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
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
433+ 0.74% |
$225K - $250K
|
58.8K
$35.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
24+ 0.32% |
$12.5K - $13.8K
|
7.6K
$4.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-502- 3.46% |
$261K - $290K
|
14K
$8.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
61+ 6.43% |
$31.7K - $35.2K
|
1.01K
$603K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
1.53K+ 35.32% |
$794K - $880K
|
5.85K
$3.49M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
4+ 0.07% |
$2.08K - $2.31K
|
5.59K
$3.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
25+ 1.12% |
$13K - $14.4K
|
2.27K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-3.21K- 9.03% |
$1.67M - $1.85M
|
32.3K
$19.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-110- 2.47% |
$57.2K - $63.5K
|
4.34K
$2.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-100- 17.15% |
$52K - $57.7K
|
483
$289K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
3.45K+ 58.17% |
$1.79M - $1.99M
|
9.38K
$5.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-60- 1.04% |
$31.2K - $34.6K
|
5.7K
$3.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-303- 0.57% |
$158K - $175K
|
53.1K
$31.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
11+ 0.35% |
$5.72K - $6.35K
|
3.2K
$1.91M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-5.8K- 14.93% |
$3.02M - $3.35M
|
33.1K
$19.8M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-135- 26.47% |
$70.2K - $77.9K
|
375
$224K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.69K+ 0.39% |
$4.52M - $5.01M
|
2.26M
$1.35B
|
|
|
Nov 07, 2024
Q3 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
57.6KNew |
$30M - $33.2M
|
57.6K
$34.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
1.15K+ 3.08% |
$598K - $663K
|
38.5K
$23M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-213- 0.22% |
$111K - $123K
|
94.9K
$56.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
15.8KNew |
$8.21M - $9.1M
|
15.8K
$9.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
625+ 7.28% |
$325K - $361K
|
9.22K
$5.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
544+ 64.0% |
$283K - $314K
|
1.39K
$833K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2- 0.05% |
$1.04K - $1.15K
|
3.98K
$2.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3+ 0.4% |
$1.56K - $1.73K
|
753
$450K
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-41.8K- 89.61% |
$21.8M - $24.1M
|
4.85K
$2.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-23- 5.9% |
$12K - $13.3K
|
367
$219K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.91K- 2.75% |
$2.03M - $2.26M
|
138K
$82.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
34+ 0.6% |
$17.7K - $19.6K
|
5.7K
$3.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
419+ 9.52% |
$218K - $242K
|
4.82K
$2.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.96K+ 19.04% |
$2.06M - $2.29M
|
24.8K
$14.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
228+ 1.55% |
$119K - $132K
|
14.9K
$8.91M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
163+ 0.11% |
$84.8K - $94K
|
149K
$89.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-22- 2.99% |
$11.4K - $12.7K
|
713
$426K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-322- 0.84% |
$167K - $186K
|
38.1K
$22.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.08K- 2.7% |
$3.16M - $3.51M
|
219K
$131M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
17+ 1.33% |
$8.84K - $9.81K
|
1.29K
$772K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.92K+ 273.19% |
$3.08M - $3.41M
|
8.09K
$4.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.87K+ 4.54% |
$971K - $1.08M
|
43K
$25.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
25.6K+ 17.3% |
$13.3M - $14.7M
|
173K
$104M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-7- 0.09% |
$3.64K - $4.04K
|
7.7K
$4.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-40- 1.27% |
$20.8K - $23.1K
|
3.11K
$1.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-950- 1.58% |
$494K - $548K
|
59K
$35.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
10.2K+ 8.11% |
$5.29M - $5.87M
|
136K
$81M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
178K+ 826.62% |
$92.4M - $102M
|
199K
$119M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
80New |
$41.6K - $46.1K
|
80
$47.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-31.2K- 20.56% |
$16.2M - $18M
|
120K
$72M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-903- 3.2% |
$470K - $521K
|
27.3K
$16.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
204+ 3.93% |
$106K - $118K
|
5.4K
$3.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-9.23K- 15.49% |
$4.8M - $5.32M
|
50.3K
$30.1M
|