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 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
141+ 1.28% |
$73.3K - $81.3K
|
11.1K
$6.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-194- 13.77% |
$101K - $112K
|
1.22K
$734K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
6.39K+ 169.44% |
$3.33M - $3.69M
|
10.2K
$6.14M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-465- 2.1% |
$242K - $268K
|
21.7K
$13.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.9K- 6.75% |
$10.3M - $11.5M
|
275K
$166M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5.24K- 20.63% |
$2.72M - $3.02M
|
20.1K
$12.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
577+ 2.21% |
$300K - $333K
|
26.7K
$16.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-66- 2.22% |
$34.3K - $38.1K
|
2.9K
$1.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-307- 8.29% |
$160K - $177K
|
3.4K
$2.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
32+ 0.82% |
$16.6K - $18.5K
|
3.92K
$2.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-30- 0.53% |
$15.6K - $17.3K
|
5.59K
$3.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
360New |
$187K - $208K
|
360
$217K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
9.08K+ 134.32% |
$4.72M - $5.24M
|
15.8K
$9.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-50- 0.55% |
$26K - $28.8K
|
8.97K
$5.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
209+ 4.5% |
$109K - $121K
|
4.86K
$2.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-129- 1.27% |
$67.1K - $74.4K
|
10.1K
$6.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2.29K+ 8.12% |
$1.19M - $1.32M
|
30.5K
$18.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
24.5K+ 19.2% |
$12.7M - $14.1M
|
152K
$91.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
9.56K+ 1.86% |
$4.97M - $5.51M
|
523K
$316M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.05M+ 788.42% |
$544M - $604M
|
1.18M
$712M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
337+ 1.93% |
$175K - $194K
|
17.8K
$10.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-117- 4.73% |
$60.9K - $67.5K
|
2.36K
$1.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.08K- 4.94% |
$1.6M - $1.77M
|
59.2K
$35.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
101+ 3.13% |
$52.5K - $58.3K
|
3.33K
$2.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-85- 0.17% |
$44.2K - $49K
|
49K
$29.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.58K+ 8.54% |
$4.46M - $4.95M
|
109K
$65.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.01K+ 1.22% |
$2.09M - $2.31M
|
334K
$202M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.29M- 94.75% |
$673M - $746M
|
71.7K
$43.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-329- 8.26% |
$171K - $190K
|
3.65K
$2.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
93New |
$48.4K - $53.6K
|
93
$56.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
3+ 0.07% |
$1.56K - $1.73K
|
4.11K
$2.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
690+ 5.97% |
$359K - $398K
|
12.2K
$7.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
7.45K+ 31.84% |
$3.88M - $4.3M
|
30.9K
$18.6M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
14.6K+ 5.25% |
$7.58M - $8.41M
|
292K
$177M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-4- 0.11% |
$2.08K - $2.31K
|
3.65K
$2.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-109- 16.98% |
$56.7K - $62.9K
|
533
$322K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.13K- 3.46% |
$586K - $650K
|
31.4K
$19M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
12KNew |
$6.23M - $6.91M
|
12K
$7.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.19K+ 32.43% |
$2.18M - $2.42M
|
17.1K
$10.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-72- 0.58% |
$37.5K - $41.5K
|
12.4K
$7.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.71K- 1.36% |
$891K - $988K
|
124K
$75.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
141+ 1.3% |
$73.3K - $81.3K
|
11K
$6.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
6.56K+ 3.71% |
$3.41M - $3.78M
|
183K
$111M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-480- 28.35% |
$250K - $277K
|
1.21K
$732K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-43- 1.35% |
$22.4K - $24.8K
|
3.13K
$1.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
257+ 18.95% |
$134K - $148K
|
1.61K
$974K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-41.4K- 1.53% |
$21.5M - $23.9M
|
2.66M
$1.61B
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.2K- 2.02% |
$622K - $689K
|
57.8K
$34.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-267- 5.95% |
$139K - $154K
|
4.22K
$2.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
365New |
$190K - $211K
|
365
$220K
|