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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
3+ 0.1% |
$1.41K - $1.58K
|
3.11K
$1.81M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-8.14K- 2.27% |
$3.82M - $4.28M
|
350K
$204M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
694New |
$326K - $365K
|
694
$404K
|
|
|
May 07, 2024
Q1 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
436New |
$205K - $229K
|
436
$254K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-3- 0.68% |
$1.41K - $1.58K
|
436
$254K
|
|
|
May 06, 2024
Q1 2024
|
Defender Capital, Llc.
|
BUY
|
- |
600New |
$282K - $315K
|
600
$349K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-8.53K- 10.73% |
$4M - $4.48M
|
70.9K
$41.3M
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
400New |
$188K - $210K
|
400
$233K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
388New |
$182K - $204K
|
388
$226K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
64+ 3.94% |
$30.1K - $33.6K
|
1.69K
$982K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
5.66KNew |
$2.66M - $2.98M
|
5.66K
$3.29M
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
57New |
$26.8K - $30K
|
57
$33.2K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
23.1K+ 19.89% |
$10.8M - $12.1M
|
139K
$80.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
589New |
$277K - $310K
|
589
$343K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
3.02K+ 5.83% |
$1.42M - $1.59M
|
54.8K
$31.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
401New |
$188K - $211K
|
401
$233K
|
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
507New |
$238K - $267K
|
507
$295K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-8- 0.13% |
$3.76K - $4.21K
|
6.34K
$3.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
27.1KNew |
$12.7M - $14.2M
|
27.1K
$15.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Ds Manager LLC
Miami Beach, FL |
BUY
|
- |
2.47KNew |
$1.16M - $1.3M
|
2.47K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-922- 57.34% |
$433K - $485K
|
686
$399K
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-54- 9.69% |
$25.4K - $28.4K
|
503
$293K
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
555KNew |
$261M - $292M
|
555K
$323M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-40- 9.48% |
$18.8K - $21K
|
382
$222K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
19KNew |
$8.92M - $9.99M
|
19K
$11.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-46- 5.58% |
$21.6K - $24.2K
|
779
$453K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.03K- 66.99% |
$481K - $539K
|
505
$294K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.35KNew |
$633K - $709K
|
1.35K
$785K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
181+ 8.33% |
$85K - $95.2K
|
2.35K
$1.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
413New |
$194K - $217K
|
413
$240K
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
SELL
|
- |
-185- 30.83% |
$86.9K - $97.3K
|
415
$242K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
711New |
$334K - $374K
|
711
$414K
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
26New |
$12.2K - $13.7K
|
26
$15.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-402- 15.18% |
$189K - $211K
|
2.25K
$1.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3New |
$1.41K - $1.58K
|
3
$1.75K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
19.4K+ 25.33% |
$9.11M - $10.2M
|
96K
$55.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-54- 4.76% |
$25.4K - $28.4K
|
1.08K
$629K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
100New |
$47K - $52.6K
|
100
$58.2K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
14+ 0.89% |
$6.57K - $7.36K
|
1.59K
$928K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.3KNew |
$610K - $683K
|
1.3K
$757K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-85K- 93.82% |
$39.9M - $44.7M
|
5.6K
$3.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
392New |
$184K - $206K
|
392
$228K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
3.33KNew |
$1.57M - $1.75M
|
3.33K
$1.94M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
1New |
$470 - $526
|
1
$582
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
141New |
$66.2K - $74.1K
|
141
$82.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
392New |
$184K - $206K
|
392
$228K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-318- 1.19% |
$149K - $167K
|
26.4K
$15.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-255- 20.8% |
$120K - $134K
|
971
$565K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
99+ 1.17% |
$46.5K - $52K
|
8.54K
$4.97M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
658New |
$309K - $346K
|
658
$383K
|