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
|
Courier Capital LLC
|
BUY
|
- |
1.46K+ 1.0% |
$761K - $843K
|
147K
$89.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-17- 1.63% |
$8.84K - $9.81K
|
1.03K
$621K
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-11.5K- 42.27% |
$5.96M - $6.61M
|
15.7K
$9.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-20- 9.13% |
$10.4K - $11.5K
|
199
$120K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.95K- 16.3% |
$1.01M - $1.12M
|
9.99K
$6.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.67% |
$4.16K - $4.61K
|
1.2K
$726K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
50+ 2.09% |
$26K - $28.8K
|
2.45K
$1.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-3.39K- 3.79% |
$1.76M - $1.95M
|
85.9K
$52M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
13+ 1.39% |
$6.76K - $7.5K
|
948
$574K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
6.67K+ 23.07% |
$3.47M - $3.85M
|
35.6K
$21.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
86+ 1.08% |
$44.7K - $49.6K
|
8.02K
$4.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
6.67K+ 3.51% |
$3.47M - $3.85M
|
196K
$119M
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-750- 4.01% |
$390K - $433K
|
17.9K
$10.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.41K+ 1.84% |
$731K - $810K
|
77.8K
$47.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1+ 0.06% |
$520 - $577
|
1.7K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
736+ 0.91% |
$383K - $425K
|
81.7K
$49.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
191+ 9.84% |
$99.4K - $110K
|
2.13K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-705- 4.46% |
$367K - $407K
|
15.1K
$9.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
151+ 6.47% |
$78.5K - $87.1K
|
2.49K
$1.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-51.3K- 24.32% |
$26.7M - $29.6M
|
160K
$96.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.23% |
$520 - $577
|
441
$267K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-168- 20.34% |
$87.4K - $96.9K
|
658
$398K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
53+ 1.84% |
$27.6K - $30.6K
|
2.93K
$1.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-670- 23.79% |
$349K - $386K
|
2.15K
$1.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-177- 22.21% |
$92.1K - $102K
|
620
$375K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-32- 0.99% |
$16.6K - $18.5K
|
3.2K
$1.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
265+ 10.43% |
$138K - $153K
|
2.81K
$1.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
14+ 0.65% |
$7.28K - $8.08K
|
2.16K
$1.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-549- 0.44% |
$286K - $317K
|
125K
$75.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
914+ 1.16% |
$475K - $527K
|
79.4K
$48.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
414+ 1.59% |
$215K - $239K
|
26.5K
$16M
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
743+ 1.84% |
$386K - $429K
|
41K
$24.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-551- 8.81% |
$287K - $318K
|
5.7K
$3.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
71+ 9.48% |
$36.9K - $41K
|
820
$496K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.19K+ 10.86% |
$1.14M - $1.26M
|
22.4K
$13.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-42- 4.25% |
$21.8K - $24.2K
|
946
$572K
|
|
|
Oct 21, 2024
Q3 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-5.08K- 12.66% |
$2.64M - $2.93M
|
35.1K
$21.2M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
158+ 4.94% |
$82.2K - $91.1K
|
3.35K
$2.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
444+ 3.9% |
$231K - $256K
|
11.8K
$7.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
135+ 3.64% |
$70.2K - $77.9K
|
3.85K
$2.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-10- 0.67% |
$5.2K - $5.77K
|
1.48K
$894K
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.8K- 12.11% |
$935K - $1.04M
|
13.1K
$7.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-2- 0.19% |
$1.04K - $1.15K
|
1.07K
$646K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-450- 5.25% |
$234K - $260K
|
8.12K
$4.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1+ 0.05% |
$520 - $577
|
2.15K
$1.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.62K+ 3.56% |
$1.88M - $2.09M
|
105K
$63.8M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-5.06K- 24.17% |
$2.63M - $2.92M
|
15.9K
$9.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.86K- 9.02% |
$966K - $1.07M
|
18.7K
$11.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-174- 3.68% |
$90.5K - $100K
|
4.55K
$2.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
119K+ 11944.2% |
$62.1M - $68.9M
|
120K
$72.9M
|