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 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
189+ 2.12% |
$98.3K - $109K
|
9.12K
$5.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-25- 3.62% |
$13K - $14.4K
|
665
$397K
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-206- 28.61% |
$107K - $119K
|
514
$307K
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
797+ 4.42% |
$415K - $460K
|
18.8K
$11.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
42K+ 5.98% |
$21.8M - $24.2M
|
744K
$445M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-35- 0.3% |
$18.2K - $20.2K
|
11.8K
$7.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-14K- 4.16% |
$7.29M - $8.09M
|
323K
$193M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
407+ 21.18% |
$212K - $235K
|
2.33K
$1.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-742- 10.83% |
$386K - $428K
|
6.11K
$3.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-122- 1.97% |
$63.5K - $70.4K
|
6.06K
$3.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
63+ 10.52% |
$32.8K - $36.3K
|
662
$396K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
74+ 2.62% |
$38.5K - $42.7K
|
2.9K
$1.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-238- 9.09% |
$124K - $137K
|
2.38K
$1.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
507+ 1.77% |
$264K - $292K
|
29.2K
$17.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
SELL
|
- |
-35- 1.24% |
$18.2K - $20.2K
|
2.78K
$1.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-142- 8.33% |
$73.9K - $81.9K
|
1.56K
$934K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-339- 1.2% |
$176K - $196K
|
28K
$16.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
740+ 6.64% |
$385K - $427K
|
11.9K
$7.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
18.1K+ 18.02% |
$9.4M - $10.4M
|
118K
$70.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-80- 11.32% |
$41.6K - $46.1K
|
627
$375K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
21+ 3.74% |
$10.9K - $12.1K
|
582
$348K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-52.7K- 33.7% |
$27.4M - $30.4M
|
104K
$62M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
238+ 4.34% |
$124K - $137K
|
5.72K
$3.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
62.4K+ 92.89% |
$32.5M - $36M
|
130K
$77.4M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
447+ 32.11% |
$233K - $258K
|
1.84K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-9.91K- 20.72% |
$5.16M - $5.72M
|
37.9K
$22.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.87K- 13.68% |
$974K - $1.08M
|
11.8K
$7.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
9+ 0.14% |
$4.68K - $5.19K
|
6.61K
$3.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.94K+ 1.86% |
$1.01M - $1.12M
|
106K
$63.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-10- 0.39% |
$5.2K - $5.77K
|
2.56K
$1.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
3.23K+ 11.97% |
$1.68M - $1.86M
|
30.2K
$18.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.24K- 47.3% |
$642K - $712K
|
1.38K
$822K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-622- 31.67% |
$324K - $359K
|
1.34K
$802K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
847New |
$441K - $489K
|
847
$506K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.09K+ 9.75% |
$1.61M - $1.78M
|
34.8K
$20.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13+ 0.28% |
$6.76K - $7.5K
|
4.61K
$2.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
6.32K+ 17.8% |
$3.29M - $3.65M
|
41.8K
$25M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
3New |
$1.56K - $1.73K
|
3
$1.79K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-53- 2.22% |
$27.6K - $30.6K
|
2.33K
$1.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.4M- 3.88% |
$728M - $807M
|
34.6M
$20.7B
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
689+ 20.11% |
$358K - $397K
|
4.12K
$2.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
131K+ 55.29% |
$68.1M - $75.6M
|
368K
$220M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-322- 79.12% |
$167K - $186K
|
85
$50.8K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
751+ 2.23% |
$391K - $433K
|
34.5K
$20.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.57K+ 234.83% |
$1.86M - $2.06M
|
5.09K
$3.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.49K- 10.69% |
$1.3M - $1.44M
|
20.8K
$12.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
110+ 0.27% |
$57.2K - $63.5K
|
40.9K
$24.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-512- 3.32% |
$266K - $295K
|
14.9K
$8.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
13+ 0.12% |
$6.76K - $7.5K
|
10.5K
$6.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
53+ 3.06% |
$27.6K - $30.6K
|
1.79K
$1.07M
|