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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.03KNew |
$513K - $567K
|
1.03K
$602K
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
75.6K+ 19.89% |
$37.6M - $41.5M
|
456K
$266M
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
374New |
$186K - $206K
|
374
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
10.3KNew |
$5.11M - $5.64M
|
10.3K
$5.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.88KNew |
$1.93M - $2.13M
|
3.88K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
463New |
$230K - $254K
|
463
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
380+ 5.81% |
$189K - $209K
|
6.93K
$4.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-685- 1.16% |
$341K - $377K
|
58.1K
$33.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
SELL
|
- |
-3K- 16.68% |
$1.49M - $1.65M
|
15K
$8.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
136+ 26.77% |
$67.7K - $74.8K
|
644
$376K
|
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.09KNew |
$540K - $596K
|
1.09K
$633K
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-661- 4.19% |
$329K - $363K
|
15.1K
$8.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-50- 2.45% |
$24.9K - $27.5K
|
1.99K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
140New |
$69.7K - $76.9K
|
140
$81.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2+ 0.1% |
$995 - $1.1K
|
1.91K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-706- 49.75% |
$351K - $388K
|
713
$416K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
133+ 19.91% |
$66.2K - $73.1K
|
801
$467K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
4.1K+ 23.98% |
$2.04M - $2.25M
|
21.2K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-20- 4.42% |
$9.95K - $11K
|
433
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
11.1K+ 48.63% |
$5.51M - $6.08M
|
33.8K
$19.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
8+ 14.55% |
$3.98K - $4.4K
|
63
$36.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Adventist Health System
Roseville, CA |
SELL
|
- |
-600- 0.09% |
$299K - $330K
|
654K
$381M
|
|
|
Aug 13, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
66.3K+ 482.47% |
$33M - $36.4M
|
80.1K
$46.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.7K+ 5.66% |
$6.34M - $7M
|
238K
$139M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
4+ 1.03% |
$1.99K - $2.2K
|
393
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
4.2KNew |
$2.09M - $2.31M
|
4.2K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
671+ 167.75% |
$334K - $369K
|
1.07K
$625K
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
560New |
$279K - $308K
|
560
$327K
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-53- 6.53% |
$26.4K - $29.1K
|
759
$443K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1- 6.67% |
$498 - $550
|
14
$8.17K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-26- 1.69% |
$12.9K - $14.3K
|
1.51K
$883K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
1+ 0.22% |
$498 - $550
|
466
$272K
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-30- 3.52% |
$14.9K - $16.5K
|
823
$480K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-54- 11.76% |
$26.9K - $29.7K
|
405
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
40+ 5.69% |
$19.9K - $22K
|
743
$433K
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
15.7K+ 232.06% |
$7.83M - $8.65M
|
22.5K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-79- 1.39% |
$39.3K - $43.4K
|
5.61K
$3.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
103+ 183.93% |
$51.2K - $56.6K
|
159
$92.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-4- 0.18% |
$1.99K - $2.2K
|
2.17K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
233+ 475.51% |
$116K - $128K
|
282
$164K
|
|
|
Aug 13, 2024
Q2 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
50+ 0.67% |
$24.9K - $27.5K
|
7.55K
$4.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.76M+ 4.34% |
$1.37B - $1.52B
|
66.4M
$38.7B
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
PUT |
72.7K+ 51.78% |
$36.2M - $40M
|
213K
$124M
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
688+ 83.5% |
$342K - $378K
|
1.51K
$882K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-3.29K- 31.3% |
$1.64M - $1.81M
|
7.23K
$4.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
335KNew |
$167M - $184M
|
335K
$195M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-407- 7.97% |
$202K - $224K
|
4.7K
$2.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
753New |
$375K - $414K
|
753
$439K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.28K- 1.54% |
$1.63M - $1.8M
|
210K
$122M
|
|
|
Aug 12, 2024
Q2 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
20.5K+ 8.3% |
$10.2M - $11.3M
|
268K
$156M
|