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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-591- 58.0% |
$294K - $325K
|
428
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
1922 Investment CO LLC
Houston, TX |
BUY
|
- |
20New |
$9.95K - $11K
|
20
$11.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-359- 46.44% |
$179K - $197K
|
414
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
304New |
$151K - $167K
|
304
$177K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
74+ 4.1% |
$36.8K - $40.7K
|
1.88K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-306- 12.68% |
$152K - $168K
|
2.11K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-8K- 21.0% |
$3.98M - $4.4M
|
30.1K
$17.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
374New |
$186K - $206K
|
374
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
463New |
$230K - $254K
|
463
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-685- 1.16% |
$341K - $377K
|
58.1K
$33.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
SELL
|
- |
-3K- 16.68% |
$1.49M - $1.65M
|
15K
$8.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
140New |
$69.7K - $76.9K
|
140
$81.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-706- 49.75% |
$351K - $388K
|
713
$415K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
4.1K+ 23.98% |
$2.04M - $2.25M
|
21.2K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-20- 4.42% |
$9.95K - $11K
|
433
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
66.3K+ 482.47% |
$33M - $36.4M
|
80.1K
$46.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1- 6.67% |
$498 - $550
|
14
$8.15K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-54- 11.76% |
$26.9K - $29.7K
|
405
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
15.7K+ 232.06% |
$7.83M - $8.65M
|
22.5K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
103+ 183.93% |
$51.2K - $56.6K
|
159
$92.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
233+ 475.51% |
$116K - $128K
|
282
$164K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.76M+ 4.34% |
$1.37B - $1.52B
|
66.4M
$38.6B
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
PUT |
72.7K+ 51.78% |
$36.2M - $40M
|
213K
$124M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-3.29K- 31.3% |
$1.64M - $1.81M
|
7.23K
$4.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-407- 7.97% |
$202K - $224K
|
4.7K
$2.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
753New |
$375K - $414K
|
753
$438K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.28K- 1.54% |
$1.63M - $1.8M
|
210K
$122M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.09K+ 282.38% |
$542K - $599K
|
1.48K
$859K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
1.1KNew |
$547K - $605K
|
1.1K
$640K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
163New |
$81.1K - $89.6K
|
163
$94.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-15.9K- 2.66% |
$7.93M - $8.76M
|
583K
$339M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-9.94K- 13.35% |
$4.95M - $5.47M
|
64.5K
$37.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-53- 5.33% |
$26.4K - $29.1K
|
941
$548K
|
|
|
Aug 12, 2024
Q2 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
228K+ 5.85% |
$113M - $125M
|
4.12M
$2.4B
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-21- 3.03% |
$10.4K - $11.5K
|
671
$391K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
368New |
$183K - $202K
|
368
$214K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
16.6K+ 10.68% |
$8.24M - $9.1M
|
172K
$99.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-37- 0.55% |
$18.4K - $20.3K
|
6.71K
$3.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-9.27K- 47.9% |
$4.61M - $5.09M
|
10.1K
$5.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-15.8K- 69.28% |
$7.85M - $8.67M
|
7K
$4.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-13- 3.19% |
$6.47K - $7.15K
|
395
$230K
|
|
|
Aug 07, 2024
Q2 2024
|
Sparta 24 Ltd.
Tirat Hacarmel, L3 |
SELL
|
- |
-12.5K- 22.84% |
$6.19M - $6.84M
|
42.1K
$24.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
410New |
$204K - $225K
|
410
$239K
|
|
|
Aug 07, 2024
Q2 2024
|
Teramo Advisors, LLC
Naples, FL |
SELL
|
- |
-85.2K- 96.05% |
$42.4M - $46.8M
|
3.5K
$2.04M
|
|
|
Aug 07, 2024
Q2 2024
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
SELL
|
- |
-5.82K- 6.56% |
$2.89M - $3.2M
|
82.9K
$48.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-31- 1.29% |
$15.4K - $17K
|
2.36K
$1.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-134- 4.35% |
$66.7K - $73.7K
|
2.94K
$1.71M
|
|
|
Aug 06, 2024
Q2 2024
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
16.7K+ 26.5% |
$8.31M - $9.18M
|
79.7K
$46.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-90- 2.04% |
$44.8K - $49.5K
|
4.31K
$2.51M
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-37- 4.61% |
$18.4K - $20.3K
|
766
$446K
|