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
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.34K+ 9.02% |
$1.22M - $1.35M
|
28.2K
$16.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
34.6KNew |
$18M - $20M
|
34.6K
$20.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
55+ 2.2% |
$28.6K - $31.7K
|
2.56K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
26+ 0.54% |
$13.5K - $15K
|
4.82K
$2.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-87- 12.24% |
$45.3K - $50.2K
|
624
$373K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-49.3K- 5.89% |
$25.7M - $28.4M
|
788K
$471M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-741- 2.04% |
$385K - $427K
|
35.7K
$21.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
683+ 6.65% |
$355K - $394K
|
11K
$6.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.91K+ 8.39% |
$2.03M - $2.25M
|
50.5K
$30.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-2- 0.15% |
$1.04K - $1.15K
|
1.32K
$789K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
682+ 6.76% |
$355K - $393K
|
10.8K
$6.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
16.4KNew |
$8.53M - $9.46M
|
16.4K
$9.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
176+ 2.29% |
$91.6K - $102K
|
7.85K
$4.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
631K+ 39729.68% |
$328M - $364M
|
632K
$378M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
485+ 5.29% |
$252K - $280K
|
9.66K
$5.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
851New |
$443K - $491K
|
851
$509K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
48+ 3.58% |
$25K - $27.7K
|
1.39K
$830K
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.55K+ 814.74% |
$805K - $893K
|
1.74K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-16- 0.04% |
$8.32K - $9.23K
|
42.5K
$25.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-3.92K- 87.55% |
$2.04M - $2.26M
|
558
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.7K- 45.48% |
$884K - $980K
|
2.04K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
126K+ 5.48% |
$65.7M - $72.9M
|
2.43M
$1.45B
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
728+ 10.21% |
$379K - $420K
|
7.86K
$4.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-275- 0.14% |
$143K - $159K
|
197K
$118M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.72K+ 2.61% |
$1.41M - $1.57M
|
107K
$63.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-1.52K- 38.41% |
$791K - $877K
|
2.44K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
95.8K+ 447.68% |
$49.9M - $55.3M
|
117K
$70.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-117- 9.72% |
$60.9K - $67.5K
|
1.09K
$650K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2.43K- 5.28% |
$1.26M - $1.4M
|
43.6K
$26M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
110+ 5.94% |
$57.2K - $63.5K
|
1.96K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
4.27K+ 9.79% |
$2.22M - $2.47M
|
47.9K
$28.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-138- 8.28% |
$71.8K - $79.6K
|
1.53K
$914K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-3.87K- 72.04% |
$2.01M - $2.23M
|
1.5K
$897K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
18.7K+ 2.94% |
$9.74M - $10.8M
|
656K
$392M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-977- 5.38% |
$508K - $564K
|
17.2K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.19K+ 2.11% |
$4.78M - $5.3M
|
445K
$266M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
27+ 1.02% |
$14K - $15.6K
|
2.67K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5.65K- 5.48% |
$2.94M - $3.26M
|
97.5K
$58.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-304- 2.42% |
$158K - $175K
|
12.3K
$7.33M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
162+ 41.12% |
$84.3K - $93.4K
|
556
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-45.5K- 6.94% |
$23.7M - $26.3M
|
610K
$364M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.14K+ 3.56% |
$594K - $658K
|
33.2K
$19.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
52.9K+ 12.28% |
$27.5M - $30.5M
|
484K
$289M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
226K+ 19.34% |
$118M - $130M
|
1.4M
$834M
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-7- 1.56% |
$3.64K - $4.04K
|
441
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-147- 24.5% |
$76.5K - $84.8K
|
453
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
533+ 2.78% |
$277K - $307K
|
19.7K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.6KNew |
$3.43M - $3.81M
|
6.6K
$3.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.03% |
$520 - $577
|
3.92K
$2.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
11.2K+ 1.48% |
$5.84M - $6.47M
|
767K
$458M
|