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 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
18+ 2.64% |
$9.36K - $10.4K
|
700
$423K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.24K+ 10.07% |
$1.16M - $1.29M
|
24.5K
$14.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.99K+ 2.35% |
$4.16M - $4.61M
|
348K
$210M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
80+ 1.63% |
$41.6K - $46.1K
|
4.99K
$3.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.48K- 5.39% |
$770K - $854K
|
26K
$15.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
526+ 4.95% |
$274K - $303K
|
11.1K
$6.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.8K+ 305.2% |
$7.72M - $8.56M
|
19.7K
$11.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-66K- 68.22% |
$34.3M - $38.1M
|
30.7K
$18.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
174+ 1.1% |
$90.5K - $100K
|
15.9K
$9.62M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
357+ 2.49% |
$186K - $206K
|
14.7K
$8.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
58+ 6.47% |
$30.2K - $33.5K
|
955
$577K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-55- 1.1% |
$28.6K - $31.7K
|
4.94K
$2.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-224- 10.95% |
$117K - $129K
|
1.82K
$1.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-250- 2.58% |
$130K - $144K
|
9.43K
$5.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
134+ 28.76% |
$69.7K - $77.3K
|
600
$362K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-734- 16.09% |
$382K - $423K
|
3.83K
$2.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17.9K+ 112.46% |
$9.31M - $10.3M
|
33.8K
$20.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-34.3K- 30.11% |
$17.8M - $19.8M
|
79.5K
$48M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-144- 5.08% |
$74.9K - $83.1K
|
2.69K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
3.38K+ 4.71% |
$1.76M - $1.95M
|
75.2K
$45.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-13- 0.4% |
$6.76K - $7.5K
|
3.28K
$1.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.06K+ 6.51% |
$1.07M - $1.19M
|
33.7K
$20.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-151- 1.02% |
$78.5K - $87.1K
|
14.6K
$8.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
36+ 0.46% |
$18.7K - $20.8K
|
7.8K
$4.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
134+ 0.64% |
$69.7K - $77.3K
|
21.1K
$12.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5+ 0.47% |
$2.6K - $2.88K
|
1.08K
$651K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.03K- 16.86% |
$534K - $592K
|
5.06K
$3.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-81- 3.48% |
$42.1K - $46.7K
|
2.25K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-7.5K- 7.15% |
$3.9M - $4.33M
|
97.4K
$58.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-525- 1.19% |
$273K - $303K
|
43.5K
$26.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-537- 16.81% |
$279K - $310K
|
2.66K
$1.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
210+ 21.52% |
$109K - $121K
|
1.19K
$716K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
403+ 1.19% |
$210K - $232K
|
34.3K
$20.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-966- 0.71% |
$502K - $557K
|
135K
$81.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-263K- 82.92% |
$137M - $152M
|
54.2K
$32.7M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-944- 51.93% |
$491K - $545K
|
874
$528K
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
SELL
|
- |
-1- 0.25% |
$520 - $577
|
406
$245K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-120- 4.04% |
$62.4K - $69.2K
|
2.85K
$1.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-42- 0.5% |
$21.8K - $24.2K
|
8.32K
$5.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
172+ 46.36% |
$89.5K - $99.2K
|
543
$328K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.01K- 35.51% |
$1.57M - $1.74M
|
5.47K
$3.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-212- 11.97% |
$110K - $122K
|
1.56K
$941K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
260+ 1.38% |
$135K - $150K
|
19.1K
$11.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-55- 91.67% |
$28.6K - $31.7K
|
5
$3.02K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
BUY
|
- |
534+ 2.07% |
$278K - $308K
|
26.4K
$15.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-83- 3.39% |
$43.2K - $47.9K
|
2.37K
$1.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.13K- 7.61% |
$1.11M - $1.23M
|
25.8K
$15.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.28K+ 7.27% |
$664K - $737K
|
18.8K
$11.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-639- 3.19% |
$332K - $369K
|
19.4K
$11.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-972- 2.83% |
$506K - $561K
|
33.4K
$20.1M
|