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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
5+ 0.33% |
$2.6K - $2.88K
|
1.53K
$915K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
134+ 2.67% |
$69.7K - $77.3K
|
5.16K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-114- 13.07% |
$59.3K - $65.8K
|
758
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
29+ 1.49% |
$15.1K - $16.7K
|
1.98K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.49K+ 17.9% |
$777K - $861K
|
9.83K
$5.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-10K- 5.8% |
$5.21M - $5.77M
|
163K
$97.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
17.9K+ 13.45% |
$9.33M - $10.3M
|
151K
$90.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
62+ 1.28% |
$32.3K - $35.8K
|
4.91K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
20K+ 8.15% |
$10.4M - $11.5M
|
265K
$158M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.13% |
$520 - $577
|
798
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
925New |
$481K - $534K
|
925
$553K
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-30.5K- 98.61% |
$15.9M - $17.6M
|
431
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.94K+ 4.51% |
$1.53M - $1.69M
|
68K
$40.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17.6K- 8.18% |
$9.14M - $10.1M
|
197K
$118M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-154K- 37.65% |
$80.2M - $88.9M
|
255K
$153M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.67K+ 1.34% |
$3.99M - $4.42M
|
580K
$347M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.95K- 11.99% |
$2.06M - $2.28M
|
29K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
60.2K+ 125400.0% |
$31.3M - $34.7M
|
60.2K
$36M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.82K- 8.53% |
$5.11M - $5.66M
|
105K
$62.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
2+ 0.26% |
$1.04K - $1.15K
|
763
$456K
|
|
|
Nov 14, 2024
Q3 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
14.7K+ 5.09% |
$7.63M - $8.46M
|
303K
$181M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-38.1K- 12.92% |
$19.8M - $22M
|
257K
$153M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
97+ 4.92% |
$50.5K - $56K
|
2.07K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
45+ 1.11% |
$23.4K - $26K
|
4.1K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-179K- 2.55% |
$93M - $103M
|
6.84M
$4.09B
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-323- 1.32% |
$168K - $186K
|
24.2K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-412- 3.72% |
$214K - $238K
|
10.7K
$6.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.62KNew |
$4.48M - $4.97M
|
8.62K
$5.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
213K+ 15.93% |
$111M - $123M
|
1.55M
$926M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-28.8K- 3.82% |
$15M - $16.6M
|
726K
$434M
|
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-41- 7.43% |
$21.3K - $23.6K
|
511
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5.4M+ 122.64% |
$2.81B - $3.11B
|
9.8M
$5.85B
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-76.2K- 1.65% |
$39.7M - $44M
|
4.54M
$2.72B
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-666- 2.81% |
$346K - $384K
|
23K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
19.6K+ 67.32% |
$10.2M - $11.3M
|
48.8K
$29.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Rptc Inc.
Jackson, WY |
SELL
|
- |
-7.37K- 3.27% |
$3.83M - $4.25M
|
218K
$130M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-59- 0.33% |
$30.7K - $34K
|
17.8K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-9.88K- 2.66% |
$5.14M - $5.7M
|
362K
$216M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-353- 9.95% |
$184K - $204K
|
3.19K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-151- 21.06% |
$78.5K - $87.1K
|
566
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
111+ 1.49% |
$57.7K - $64K
|
7.55K
$4.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
11.5K+ 44.52% |
$5.96M - $6.61M
|
37.2K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
837+ 57.84% |
$435K - $483K
|
2.28K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-107- 1.39% |
$55.7K - $61.7K
|
7.59K
$4.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
10.8K+ 547.19% |
$5.62M - $6.23M
|
12.8K
$7.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-28- 2.53% |
$14.6K - $16.2K
|
1.08K
$645K
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
SELL
|
- |
-7.36K- 94.82% |
$3.83M - $4.25M
|
402
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-13- 0.16% |
$6.76K - $7.5K
|
8.24K
$4.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-35- 1.99% |
$18.2K - $20.2K
|
1.73K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-95- 6.0% |
$49.4K - $54.8K
|
1.49K
$890K
|