K - $84.8K
|
2.43K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-498- 2.48% |
$259K - $287K
|
19.5K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-4- 0.04% |
$2.08K - $2.31K
|
11K
$6.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.33K+ 113.05% |
$1.21M - $1.34M
|
4.39K
$2.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
15.5K+ 5.42% |
$8.09M - $8.97M
|
302K
$181M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-50.9K- 50.08% |
$26.5M - $29.4M
|
50.7K
$30.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
17K+ 39.96% |
$8.84M - $9.81M
|
59.5K
$35.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.36KNew |
$707K - $784K
|
1.36K
$813K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
13+ 0.01% |
$6.76K - $7.5K
|
101K
$60.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
269New |
$140K - $155K
|
269
$161K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.68% |
$520 - $577
|
147
$87.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.95K+ 28.45% |
$1.01M - $1.12M
|
8.79K
$5.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-89- 0.75% |
$46.3K - $51.3K
|
11.8K
$7.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-177- 5.03% |
$92.1K - $102K
|
3.34K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
862+ 6.32% |
$448K - $497K
|
14.5K
$8.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-431- 45.13% |
$224K - $249K
|
524
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.67K+ 19.34% |
$868K - $963K
|
10.3K
$6.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-307- 0.88% |
$160K - $177K
|
34.7K
$20.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
3+ 0.3% |
$1.56K - $1.73K
|
992
$593K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-1.33K- 9.16% |
$692K - $768K
|
13.2K
$7.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-248- 16.95% |
$129K - $143K
|
1.22K
$726K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
8+ 2.05% |
$4.16K - $4.61K
|
399
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.36K+ 5.88% |
$1.23M - $1.36M
|
42.5K
$25.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
351New |
$183K - $202K
|
351
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2.1KNew |
$1.09M - $1.21M
|
2.1K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
12+ 0.46% |
$6.24K - $6.92K
|
2.6K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
420New |
$218K - $242K
|
420
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
2.56K+ 33.5% |
$1.33M - $1.48M
|
10.2K
$6.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-156- 1.91% |
$81.1K - $90K
|
8K
$4.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8.33K+ 3.99% |
$4.33M - $4.8M
|
217K
$130M
|
|
|
Nov 12, 2024
Q3 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
824New |
$429K - $475K
|
824
$492K
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
22.7K+ 78.43% |
$11.8M - $13.1M
|
51.7K
$30.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.08K+ 11.3% |
$1.08M - $1.2M
|
20.5K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-217- 4.24% |
$113K - $125K
|
4.91K
$2.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
499+ 62.53% |
$260K - $288K
|
1.3K
$775K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.03K+ 2.16% |
$537K - $595K
|
48.8K
$29.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.88K+ 1.04% |
$2.54M - $2.82M
|
473K
$283M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.77K+ 180.97% |
$2.48M - $2.75M
|
7.41K
$4.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
67+ 1.4% |
$34.9K - $38.6K
|
4.85K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
563+ 42.85% |
$293K - $325K
|
1.88K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
36+ 0.36% |
$18.7K - $20.8K
|
10.1K
$6.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
2.09KNew |
$1.09M - $1.2M
|
2.09K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-72.3K- 89.96% |
$37.6M - $41.7M
|
8.07K
$4.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-441- 1.8% |
$229K - $254K
|
24K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
75+ 20.0% |
$39K - $43.3K
|
450
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.13M- 99.83% |
$1.11B - $1.23B
|
3.57K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-41- 1.03% |
$21.3K - $23.6K
|
3.93K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
11.8K+ 9.1% |
$6.13M - $6.8M
|
141K
$84.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
106+ 2.36% |
$55.1K - $61.1K
|
4.61K
$2.75M
|