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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.25K+ 4.52% |
$1.34M - $1.55M
|
75K
$46M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.06KNew |
$851K - $988K
|
2.06K
$1.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.96K+ 1.08% |
$807K - $937K
|
184K
$112M
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
1+ 0.14% |
$413 - $479
|
696
$426K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-111- 2.8% |
$45.8K - $53.2K
|
3.86K
$2.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-2.66K- 48.33% |
$1.1M - $1.27M
|
2.84K
$1.74M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
460New |
$190K - $220K
|
460
$282K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-690- 42.65% |
$285K - $331K
|
928
$569K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-376- 1.18% |
$155K - $180K
|
31.6K
$19.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-579- 2.65% |
$239K - $277K
|
21.3K
$13M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-50- 7.3% |
$20.6K - $24K
|
635
$389K
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
633New |
$261K - $303K
|
633
$388K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
7.36K+ 174.12% |
$3.04M - $3.53M
|
11.6K
$7.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
57+ 3.21% |
$23.5K - $27.3K
|
1.83K
$1.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-64- 1.86% |
$26.4K - $30.7K
|
3.39K
$2.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
725New |
$299K - $347K
|
725
$444K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.43K- 18.69% |
$1M - $1.16M
|
10.6K
$6.48M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-9- 2.93% |
$3.71K - $4.31K
|
298
$183K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
426New |
$176K - $204K
|
426
$261K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
705New |
$291K - $338K
|
705
$432K
|
|
|
Jan 09, 2024
Q4 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
14.3KNew |
$5.92M - $6.87M
|
14.3K
$8.78M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.99K+ 11.86% |
$2.06M - $2.39M
|
47K
$28.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-194- 31.39% |
$80K - $92.9K
|
424
$260K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
607+ 72.87% |
$250K - $291K
|
1.44K
$882K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
42+ 0.21% |
$17.3K - $20.1K
|
20.2K
$12.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-23- 0.37% |
$9.49K - $11K
|
6.27K
$3.84M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-5.27K- 75.53% |
$2.18M - $2.53M
|
1.71K
$1.05M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-79- 2.34% |
$32.6K - $37.8K
|
3.3K
$2.02M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-14.9K- 34.16% |
$6.13M - $7.11M
|
28.6K
$17.5M
|
|
| Q3 2023 | |||||||
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
57+ 154.05% |
$24.4K - $26.2K
|
94
$57.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-51- 0.07% |
$21.8K - $23.5K
|
76.6K
$46.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.56KNew |
$665K - $716K
|
1.56K
$953K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-43- 57.33% |
$18.4K - $19.8K
|
32
$19.6K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.48K- 13.49% |
$1.92M - $2.06M
|
28.7K
$17.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.27K+ 47.09% |
$543K - $584K
|
3.97K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
63.4K+ 28.19% |
$27.1M - $29.2M
|
288K
$177M
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
26.2K+ 24.75% |
$11.2M - $12.1M
|
132K
$80.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1.44K+ 11.96% |
$617K - $664K
|
13.5K
$8.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
522+ 1.36% |
$223K - $240K
|
38.9K
$23.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.2KNew |
$1.37M - $1.47M
|
3.2K
$1.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-902- 0.92% |
$386K - $415K
|
96.8K
$59.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.03K- 48.98% |
$440K - $474K
|
1.07K
$657K
|
|
|
Nov 13, 2023
Q3 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-150- 7.71% |
$64.2K - $69K
|
1.8K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.32K- 25.06% |
$1.85M - $1.99M
|
12.9K
$7.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-42.7K- 93.58% |
$18.3M - $19.7M
|
2.93K
$1.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-654- 34.03% |
$280K - $301K
|
1.27K
$777K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.04KNew |
$445K - $479K
|
1.04K
$638K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
23.8KNew |
$10.2M - $11M
|
23.8K
$14.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
177+ 3.49% |
$75.7K - $81.5K
|
5.25K
$3.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.48KNew |
$633K - $681K
|
1.48K
$907K
|
|