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 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-9.51K- 18.1% |
$4.95M - $5.49M
|
43.1K
$26M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.47K- 11.66% |
$765K - $848K
|
11.1K
$6.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-957- 0.42% |
$498K - $552K
|
227K
$138M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.67K+ 0.71% |
$871K - $966K
|
239K
$145M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-460- 30.36% |
$239K - $265K
|
1.06K
$638K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-11- 1.3% |
$5.72K - $6.35K
|
833
$504K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-5- 0.97% |
$2.6K - $2.88K
|
512
$310K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
5.1K+ 18.57% |
$2.65M - $2.94M
|
32.5K
$19.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Security Benefit Life Insurance CO
Topeka, KS |
SELL
|
- |
-2.2K- 25.58% |
$1.14M - $1.27M
|
6.4K
$3.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
191+ 8.4% |
$99.4K - $110K
|
2.46K
$1.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
5.57K+ 42.21% |
$2.89M - $3.21M
|
18.8K
$11.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.03K- 5.98% |
$534K - $592K
|
16.1K
$9.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
9.17K+ 0.51% |
$4.77M - $5.29M
|
1.81M
$1.09B
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-112- 12.7% |
$58.3K - $64.6K
|
770
$466K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
52+ 4.12% |
$27K - $30K
|
1.31K
$795K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.53K- 17.15% |
$796K - $883K
|
7.39K
$4.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-395- 8.0% |
$205K - $228K
|
4.55K
$2.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-42- 1.26% |
$21.8K - $24.2K
|
3.3K
$2M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
558New |
$290K - $322K
|
558
$338K
|
|
|
Oct 22, 2024
Q3 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-35K- 2.41% |
$18.2M - $20.2M
|
1.42M
$857M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
109+ 0.46% |
$56.7K - $62.9K
|
23.9K
$14.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
634+ 47.1% |
$330K - $366K
|
1.98K
$1.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
375+ 0.59% |
$195K - $216K
|
64.2K
$38.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-212- 0.87% |
$110K - $122K
|
24.2K
$14.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.87K- 58.29% |
$973K - $1.08M
|
1.34K
$810K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-81.7K- 95.22% |
$42.5M - $47.1M
|
4.1K
$2.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-116- 7.53% |
$60.3K - $66.9K
|
1.43K
$862K
|
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-773- 1.5% |
$402K - $446K
|
50.9K
$30.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-49- 4.56% |
$25.5K - $28.3K
|
1.03K
$621K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-48- 0.12% |
$25K - $27.7K
|
41.2K
$24.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
216+ 3.39% |
$112K - $125K
|
6.58K
$3.98M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
365New |
$190K - $211K
|
365
$221K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-174- 0.43% |
$90.5K - $100K
|
39.8K
$24.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-4- 0.76% |
$2.08K - $2.31K
|
523
$316K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
626+ 3.49% |
$326K - $361K
|
18.6K
$11.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-5- 0.04% |
$2.6K - $2.88K
|
11.9K
$7.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-558- 3.57% |
$290K - $322K
|
15.1K
$9.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-185- 37.0% |
$96.2K - $107K
|
315
$191K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
680+ 72.42% |
$354K - $392K
|
1.62K
$980K
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-238- 10.32% |
$124K - $137K
|
2.07K
$1.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Ams Capital Ltda
|
BUY
|
- |
109K+ 24.92% |
$56.7M - $62.8M
|
546K
$330M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.32K+ 5.93% |
$1.2M - $1.34M
|
41.4K
$25M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-36- 2.27% |
$18.7K - $20.8K
|
1.55K
$937K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
105+ 11.6% |
$54.6K - $60.6K
|
1.01K
$611K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.2M+ 67668.9% |
$5.32B - $5.9B
|
10.2M
$6.2B
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-554- 36.07% |
$288K - $320K
|
982
$594K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
320+ 1.39% |
$166K - $185K
|
23.3K
$14.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
85+ 1.2% |
$44.2K - $49K
|
7.19K
$4.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
1.78KNew |
$925K - $1.03M
|
1.78K
$1.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.86K+ 4.78% |
$967K - $1.07M
|
40.8K
$24.7M
|