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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
21.7K+ 876.44% |
$10.2M - $11.4M
|
24.2K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.24K- 26.64% |
$583K - $653K
|
3.42K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
22KNew |
$10.3M - $11.6M
|
22K
$12.8M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
5.28KNew |
$2.48M - $2.77M
|
5.28K
$3.08M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-193K- 98.95% |
$90.7M - $102M
|
2.05K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-708- 13.11% |
$332K - $372K
|
4.69K
$2.74M
|
|
|
May 14, 2024
Q1 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
387New |
$182K - $203K
|
387
$226K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-46.2K- 5.56% |
$21.7M - $24.3M
|
785K
$458M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
221K+ 53.49% |
$104M - $116M
|
635K
$371M
|
|
|
May 14, 2024
Q1 2024
|
Japan Science & Technology Agency
Tokyo, M0 |
SELL
|
- |
-823K- 77.56% |
$386M - $433M
|
238K
$139M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
158New |
$74.2K - $83.1K
|
158
$92.2K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-15- 0.48% |
$7.04K - $7.89K
|
3.13K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-20- 2.61% |
$9.39K - $10.5K
|
745
$435K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-33- 0.5% |
$15.5K - $17.3K
|
6.53K
$3.81M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
7.83M+ 1777.41% |
$3.68B - $4.12B
|
8.27M
$4.82B
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-22- 3.63% |
$10.3K - $11.6K
|
584
$341K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-994- 25.81% |
$467K - $523K
|
2.86K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2- 0.08% |
$939 - $1.05K
|
2.63K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
103+ 4.61% |
$48.4K - $54.2K
|
2.34K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-5- 0.48% |
$2.35K - $2.63K
|
1.03K
$600K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
626New |
$294K - $329K
|
626
$365K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-819- 3.02% |
$385K - $431K
|
26.3K
$15.3M
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
10+ 1.2% |
$4.7K - $5.26K
|
843
$492K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-412- 2.1% |
$193K - $217K
|
19.2K
$11.2M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
12.5KNew |
$5.85M - $6.55M
|
12.5K
$7.26M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-113- 4.05% |
$53.1K - $59.4K
|
2.68K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
473+ 34.33% |
$222K - $249K
|
1.85K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.05K+ 0.3% |
$1.9M - $2.13M
|
1.35M
$787M
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
460New |
$216K - $242K
|
460
$268K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.01K- 6.74% |
$1.41M - $1.58M
|
41.7K
$24.3M
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
BUY
|
- |
12+ 57.14% |
$5.63K - $6.31K
|
33
$19.2K
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-10.9K- 81.07% |
$5.11M - $5.72M
|
2.54K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.75K+ 98.19% |
$2.7M - $3.02M
|
11.6K
$6.77M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
605New |
$284K - $318K
|
605
$353K
|
|
|
May 08, 2024
Q1 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
10+ 0.59% |
$4.7K - $5.26K
|
1.7K
$989K
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
386New |
$181K - $203K
|
386
$225K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.88K+ 32.17% |
$1.35M - $1.51M
|
11.8K
$6.9M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-532- 52.26% |
$250K - $280K
|
486
$283K
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
2.44KNew |
$1.15M - $1.28M
|
2.44K
$1.42M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-200- 22.6% |
$93.9K - $105K
|
685
$400K
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-112K- 91.93% |
$52.6M - $58.9M
|
9.84K
$5.74M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
568New |
$267K - $299K
|
568
$331K
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
419New |
$197K - $220K
|
419
$244K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-222- 8.57% |
$104K - $117K
|
2.37K
$1.38M
|
|
|
May 07, 2024
Q1 2024
|
Union Investments & Development Ltd.
|
SELL
|
- |
-81.7K- 99.07% |
$38.4M - $42.9M
|
770
$449K
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-5.33K- 16.71% |
$2.5M - $2.8M
|
26.5K
$15.5M
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
3+ 0.1% |
$1.41K - $1.58K
|
3.11K
$1.81M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-8.14K- 2.27% |
$3.82M - $4.28M
|
350K
$204M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
694New |
$326K - $365K
|
694
$405K
|
|
|
May 07, 2024
Q1 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
436New |
$205K - $229K
|
436
$254K
|