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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
9.48KNew |
$4.45M - $4.98M
|
9.48K
$5.52M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.37% |
$939 - $1.05K
|
542
$315K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-49- 3.11% |
$23K - $25.8K
|
1.53K
$888K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-243- 30.45% |
$114K - $128K
|
555
$323K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-313- 10.79% |
$147K - $165K
|
2.59K
$1.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
26+ 1.88% |
$12.2K - $13.7K
|
1.41K
$819K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.45KNew |
$683K - $764K
|
1.45K
$846K
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
40New |
$18.8K - $21K
|
40
$23.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
90+ 1.52% |
$42.3K - $47.3K
|
6.02K
$3.51M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-332- 4.09% |
$156K - $175K
|
7.79K
$4.53M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-351- 65.12% |
$165K - $185K
|
188
$109K
|
|
|
Apr 01, 2024
Q1 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
552New |
$259K - $290K
|
552
$321K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
773New |
$319K - $370K
|
773
$450K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
5.56KNew |
$2.29M - $2.66M
|
5.56K
$3.24M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-761Closed |
$314K - $365K
|
0
$0
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-945Closed |
$390K - $453K
|
0
$0
|
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
2.03KNew |
$837K - $972K
|
2.03K
$1.18M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.41KNew |
$582K - $675K
|
1.41K
$821K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
24New |
$9.9K - $11.5K
|
24
$14K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
7+ 6.14% |
$2.89K - $3.35K
|
121
$70.4K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
246New |
$101K - $118K
|
246
$143K
|
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
664New |
$274K - $318K
|
664
$386K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
16+ 0.05% |
$6.6K - $7.66K
|
31.1K
$18.1M
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-1.1K- 12.36% |
$454K - $527K
|
7.8K
$4.54M
|
|
|
Feb 15, 2024
Q4 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
29.7KNew |
$12.2M - $14.2M
|
29.7K
$17.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
272New |
$112K - $130K
|
272
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
503New |
$208K - $241K
|
503
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
183New |
$75.5K - $87.7K
|
183
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
171New |
$70.5K - $81.9K
|
171
$99.5K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-483- 7.6% |
$199K - $231K
|
5.87K
$3.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Endurance Services LTD
Purchase, NY |
BUY
|
- |
307KNew |
$127M - $147M
|
307K
$179M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Investments LLC
Denver, CO |
BUY
|
- |
18.4KNew |
$7.59M - $8.81M
|
18.4K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
592New |
$244K - $284K
|
592
$345K
|
|
|
Feb 13, 2024
Q4 2023
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
428New |
$177K - $205K
|
428
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
436New |
$180K - $209K
|
436
$254K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-427- 28.81% |
$176K - $205K
|
1.06K
$614K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
226KNew |
$93.1M - $108M
|
226K
$131M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-2.3K- 57.5% |
$949K - $1.1M
|
1.7K
$989K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
16+ 94.12% |
$6.6K - $7.66K
|
33
$19.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
4.61K+ 9.77% |
$1.9M - $2.21M
|
51.8K
$30.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Opus Investment Management Inc
|
SELL
|
- |
-120- 9.45% |
$49.5K - $57.5K
|
1.15K
$669K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
3.67K+ 2.8% |
$1.52M - $1.76M
|
135K
$78.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
19.4K+ 9.72% |
$8.02M - $9.31M
|
219K
$128M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
301New |
$124K - $144K
|
301
$175K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
398New |
$164K - $191K
|
398
$232K
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
490New |
$202K - $235K
|
490
$285K
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
496New |
$205K - $238K
|
496
$289K
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
421New |
$174K - $202K
|
421
$245K
|
|
|
Feb 07, 2024
Q4 2023
|
Daido Life Insurance CO
Tokyo, M0 |
BUY
|
- |
78.8K+ 28.85% |
$32.5M - $37.7M
|
352K
$205M
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-1.32K- 11.21% |
$543K - $630K
|
10.4K
$6.07M
|
|