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 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.09K+ 282.38% |
$542K - $599K
|
1.48K
$861K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
206+ 1.82% |
$102K - $113K
|
11.5K
$6.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
1.1KNew |
$547K - $605K
|
1.1K
$642K
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
230+ 14.48% |
$114K - $126K
|
1.82K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
1.01KNew |
$501K - $553K
|
1.01K
$587K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
163New |
$81.1K - $89.6K
|
163
$95.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2.01K+ 111.2% |
$998K - $1.1M
|
3.81K
$2.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-15.9K- 2.66% |
$7.93M - $8.76M
|
583K
$340M
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
264+ 14.27% |
$131K - $145K
|
2.11K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
27+ 18.75% |
$13.4K - $14.8K
|
171
$99.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-9.94K- 13.35% |
$4.95M - $5.47M
|
64.5K
$37.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-180- 14.75% |
$89.6K - $98.9K
|
1.04K
$607K
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-53- 5.33% |
$26.4K - $29.1K
|
941
$549K
|
|
|
Aug 12, 2024
Q2 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
228K+ 5.85% |
$113M - $125M
|
4.12M
$2.4B
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-21- 3.03% |
$10.4K - $11.5K
|
671
$391K
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-50- 1.73% |
$24.9K - $27.5K
|
2.83K
$1.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-40- 4.75% |
$19.9K - $22K
|
802
$468K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-35- 3.22% |
$17.4K - $19.2K
|
1.05K
$614K
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.17K+ 44.27% |
$584K - $645K
|
3.83K
$2.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-31- 4.04% |
$15.4K - $17K
|
736
$429K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
55+ 25.82% |
$27.4K - $30.2K
|
268
$156K
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
47+ 2.02% |
$23.4K - $25.8K
|
2.37K
$1.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
368New |
$183K - $202K
|
368
$215K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
16.6K+ 10.68% |
$8.24M - $9.1M
|
172K
$100M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2- 0.07% |
$995 - $1.1K
|
3.01K
$1.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
39+ 1.19% |
$19.4K - $21.4K
|
3.32K
$1.93M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-37- 0.55% |
$18.4K - $20.3K
|
6.71K
$3.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-9.27K- 47.9% |
$4.61M - $5.09M
|
10.1K
$5.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-15.8K- 69.28% |
$7.85M - $8.67M
|
7K
$4.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 13.33% |
$49.8K - $55K
|
650
$379K
|
|
|
Aug 08, 2024
Q2 2024
|
Family Capital Trust CO
|
SELL
|
- |
-15- 1.7% |
$7.46K - $8.24K
|
869
$507K
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-13- 3.19% |
$6.47K - $7.15K
|
395
$230K
|
|
|
Aug 07, 2024
Q2 2024
|
Sparta 24 Ltd.
Tirat Hacarmel, L3 |
SELL
|
- |
-12.5K- 22.84% |
$6.19M - $6.84M
|
42.1K
$24.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
410New |
$204K - $225K
|
410
$239K
|
|
|
Aug 07, 2024
Q2 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-233- 25.92% |
$116K - $128K
|
666
$388K
|
|
|
Aug 07, 2024
Q2 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 1.42% |
$6.47K - $7.15K
|
931
$543K
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-115- 9.86% |
$57.2K - $63.2K
|
1.05K
$613K
|
|
|
Aug 07, 2024
Q2 2024
|
Teramo Advisors, LLC
Naples, FL |
SELL
|
- |
-85.2K- 96.05% |
$42.4M - $46.8M
|
3.5K
$2.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
268+ 5.35% |
$133K - $147K
|
5.28K
$3.08M
|
|
|
Aug 07, 2024
Q2 2024
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
SELL
|
- |
-5.82K- 6.56% |
$2.89M - $3.2M
|
82.9K
$48.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-31- 1.29% |
$15.4K - $17K
|
2.36K
$1.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-134- 4.35% |
$66.7K - $73.7K
|
2.94K
$1.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-109- 16.74% |
$54.2K - $59.9K
|
542
$316K
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
66+ 12.97% |
$32.8K - $36.3K
|
575
$335K
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
29+ 3.23% |
$14.4K - $15.9K
|
927
$541K
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
138New |
$68.7K - $75.9K
|
138
$80.5K
|
|
|
Aug 06, 2024
Q2 2024
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
16.7K+ 26.5% |
$8.31M - $9.18M
|
79.7K
$46.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-110- 16.01% |
$54.7K - $60.5K
|
577
$337K
|
|
|
Aug 06, 2024
Q2 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
191+ 43.02% |
$95K - $105K
|
635
$370K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-32.1K- 38.81% |
$16M - $17.7M
|
50.7K
$29.6M
|