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 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
185New |
$66.4K - $79.9K
|
185
$108K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
3.65K+ 12.69% |
$1.31M - $1.58M
|
32.4K
$18.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
409+ 208.67% |
$147K - $177K
|
605
$353K
|
|
|
Nov 15, 2022
Q3 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-63K- 99.06% |
$22.6M - $27.2M
|
598
$349K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
7.74K+ 37.72% |
$2.78M - $3.34M
|
28.3K
$16.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
9.22K+ 13.61% |
$3.31M - $3.98M
|
77K
$44.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-145- 4.76% |
$52K - $62.6K
|
2.9K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-4.78K- 72.91% |
$1.71M - $2.06M
|
1.78K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.08KNew |
$747K - $900K
|
2.08K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-689- 91.38% |
$247K - $298K
|
65
$37.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
27+ 4.1% |
$9.68K - $11.7K
|
685
$400K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-417KClosed |
$149M - $180M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
490K+ 2189.81% |
$176M - $212M
|
513K
$299M
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
336+ 2.58% |
$121K - $145K
|
13.3K
$7.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
4.77K+ 8.95% |
$1.71M - $2.06M
|
58.1K
$33.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-923- 10.92% |
$331K - $399K
|
7.53K
$4.39M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
255K+ 30.67% |
$91.3M - $110M
|
1.08M
$633M
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-49- 5.3% |
$17.6K - $21.2K
|
876
$511K
|
|
|
Nov 14, 2022
Q3 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
42New |
$15.1K - $18.1K
|
42
$24.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
11.6KNew |
$4.17M - $5.03M
|
11.6K
$6.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-15- 2.31% |
$5.38K - $6.48K
|
635
$370K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.85K+ 40.4% |
$665K - $801K
|
6.44K
$3.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
42New |
$15.1K - $18.1K
|
42
$24.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.05K- 34.51% |
$377K - $454K
|
1.99K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-97- 1.58% |
$34.8K - $41.9K
|
6.02K
$3.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.1K+ 144.74% |
$395K - $475K
|
1.86K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
SELL
|
- |
-531- 4.33% |
$190K - $229K
|
11.7K
$6.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
7New |
$2.51K - $3.02K
|
7
$4.08K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
517+ 1.32% |
$185K - $223K
|
39.6K
$23.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.21KNew |
$434K - $522K
|
1.21K
$705K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
375+ 1.73% |
$134K - $162K
|
22.1K
$12.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-46- 4.23% |
$16.5K - $19.9K
|
1.04K
$607K
|
|
|
Nov 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
9+ 1.48% |
$3.23K - $3.89K
|
619
$361K
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
696+ 17.92% |
$250K - $301K
|
4.58K
$2.67M
|
|
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
65KNew |
$23.3M - $28.1M
|
65K
$37.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
207KNew |
$74.3M - $89.5M
|
207K
$121M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
16.9K+ 20.91% |
$6.06M - $7.31M
|
97.8K
$57M
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
5.53K+ 6.5% |
$1.98M - $2.39M
|
90.5K
$52.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-18.6K- 11.28% |
$6.67M - $8.03M
|
146K
$85.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-142- 10.46% |
$50.9K - $61.3K
|
1.22K
$709K
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-277- 26.26% |
$99.3K - $120K
|
778
$454K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-29.9K- 20.67% |
$10.7M - $12.9M
|
115K
$66.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-379- 4.0% |
$136K - $164K
|
9.1K
$5.31M
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
2.33KNew |
$834K - $1M
|
2.33K
$1.36M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-39- 4.07% |
$14K - $16.8K
|
919
$536K
|
|
|
Nov 04, 2022
Q3 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-31- 58.49% |
$11.1K - $13.4K
|
22
$12.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-111- 8.22% |
$39.8K - $48K
|
1.24K
$723K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
95.4KNew |
$34.2M - $41.2M
|
95.4K
$55.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-51- 20.4% |
$18.3K - $22K
|
199
$116K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
10+ 0.21% |
$3.59K - $4.32K
|
4.67K
$2.73M
|