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
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-107K- 5.97% |
$55.6M - $61.7M
|
1.68M
$1.02B
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
464+ 60.97% |
$241K - $268K
|
1.23K
$741K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.36K+ 6.73% |
$1.23M - $1.36M
|
37.4K
$22.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-10- 0.2% |
$5.2K - $5.77K
|
4.96K
$3M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-195- 7.81% |
$101K - $112K
|
2.3K
$1.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.22K+ 21.8% |
$634K - $703K
|
6.8K
$4.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
24+ 0.92% |
$12.5K - $13.8K
|
2.63K
$1.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
137+ 7.05% |
$71.3K - $79K
|
2.08K
$1.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
3.31K+ 2.73% |
$1.72M - $1.91M
|
125K
$75.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.88K- 7.76% |
$979K - $1.09M
|
22.4K
$13.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-866- 6.1% |
$450K - $500K
|
13.3K
$8.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
249+ 9.88% |
$130K - $144K
|
2.77K
$1.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-88.5K- 87.17% |
$46.1M - $51.1M
|
13K
$7.88M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-15- 1.66% |
$7.8K - $8.65K
|
887
$537K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
7+ 0.38% |
$3.64K - $4.04K
|
1.84K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
28.8K+ 26.64% |
$15M - $16.6M
|
137K
$82.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
608New |
$316K - $351K
|
608
$368K
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
380+ 6.24% |
$198K - $219K
|
6.47K
$3.92M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-818- 3.2% |
$426K - $472K
|
24.8K
$15M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
60+ 1.59% |
$31.2K - $34.6K
|
3.84K
$2.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.91KNew |
$992K - $1.1M
|
1.91K
$1.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-286- 1.22% |
$149K - $165K
|
23.2K
$14.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-60- 31.75% |
$31.2K - $34.6K
|
129
$78.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
322+ 4.44% |
$167K - $186K
|
7.57K
$4.58M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-407- 5.16% |
$212K - $235K
|
7.49K
$4.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.53K+ 20.83% |
$797K - $884K
|
8.89K
$5.38M
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.34K+ 5.89% |
$697K - $773K
|
24.1K
$14.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
23.7KNew |
$12.3M - $13.6M
|
23.7K
$14.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-223- 24.53% |
$116K - $129K
|
686
$415K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
15+ 1.96% |
$7.8K - $8.65K
|
782
$473K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
149+ 2.07% |
$77.5K - $85.9K
|
7.36K
$4.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-93- 8.97% |
$48.4K - $53.6K
|
944
$571K
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
58.1KNew |
$30.2M - $33.5M
|
58.1K
$35.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-27- 0.42% |
$14K - $15.6K
|
6.46K
$3.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.11KNew |
$579K - $642K
|
1.11K
$673K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.9K+ 2.54% |
$13.5M - $15M
|
1.05M
$632M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-445- 2.16% |
$231K - $257K
|
20.1K
$12.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
246+ 8.23% |
$128K - $142K
|
3.24K
$1.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.74K- 11.63% |
$1.43M - $1.58M
|
20.9K
$12.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
12+ 1.47% |
$6.24K - $6.92K
|
830
$502K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
95+ 12.29% |
$49.4K - $54.8K
|
868
$525K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
357+ 12.09% |
$186K - $206K
|
3.31K
$2M
|
|
|
Oct 28, 2024
Q3 2024
|
Ashford Advisors, LLC
|
BUY
|
- |
114+ 0.03% |
$59.3K - $65.8K
|
434K
$263M
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
2.27K+ 5.68% |
$1.18M - $1.31M
|
42.2K
$25.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-72- 14.01% |
$37.5K - $41.5K
|
442
$267K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-136K- 2.09% |
$70.6M - $78.2M
|
6.35M
$3.84B
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-36- 8.87% |
$18.7K - $20.8K
|
370
$224K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
22+ 2.97% |
$11.4K - $12.7K
|
762
$461K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-286- 0.64% |
$149K - $165K
|
44.2K
$26.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
50K+ 28.42% |
$26M - $28.9M
|
226K
$137M
|