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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
4.61K+ 9.77% |
$1.9M - $2.21M
|
51.8K
$30.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Opus Investment Management Inc
|
SELL
|
- |
-120- 9.45% |
$49.5K - $57.5K
|
1.15K
$671K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
3.67K+ 2.8% |
$1.52M - $1.76M
|
135K
$78.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
19.4K+ 9.72% |
$8.02M - $9.31M
|
219K
$128M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
63+ 43.75% |
$26K - $30.2K
|
207
$121K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
301New |
$124K - $144K
|
301
$176K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
398New |
$164K - $191K
|
398
$232K
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
490New |
$202K - $235K
|
490
$286K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-9- 52.94% |
$3.71K - $4.31K
|
8
$4.67K
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
496New |
$205K - $238K
|
496
$289K
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
421New |
$174K - $202K
|
421
$246K
|
|
|
Feb 07, 2024
Q4 2023
|
Daido Life Insurance CO
Tokyo, M0 |
BUY
|
- |
78.8K+ 28.85% |
$32.5M - $37.7M
|
352K
$205M
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-1.32K- 11.21% |
$543K - $630K
|
10.4K
$6.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
489New |
$202K - $234K
|
489
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-505- 84.31% |
$208K - $242K
|
94
$54.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-3.48K- 10.82% |
$1.43M - $1.67M
|
28.7K
$16.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
311New |
$128K - $149K
|
311
$181K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
458New |
$189K - $219K
|
458
$267K
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-95- 17.99% |
$39.2K - $45.5K
|
433
$253K
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
500+ 40.0% |
$206K - $240K
|
1.75K
$1.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 0.43% |
$4.13K - $4.79K
|
2.32K
$1.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-1.02K- 10.45% |
$419K - $486K
|
8.7K
$5.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
935+ 1.94% |
$386K - $448K
|
49.2K
$28.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
210New |
$86.6K - $101K
|
210
$122K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-275- 4.76% |
$113K - $132K
|
5.51K
$3.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Matson Money. Inc.
|
BUY
|
- |
18.5K+ 3.08% |
$7.63M - $8.86M
|
620K
$362M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
33+ 126.92% |
$13.6K - $15.8K
|
59
$34.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-35- 9.31% |
$14.4K - $16.8K
|
341
$199K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.72K- 1.88% |
$710K - $824K
|
89.9K
$52.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-124- 21.49% |
$51.2K - $59.4K
|
453
$264K
|
|
|
Jan 30, 2024
Q4 2023
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-1.68K- 25.44% |
$694K - $806K
|
4.93K
$2.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
90.6K+ 26.24% |
$37.4M - $43.4M
|
436K
$254M
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
214New |
$88.3K - $103K
|
214
$125K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.25K+ 4.52% |
$1.34M - $1.55M
|
75K
$43.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.06KNew |
$851K - $988K
|
2.06K
$1.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.96K+ 1.08% |
$807K - $937K
|
184K
$107M
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
1+ 0.14% |
$413 - $479
|
696
$406K
|
|
|
Jan 25, 2024
Q4 2023
|
American Asset Management Inc.
|
SELL
|
- |
-312- 17.22% |
$129K - $149K
|
1.5K
$875K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-111- 2.8% |
$45.8K - $53.2K
|
3.86K
$2.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-2.66K- 48.33% |
$1.1M - $1.27M
|
2.84K
$1.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
460New |
$190K - $220K
|
460
$268K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-690- 42.65% |
$285K - $331K
|
928
$541K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-376- 1.18% |
$155K - $180K
|
31.6K
$18.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-579- 2.65% |
$239K - $277K
|
21.3K
$12.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-50- 7.3% |
$20.6K - $24K
|
635
$370K
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
2.23KNew |
$919K - $1.07M
|
2.23K
$1.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
633New |
$261K - $303K
|
633
$369K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
7.36K+ 174.12% |
$3.04M - $3.53M
|
11.6K
$6.76M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
57+ 3.21% |
$23.5K - $27.3K
|
1.83K
$1.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-64- 1.86% |
$26.4K - $30.7K
|
3.39K
$1.98M
|