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 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
64New |
$33.3K - $36.9K
|
64
$37.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
368New |
$191K - $212K
|
368
$214K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-64- 12.93% |
$33.3K - $36.9K
|
431
$251K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-525- 5.45% |
$273K - $303K
|
9.11K
$5.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
8+ 0.26% |
$4.16K - $4.61K
|
3.06K
$1.78M
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-300- 45.45% |
$156K - $173K
|
360
$210K
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
PUT |
-300- 50.0% |
$156K - $173K
|
300
$175K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-170- 6.84% |
$88.4K - $98.1K
|
2.32K
$1.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-26- 3.22% |
$13.5K - $15K
|
781
$455K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
25+ 35.21% |
$13K - $14.4K
|
96
$55.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
765New |
$398K - $441K
|
765
$445K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
13+ 0.12% |
$6.76K - $7.5K
|
10.7K
$6.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-7- 0.8% |
$3.64K - $4.04K
|
871
$507K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
978New |
$509K - $564K
|
978
$569K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.57K+ 2.56% |
$818K - $907K
|
62.9K
$36.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
367New |
$191K - $212K
|
367
$214K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
124+ 0.3% |
$64.5K - $71.5K
|
40.9K
$23.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
30+ 0.38% |
$15.6K - $17.3K
|
7.85K
$4.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
32New |
$16.6K - $18.5K
|
32
$18.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
526New |
$274K - $303K
|
526
$306K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-76- 6.53% |
$39.5K - $43.8K
|
1.09K
$633K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-93- 3.92% |
$48.4K - $53.6K
|
2.28K
$1.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
351New |
$183K - $202K
|
351
$204K
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
SELL
|
- |
-405- 16.84% |
$211K - $234K
|
2K
$1.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
96+ 320.0% |
$49.9K - $55.4K
|
126
$73.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
139New |
$72.3K - $80.2K
|
139
$80.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
12+ 2.14% |
$6.24K - $6.92K
|
572
$333K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
361New |
$188K - $208K
|
361
$210K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
369New |
$192K - $213K
|
369
$215K
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
807New |
$420K - $465K
|
807
$470K
|
|
|
Oct 07, 2024
Q3 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
350New |
$182K - $202K
|
350
$204K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
74+ 1.41% |
$38.5K - $42.7K
|
5.31K
$3.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
352New |
$183K - $203K
|
352
$205K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-3.13K- 5.15% |
$1.63M - $1.81M
|
57.7K
$33.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2.89K+ 4.25% |
$1.5M - $1.67M
|
70.8K
$41.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-6- 0.43% |
$3.12K - $3.46K
|
1.39K
$806K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
121New |
$62.9K - $69.8K
|
121
$70.4K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
11+ 2.76% |
$5.72K - $6.35K
|
409
$238K
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-65- 0.17% |
$33.8K - $37.5K
|
37.9K
$22M
|
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-323- 44.13% |
$168K - $186K
|
409
$238K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-111- 2.44% |
$57.7K - $64K
|
4.45K
$2.59M
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.21K- 40.95% |
$600K - $663K
|
1.74K
$1.01M
|
|
|
Feb 20, 2025
Q2 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-401Closed |
$200K - $220K
|
0
$0
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-15- 1.87% |
$7.46K - $8.24K
|
789
$459K
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.4K+ 16.56% |
$698K - $771K
|
9.87K
$5.74M
|
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
3.41KNew |
$1.7M - $1.88M
|
3.41K
$1.99M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-30- 2.92% |
$14.9K - $16.5K
|
996
$580K
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.06KNew |
$1.02M - $1.13M
|
2.06K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
190+ 4.51% |
$94.5K - $104K
|
4.41K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
CALL |
200+ 50.0% |
$99.5K - $110K
|
600
$349K
|
|