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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-1.46K- 8.78% |
$758K - $840K
|
15.1K
$8.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-3.28K- 0.88% |
$1.7M - $1.89M
|
371K
$216M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-172- 5.09% |
$89.5K - $99.2K
|
3.21K
$1.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1+ 0.2% |
$520 - $577
|
500
$291K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
969+ 15.63% |
$504K - $559K
|
7.17K
$4.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-515- 24.44% |
$268K - $297K
|
1.59K
$927K
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
34+ 9.24% |
$17.7K - $19.6K
|
402
$234K
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
15.8KNew |
$8.22M - $9.11M
|
15.8K
$9.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-103- 13.72% |
$53.6K - $59.4K
|
648
$377K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
350New |
$182K - $202K
|
350
$204K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.22K+ 21.8% |
$634K - $703K
|
6.8K
$3.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
24+ 0.92% |
$12.5K - $13.8K
|
2.63K
$1.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-15- 1.66% |
$7.8K - $8.65K
|
887
$516K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
608New |
$316K - $351K
|
608
$354K
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
58.1KNew |
$30.2M - $33.5M
|
58.1K
$33.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
352New |
$183K - $203K
|
352
$205K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
111+ 7.7% |
$57.7K - $64K
|
1.55K
$903K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
123New |
$64K - $70.9K
|
123
$71.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Vista Finance, LLC
|
SELL
|
- |
-55- 1.96% |
$28.6K - $31.7K
|
2.76K
$1.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
250+ 167.79% |
$130K - $144K
|
399
$232K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-76- 9.43% |
$39.5K - $43.8K
|
730
$425K
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-45- 3.83% |
$23.4K - $26K
|
1.13K
$658K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-23- 34.85% |
$12K - $13.3K
|
43
$25K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1.23K- 1.47% |
$641K - $711K
|
82.9K
$48.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-35- 4.32% |
$18.2K - $20.2K
|
775
$451K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.09K+ 21.05% |
$568K - $629K
|
6.27K
$3.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
230+ 21.46% |
$120K - $133K
|
1.3K
$758K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
190+ 27.22% |
$98.8K - $110K
|
888
$517K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
4+ 33.33% |
$2.08K - $2.31K
|
16
$9.31K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-61- 4.81% |
$31.7K - $35.2K
|
1.21K
$702K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
419New |
$218K - $242K
|
419
$244K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-8.97K- 67.4% |
$4.66M - $5.17M
|
4.34K
$2.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-647- 17.95% |
$337K - $373K
|
2.96K
$1.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.03K- 5.98% |
$534K - $592K
|
16.1K
$9.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
558New |
$290K - $322K
|
558
$325K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-81.7K- 95.22% |
$42.5M - $47.1M
|
4.1K
$2.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
365New |
$190K - $211K
|
365
$212K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-185- 37.0% |
$96.2K - $107K
|
315
$183K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-20- 9.13% |
$10.4K - $11.5K
|
199
$116K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-549- 0.44% |
$286K - $317K
|
125K
$72.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
93+ 1.28% |
$48.4K - $53.6K
|
7.35K
$4.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
4.97K+ 9.8% |
$2.59M - $2.87M
|
55.7K
$32.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-52.4K- 88.17% |
$27.2M - $30.2M
|
7.03K
$4.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-127- 8.36% |
$66.1K - $73.3K
|
1.39K
$810K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.9K+ 2.21% |
$16.6M - $18.4M
|
1.47M
$858M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-545- 6.8% |
$283K - $314K
|
7.47K
$4.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
86.1K+ 3.02% |
$44.8M - $49.7M
|
2.94M
$1.71B
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-136- 8.56% |
$70.7K - $78.4K
|
1.45K
$845K
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
191+ 50.93% |
$99.4K - $110K
|
566
$329K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
363New |
$189K - $209K
|
363
$211K
|