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 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-631- 0.49% |
$328K - $364K
|
129K
$77.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-26.2K- 64.2% |
$13.6M - $15.1M
|
14.6K
$8.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
179K+ 16.02% |
$93.2M - $103M
|
1.3M
$775M
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.37K+ 8.93% |
$710K - $787K
|
16.6K
$9.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
2.34K+ 4.28% |
$1.22M - $1.35M
|
57.1K
$34.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
860+ 36.12% |
$447K - $496K
|
3.24K
$1.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.24K+ 2.9% |
$2.2M - $2.44M
|
150K
$89.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
136+ 4.72% |
$70.7K - $78.4K
|
3.02K
$1.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-73- 10.63% |
$38K - $42.1K
|
614
$367K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-319- 1.33% |
$166K - $184K
|
23.6K
$14.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
78.4K+ 56.73% |
$40.8M - $45.2M
|
217K
$129M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
223+ 2.08% |
$116K - $129K
|
11K
$6.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-22- 0.48% |
$11.4K - $12.7K
|
4.54K
$2.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-143- 1.48% |
$74.4K - $82.5K
|
9.54K
$5.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
1.53K+ 2.98% |
$794K - $880K
|
52.7K
$31.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.1K- 8.76% |
$1.09M - $1.21M
|
21.9K
$13.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
456+ 1.68% |
$237K - $263K
|
27.6K
$16.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-1.14K- 22.46% |
$595K - $660K
|
3.95K
$2.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
247+ 8.04% |
$128K - $142K
|
3.32K
$1.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
97+ 8.25% |
$50.5K - $56K
|
1.27K
$761K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.38K- 10.27% |
$1.76M - $1.95M
|
29.5K
$17.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-887- 22.66% |
$461K - $512K
|
3.03K
$1.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-375- 5.02% |
$195K - $216K
|
7.1K
$4.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-164- 4.32% |
$85.3K - $94.6K
|
3.63K
$2.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-654- 29.49% |
$340K - $377K
|
1.56K
$935K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
41.1K+ 2.83% |
$21.4M - $23.7M
|
1.5M
$894M
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-37- 0.05% |
$19.2K - $21.3K
|
71.9K
$43M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-160- 0.07% |
$83.2K - $92.3K
|
228K
$136M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-132- 0.88% |
$68.7K - $76.1K
|
14.8K
$8.85M
|
|
|
Nov 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
BUY
|
- |
44+ 0.34% |
$22.9K - $25.4K
|
13.2K
$7.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-46- 5.25% |
$23.9K - $26.5K
|
830
$496K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-31.5K- 19.22% |
$16.4M - $18.2M
|
132K
$79.2M
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-3- 0.37% |
$1.56K - $1.73K
|
803
$480K
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
145+ 9.8% |
$75.4K - $83.6K
|
1.63K
$971K
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-4.73K- 10.74% |
$2.46M - $2.73M
|
39.3K
$23.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
320+ 10.51% |
$166K - $185K
|
3.37K
$2.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
50+ 0.11% |
$26K - $28.8K
|
44.8K
$26.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$520 - $577
|
7.72K
$4.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
9.91K+ 3.58% |
$5.16M - $5.72M
|
287K
$172M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
148+ 6.62% |
$77K - $85.4K
|
2.39K
$1.43M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.11% |
$4.16K - $4.61K
|
7.41K
$4.43M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
10KNew |
$5.21M - $5.77M
|
10K
$5.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.82K- 4.3% |
$1.47M - $1.63M
|
62.8K
$37.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-170- 1.65% |
$88.4K - $98.1K
|
10.2K
$6.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
14.5KNew |
$7.52M - $8.34M
|
14.5K
$8.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
43+ 6.22% |
$22.4K - $24.8K
|
734
$439K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.75K- 2.9% |
$911K - $1.01M
|
58.7K
$35.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
67.5K+ 23.27% |
$35.1M - $38.9M
|
357K
$214M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 7.5% |
$525K - $583K
|
14.5K
$8.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
202+ 13.25% |
$105K - $117K
|
1.73K
$1.03M
|