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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-508Closed |
$219K - $244K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Entrust Global Partners L L C
New York, NY |
BUY
|
- |
48KNew |
$20.6M - $23M
|
48K
$27.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-864Closed |
$372K - $414K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.33KClosed |
$2.3M - $2.56M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
BUY
|
- |
642New |
$276K - $308K
|
642
$374K
|
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-78.3KClosed |
$33.7M - $37.5M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Harvard Management CO Inc
Boston, MA |
SELL
|
- |
-65.3KClosed |
$28.1M - $31.3M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
119New |
$51.2K - $57.1K
|
119
$69.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-568Closed |
$244K - $272K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-2.02K- 70.27% |
$870K - $969K
|
855
$498K
|
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-637KClosed |
$274M - $306M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
575New |
$247K - $276K
|
575
$335K
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.89KClosed |
$1.24M - $1.39M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
933New |
$401K - $447K
|
933
$543K
|
|
|
Feb 07, 2022
Q4 2021
|
Kearns & Associates LLC
|
BUY
|
- |
605New |
$260K - $290K
|
605
$352K
|
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-18.3KClosed |
$7.87M - $8.77M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
697New |
$300K - $334K
|
697
$406K
|
|
|
Jan 31, 2022
Q4 2021
|
Carderock Capital Management Inc
|
SELL
|
- |
-47Closed |
$20.2K - $22.5K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-50- 1.66% |
$21.5K - $24K
|
2.97K
$1.73M
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
18New |
$7.75K - $8.63K
|
18
$10.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Regent Investment Management LLC
|
SELL
|
- |
-2.02K- 74.14% |
$867K - $966K
|
703
$409K
|
|
|
Jan 20, 2022
Q4 2021
|
America First Investment Advisors, LLC
|
SELL
|
- |
-30Closed |
$12.9K - $14.4K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-1.01KClosed |
$435K - $484K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-475Closed |
$204K - $228K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-470Closed |
$202K - $225K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-7Closed |
$3.01K - $3.36K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
126+ 17.85% |
$53.8K - $57.4K
|
832
$484K
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-3.62KClosed |
$1.55M - $1.65M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-3.17KClosed |
$1.35M - $1.44M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-98Closed |
$41.8K - $44.6K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-2.1KClosed |
$896K - $956K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-3.63KClosed |
$1.55M - $1.65M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-2.99KClosed |
$1.27M - $1.36M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
281New |
$120K - $128K
|
281
$164K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.03KClosed |
$865K - $922K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
CALL |
359New |
$153K - $163K
|
359
$209K
|
|
|
Nov 10, 2021
Q3 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-35KClosed |
$14.9M - $15.9M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-76Closed |
$32.4K - $34.6K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-118Closed |
$50.4K - $53.7K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
66.4KNew |
$28.3M - $30.2M
|
66.4K
$38.6M
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-117Closed |
$49.9K - $53.3K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-42.8KClosed |
$18.3M - $19.5M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-42.8KClosed |
$18.3M - $19.5M
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-40- 3.37% |
$17.1K - $18.2K
|
1.15K
$668K
|
|
| Q2 2021 | |||||||
|
May 05, 2025
Q2 2021
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-211- 14.9% |
$84.8K - $90.7K
|
1.21K
$701K
|
|
|
Jul 07, 2022
Q2 2021
|
Baker Boyer National Bank
|
SELL
|
- |
-3.13KClosed |
$1.26M - $1.35M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
1.18MNew |
$475M - $508M
|
1.18M
$687M
|
|
|
Aug 13, 2021
Q2 2021
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-337Closed |
$136K - $145K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-839Closed |
$337K - $361K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-609Closed |
$245K - $262K
|
0
$0
|
|