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
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
32+ 0.81% |
$16.6K - $18.5K
|
3.98K
$2.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-126- 0.28% |
$65.5K - $72.7K
|
44.7K
$26.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-10- 0.2% |
$5.2K - $5.77K
|
5.12K
$3.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-183- 0.96% |
$95.2K - $106K
|
18.8K
$11.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.99K+ 3.56% |
$3.12M - $3.46M
|
175K
$105M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-3- 0.06% |
$1.56K - $1.73K
|
5.37K
$3.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.55K+ 5.47% |
$807K - $895K
|
29.9K
$18M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.89K+ 4.58% |
$983K - $1.09M
|
43.1K
$26M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.73K- 6.52% |
$1.42M - $1.57M
|
39.1K
$23.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
236+ 0.46% |
$123K - $136K
|
51.4K
$30.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Navi Inc.
|
BUY
|
- |
79.5K+ 58.39% |
$41.3M - $45.8M
|
216K
$130M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1+ 0.09% |
$520 - $577
|
1.13K
$682K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-258- 6.2% |
$134K - $149K
|
3.9K
$2.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
170+ 0.3% |
$88.4K - $98.1K
|
57.6K
$34.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
2K+ 0.74% |
$1.04M - $1.16M
|
272K
$164M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-54- 0.66% |
$28.1K - $31.1K
|
8.18K
$4.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-198- 0.63% |
$103K - $114K
|
31.3K
$18.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Deere & CO
Moline, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
35+ 9.16% |
$18.2K - $20.2K
|
417
$251K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-17.7K- 4.63% |
$9.21M - $10.2M
|
365K
$220M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-6.21K- 17.03% |
$3.23M - $3.58M
|
30.2K
$18.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-56- 4.0% |
$29.1K - $32.3K
|
1.34K
$808K
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-107- 3.55% |
$55.7K - $61.7K
|
2.91K
$1.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3+ 0.79% |
$1.56K - $1.73K
|
382
$230K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
21.3K+ 23.02% |
$11.1M - $12.3M
|
114K
$68.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
1.48K+ 4.27% |
$770K - $854K
|
36.1K
$21.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
767+ 1.48% |
$399K - $442K
|
52.6K
$31.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
32K+ 3.67% |
$16.7M - $18.5M
|
905K
$545M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
818+ 33.96% |
$426K - $472K
|
3.23K
$1.94M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-895- 11.46% |
$466K - $516K
|
6.92K
$4.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
8+ 0.49% |
$4.16K - $4.61K
|
1.63K
$980K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-642- 2.07% |
$334K - $370K
|
30.3K
$18.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-15- 0.24% |
$7.8K - $8.65K
|
6.35K
$3.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
971+ 3.33% |
$505K - $560K
|
30.1K
$18.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Nationwide Fund Advisors
|
BUY
|
- |
508KNew |
$264M - $293M
|
508K
$306M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
939+ 5.66% |
$488K - $542K
|
17.5K
$10.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.46K- 16.96% |
$758K - $840K
|
7.13K
$4.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
4.17K+ 5.56% |
$2.17M - $2.41M
|
79.2K
$47.7M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
38+ 3.5% |
$19.8K - $21.9K
|
1.12K
$676K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.81K- 4.34% |
$1.46M - $1.62M
|
61.8K
$37.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-61- 4.81% |
$31.7K - $35.2K
|
1.21K
$726K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-89- 1.09% |
$46.3K - $51.3K
|
8.06K
$4.85M
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.43K+ 3.09% |
$744K - $825K
|
47.7K
$28.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-11.7K- 11.29% |
$6.11M - $6.77M
|
92.3K
$55.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.15K+ 3.06% |
$1.64M - $1.82M
|
106K
$63.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
59+ 7.1% |
$30.7K - $34K
|
890
$536K
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-143- 11.82% |
$74.4K - $82.5K
|
1.07K
$642K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
419New |
$218K - $242K
|
419
$252K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
429+ 0.34% |
$223K - $247K
|
125K
$75.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
245+ 0.97% |
$127K - $141K
|
25.5K
$15.3M
|