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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-25- 0.43% |
$13K - $14.4K
|
5.73K
$3.65M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-680- 4.9% |
$354K - $392K
|
13.2K
$8.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
469K+ 36.79% |
$244M - $271M
|
1.74M
$1.11B
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5- 0.29% |
$2.6K - $2.88K
|
1.74K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
16+ 0.23% |
$8.32K - $9.23K
|
6.96K
$4.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
352New |
$183K - $203K
|
352
$224K
|
|
|
Nov 08, 2024
Q3 2024
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-1.29K- 9.35% |
$668K - $741K
|
12.5K
$7.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
815+ 30.48% |
$424K - $470K
|
3.49K
$2.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
3.84KNew |
$2M - $2.21M
|
3.84K
$2.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
39+ 139.29% |
$20.3K - $22.5K
|
67
$42.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
128+ 5.06% |
$66.6K - $73.8K
|
2.66K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
359New |
$187K - $207K
|
359
$228K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-319- 1.33% |
$166K - $184K
|
23.6K
$15M
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-100- 17.15% |
$52K - $57.7K
|
483
$307K
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-23- 5.9% |
$12K - $13.3K
|
367
$234K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
80New |
$41.6K - $46.1K
|
80
$50.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
18.1K+ 18.02% |
$9.4M - $10.4M
|
118K
$75.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
3New |
$1.56K - $1.73K
|
3
$1.91K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-652- 41.88% |
$339K - $376K
|
905
$576K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-17- 0.55% |
$8.84K - $9.81K
|
3.05K
$1.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
172+ 46.36% |
$89.5K - $99.2K
|
543
$346K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-90- 5.18% |
$46.8K - $51.9K
|
1.65K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
5.1KNew |
$2.65M - $2.94M
|
5.1K
$3.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-800- 58.57% |
$416K - $461K
|
566
$360K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
534New |
$278K - $308K
|
534
$340K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-4.38K- 7.78% |
$2.28M - $2.52M
|
51.9K
$33M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
69New |
$35.9K - $39.8K
|
69
$43.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-170- 13.22% |
$88.4K - $98.1K
|
1.12K
$710K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
13.2K+ 49.89% |
$6.86M - $7.6M
|
39.6K
$25.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
796New |
$414K - $459K
|
796
$507K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
232+ 0.62% |
$121K - $134K
|
37.9K
$24.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
5.12K+ 2.29% |
$2.66M - $2.95M
|
229K
$145M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
421New |
$219K - $243K
|
421
$268K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-194- 13.77% |
$101K - $112K
|
1.22K
$773K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-465- 2.1% |
$242K - $268K
|
21.7K
$13.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
360New |
$187K - $208K
|
360
$229K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-50- 0.55% |
$26K - $28.8K
|
8.97K
$5.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
93New |
$48.4K - $53.6K
|
93
$59.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-21- 3.55% |
$10.9K - $12.1K
|
570
$363K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
528+ 75.54% |
$275K - $305K
|
1.23K
$781K
|
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-1.46K- 8.78% |
$758K - $840K
|
15.1K
$9.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-3.28K- 0.88% |
$1.7M - $1.89M
|
371K
$236M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-172- 5.09% |
$89.5K - $99.2K
|
3.21K
$2.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
969+ 15.63% |
$504K - $559K
|
7.17K
$4.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-515- 24.44% |
$268K - $297K
|
1.59K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
15.8KNew |
$8.22M - $9.11M
|
15.8K
$10.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-103- 13.72% |
$53.6K - $59.4K
|
648
$412K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.22K+ 21.8% |
$634K - $703K
|
6.8K
$4.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
24+ 0.92% |
$12.5K - $13.8K
|
2.63K
$1.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-15- 1.66% |
$7.8K - $8.65K
|
887
$564K
|