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 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
6+ 0.67% |
$3.12K - $3.46K
|
895
$535K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-877- 3.85% |
$456K - $506K
|
21.9K
$13.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Bank Of Finland
|
BUY
|
- |
3.01K+ 0.39% |
$1.57M - $1.74M
|
780K
$466M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
13.2K+ 49.89% |
$6.86M - $7.6M
|
39.6K
$23.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
50+ 1.29% |
$26K - $28.8K
|
3.92K
$2.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
61+ 1.61% |
$31.7K - $35.2K
|
3.86K
$2.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-701- 15.97% |
$365K - $404K
|
3.69K
$2.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
981+ 34.29% |
$510K - $566K
|
3.84K
$2.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
116+ 0.68% |
$60.3K - $66.9K
|
17.1K
$10.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
67+ 0.32% |
$34.9K - $38.6K
|
20.8K
$12.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
796New |
$414K - $459K
|
796
$476K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
116+ 4.67% |
$60.3K - $66.9K
|
2.6K
$1.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Passaic Partners LLC
|
SELL
|
- |
-4.55K- 14.46% |
$2.36M - $2.62M
|
26.9K
$16.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
232+ 0.62% |
$121K - $134K
|
37.9K
$22.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
10.6KNew |
$5.53M - $6.13M
|
10.6K
$6.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
1.57K+ 12.69% |
$815K - $903K
|
13.9K
$8.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.57K- 23.76% |
$1.34M - $1.48M
|
8.25K
$4.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
5.58K+ 42.58% |
$2.9M - $3.22M
|
18.7K
$11.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
762+ 0.66% |
$396K - $440K
|
116K
$69.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-53- 2.11% |
$27.6K - $30.6K
|
2.46K
$1.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.05K+ 1.33% |
$1.59M - $1.76M
|
232K
$139M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.21% |
$5.2K - $5.77K
|
4.67K
$2.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
9.09K+ 2.48% |
$4.73M - $5.24M
|
376K
$224M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.78K+ 6.53% |
$924K - $1.03M
|
29K
$17.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
12+ 0.93% |
$6.24K - $6.92K
|
1.31K
$780K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.27% |
$520 - $577
|
80
$47.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
5.12K+ 2.29% |
$2.66M - $2.95M
|
229K
$137M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
421New |
$219K - $243K
|
421
$252K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-716- 17.92% |
$372K - $413K
|
3.28K
$1.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-304- 3.02% |
$158K - $175K
|
9.75K
$5.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
435New |
$226K - $251K
|
435
$260K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
368+ 0.3% |
$191K - $212K
|
124K
$73.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.02K- 9.74% |
$532K - $590K
|
9.47K
$5.66M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
196+ 22.2% |
$102K - $113K
|
1.08K
$645K
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3+ 0.13% |
$1.56K - $1.73K
|
2.3K
$1.38M
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2+ 0.42% |
$1.04K - $1.15K
|
483
$289K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.41K+ 37.55% |
$1.25M - $1.39M
|
8.83K
$5.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-230- 2.39% |
$120K - $133K
|
9.41K
$5.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-223- 0.41% |
$116K - $129K
|
54K
$32.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.15K+ 19.87% |
$599K - $664K
|
6.95K
$4.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
141+ 1.28% |
$73.3K - $81.3K
|
11.1K
$6.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-194- 13.77% |
$101K - $112K
|
1.22K
$726K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
6.39K+ 169.44% |
$3.33M - $3.69M
|
10.2K
$6.08M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-465- 2.1% |
$242K - $268K
|
21.7K
$12.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.9K- 6.75% |
$10.3M - $11.5M
|
275K
$164M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5.24K- 20.63% |
$2.72M - $3.02M
|
20.1K
$12M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
577+ 2.21% |
$300K - $333K
|
26.7K
$16M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-66- 2.22% |
$34.3K - $38.1K
|
2.9K
$1.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-307- 8.29% |
$160K - $177K
|
3.4K
$2.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
32+ 0.82% |
$16.6K - $18.5K
|
3.92K
$2.34M
|