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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-17- 1.39% |
$8.84K - $9.81K
|
1.21K
$729K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
659+ 116.84% |
$343K - $380K
|
1.22K
$738K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.03K- 12.78% |
$537K - $595K
|
7.04K
$4.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-121- 3.08% |
$62.9K - $69.8K
|
3.81K
$2.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.56K+ 5.25% |
$813K - $901K
|
31.3K
$18.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-730- 0.44% |
$380K - $421K
|
167K
$101M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
639+ 34.88% |
$332K - $369K
|
2.47K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
277+ 7.09% |
$144K - $160K
|
4.18K
$2.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-170- 13.17% |
$88.4K - $98.1K
|
1.12K
$677K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-159K- 3.31% |
$82.6M - $91.6M
|
4.64M
$2.8B
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-21- 3.55% |
$10.9K - $12.1K
|
570
$344K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
978+ 15.67% |
$509K - $564K
|
7.22K
$4.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-206- 15.0% |
$107K - $119K
|
1.17K
$705K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-478K- 25.59% |
$249M - $276M
|
1.39M
$839M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
5.16K+ 7.56% |
$2.69M - $2.98M
|
73.5K
$44.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
49.9K+ 31.05% |
$26M - $28.8M
|
211K
$127M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-774- 8.36% |
$403K - $446K
|
8.48K
$5.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-2.05K- 7.21% |
$1.06M - $1.18M
|
26.3K
$15.9M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
247+ 16.64% |
$128K - $142K
|
1.73K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.99K+ 227.57% |
$1.03M - $1.15M
|
2.86K
$1.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-22- 1.99% |
$11.4K - $12.7K
|
1.08K
$654K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
55+ 1.21% |
$28.6K - $31.7K
|
4.62K
$2.79M
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-328- 0.61% |
$171K - $189K
|
53.6K
$32.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
222+ 0.7% |
$115K - $128K
|
31.9K
$19.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
5.78K+ 52.81% |
$3.01M - $3.33M
|
16.7K
$10.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.11K+ 2.08% |
$576K - $639K
|
54.3K
$32.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-53- 4.33% |
$27.6K - $30.6K
|
1.17K
$707K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-370- 11.09% |
$192K - $213K
|
2.97K
$1.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.04K+ 128.09% |
$4.7M - $5.21M
|
16.1K
$9.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
18+ 2.94% |
$9.36K - $10.4K
|
631
$381K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.52K+ 7.71% |
$790K - $876K
|
21.2K
$12.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
85+ 13.71% |
$44.2K - $49K
|
705
$426K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
149+ 2.94% |
$77.5K - $85.9K
|
5.22K
$3.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-35.7K- 6.62% |
$18.6M - $20.6M
|
504K
$304M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-459- 13.49% |
$239K - $265K
|
2.94K
$1.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-136- 1.8% |
$70.7K - $78.4K
|
7.4K
$4.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.21KNew |
$2.19M - $2.43M
|
4.21K
$2.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-8- 0.46% |
$4.16K - $4.61K
|
1.75K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
271+ 0.43% |
$141K - $156K
|
63.5K
$38.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-5- 0.02% |
$2.6K - $2.88K
|
24.8K
$15M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2- 0.05% |
$1.04K - $1.15K
|
3.83K
$2.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-3.88K- 4.06% |
$2.02M - $2.24M
|
91.6K
$55.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.05K- 0.55% |
$2.62M - $2.91M
|
916K
$553M
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
506+ 112.69% |
$263K - $292K
|
955
$577K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4+ 0.2% |
$2.08K - $2.31K
|
2.02K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-98- 6.38% |
$51K - $56.5K
|
1.44K
$868K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-174- 7.43% |
$90.5K - $100K
|
2.17K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
79+ 1.7% |
$41.1K - $45.6K
|
4.73K
$2.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-185- 23.57% |
$96.2K - $107K
|
600
$362K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-34- 0.48% |
$17.7K - $19.6K
|
7.07K
$4.27M
|