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 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
164+ 25.08% |
$85.3K - $94.6K
|
818
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
108+ 1.31% |
$56.2K - $62.3K
|
8.33K
$4.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-26- 4.97% |
$13.5K - $15K
|
497
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
347New |
$181K - $200K
|
347
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
428K+ 1325.76% |
$222M - $247M
|
460K
$275M
|
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
64.6K+ 338.73% |
$33.6M - $37.3M
|
83.7K
$50M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9.01K+ 0.59% |
$4.69M - $5.2M
|
1.55M
$925M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-10.7K- 2.92% |
$5.58M - $6.19M
|
357K
$213M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
200K+ 14.91% |
$104M - $115M
|
1.54M
$921M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
137K+ 102.35% |
$71.2M - $79M
|
271K
$162M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
15+ 1.34% |
$7.8K - $8.65K
|
1.14K
$679K
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
266+ 8.14% |
$138K - $153K
|
3.54K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-132- 17.35% |
$68.7K - $76.1K
|
629
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.47K- 64.6% |
$4.41M - $4.89M
|
4.64K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-117- 10.34% |
$60.9K - $67.5K
|
1.02K
$607K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
32+ 0.45% |
$16.6K - $18.5K
|
7.09K
$4.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.52K+ 421.4% |
$1.31M - $1.45M
|
3.12K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
359+ 2.88% |
$187K - $207K
|
12.8K
$7.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
8+ 1.91% |
$4.16K - $4.61K
|
427
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-30.6K- 29.57% |
$15.9M - $17.6M
|
72.9K
$43.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-983- 2.49% |
$511K - $567K
|
38.4K
$23M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
237K+ 57.14% |
$123M - $136M
|
650K
$389M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
558+ 0.82% |
$290K - $322K
|
68.6K
$41M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
163K+ 6.44% |
$84.7M - $93.9M
|
2.69M
$1.61B
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-11- 0.1% |
$5.72K - $6.35K
|
11.1K
$6.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
40.9K+ 4.95% |
$21.3M - $23.6M
|
867K
$518M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-270K- 41.73% |
$140M - $156M
|
377K
$225M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
42+ 5.66% |
$21.8K - $24.2K
|
784
$469K
|
|
|
Nov 14, 2024
Q3 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-21.4K- 55.94% |
$11.1M - $12.4M
|
16.9K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-9- 0.89% |
$4.68K - $5.19K
|
1K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
25New |
$13K - $14.4K
|
25
$14.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
261+ 5.01% |
$136K - $151K
|
5.47K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.45K- 10.49% |
$753K - $835K
|
12.3K
$7.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.2K+ 3.5% |
$622K - $689K
|
35.3K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Carroll Investors, Inc
|
BUY
|
- |
639New |
$332K - $369K
|
639
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5.85K+ 5.29% |
$3.04M - $3.37M
|
116K
$69.6M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-65- 3.8% |
$33.8K - $37.5K
|
1.65K
$983K
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-30- 1.16% |
$15.6K - $17.3K
|
2.55K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3.57K+ 2.08% |
$1.86M - $2.06M
|
175K
$105M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4K+ 13.25% |
$2.08M - $2.31M
|
34.2K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-35- 5.82% |
$18.2K - $20.2K
|
566
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
461K+ 16.23% |
$240M - $266M
|
3.3M
$1.97B
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
PUT |
2.21KNew |
$1.15M - $1.27M
|
2.21K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2+ 0.04% |
$1.04K - $1.15K
|
5.41K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
874+ 18.74% |
$455K - $504K
|
5.54K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
CALL |
-3.7K- 34.26% |
$1.92M - $2.13M
|
7.1K
$4.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.32K- 8.22% |
$2.25M - $2.49M
|
48.2K
$28.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29.4K+ 4.28% |
$15.3M - $17M
|
718K
$429M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
73+ 4.84% |
$38K - $42.1K
|
1.58K
$945K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-17K- 69.05% |
$8.84M - $9.81M
|
7.62K
$4.55M
|