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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
5+ 0.79% |
$2.14K - $2.3K
|
638
$372K
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.22KNew |
$521K - $560K
|
1.22K
$710K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
6.1KNew |
$2.61M - $2.81M
|
6.1K
$3.56M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-7.26K- 35.91% |
$3.1M - $3.34M
|
12.9K
$7.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
566+ 2.42% |
$242K - $260K
|
23.9K
$14M
|
|
|
Nov 01, 2023
Q3 2023
|
Independent Family Office, LLC
|
BUY
|
- |
1.43KNew |
$613K - $660K
|
1.43K
$836K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
108KNew |
$46.2M - $49.8M
|
108K
$63.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-381- 98.7% |
$163K - $175K
|
5
$2.92K
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
813New |
$348K - $374K
|
813
$474K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
21New |
$8.98K - $9.66K
|
21
$12.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-105- 0.94% |
$44.9K - $48.3K
|
11.1K
$6.46M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-288- 0.38% |
$123K - $133K
|
74.9K
$43.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-9.73K- 5.99% |
$4.16M - $4.48M
|
153K
$89M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
40.9K+ 506.38% |
$17.5M - $18.8M
|
48.9K
$28.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
750New |
$321K - $345K
|
750
$437K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-27- 2.16% |
$11.5K - $12.4K
|
1.22K
$714K
|
|
|
Oct 25, 2023
Q3 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-35- 6.77% |
$15K - $16.1K
|
482
$281K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2.57K+ 178.51% |
$1.1M - $1.18M
|
4.01K
$2.34M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-838- 31.39% |
$358K - $386K
|
1.83K
$1.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
57+ 4.55% |
$24.4K - $26.2K
|
1.31K
$764K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
715+ 4.07% |
$306K - $329K
|
18.3K
$10.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
94New |
$40.2K - $43.3K
|
94
$54.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.66K- 53.82% |
$709K - $763K
|
1.42K
$829K
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
257New |
$110K - $118K
|
257
$150K
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
749New |
$320K - $345K
|
749
$437K
|
|
|
Oct 20, 2023
Q3 2023
|
Cisco Systems, Inc.
San Jose, CA |
BUY
|
- |
65K+ 68.42% |
$27.8M - $29.9M
|
160K
$93.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-75- 5.66% |
$32.1K - $34.5K
|
1.25K
$730K
|
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
BUY
|
- |
3+ 0.33% |
$1.28K - $1.38K
|
918
$535K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-5- 0.19% |
$2.14K - $2.3K
|
2.56K
$1.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.11K- 3.95% |
$903K - $971K
|
51.3K
$29.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
3New |
$1.28K - $1.38K
|
3
$1.75K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2+ 1.98% |
$856 - $920
|
103
$60.1K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-14- 1.56% |
$5.99K - $6.44K
|
884
$516K
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-57- 0.08% |
$24.4K - $26.2K
|
69.2K
$40.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
BUY
|
- |
886New |
$379K - $408K
|
886
$517K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
2.55KNew |
$1.09M - $1.17M
|
2.55K
$1.49M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-782- 31.06% |
$335K - $360K
|
1.74K
$1.01M
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
680New |
$291K - $313K
|
680
$397K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-31- 6.05% |
$13.3K - $14.3K
|
481
$281K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-221- 6.97% |
$94.5K - $102K
|
2.95K
$1.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
15New |
$6.42K - $6.9K
|
15
$8.75K
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-64- 2.2% |
$27.4K - $29.5K
|
2.85K
$1.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
BUY
|
- |
892New |
$382K - $410K
|
892
$520K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
40+ 7.07% |
$17.1K - $18.4K
|
606
$353K
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
533New |
$228K - $245K
|
533
$311K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-3.95K- 22.09% |
$1.6M - $1.76M
|
13.9K
$8.13M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.25M- 54.65% |
$506M - $556M
|
1.03M
$603M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 0.08% |
$406 - $446
|
1.32K
$771K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
4.23KNew |
$1.72M - $1.89M
|
4.23K
$2.47M
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
474New |
$193K - $211K
|
474
$276K
|
|