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 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.37K- 32.87% |
$712K - $789K
|
2.79K
$1.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-18- 0.45% |
$9.36K - $10.4K
|
3.97K
$2.39M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.89K- 0.57% |
$984K - $1.09M
|
332K
$200M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
969+ 15.63% |
$504K - $559K
|
7.17K
$4.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
2K+ 27.79% |
$1.04M - $1.15M
|
9.18K
$5.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-966- 13.62% |
$502K - $557K
|
6.13K
$3.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-285- 6.47% |
$148K - $164K
|
4.12K
$2.48M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
2.16K+ 435.28% |
$1.12M - $1.25M
|
2.66K
$1.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-71- 1.18% |
$36.9K - $41K
|
5.92K
$3.56M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-354- 9.37% |
$184K - $204K
|
3.42K
$2.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-141- 3.98% |
$73.3K - $81.3K
|
3.4K
$2.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-173- 20.55% |
$90K - $99.8K
|
669
$403K
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
353New |
$184K - $204K
|
353
$212K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.39K+ 31.93% |
$1.24M - $1.38M
|
9.86K
$5.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-515- 24.44% |
$268K - $297K
|
1.59K
$958K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3+ 0.16% |
$1.56K - $1.73K
|
1.93K
$1.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
556+ 1.19% |
$289K - $321K
|
47.5K
$28.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.91K+ 9.58% |
$993K - $1.1M
|
21.8K
$13.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-118- 2.51% |
$61.4K - $68.1K
|
4.58K
$2.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
34+ 9.24% |
$17.7K - $19.6K
|
402
$242K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
129+ 3.29% |
$67.1K - $74.4K
|
4.05K
$2.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-22- 0.51% |
$11.4K - $12.7K
|
4.32K
$2.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
15.8KNew |
$8.22M - $9.11M
|
15.8K
$9.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-114- 8.46% |
$59.3K - $65.8K
|
1.23K
$743K
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-103- 13.72% |
$53.6K - $59.4K
|
648
$390K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-552- 0.52% |
$287K - $318K
|
105K
$63.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-32- 1.93% |
$16.6K - $18.5K
|
1.63K
$980K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.09K- 5.58% |
$2.13M - $2.36M
|
69.2K
$41.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-85- 0.94% |
$44.2K - $49K
|
8.96K
$5.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
119+ 1.7% |
$61.9K - $68.6K
|
7.1K
$4.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
350New |
$182K - $202K
|
350
$211K
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
55+ 0.27% |
$28.6K - $31.7K
|
20.4K
$12.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
31+ 1.09% |
$16.1K - $17.9K
|
2.87K
$1.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1K- 1.77% |
$521K - $577K
|
55.5K
$33.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.2K+ 712.43% |
$626K - $694K
|
1.37K
$826K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-122- 12.71% |
$63.5K - $70.4K
|
838
$504K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
259+ 3.2% |
$135K - $149K
|
8.35K
$5.03M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
790+ 2.08% |
$411K - $456K
|
38.8K
$23.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.02K- 2.34% |
$531K - $588K
|
42.6K
$25.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.13% |
$1.04K - $1.15K
|
1.49K
$895K
|
|
|
Oct 29, 2024
Q3 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-10- 0.15% |
$5.2K - $5.77K
|
6.62K
$3.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-10K- 39.83% |
$5.21M - $5.78M
|
15.1K
$9.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 3.75% |
$1.56K - $1.73K
|
77
$46.3K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-723- 20.11% |
$376K - $417K
|
2.87K
$1.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-71- 1.81% |
$36.9K - $41K
|
3.85K
$2.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.72K+ 1.57% |
$1.41M - $1.57M
|
176K
$106M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-11- 1.17% |
$5.72K - $6.35K
|
926
$557K
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
74.4KNew |
$38.7M - $42.9M
|
74.4K
$44.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Pembroke Management, LTD
|
BUY
|
- |
339+ 1.41% |
$176K - $196K
|
24.5K
$14.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-107K- 5.97% |
$55.6M - $61.7M
|
1.68M
$1.01B
|