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 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-19- 0.37% |
$9.45K - $10.4K
|
5.11K
$2.98M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
916New |
$456K - $503K
|
916
$534K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-14- 0.06% |
$6.97K - $7.69K
|
23.7K
$13.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
51+ 2.71% |
$25.4K - $28K
|
1.93K
$1.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
721New |
$359K - $396K
|
721
$421K
|
|
|
Jul 19, 2024
Q2 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-140- 11.05% |
$69.7K - $76.9K
|
1.13K
$657K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.1K- 31.62% |
$547K - $604K
|
2.38K
$1.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-106- 7.01% |
$52.7K - $58.3K
|
1.41K
$821K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
2.59KNew |
$1.29M - $1.43M
|
2.59K
$1.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-33- 3.78% |
$16.4K - $18.1K
|
839
$489K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.04KNew |
$1.51M - $1.67M
|
3.04K
$1.77M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.74KNew |
$865K - $956K
|
1.74K
$1.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
379New |
$189K - $208K
|
379
$221K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-160- 15.59% |
$79.6K - $87.9K
|
866
$505K
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
354+ 28.16% |
$176K - $195K
|
1.61K
$940K
|
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
99+ 11.1% |
$49.3K - $54.4K
|
991
$578K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1+ 0.16% |
$498 - $550
|
633
$369K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
77+ 13.14% |
$38.3K - $42.3K
|
663
$387K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
BUY
|
- |
421New |
$209K - $231K
|
421
$246K
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
SELL
|
- |
-991- 12.64% |
$493K - $545K
|
6.85K
$4M
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1+ 0.11% |
$498 - $550
|
897
$523K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-24- 2.33% |
$11.9K - $13.2K
|
1K
$586K
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-10- 1.29% |
$4.98K - $5.5K
|
766
$447K
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
978+ 69.96% |
$487K - $538K
|
2.38K
$1.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
376New |
$187K - $207K
|
376
$219K
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
BUY
|
- |
1.22K+ 35.52% |
$609K - $673K
|
4.67K
$2.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-11- 2.7% |
$5.47K - $6.05K
|
397
$232K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-376- 37.9% |
$187K - $207K
|
616
$359K
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-15- 1.06% |
$7.46K - $8.24K
|
1.4K
$816K
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1- 0.12% |
$498 - $550
|
833
$486K
|
|
|
Jul 16, 2024
Q2 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
720+ 19.78% |
$358K - $396K
|
4.36K
$2.54M
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
1.72K+ 160.28% |
$853K - $943K
|
2.79K
$1.62M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$498 - $550
|
1.59K
$927K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1- 0.12% |
$498 - $550
|
809
$472K
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
705New |
$351K - $387K
|
705
$411K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
397New |
$198K - $218K
|
397
$232K
|
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-6- 0.43% |
$2.99K - $3.3K
|
1.39K
$811K
|
|
|
Jul 15, 2024
Q2 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-16- 3.17% |
$7.96K - $8.79K
|
489
$285K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-113K- 89.94% |
$56.1M - $62M
|
12.6K
$7.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-75- 4.45% |
$37.3K - $41.2K
|
1.61K
$939K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-7- 0.23% |
$3.48K - $3.85K
|
3.05K
$1.78M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
526New |
$262K - $289K
|
526
$307K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
11+ 0.51% |
$5.47K - $6.05K
|
2.18K
$1.27M
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
193+ 17.94% |
$96K - $106K
|
1.27K
$740K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
30+ 3.18% |
$14.9K - $16.5K
|
973
$568K
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-588- 42.58% |
$293K - $323K
|
793
$463K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-551- 24.2% |
$274K - $303K
|
1.73K
$1.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
85+ 1.8% |
$42.3K - $46.7K
|
4.81K
$2.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-17- 3.12% |
$8.46K - $9.34K
|
528
$308K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
130+ 9.82% |
$64.7K - $71.5K
|
1.45K
$848K
|