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 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
245+ 0.97% |
$127K - $141K
|
25.5K
$15.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-8.97K- 67.4% |
$4.66M - $5.17M
|
4.34K
$2.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2+ 0.05% |
$1.04K - $1.15K
|
3.75K
$2.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-116- 1.01% |
$60.3K - $66.9K
|
11.4K
$6.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
4.12K+ 5.72% |
$2.14M - $2.38M
|
76.2K
$46.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-874- 4.04% |
$455K - $504K
|
20.8K
$12.6M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
11+ 1.24% |
$5.72K - $6.35K
|
895
$542K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
77+ 2.71% |
$40.1K - $44.4K
|
2.92K
$1.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.33K- 4.93% |
$694K - $769K
|
25.7K
$15.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-652- 53.93% |
$339K - $376K
|
557
$337K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-12.2K- 3.15% |
$6.35M - $7.04M
|
375K
$227M
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-42.9K- 31.13% |
$22.3M - $24.7M
|
94.9K
$57.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
397+ 0.42% |
$207K - $229K
|
94.1K
$57M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
614+ 5.23% |
$319K - $354K
|
12.3K
$7.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
198+ 5.45% |
$103K - $114K
|
3.83K
$2.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.73K+ 14.91% |
$898K - $996K
|
13.3K
$8.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
4+ 0.47% |
$2.08K - $2.31K
|
848
$513K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
183+ 1.5% |
$95.2K - $106K
|
12.4K
$7.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
8.66K+ 1.34% |
$4.51M - $5M
|
654K
$396M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.06K- 0.28% |
$549K - $609K
|
379K
$229M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
BUY
|
- |
4.16K+ 4.65% |
$2.16M - $2.4M
|
93.5K
$56.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-152- 1.92% |
$79.1K - $87.7K
|
7.76K
$4.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-6- 1.13% |
$3.12K - $3.46K
|
527
$319K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-154- 0.15% |
$80.1K - $88.8K
|
100K
$60.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-18- 0.73% |
$9.36K - $10.4K
|
2.45K
$1.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.17% |
$520 - $577
|
576
$349K
|
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
2+ 0.16% |
$1.04K - $1.15K
|
1.24K
$750K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-289- 18.85% |
$150K - $167K
|
1.24K
$753K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-5.54K- 58.9% |
$2.88M - $3.2M
|
3.87K
$2.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
367K+ 6.32% |
$191M - $212M
|
6.17M
$3.73B
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
101+ 4.06% |
$52.5K - $58.3K
|
2.59K
$1.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-71- 9.67% |
$36.9K - $41K
|
663
$401K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1- 25.0% |
$520 - $577
|
3
$1.82K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
189+ 2.91% |
$98.3K - $109K
|
6.68K
$4.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-42- 0.58% |
$21.8K - $24.2K
|
7.2K
$4.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-780- 14.92% |
$406K - $450K
|
4.45K
$2.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-647- 17.95% |
$337K - $373K
|
2.96K
$1.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1+ 0.42% |
$520 - $577
|
240
$145K
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
351New |
$183K - $202K
|
351
$212K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
38.8K+ 11.83% |
$20.2M - $22.4M
|
367K
$222M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
22.3K+ 11.09% |
$11.6M - $12.9M
|
223K
$135M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
5+ 0.1% |
$2.6K - $2.88K
|
5.26K
$3.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
12.2K+ 75.53% |
$6.37M - $7.06M
|
28.5K
$17.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
BUY
|
- |
1.71K+ 1.11% |
$891K - $988K
|
155K
$94.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-592- 5.06% |
$308K - $341K
|
11.1K
$6.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.31K- 7.17% |
$679K - $753K
|
16.9K
$10.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
272+ 0.39% |
$141K - $157K
|
69.9K
$42.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-38- 0.34% |
$19.8K - $21.9K
|
11.1K
$6.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
311+ 4.3% |
$162K - $179K
|
7.54K
$4.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.42K- 1.76% |
$1.26M - $1.4M
|
135K
$81.7M
|