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 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
6+ 0.14% |
$3.12K - $3.46K
|
4.18K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
211+ 27.02% |
$110K - $122K
|
992
$593K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.1K+ 38.0% |
$11.5M - $12.7M
|
80.2K
$47.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
57+ 1.04% |
$29.7K - $32.9K
|
5.56K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.57K+ 3.65% |
$1.85M - $2.06M
|
101K
$60.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
2+ 0.39% |
$1.04K - $1.15K
|
511
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
5+ 1.09% |
$2.6K - $2.88K
|
465
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
79.7K+ 58.77% |
$41.4M - $46M
|
215K
$129M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-879- 15.26% |
$457K - $507K
|
4.88K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
181+ 42.49% |
$94.2K - $104K
|
607
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
2.48K+ 0.47% |
$1.29M - $1.43M
|
527K
$315M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-127- 0.82% |
$66.1K - $73.3K
|
15.3K
$9.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
417+ 9.51% |
$217K - $241K
|
4.8K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
83New |
$43.2K - $47.9K
|
83
$49.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
9.9K+ 21.37% |
$5.15M - $5.71M
|
56.2K
$33.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
600New |
$312K - $346K
|
600
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-8.45K- 13.13% |
$4.39M - $4.87M
|
55.9K
$33.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-13- 3.0% |
$6.76K - $7.5K
|
420
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
902+ 15.87% |
$469K - $520K
|
6.59K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
41+ 10.41% |
$21.3K - $23.6K
|
435
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
660+ 6.38% |
$343K - $381K
|
11K
$6.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-1.17K- 3.01% |
$610K - $676K
|
37.8K
$22.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.27M- 9.69% |
$663M - $735M
|
11.9M
$7.1B
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
1.79K+ 93.8% |
$929K - $1.03M
|
3.69K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
28.6KNew |
$14.9M - $16.5M
|
28.6K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-67- 0.86% |
$34.9K - $38.6K
|
7.7K
$4.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
325+ 0.56% |
$169K - $187K
|
58.4K
$34.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.35K- 8.25% |
$1.22M - $1.35M
|
26.1K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
488New |
$254K - $281K
|
488
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
207+ 1.68% |
$108K - $119K
|
12.5K
$7.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-889- 0.56% |
$462K - $513K
|
158K
$94.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.18K- 0.85% |
$616K - $683K
|
139K
$82.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-4.18K- 4.1% |
$2.17M - $2.41M
|
97.6K
$58.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Fenimore Asset Management Inc
|
BUY
|
- |
100+ 8.33% |
$52K - $57.7K
|
1.3K
$777K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
3.11K+ 90.49% |
$1.62M - $1.8M
|
6.55K
$3.92M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-77.2K- 51.08% |
$40.2M - $44.5M
|
74K
$44.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-108- 5.57% |
$56.2K - $62.3K
|
1.83K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
44.8K+ 458.54% |
$23.3M - $25.8M
|
54.6K
$32.6M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
375New |
$195K - $216K
|
375
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Parker Investment Management, LLC
|
BUY
|
- |
35.9K+ 36.67% |
$18.7M - $20.7M
|
134K
$80M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-328- 0.1% |
$171K - $189K
|
342K
$205M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.41K+ 49.97% |
$2.29M - $2.54M
|
13.2K
$7.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-600- 4.73% |
$312K - $346K
|
12.1K
$7.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.8K- 2.88% |
$5.59M - $6.2M
|
362K
$217M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
242+ 1.42% |
$126K - $140K
|
17.2K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
362+ 0.17% |
$188K - $209K
|
212K
$127M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38.9K+ 1.73% |
$20.2M - $22.4M
|
2.28M
$1.36B
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
76+ 2.24% |
$39.5K - $43.8K
|
3.47K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
404+ 1.77% |
$210K - $233K
|
23.3K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.1K+ 5.21% |
$19.3M - $21.4M
|
749K
$448M
|