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 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-20- 0.06% |
$10.4K - $11.5K
|
34.7K
$20.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.4K+ 53.4% |
$8.03M - $8.91M
|
44.4K
$26.7M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
45+ 1.51% |
$23.4K - $26K
|
3.02K
$1.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
777+ 2.69% |
$404K - $448K
|
29.7K
$17.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-41- 2.32% |
$21.3K - $23.6K
|
1.73K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5.44K+ 5.76% |
$2.83M - $3.14M
|
99.8K
$60.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-498- 4.92% |
$259K - $287K
|
9.63K
$5.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
43+ 0.67% |
$22.4K - $24.8K
|
6.42K
$3.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-2.01K- 3.61% |
$1.05M - $1.16M
|
53.8K
$32.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.58KNew |
$1.34M - $1.49M
|
2.58K
$1.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
188+ 3.91% |
$97.8K - $108K
|
5K
$3.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
449+ 2.98% |
$234K - $259K
|
15.5K
$9.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-199- 18.36% |
$104K - $115K
|
885
$533K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
18+ 2.61% |
$9.36K - $10.4K
|
707
$426K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
677+ 1.93% |
$352K - $391K
|
35.8K
$21.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.47K+ 1.68% |
$762K - $845K
|
88.4K
$53.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.37K- 2.77% |
$3.84M - $4.25M
|
259K
$156M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-38- 2.35% |
$19.8K - $21.9K
|
1.58K
$952K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 0.29% |
$6.76K - $7.5K
|
4.47K
$2.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
100+ 3.88% |
$52K - $57.7K
|
2.68K
$1.61M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
187+ 9.16% |
$97.3K - $108K
|
2.23K
$1.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
251+ 0.34% |
$131K - $145K
|
74.4K
$44.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
30.5KNew |
$15.8M - $17.6M
|
30.5K
$18.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
652+ 1.63% |
$339K - $376K
|
40.5K
$24.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
129+ 3.19% |
$67.1K - $74.4K
|
4.17K
$2.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-860- 15.56% |
$447K - $496K
|
4.67K
$2.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10.4K+ 10395.0% |
$5.41M - $6M
|
10.5K
$6.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-2.76K- 32.94% |
$1.43M - $1.59M
|
5.61K
$3.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-3- 0.55% |
$1.56K - $1.73K
|
539
$324K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
197+ 2.95% |
$102K - $114K
|
6.86K
$4.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
102+ 3.3% |
$53.1K - $58.8K
|
3.19K
$1.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-5.21K- 10.79% |
$2.71M - $3.01M
|
43.1K
$25.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-16- 0.07% |
$8.32K - $9.23K
|
21.4K
$12.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-9.91K- 8.0% |
$5.16M - $5.72M
|
114K
$68.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-177- 5.29% |
$92.1K - $102K
|
3.17K
$1.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
77+ 10.29% |
$40.1K - $44.4K
|
825
$497K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-126- 3.69% |
$65.5K - $72.7K
|
3.29K
$1.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-668- 53.06% |
$347K - $385K
|
591
$356K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
21+ 0.43% |
$10.9K - $12.1K
|
4.85K
$2.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
1.04K+ 7.44% |
$542K - $600K
|
15K
$9.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-22- 1.6% |
$11.4K - $12.7K
|
1.35K
$812K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-62- 16.62% |
$32.3K - $35.8K
|
311
$187K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-9- 0.34% |
$4.68K - $5.19K
|
2.66K
$1.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
5.26K+ 5.86% |
$2.74M - $3.03M
|
95.1K
$57.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-75- 0.26% |
$39K - $43.3K
|
28.4K
$17.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-169- 1.39% |
$87.9K - $97.5K
|
12K
$7.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
80+ 2.65% |
$41.6K - $46.1K
|
3.1K
$1.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
498+ 0.66% |
$259K - $287K
|
75.9K
$45.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
473New |
$246K - $273K
|
473
$285K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
4+ 0.33% |
$2.08K - $2.31K
|
1.21K
$726K
|