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 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-22- 0.51% |
$11.4K - $12.7K
|
4.32K
$2.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
15.8KNew |
$8.22M - $9.11M
|
15.8K
$9.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-114- 8.46% |
$59.3K - $65.8K
|
1.23K
$754K
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-103- 13.72% |
$53.6K - $59.4K
|
648
$396K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-552- 0.52% |
$287K - $318K
|
105K
$64.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-32- 1.93% |
$16.6K - $18.5K
|
1.63K
$995K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-85- 0.94% |
$44.2K - $49K
|
8.96K
$5.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
119+ 1.7% |
$61.9K - $68.6K
|
7.1K
$4.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
350New |
$182K - $202K
|
350
$214K
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
55+ 0.27% |
$28.6K - $31.7K
|
20.4K
$12.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1K- 1.77% |
$521K - $577K
|
55.5K
$33.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
259+ 3.2% |
$135K - $149K
|
8.35K
$5.1M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
790+ 2.08% |
$411K - $456K
|
38.8K
$23.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.02K- 2.34% |
$531K - $588K
|
42.6K
$26M
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.13% |
$1.04K - $1.15K
|
1.49K
$908K
|
|
|
Oct 29, 2024
Q3 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-10- 0.15% |
$5.2K - $5.77K
|
6.62K
$4.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-10K- 39.83% |
$5.21M - $5.78M
|
15.1K
$9.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 3.75% |
$1.56K - $1.73K
|
77
$47K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-71- 1.81% |
$36.9K - $41K
|
3.85K
$2.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
74.4KNew |
$38.7M - $42.9M
|
74.4K
$45.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Pembroke Management, LTD
|
BUY
|
- |
339+ 1.41% |
$176K - $196K
|
24.5K
$14.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
464+ 60.97% |
$241K - $268K
|
1.23K
$748K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-10- 0.2% |
$5.2K - $5.77K
|
4.96K
$3.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-195- 7.81% |
$101K - $112K
|
2.3K
$1.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.22K+ 21.8% |
$634K - $703K
|
6.8K
$4.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
24+ 0.92% |
$12.5K - $13.8K
|
2.63K
$1.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
3.31K+ 2.73% |
$1.72M - $1.91M
|
125K
$76.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.88K- 7.76% |
$979K - $1.09M
|
22.4K
$13.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
249+ 9.88% |
$130K - $144K
|
2.77K
$1.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-15- 1.66% |
$7.8K - $8.65K
|
887
$542K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
7+ 0.38% |
$3.64K - $4.04K
|
1.84K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
28.8K+ 26.64% |
$15M - $16.6M
|
137K
$83.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
608New |
$316K - $351K
|
608
$371K
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
380+ 6.24% |
$198K - $219K
|
6.47K
$3.95M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-818- 3.2% |
$426K - $472K
|
24.8K
$15.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
60+ 1.59% |
$31.2K - $34.6K
|
3.84K
$2.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.91KNew |
$992K - $1.1M
|
1.91K
$1.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-286- 1.22% |
$149K - $165K
|
23.2K
$14.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
322+ 4.44% |
$167K - $186K
|
7.57K
$4.62M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-407- 5.16% |
$212K - $235K
|
7.49K
$4.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-223- 24.53% |
$116K - $129K
|
686
$419K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
15+ 1.96% |
$7.8K - $8.65K
|
782
$478K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
149+ 2.07% |
$77.5K - $85.9K
|
7.36K
$4.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-93- 8.97% |
$48.4K - $53.6K
|
944
$577K
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
58.1KNew |
$30.2M - $33.5M
|
58.1K
$35.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.11KNew |
$579K - $642K
|
1.11K
$680K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.9K+ 2.54% |
$13.5M - $15M
|
1.05M
$639M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
357+ 12.09% |
$186K - $206K
|
3.31K
$2.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Ashford Advisors, LLC
|
BUY
|
- |
114+ 0.03% |
$59.3K - $65.8K
|
434K
$265M
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
2.27K+ 5.68% |
$1.18M - $1.31M
|
42.2K
$25.8M
|