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 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-15- 0.4% |
$7.46K - $8.24K
|
3.72K
$2.17M
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
175New |
$87.1K - $96.2K
|
175
$102K
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-143- 22.03% |
$71.1K - $78.6K
|
506
$295K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-340- 1.64% |
$169K - $187K
|
20.4K
$11.9M
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-4.3K- 4.77% |
$2.14M - $2.36M
|
85.9K
$50.1M
|
|
|
Jul 02, 2024
Q2 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
371+ 63.86% |
$185K - $204K
|
952
$555K
|
|
| Q1 2024 | |||||||
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-12.6K- 14.26% |
$5.91M - $6.61M
|
75.6K
$44.1M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.75K+ 13.75% |
$821K - $920K
|
14.5K
$8.44M
|
|
|
Nov 05, 2024
Q1 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-76- 4.43% |
$35.7K - $40K
|
1.64K
$955K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
619+ 21.33% |
$291K - $325K
|
3.52K
$2.05M
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-6- 0.33% |
$2.82K - $3.15K
|
1.81K
$1.06M
|
|
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-126- 7.83% |
$59.2K - $66.2K
|
1.48K
$865K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
449New |
$211K - $236K
|
449
$262K
|
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
197New |
$92.5K - $104K
|
197
$115K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-492- 0.52% |
$231K - $259K
|
94.9K
$55.3M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
30New |
$14.1K - $15.8K
|
30
$17.5K
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
482New |
$226K - $253K
|
482
$281K
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
30+ 7.13% |
$14.1K - $15.8K
|
451
$263K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-245- 41.88% |
$115K - $129K
|
340
$198K
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
701New |
$329K - $369K
|
701
$409K
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
23+ 1.99% |
$10.8K - $12.1K
|
1.18K
$689K
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-249- 91.54% |
$117K - $131K
|
23
$13.4K
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
152New |
$71.4K - $79.9K
|
152
$88.7K
|
|
|
May 15, 2024
Q1 2024
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-24K- 21.93% |
$11.3M - $12.6M
|
85.4K
$49.8M
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
104+ 5.78% |
$48.8K - $54.7K
|
1.9K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
25+ 6.46% |
$11.7K - $13.1K
|
412
$240K
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
535New |
$251K - $281K
|
535
$312K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
BUY
|
- |
894New |
$420K - $470K
|
894
$521K
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
4.21KNew |
$1.98M - $2.21M
|
4.21K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
724+ 65.52% |
$340K - $381K
|
1.83K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.5K+ 357.14% |
$1.17M - $1.31M
|
3.2K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
80New |
$37.6K - $42.1K
|
80
$46.7K
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-168- 20.29% |
$78.9K - $88.3K
|
660
$385K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
54+ 15.61% |
$25.4K - $28.4K
|
400
$233K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
18New |
$8.45K - $9.46K
|
18
$10.5K
|
|
|
May 15, 2024
Q1 2024
|
Progeny 3, Inc.
Seattle, WA |
SELL
|
- |
-19.5K- 19.85% |
$9.16M - $10.3M
|
78.8K
$45.9M
|
|
|
May 15, 2024
Q1 2024
|
Ironclad Investments LLC
Maitland, FL |
SELL
|
- |
-5K- 3.36% |
$2.35M - $2.63M
|
144K
$83.9M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
9.12KNew |
$4.28M - $4.8M
|
9.12K
$5.32M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.72K+ 87.23% |
$2.22M - $2.48M
|
10.1K
$5.91M
|
|
|
May 14, 2024
Q1 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
70K+ 21.21% |
$32.9M - $36.8M
|
400K
$233M
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-250- 13.33% |
$117K - $131K
|
1.63K
$948K
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
381New |
$179K - $200K
|
381
$222K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
CALL |
100New |
$47K - $52.6K
|
100
$58.3K
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-94- 18.61% |
$44.1K - $49.4K
|
411
$240K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-25- 1.96% |
$11.7K - $13.1K
|
1.25K
$729K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
500New |
$235K - $263K
|
500
$292K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.43K+ 2.86% |
$2.08M - $2.33M
|
159K
$92.8M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-60- 10.91% |
$28.2K - $31.5K
|
490
$286K
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
2.2K+ 60.03% |
$1.03M - $1.16M
|
5.87K
$3.43M
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-20- 0.96% |
$9.39K - $10.5K
|
2.06K
$1.2M
|
|