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
|
Concord Wealth Partners
|
BUY
|
- |
4+ 0.33% |
$2.08K - $2.31K
|
1.21K
$730K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7.1K+ 6.69% |
$3.69M - $4.1M
|
113K
$68.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
2.19K+ 4.8% |
$1.14M - $1.26M
|
47.8K
$28.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Independent Investors Inc
|
SELL
|
- |
-40- 1.87% |
$20.8K - $23.1K
|
2.1K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
387+ 1.15% |
$201K - $223K
|
34.1K
$20.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
43+ 0.24% |
$22.4K - $24.8K
|
17.6K
$10.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-322- 4.75% |
$167K - $186K
|
6.46K
$3.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
133+ 0.49% |
$69.2K - $76.7K
|
27.2K
$16.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5+ 0.43% |
$2.6K - $2.88K
|
1.17K
$705K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
17+ 0.15% |
$8.84K - $9.81K
|
11.4K
$6.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
213+ 1.12% |
$111K - $123K
|
19.2K
$11.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-193- 2.61% |
$100K - $111K
|
7.19K
$4.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 1.95% |
$925K - $1.03M
|
93.2K
$56.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.18K- 56.12% |
$2.69M - $2.99M
|
4.05K
$2.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-841- 5.25% |
$437K - $485K
|
15.2K
$9.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-6.99K- 1.31% |
$3.63M - $4.03M
|
527K
$319M
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
3K+ 60.72% |
$1.56M - $1.73M
|
7.94K
$4.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-30- 2.18% |
$15.6K - $17.3K
|
1.35K
$816K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-4.21K- 15.5% |
$2.19M - $2.43M
|
23K
$13.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
7+ 0.17% |
$3.64K - $4.04K
|
4.17K
$2.52M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-320- 5.03% |
$166K - $185K
|
6.04K
$3.65M
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
2.28K+ 18.67% |
$1.18M - $1.31M
|
14.5K
$8.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
6+ 0.37% |
$3.12K - $3.46K
|
1.61K
$976K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-104- 1.21% |
$54.1K - $60K
|
8.52K
$5.15M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.5K- 2.79% |
$1.3M - $1.44M
|
86.9K
$52.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-414- 4.98% |
$215K - $239K
|
7.9K
$4.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
190+ 27.22% |
$98.8K - $110K
|
888
$537K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
582New |
$303K - $336K
|
582
$352K
|
|
|
Oct 24, 2024
Q3 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
642New |
$334K - $370K
|
642
$388K
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1- -0.0% |
$520 - $577
|
22.5K
$13.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-60.4K- 93.71% |
$31.4M - $34.8M
|
4.05K
$2.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-17- 0.86% |
$8.84K - $9.81K
|
1.96K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
226+ 44.14% |
$118K - $130K
|
738
$447K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-170- 12.59% |
$88.4K - $98.1K
|
1.18K
$714K
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Investment Management, LLC
|
SELL
|
- |
-30.3K- 98.66% |
$15.8M - $17.5M
|
412
$249K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-38- 1.53% |
$19.8K - $21.9K
|
2.44K
$1.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-3.7K- 5.21% |
$1.93M - $2.13M
|
67.3K
$40.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-196- 1.24% |
$102K - $113K
|
15.6K
$9.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-57- 2.15% |
$29.7K - $32.9K
|
2.6K
$1.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
80+ 13.09% |
$41.6K - $46.1K
|
691
$418K
|
|
|
Oct 24, 2024
Q3 2024
|
Brown Financial Advisory
|
SELL
|
- |
-14- 0.55% |
$7.28K - $8.08K
|
2.54K
$1.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
4+ 33.33% |
$2.08K - $2.31K
|
16
$9.68K
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
3.44K+ 4.62% |
$1.79M - $1.98M
|
77.9K
$47.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
445+ 23.76% |
$231K - $257K
|
2.32K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
8.62K+ 1.74% |
$4.49M - $4.97M
|
504K
$305M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-23- 0.81% |
$12K - $13.3K
|
2.8K
$1.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-11.7K- 9.2% |
$6.09M - $6.75M
|
115K
$69.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-279- 3.9% |
$145K - $161K
|
6.88K
$4.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
3.19K+ 16.11% |
$1.66M - $1.84M
|
23K
$13.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-1.22K- 0.42% |
$637K - $706K
|
291K
$176M
|