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 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
221+ 11.07% |
$79.1K - $90.5K
|
2.22K
$1.29M
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
542New |
$194K - $222K
|
542
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
560+ 3.05% |
$200K - $229K
|
18.9K
$11M
|
|
|
Feb 14, 2023
Q4 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-2.68K- 79.26% |
$958K - $1.09M
|
700
$408K
|
|
|
Feb 14, 2023
Q4 2022
|
First Long Island Investors, LLC
|
BUY
|
- |
639+ 36.33% |
$229K - $262K
|
2.4K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-464- 10.89% |
$166K - $190K
|
3.8K
$2.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.97KNew |
$704K - $805K
|
1.97K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.16% |
$358 - $409
|
631
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
647New |
$232K - $265K
|
647
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
21.5KNew |
$7.69M - $8.8M
|
21.5K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
274KNew |
$98M - $112M
|
274K
$160M
|
|
|
Feb 14, 2023
Q4 2022
|
University Of Wisconsin Foundation
Madison, WI |
BUY
|
CALL |
105KNew |
$37.7M - $43.1M
|
105K
$61.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.08KNew |
$745K - $852K
|
2.08K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-7.4M- 99.74% |
$2.65B - $3.03B
|
19.3K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.15K+ 5.87% |
$412K - $471K
|
20.7K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-6.55K- 50.0% |
$2.34M - $2.68M
|
6.55K
$3.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
2.2KNew |
$789K - $902K
|
2.2K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-431- 9.53% |
$154K - $176K
|
4.09K
$2.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-291- 0.99% |
$104K - $119K
|
29K
$16.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
11.3KNew |
$4.03M - $4.61M
|
11.3K
$6.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-755- 88.82% |
$270K - $309K
|
95
$55.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-930- 1.49% |
$333K - $381K
|
61.4K
$35.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.29K+ 27.7% |
$821K - $939K
|
10.6K
$6.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
BUY
|
- |
2.46KNew |
$881K - $1.01M
|
2.46K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-667- 44.89% |
$239K - $273K
|
819
$478K
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-222- 14.65% |
$79.5K - $90.9K
|
1.29K
$754K
|
|
|
Feb 10, 2023
Q4 2022
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
2.05KNew |
$732K - $837K
|
2.05K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
78+ 6.7% |
$27.9K - $31.9K
|
1.24K
$724K
|
|
|
Feb 10, 2023
Q4 2022
|
Freemont Management S.A.
|
BUY
|
- |
26.4K+ 406.63% |
$9.46M - $10.8M
|
32.9K
$19.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.3KNew |
$464K - $531K
|
1.3K
$757K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-9.49K- 65.8% |
$3.4M - $3.89M
|
4.93K
$2.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
600New |
$215K - $246K
|
600
$350K
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-852- 38.09% |
$305K - $349K
|
1.39K
$808K
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
109KNew |
$39M - $44.6M
|
109K
$63.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-70- 63.64% |
$25.1K - $28.7K
|
40
$23.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.55KNew |
$554K - $634K
|
1.55K
$903K
|
|
|
Feb 09, 2023
Q4 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
2.79K+ 4.38% |
$997K - $1.14M
|
66.4K
$38.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-723- 74.15% |
$259K - $296K
|
252
$147K
|
|
|
Feb 07, 2023
Q4 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
1.62KNew |
$581K - $664K
|
1.62K
$947K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-6.34K- 7.64% |
$2.27M - $2.6M
|
76.7K
$44.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-100- 1.6% |
$35.8K - $40.9K
|
6.14K
$3.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
552New |
$198K - $226K
|
552
$322K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
32.9KNew |
$11.8M - $13.5M
|
32.9K
$19.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.45K- 1.33% |
$877K - $1M
|
182K
$106M
|
|
|
Feb 06, 2023
Q4 2022
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
544New |
$195K - $223K
|
544
$317K
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
38New |
$13.6K - $15.6K
|
38
$22.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
13New |
$4.65K - $5.32K
|
13
$7.58K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
7.68K+ 8.58% |
$2.75M - $3.14M
|
97.2K
$56.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
3.14KNew |
$1.12M - $1.28M
|
3.14K
$1.83M
|
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
38+ 0.52% |
$13.6K - $15.6K
|
7.35K
$4.28M
|