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 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.07KNew |
$407K - $447K
|
1.07K
$622K
|
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
4.8KNew |
$1.83M - $2.01M
|
4.8K
$2.8M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-6.18K- 51.45% |
$2.36M - $2.59M
|
5.83K
$3.4M
|
|
|
May 09, 2023
Q1 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
6.01K+ 7.58% |
$2.29M - $2.52M
|
85.3K
$49.8M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.74MNew |
$3.71B - $4.08B
|
9.74M
$5.68B
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
342New |
$130K - $143K
|
342
$199K
|
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
502New |
$191K - $210K
|
502
$293K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
SELL
|
- |
-102K- 98.72% |
$38.8M - $42.6M
|
1.32K
$769K
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
10+ 0.98% |
$3.81K - $4.19K
|
1.03K
$603K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-50- 9.16% |
$19.1K - $20.9K
|
496
$289K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
105New |
$40K - $44K
|
105
$61.2K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
5+ 0.93% |
$1.91K - $2.09K
|
541
$316K
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
518New |
$197K - $217K
|
518
$302K
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1.72KNew |
$656K - $721K
|
1.72K
$1M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
11K+ 119.75% |
$4.19M - $4.6M
|
20.2K
$11.8M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-116- 3.33% |
$44.2K - $48.6K
|
3.36K
$1.96M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
24+ 0.77% |
$9.15K - $10K
|
3.15K
$1.84M
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-140- 35.9% |
$53.4K - $58.6K
|
250
$146K
|
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
203K+ 212.75% |
$77.2M - $84.8M
|
298K
$174M
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
721New |
$275K - $302K
|
721
$421K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
938New |
$357K - $393K
|
938
$547K
|
|
|
Apr 26, 2023
Q1 2023
|
Genworth Financial Inc
|
BUY
|
- |
88.1K+ 17.17% |
$33.6M - $36.9M
|
601K
$351M
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
11New |
$4.19K - $4.61K
|
11
$6.42K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.5K- 4.42% |
$953K - $1.05M
|
54.1K
$31.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
270New |
$103K - $113K
|
270
$157K
|
|
|
Apr 24, 2023
Q1 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.41KNew |
$539K - $592K
|
1.41K
$825K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
56.3KNew |
$21.4M - $23.6M
|
56.3K
$32.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-135- 5.33% |
$51.5K - $56.5K
|
2.4K
$1.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
561New |
$214K - $235K
|
561
$327K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-53- 4.09% |
$20.2K - $22.2K
|
1.24K
$726K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-772- 51.85% |
$294K - $323K
|
717
$418K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
251+ 1.41% |
$95.7K - $105K
|
18.1K
$10.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
261+ 1.36% |
$99.5K - $109K
|
19.4K
$11.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-1.47K- 34.79% |
$559K - $614K
|
2.75K
$1.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
552New |
$210K - $231K
|
552
$322K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-28- 1.7% |
$10.7K - $11.7K
|
1.62K
$944K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-248- 21.09% |
$94.5K - $104K
|
928
$541K
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
491New |
$187K - $206K
|
491
$286K
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-399- 44.63% |
$152K - $167K
|
495
$289K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
6.48K+ 3.45% |
$2.47M - $2.71M
|
194K
$113M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-262- 0.11% |
$99.9K - $110K
|
241K
$141M
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
1+ 1.75% |
$381 - $419
|
58
$33.8K
|
|
| Q4 2022 | |||||||
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-678- 1.52% |
$243K - $278K
|
43.9K
$25.6M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
4.28KNew |
$1.53M - $1.75M
|
4.28K
$2.49M
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-1.08KClosed |
$385K - $440K
|
0
$0
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
4.93KNew |
$1.77M - $2.02M
|
4.93K
$2.88M
|
|
|
Mar 21, 2023
Q4 2022
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-3.12KClosed |
$1.12M - $1.28M
|
0
$0
|
|
|
Mar 08, 2023
Q4 2022
|
Pacific Wealth Management
|
BUY
|
- |
4.21KNew |
$1.51M - $1.72M
|
4.21K
$2.45M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.8KNew |
$1.36M - $1.55M
|
3.8K
$2.21M
|
|
|
Feb 24, 2023
Q4 2022
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
900New |
$322K - $368K
|
900
$525K
|
|