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 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.39K+ 1.09% |
$720K - $799K
|
129K
$78.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-5- 0.6% |
$2.6K - $2.88K
|
825
$504K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-412- 3.8% |
$214K - $238K
|
10.4K
$6.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
411New |
$214K - $237K
|
411
$251K
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
6.1K+ 613.07% |
$3.17M - $3.52M
|
7.1K
$4.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.97K- 2.79% |
$2.07M - $2.29M
|
139K
$84.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-3- 0.74% |
$1.56K - $1.73K
|
404
$247K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
19+ 0.54% |
$9.88K - $11K
|
3.52K
$2.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
24+ 5.29% |
$12.5K - $13.8K
|
478
$292K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-15- 0.03% |
$7.8K - $8.65K
|
50.2K
$30.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.31K+ 5.33% |
$1.2M - $1.33M
|
45.7K
$27.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-525- 5.45% |
$273K - $303K
|
9.11K
$5.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.84K+ 11.03% |
$956K - $1.06M
|
18.5K
$11.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-597- 5.06% |
$311K - $344K
|
11.2K
$6.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
8+ 0.26% |
$4.16K - $4.61K
|
3.06K
$1.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
18+ 1.98% |
$9.36K - $10.4K
|
925
$565K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
298+ 18.44% |
$155K - $172K
|
1.91K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-87- 3.28% |
$45.3K - $50.2K
|
2.57K
$1.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
517+ 1.98% |
$269K - $298K
|
26.6K
$16.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.44K+ 7.06% |
$1.27M - $1.41M
|
37K
$22.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-53- 5.88% |
$27.6K - $30.6K
|
849
$519K
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-300- 45.45% |
$156K - $173K
|
360
$220K
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
PUT |
-300- 50.0% |
$156K - $173K
|
300
$183K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-100- 9.27% |
$52K - $57.7K
|
979
$598K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
25.8K+ 62.89% |
$13.4M - $14.9M
|
66.9K
$40.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.88KNew |
$1.5M - $1.66M
|
2.88K
$1.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.94K+ 7.55% |
$4.65M - $5.16M
|
127K
$77.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
1+ 0.07% |
$520 - $577
|
1.34K
$816K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
899+ 1.68% |
$468K - $519K
|
54.4K
$33.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.72K- 0.34% |
$893K - $990K
|
504K
$308M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-5.01K- 4.58% |
$2.6M - $2.89M
|
104K
$63.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
191+ 7.23% |
$99.4K - $110K
|
2.83K
$1.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-170- 6.84% |
$88.4K - $98.1K
|
2.32K
$1.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-74- 3.76% |
$38.5K - $42.7K
|
1.89K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-26- 3.22% |
$13.5K - $15K
|
781
$477K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-688- 45.81% |
$358K - $397K
|
814
$497K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
15K+ 13.58% |
$7.83M - $8.68M
|
126K
$76.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-7- 0.21% |
$3.64K - $4.04K
|
3.3K
$2.01M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-39- 0.69% |
$20.3K - $22.5K
|
5.61K
$3.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.18K- 3.76% |
$611K - $678K
|
30K
$18.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.19K+ 0.99% |
$617K - $684K
|
122K
$74.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
203+ 253.75% |
$106K - $117K
|
283
$173K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-500- 1.48% |
$260K - $288K
|
33.3K
$20.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
142+ 15.55% |
$73.9K - $81.9K
|
1.06K
$644K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4+ 0.06% |
$2.08K - $2.31K
|
6.75K
$4.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
25+ 35.21% |
$13K - $14.4K
|
96
$58.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
163+ 1.25% |
$84.8K - $94K
|
13.2K
$8.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
115+ 0.76% |
$59.8K - $66.3K
|
15.3K
$9.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-560- 2.91% |
$291K - $323K
|
18.7K
$11.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
765New |
$398K - $441K
|
765
$467K
|