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 16, 2020
Q3 2020
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
- |
-193- 4.24% |
$60.2K - $69.3K
|
4.36K
$2.67M
|
|
|
Nov 13, 2020
Q3 2020
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-8.45KClosed |
$2.63M - $3.04M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Hrs Investment Holdings, LLC
New York, NY |
SELL
|
- |
-15.2K- 7.48% |
$4.72M - $5.44M
|
187K
$115M
|
|
|
Nov 12, 2020
Q3 2020
|
Massachusetts Institute Of Technology
Cambridge, MA |
SELL
|
- |
-42.9KClosed |
$13.4M - $15.4M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-119KClosed |
$37.1M - $42.8M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-16- 1.37% |
$4.99K - $5.75K
|
1.15K
$704K
|
|
|
Nov 06, 2020
Q3 2020
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-6.85KClosed |
$2.14M - $2.46M
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Dudley & Shanley, Inc.
|
BUY
|
- |
1.89KNew |
$590K - $680K
|
1.89K
$1.16M
|
|
|
Nov 03, 2020
Q3 2020
|
Community Bank Of Raymore
|
BUY
|
- |
600New |
$187K - $216K
|
600
$368K
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
91.4KNew |
$28.5M - $32.8M
|
91.4K
$56M
|
|
|
Oct 15, 2020
Q3 2020
|
Bowling Portfolio Management LLC
|
BUY
|
- |
629New |
$196K - $226K
|
629
$385K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-23.9K- 21.15% |
$5.89M - $7.74M
|
89K
$54.5M
|
|
|
Aug 14, 2020
Q2 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-4.45KClosed |
$1.1M - $1.44M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.02KNew |
$499K - $656K
|
2.02K
$1.24M
|
|
|
Aug 13, 2020
Q2 2020
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-16.1KClosed |
$3.96M - $5.21M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Swiss Re LTD
Zurich, V8 |
SELL
|
- |
-840KClosed |
$207M - $273M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
24New |
$5.92K - $7.79K
|
24
$14.7K
|
|
|
Aug 11, 2020
Q2 2020
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-845Closed |
$209K - $274K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-5KClosed |
$1.23M - $1.62M
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
35New |
$8.64K - $11.4K
|
35
$21.4K
|
|
|
Aug 04, 2020
Q2 2020
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.29K- 56.68% |
$318K - $418K
|
986
$604K
|
|
|
Jul 30, 2020
Q2 2020
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-880Closed |
$217K - $285K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-2.48KClosed |
$613K - $805K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Sep 05, 2023
Q1 2020
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
129KNew |
$29M - $43.9M
|
129K
$79.1M
|
|
|
Feb 24, 2021
Q1 2020
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-679Closed |
$153K - $231K
|
0
$0
|
|
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
CALL |
1New |
$225 - $340
|
1
$613
|
|
|
May 15, 2020
Q1 2020
|
Covenant Partners, LLC
|
SELL
|
- |
-325- 27.08% |
$73K - $110K
|
875
$536K
|
|
|
May 15, 2020
Q1 2020
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-785Closed |
$176K - $267K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-741KClosed |
$166M - $252M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-2.58KClosed |
$580K - $878K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
BUY
|
PUT |
15.9K+ 481.82% |
$3.57M - $5.4M
|
19.2K
$11.8M
|
|
|
May 12, 2020
Q1 2020
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-41.8KClosed |
$9.39M - $14.2M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Gruss & Co., LLC
|
SELL
|
- |
-2.5KClosed |
$562K - $850K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Alta Capital Management LLC
|
SELL
|
- |
-1.25KClosed |
$280K - $423K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-849Closed |
$191K - $289K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Spence Asset Management
|
SELL
|
- |
-6Closed |
$1.35K - $2.04K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Nikulski Financial, Inc.
|
SELL
|
- |
-857Closed |
$193K - $291K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Ninepoint Partners LP
|
SELL
|
- |
-2KClosed |
$449K - $680K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-49.8KClosed |
$11.2M - $16.9M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
University Of Chicago
Chicago, IL |
SELL
|
- |
-58.3KClosed |
$13.1M - $19.8M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Bcm Advisors, LLC
|
SELL
|
- |
-2.43KClosed |
$547K - $827K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Optimum Investment Advisors
|
BUY
|
- |
19New |
$4.27K - $6.46K
|
19
$11.6K
|
|
|
Apr 16, 2020
Q1 2020
|
Corbenic Partners LLC
|
SELL
|
- |
-163Closed |
$36.6K - $55.4K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-1.49KClosed |
$430K - $482K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
83New |
$24K - $26.9K
|
83
$50.9K
|
|
|
Jan 31, 2020
Q4 2019
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-3KClosed |
$869K - $973K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-4Closed |
$1.16K - $1.3K
|
0
$0
|
|
|
Jan 13, 2020
Q4 2019
|
Peavine Capital, LLC
|
SELL
|
- |
-2.07KClosed |
$598K - $670K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
1KNew |
$286K - $304K
|
1K
$613K
|
|
|
Nov 14, 2019
Q3 2019
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
4.66KNew |
$1.33M - $1.41M
|
4.66K
$2.85M
|
|