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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3+ 0.09% |
$1.49K - $1.65K
|
3.21K
$1.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
499+ 112.9% |
$248K - $274K
|
941
$549K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
298+ 431.88% |
$148K - $164K
|
367
$214K
|
|
|
Jul 29, 2024
Q2 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-7.09K- 16.26% |
$3.53M - $3.9M
|
36.5K
$21.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
749+ 16.66% |
$373K - $412K
|
5.25K
$3.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1+ 0.31% |
$498 - $550
|
323
$188K
|
|
|
Jul 29, 2024
Q2 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-200- 5.41% |
$99.5K - $110K
|
3.5K
$2.04M
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-108- 14.9% |
$53.7K - $59.4K
|
617
$360K
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
1.42KNew |
$705K - $779K
|
1.42K
$827K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-113- 13.97% |
$56.2K - $62.1K
|
696
$406K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-47- 4.91% |
$23.4K - $25.8K
|
910
$531K
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-7- 0.35% |
$3.48K - $3.85K
|
2.01K
$1.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
15+ 1.92% |
$7.46K - $8.24K
|
797
$465K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 7.5% |
$1.49K - $1.65K
|
43
$25.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-166- 2.14% |
$82.6K - $91.2K
|
7.59K
$4.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 11.36% |
$37.3K - $41.2K
|
585
$341K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
375New |
$187K - $206K
|
375
$219K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
14+ 14.0% |
$6.97K - $7.69K
|
114
$66.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
331New |
$165K - $182K
|
331
$193K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-168- 15.38% |
$83.6K - $92.3K
|
924
$539K
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-250- 2.85% |
$124K - $137K
|
8.54K
$4.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6.09K- 4.96% |
$3.03M - $3.35M
|
117K
$68.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4- 0.17% |
$1.99K - $2.2K
|
2.3K
$1.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
7.27KNew |
$3.62M - $4M
|
7.27K
$4.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
20+ 6.94% |
$9.95K - $11K
|
308
$180K
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
516New |
$257K - $284K
|
516
$301K
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
11+ 1.72% |
$5.47K - $6.05K
|
649
$379K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-90- 1.09% |
$44.8K - $49.5K
|
8.15K
$4.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
150+ 14.72% |
$74.6K - $82.4K
|
1.17K
$682K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
224+ 33.68% |
$111K - $123K
|
889
$519K
|
|
|
Jul 24, 2024
Q2 2024
|
Suncoast Equity Management
|
BUY
|
- |
577New |
$287K - $317K
|
577
$337K
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-22- 1.36% |
$10.9K - $12.1K
|
1.59K
$927K
|
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.29K- 58.08% |
$642K - $709K
|
931
$543K
|
|
|
Jul 24, 2024
Q2 2024
|
Baskin Financial Services Inc.
|
BUY
|
- |
390New |
$194K - $214K
|
390
$227K
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-14- 1.46% |
$6.97K - $7.69K
|
944
$551K
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
46+ 3.63% |
$22.9K - $25.3K
|
1.31K
$766K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
29+ 3.97% |
$14.4K - $15.9K
|
760
$443K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-7- 1.24% |
$3.48K - $3.85K
|
556
$324K
|
|
|
Jul 23, 2024
Q2 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
412New |
$205K - $226K
|
412
$240K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
18+ 21.18% |
$8.96K - $9.89K
|
103
$60.1K
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
388New |
$193K - $213K
|
388
$226K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-241- 31.06% |
$120K - $132K
|
535
$312K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-10- 0.05% |
$4.98K - $5.5K
|
20.1K
$11.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-259- 4.97% |
$129K - $142K
|
4.95K
$2.89M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
262New |
$130K - $144K
|
262
$153K
|
|
|
Jul 22, 2024
Q2 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
975+ 41.86% |
$485K - $536K
|
3.3K
$1.93M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-75- 1.67% |
$37.3K - $41.2K
|
4.42K
$2.58M
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-13- 1.05% |
$6.47K - $7.15K
|
1.22K
$712K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
54+ 10.09% |
$26.9K - $29.7K
|
589
$344K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
36+ 0.12% |
$17.9K - $19.8K
|
31.2K
$18.2M
|