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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2023
Q2 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
18+ 2.92% |
$7.31K - $8.02K
|
634
$370K
|
|
|
Aug 15, 2023
Q2 2023
|
Gilfoyle Management LLC
New Fairfield, CT |
BUY
|
- |
3+ 42.86% |
$1.22K - $1.34K
|
10
$5.83K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
5.6K+ 31.54% |
$2.27M - $2.49M
|
23.3K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-50- 3.44% |
$20.3K - $22.3K
|
1.4K
$818K
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
12.6KNew |
$5.13M - $5.63M
|
12.6K
$7.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-363- 13.72% |
$147K - $162K
|
2.28K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
285+ 1.39% |
$116K - $127K
|
20.7K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-4.16K- 2.52% |
$1.69M - $1.85M
|
161K
$93.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.09M+ 18019.0% |
$444M - $487M
|
1.1M
$641M
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
694New |
$282K - $309K
|
694
$405K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
121+ 1.83% |
$49.1K - $53.9K
|
6.75K
$3.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-50- 1.87% |
$20.3K - $22.3K
|
2.63K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
76+ 1.9% |
$30.9K - $33.9K
|
4.07K
$2.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-19- 3.69% |
$7.72K - $8.47K
|
496
$289K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-104K- 25.76% |
$42.3M - $46.4M
|
300K
$175M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
480+ 5.96% |
$195K - $214K
|
8.54K
$4.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.67KNew |
$1.9M - $2.08M
|
4.67K
$2.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
149+ 5.16% |
$60.5K - $66.4K
|
3.03K
$1.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-41- 0.38% |
$16.7K - $18.3K
|
10.8K
$6.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
700New |
$284K - $312K
|
700
$408K
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
150+ 22.73% |
$60.9K - $66.9K
|
810
$472K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
8.84K+ 0.66% |
$3.59M - $3.94M
|
1.35M
$789M
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
8+ 1.18% |
$3.25K - $3.57K
|
684
$399K
|
|
|
Aug 09, 2023
Q2 2023
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-3.38K- 2.44% |
$1.37M - $1.5M
|
135K
$78.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
372+ 12.15% |
$151K - $166K
|
3.43K
$2M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
3.86KNew |
$1.57M - $1.72M
|
3.86K
$2.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-653- 66.77% |
$265K - $291K
|
325
$190K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
1+ 0.06% |
$406 - $446
|
1.71K
$995K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
42New |
$17.1K - $18.7K
|
42
$24.5K
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.29K- 16.39% |
$525K - $576K
|
6.6K
$3.85M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
11.8KNew |
$4.8M - $5.26M
|
11.8K
$6.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
180KNew |
$73.1M - $80.2M
|
180K
$105M
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
522New |
$212K - $233K
|
522
$304K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
47New |
$19.1K - $20.9K
|
47
$27.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
6.01KNew |
$2.44M - $2.68M
|
6.01K
$3.51M
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
626New |
$254K - $279K
|
626
$365K
|
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
BUY
|
- |
1.12KNew |
$455K - $499K
|
1.12K
$653K
|
|
|
Aug 01, 2023
Q2 2023
|
Reinhart Partners, Inc.
|
SELL
|
- |
-292- 11.51% |
$119K - $130K
|
2.25K
$1.31M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-113- 2.05% |
$45.9K - $50.4K
|
5.39K
$3.14M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
518+ 0.72% |
$210K - $231K
|
72K
$42M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
77+ 3.31% |
$31.3K - $34.3K
|
2.4K
$1.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
60+ 3.03% |
$24.4K - $26.7K
|
2.04K
$1.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-9.46K- 1.6% |
$3.84M - $4.21M
|
580K
$339M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-32.8K- 47.09% |
$13.3M - $14.6M
|
36.8K
$21.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Reik & Co., LLC
|
BUY
|
- |
1.52KNew |
$616K - $676K
|
1.52K
$884K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
4+ 0.3% |
$1.62K - $1.78K
|
1.36K
$793K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.43K- 5.45% |
$579K - $635K
|
24.7K
$14.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Taiyo Life Insurance CO
|
SELL
|
- |
-47K- 10.87% |
$19.1M - $20.9M
|
385K
$225M
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
742+ 31.98% |
$301K - $331K
|
3.06K
$1.79M
|