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 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-100- 14.01% |
$52K - $57.7K
|
614
$358K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.88K- 4.02% |
$2.02M - $2.24M
|
92.6K
$54M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-101- 3.78% |
$52.5K - $58.3K
|
2.57K
$1.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
25+ 6.39% |
$13K - $14.4K
|
416
$243K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-771- 1.12% |
$401K - $445K
|
67.9K
$39.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-60- 10.07% |
$31.2K - $34.6K
|
536
$313K
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-778- 4.37% |
$405K - $449K
|
17K
$9.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
934+ 1.7% |
$486K - $539K
|
56K
$32.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
308+ 6.0% |
$160K - $178K
|
5.45K
$3.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
352New |
$183K - $203K
|
352
$205K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
688+ 0.7% |
$358K - $397K
|
98.8K
$57.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-435- 9.21% |
$226K - $251K
|
4.29K
$2.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
13.9K+ 8.47% |
$7.22M - $8.01M
|
178K
$104M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
912New |
$474K - $526K
|
912
$532K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.34KNew |
$1.22M - $1.35M
|
2.34K
$1.36M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
408+ 3.04% |
$212K - $235K
|
13.8K
$8.07M
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
196+ 50.52% |
$102K - $113K
|
584
$341K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.8K- 10.25% |
$5.6M - $6.22M
|
94.4K
$55M
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-571- 9.96% |
$297K - $329K
|
5.16K
$3.01M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.03% |
$2.08K - $2.31K
|
14.2K
$8.29M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-3.13K- 5.15% |
$1.63M - $1.81M
|
57.7K
$33.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
819+ 1.47% |
$426K - $472K
|
56.5K
$33M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-169- 0.86% |
$87.9K - $97.5K
|
19.5K
$11.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
138+ 1.26% |
$71.8K - $79.6K
|
11.1K
$6.46M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.49% |
$8.32K - $9.23K
|
3.25K
$1.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
13K+ 5.46% |
$6.74M - $7.47M
|
250K
$146M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
35+ 3.51% |
$18.2K - $20.2K
|
1.03K
$602K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1+ 0.13% |
$520 - $577
|
776
$453K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
2+ 0.15% |
$1.04K - $1.15K
|
1.33K
$773K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2.89K+ 4.25% |
$1.5M - $1.67M
|
70.8K
$41.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-546- 2.23% |
$284K - $315K
|
23.9K
$14M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-414- 6.86% |
$215K - $239K
|
5.62K
$3.28M
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
686New |
$357K - $396K
|
686
$400K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.27K+ 10.22% |
$659K - $730K
|
13.6K
$7.96M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.35K+ 6.67% |
$700K - $776K
|
21.5K
$12.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-73- 1.35% |
$38K - $42.1K
|
5.33K
$3.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-6- 0.43% |
$3.12K - $3.46K
|
1.39K
$808K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
121New |
$62.9K - $69.8K
|
121
$70.6K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-9.75K- 5.8% |
$5.07M - $5.62M
|
158K
$92.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
100+ 1.94% |
$52K - $57.7K
|
5.26K
$3.07M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-825- 13.65% |
$429K - $476K
|
5.22K
$3.05M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-925- 2.04% |
$481K - $534K
|
44.4K
$25.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-369- 41.09% |
$192K - $213K
|
529
$309K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-60- 13.82% |
$31.2K - $34.6K
|
374
$218K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
335K+ 472.59% |
$174M - $193M
|
406K
$237M
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
11+ 2.76% |
$5.72K - $6.35K
|
409
$239K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
20+ 0.17% |
$10.4K - $11.5K
|
12.1K
$7.05M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
67+ 4.76% |
$34.9K - $38.6K
|
1.47K
$860K
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.58K+ 14.23% |
$1.86M - $2.06M
|
28.7K
$16.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-202K- 11.7% |
$105M - $117M
|
1.53M
$891M
|