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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.85KNew |
$1.97M - $2.16M
|
4.85K
$2.82M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
2+ 0.04% |
$812 - $891
|
5.24K
$3.05M
|
|
|
Jul 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-22- 1.9% |
$8.94K - $9.81K
|
1.14K
$661K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-651- 0.26% |
$264K - $290K
|
252K
$147M
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
PUT |
-838- 1.94% |
$340K - $374K
|
42.5K
$24.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
110New |
$44.7K - $49K
|
110
$64K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-487- 6.3% |
$198K - $217K
|
7.24K
$4.22M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-418- 5.44% |
$170K - $186K
|
7.26K
$4.23M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
17.4K+ 5.15% |
$7.06M - $7.75M
|
355K
$206M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-181- 4.91% |
$73.5K - $80.7K
|
3.5K
$2.04M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
17.4K+ 5.15% |
$7.06M - $7.75M
|
355K
$206M
|
|
|
Jul 21, 2023
Q2 2023
|
Mass General Brigham, Inc
|
SELL
|
- |
-44.2K- 26.81% |
$17.9M - $19.7M
|
121K
$70.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Amtrust Financial Services, Inc.
New York, NY |
SELL
|
- |
-4K- 2.95% |
$1.62M - $1.78M
|
132K
$76.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-228- 31.19% |
$92.6K - $102K
|
503
$293K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-227- 1.22% |
$92.2K - $101K
|
18.3K
$10.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-25- 1.44% |
$10.2K - $11.1K
|
1.71K
$993K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
748New |
$304K - $333K
|
748
$435K
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
81+ 7.93% |
$32.9K - $36.1K
|
1.1K
$641K
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-26- 4.14% |
$10.6K - $11.6K
|
602
$350K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
456New |
$185K - $203K
|
456
$265K
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
363+ 0.71% |
$147K - $162K
|
51.1K
$29.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
582New |
$236K - $259K
|
582
$339K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
125+ 84.46% |
$50.8K - $55.7K
|
273
$159K
|
|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
BUY
|
- |
468New |
$190K - $209K
|
468
$272K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-88- 0.84% |
$35.7K - $39.2K
|
10.4K
$6.04M
|
|
|
Jul 12, 2023
Q2 2023
|
Heron Bay Capital Management
|
BUY
|
- |
3.64KNew |
$1.48M - $1.62M
|
3.64K
$2.12M
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-5- 17.86% |
$2.03K - $2.23K
|
23
$13.4K
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-58- 9.6% |
$23.6K - $25.9K
|
546
$318K
|
|
| Q1 2023 | |||||||
|
Feb 13, 2025
Q1 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-574Closed |
$219K - $240K
|
0
$0
|
|
|
May 16, 2024
Q1 2023
|
Connective Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-285KClosed |
$109M - $119M
|
0
$0
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-24- 2.5% |
$9.15K - $10K
|
937
$545K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-17.6K- 16.57% |
$6.71M - $7.37M
|
88.7K
$51.6M
|
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-2.49K- 34.73% |
$949K - $1.04M
|
4.68K
$2.72M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
5.05K+ 9.36% |
$1.92M - $2.11M
|
58.9K
$34.3M
|
|
|
May 15, 2023
Q1 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-26- 2.21% |
$9.91K - $10.9K
|
1.15K
$669K
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1.56KNew |
$593K - $651K
|
1.56K
$906K
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
16K+ 6.58% |
$6.08M - $6.68M
|
259K
$150M
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-497- 32.09% |
$189K - $208K
|
1.05K
$612K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-1.82K- 18.52% |
$695K - $763K
|
8.02K
$4.67M
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
1.15KNew |
$438K - $481K
|
1.15K
$669K
|
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-5.05K- 82.45% |
$1.92M - $2.11M
|
1.08K
$626K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.05% |
$1.14K - $1.26K
|
5.78K
$3.36M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.07KNew |
$407K - $447K
|
1.07K
$621K
|
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
4.8KNew |
$1.83M - $2.01M
|
4.8K
$2.8M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-6.18K- 51.45% |
$2.36M - $2.59M
|
5.83K
$3.4M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.74MNew |
$3.71B - $4.08B
|
9.74M
$5.67B
|
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
502New |
$191K - $210K
|
502
$292K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
SELL
|
- |
-102K- 98.72% |
$38.8M - $42.6M
|
1.32K
$767K
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
10+ 0.98% |
$3.81K - $4.19K
|
1.03K
$601K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-50- 9.16% |
$19.1K - $20.9K
|
496
$289K
|
|