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 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
940New |
$489K - $542K
|
940
$562K
|
|
|
Nov 13, 2024
Q3 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-123K- 28.91% |
$64.2M - $71.2M
|
304K
$181M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-54- 0.92% |
$28.1K - $31.1K
|
5.8K
$3.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.97K+ 110.91% |
$2.07M - $2.29M
|
7.56K
$4.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
16+ 0.54% |
$8.32K - $9.23K
|
2.95K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.26K+ 17.7% |
$658K - $729K
|
8.4K
$5.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-48- 0.3% |
$25K - $27.7K
|
15.8K
$9.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
526K+ 249.03% |
$273M - $303M
|
737K
$440M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
117K+ 15.81% |
$61M - $67.6M
|
859K
$513M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
491K+ 7.14% |
$255M - $283M
|
7.37M
$4.4B
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-46- 0.65% |
$23.9K - $26.5K
|
7.09K
$4.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-36.4K- 3.37% |
$18.9M - $21M
|
1.04M
$624M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
286+ 35.57% |
$149K - $165K
|
1.09K
$651K
|
|
|
Nov 13, 2024
Q3 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
17+ 0.38% |
$8.84K - $9.81K
|
4.53K
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-3.16K- 64.5% |
$1.65M - $1.82M
|
1.74K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.09K- 7.84% |
$1.6M - $1.78M
|
36.3K
$21.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
110New |
$57.2K - $63.5K
|
110
$65.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.12K- 0.29% |
$585K - $648K
|
382K
$228M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.45K+ 7.27% |
$1.28M - $1.41M
|
36.2K
$21.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
869+ 25.97% |
$452K - $501K
|
4.22K
$2.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-5- 0.06% |
$2.6K - $2.88K
|
8.03K
$4.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
148K+ 26.41% |
$77.2M - $85.6M
|
711K
$425M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-189- 1.43% |
$98.3K - $109K
|
13K
$7.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-87- 1.43% |
$45.3K - $50.2K
|
5.99K
$3.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-34- 1.02% |
$17.7K - $19.6K
|
3.29K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-47- 0.53% |
$24.4K - $27.1K
|
8.84K
$5.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-24.5K- 5.15% |
$12.7M - $14.1M
|
451K
$270M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
73New |
$38K - $42.1K
|
73
$43.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.25K- 10.29% |
$1.17M - $1.3M
|
19.6K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2.96K+ 3.49% |
$1.54M - $1.71M
|
87.6K
$52.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.71K+ 21.58% |
$891K - $988K
|
9.65K
$5.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
338+ 1.86% |
$176K - $195K
|
18.6K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
82+ 1.6% |
$42.7K - $47.3K
|
5.19K
$3.1M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.6K- 5.66% |
$5.51M - $6.11M
|
176K
$105M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-5.99K- 7.2% |
$3.11M - $3.45M
|
77.2K
$46.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-486- 47.28% |
$253K - $280K
|
542
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-20.4K- 1.23% |
$10.6M - $11.7M
|
1.63M
$975M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
621+ 2.64% |
$323K - $358K
|
24.2K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-138K- 21.63% |
$71.7M - $79.5M
|
499K
$299M
|
|
|
Nov 13, 2024
Q3 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-3.4K- 2.48% |
$1.77M - $1.96M
|
134K
$79.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-38- 5.15% |
$19.8K - $21.9K
|
700
$418K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
407+ 6.51% |
$212K - $235K
|
6.66K
$3.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
1.99K+ 3.2% |
$1.04M - $1.15M
|
64.2K
$38.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
122+ 8.88% |
$63.5K - $70.4K
|
1.5K
$894K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.11K+ 9.14% |
$1.62M - $1.79M
|
37.1K
$22.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-21.7K- 28.14% |
$11.3M - $12.5M
|
55.5K
$33.2M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
71+ 2.63% |
$36.9K - $41K
|
2.77K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
5.98K+ 11.97% |
$3.11M - $3.45M
|
56K
$33.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.9K+ 3.95% |
$7.75M - $8.6M
|
392K
$234M
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-116K- 7.99% |
$60.1M - $66.7M
|
1.33M
$796M
|