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 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
43.2K+ 5858.13% |
$22.5M - $24.9M
|
44K
$25.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-243- 0.6% |
$126K - $140K
|
40K
$23.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-106- 4.05% |
$55.1K - $61.1K
|
2.51K
$1.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-3.88K- 23.43% |
$2.02M - $2.24M
|
12.7K
$7.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
369New |
$192K - $213K
|
369
$215K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-141- 5.58% |
$73.3K - $81.3K
|
2.38K
$1.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-1.02K- 25.23% |
$530K - $587K
|
3.02K
$1.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11.9K- 14.26% |
$6.18M - $6.85M
|
71.4K
$41.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
385+ 0.43% |
$200K - $222K
|
89.6K
$52.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
588+ 2.33% |
$306K - $339K
|
25.8K
$15.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 1.59% |
$728K - $807K
|
89.3K
$52.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2- 0.14% |
$1.04K - $1.15K
|
1.41K
$825K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3+ 0.18% |
$1.56K - $1.73K
|
1.64K
$954K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-109K- 78.98% |
$56.5M - $62.7M
|
28.9K
$16.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
807New |
$420K - $465K
|
807
$471K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.27K+ 19.41% |
$659K - $730K
|
7.79K
$4.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
727+ 21.85% |
$378K - $419K
|
4.05K
$2.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
126+ 1.29% |
$65.5K - $72.7K
|
9.91K
$5.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
350New |
$182K - $202K
|
350
$204K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.78K+ 9.09% |
$2.49M - $2.76M
|
57.4K
$33.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
4.21K+ 5.7% |
$2.19M - $2.43M
|
78K
$45.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
146K+ 75.18% |
$75.9M - $84.1M
|
340K
$198M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
SELL
|
- |
-160- 11.68% |
$83.2K - $92.3K
|
1.21K
$706K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-154- 0.61% |
$80.1K - $88.8K
|
24.9K
$14.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-4- 0.09% |
$2.08K - $2.31K
|
4.64K
$2.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-251- 2.34% |
$131K - $145K
|
10.5K
$6.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.77K- 9.13% |
$1.44M - $1.6M
|
27.6K
$16.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.88K+ 2.29% |
$976K - $1.08M
|
83.7K
$48.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
171+ 44.42% |
$89K - $98.6K
|
556
$324K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
400+ 7.53% |
$208K - $231K
|
5.72K
$3.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
1.14K+ 5.67% |
$594K - $659K
|
21.3K
$12.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-110- 8.7% |
$57.2K - $63.5K
|
1.16K
$674K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-471- 10.64% |
$245K - $272K
|
3.96K
$2.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.51K+ 4.54% |
$2.86M - $3.18M
|
127K
$73.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
74+ 1.41% |
$38.5K - $42.7K
|
5.31K
$3.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
68+ 0.45% |
$35.4K - $39.2K
|
15.1K
$8.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
438+ 2.85% |
$228K - $253K
|
15.8K
$9.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
75+ 12.84% |
$39K - $43.3K
|
659
$384K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-743- 20.29% |
$386K - $429K
|
2.92K
$1.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.8K+ 1.24% |
$1.45M - $1.61M
|
228K
$133M
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
413+ 1.68% |
$215K - $238K
|
25K
$14.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-304- 0.07% |
$158K - $175K
|
418K
$244M
|
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
BUY
|
- |
1.72K+ 1.28% |
$896K - $994K
|
136K
$79.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
282+ 4.16% |
$147K - $163K
|
7.06K
$4.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-233- 12.37% |
$121K - $134K
|
1.65K
$963K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-72- 0.81% |
$37.5K - $41.5K
|
8.77K
$5.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
SELL
|
- |
-638- 24.41% |
$332K - $368K
|
1.98K
$1.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-3.61K- 6.02% |
$1.88M - $2.08M
|
56.4K
$32.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-467- 1.64% |
$243K - $269K
|
27.9K
$16.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.93K+ 4.37% |
$1.52M - $1.69M
|
69.9K
$40.8M
|