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 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
51.3KNew |
$26.7M - $29.6M
|
51.3K
$31M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-286- 0.64% |
$149K - $165K
|
44.2K
$26.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
616+ 1.65% |
$320K - $355K
|
37.9K
$22.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
212+ 0.55% |
$110K - $122K
|
38.7K
$23.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
352New |
$183K - $203K
|
352
$213K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-612- 4.78% |
$318K - $353K
|
12.2K
$7.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
111+ 7.7% |
$57.7K - $64K
|
1.55K
$939K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
276+ 2.3% |
$144K - $159K
|
12.3K
$7.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.61K- 4.52% |
$1.88M - $2.08M
|
76.3K
$46.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
201+ 0.79% |
$105K - $116K
|
25.7K
$15.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-602- 47.29% |
$313K - $347K
|
671
$406K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1+ 0.04% |
$520 - $577
|
2.81K
$1.7M
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-410- 0.84% |
$213K - $236K
|
48.5K
$29.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5+ 0.46% |
$2.6K - $2.88K
|
1.1K
$664K
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
127+ 1.21% |
$66.1K - $73.3K
|
10.6K
$6.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-137- 3.28% |
$71.3K - $79K
|
4.05K
$2.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.01K+ 19.87% |
$1.05M - $1.16M
|
12.1K
$7.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-78- 1.51% |
$40.6K - $45K
|
5.08K
$3.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
190+ 46.57% |
$98.8K - $110K
|
598
$362K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-24.6K- 12.22% |
$12.8M - $14.2M
|
177K
$107M
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.56K+ 2.44% |
$814K - $902K
|
65.6K
$39.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.26K+ 7.76% |
$656K - $728K
|
17.5K
$10.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 1.65% |
$660K - $731K
|
78.3K
$47.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
123New |
$64K - $70.9K
|
123
$74.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1.24K+ 4.01% |
$643K - $713K
|
32.1K
$19.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-594- 22.4% |
$309K - $343K
|
2.06K
$1.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-47- 8.32% |
$24.4K - $27.1K
|
518
$313K
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
1.06K+ 1.96% |
$551K - $611K
|
55.1K
$33.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
494KNew |
$257M - $285M
|
494K
$299M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
468+ 0.24% |
$243K - $270K
|
196K
$118M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
111+ 3.09% |
$57.7K - $64K
|
3.7K
$2.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-351- 4.1% |
$183K - $202K
|
8.21K
$4.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.53K- 4.35% |
$1.32M - $1.46M
|
55.7K
$33.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
96+ 38.4% |
$49.9K - $55.4K
|
346
$209K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36.4K+ 13.96% |
$19M - $21M
|
297K
$180M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
22+ 4.18% |
$11.4K - $12.7K
|
548
$332K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
116+ 0.05% |
$60.3K - $66.9K
|
234K
$141M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
12.3K+ 3.08% |
$6.39M - $7.08M
|
411K
$249M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-843- 2.89% |
$439K - $486K
|
28.3K
$17.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.09% |
$520 - $577
|
1.07K
$645K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
4+ 0.39% |
$2.08K - $2.31K
|
1.04K
$626K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
68+ 1.17% |
$35.4K - $39.2K
|
5.87K
$3.55M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
13.3K+ 0.15% |
$6.93M - $7.69M
|
8.82M
$5.34B
|
|
|
Oct 25, 2024
Q3 2024
|
Vista Finance, LLC
|
SELL
|
- |
-55- 1.96% |
$28.6K - $31.7K
|
2.76K
$1.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-319- 9.14% |
$166K - $184K
|
3.17K
$1.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.09K+ 0.55% |
$1.09M - $1.2M
|
385K
$233M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 3.97% |
$5.49M - $6.08M
|
276K
$167M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
233+ 1.22% |
$121K - $134K
|
19.4K
$11.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-46- 0.91% |
$23.9K - $26.5K
|
5.01K
$3.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
250+ 167.79% |
$130K - $144K
|
399
$241K
|