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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
14+ 2.58% |
$7.28K - $8.08K
|
557
$338K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
268+ 2.39% |
$139K - $155K
|
11.5K
$6.97M
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
SELL
|
- |
-8- 0.12% |
$4.16K - $4.61K
|
6.82K
$4.14M
|
|
|
Jan 14, 2025
Q3 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-3.97K- 4.34% |
$2.06M - $2.29M
|
87.5K
$53.2M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
239+ 49.79% |
$124K - $138K
|
719
$437K
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-584- 13.02% |
$304K - $337K
|
3.9K
$2.37M
|
|
|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
15+ 0.82% |
$7.8K - $8.65K
|
1.85K
$1.13M
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
3.72KNew |
$1.94M - $2.15M
|
3.72K
$2.26M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.19M+ 11.68% |
$1.14B - $1.26B
|
20.9M
$12.7B
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
283+ 44.08% |
$147K - $163K
|
925
$562K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
259+ 1.26% |
$135K - $149K
|
20.8K
$12.7M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.67K- 3.6% |
$3.99M - $4.42M
|
205K
$125M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-122- 1.32% |
$63.5K - $70.4K
|
9.14K
$5.55M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-208- 6.0% |
$108K - $120K
|
3.26K
$1.98M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
26.5K+ 26.29% |
$13.8M - $15.3M
|
127K
$77.4M
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-160- 2.37% |
$83.2K - $92.3K
|
6.59K
$4.01M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-99- 2.51% |
$51.5K - $57.1K
|
3.85K
$2.34M
|
|
|
Dec 03, 2024
Q3 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
SELL
|
- |
-8.07K- 14.81% |
$4.2M - $4.65M
|
46.4K
$28.2M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-65- 3.35% |
$33.8K - $37.5K
|
1.88K
$1.14M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
470+ 2.52% |
$244K - $271K
|
19.1K
$11.6M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6+ 0.69% |
$3.12K - $3.46K
|
874
$531K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-276- 10.04% |
$144K - $159K
|
2.47K
$1.5M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13.7K+ 27.61% |
$7.15M - $7.93M
|
63.5K
$38.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-292- 1.2% |
$152K - $168K
|
24.1K
$14.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-427K- 92.76% |
$222M - $246M
|
33.3K
$20.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
542KNew |
$282M - $313M
|
542K
$329M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
2.66K+ 1.09% |
$1.38M - $1.53M
|
247K
$150M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-711- 2.67% |
$370K - $410K
|
25.9K
$15.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-15.7K- 8.13% |
$8.14M - $9.03M
|
177K
$107M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-69- 0.05% |
$35.9K - $39.8K
|
128K
$78M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
2.15K+ 1.74% |
$1.12M - $1.24M
|
126K
$76.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-3.53K- 65.36% |
$1.84M - $2.04M
|
1.87K
$1.14M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
351+ 2.11% |
$183K - $202K
|
17K
$10.3M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
840+ 1.06% |
$437K - $485K
|
79.8K
$48.5M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
373New |
$194K - $215K
|
373
$227K
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.17K+ 1089.3% |
$2.17M - $2.41M
|
4.56K
$2.77M
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-27- 3.83% |
$14K - $15.6K
|
678
$412K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
242+ 4.17% |
$126K - $140K
|
6.05K
$3.67M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-63.1K- 32.78% |
$32.8M - $36.4M
|
129K
$78.5M
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-244- 5.55% |
$127K - $141K
|
4.15K
$2.52M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
107+ 0.28% |
$55.7K - $61.7K
|
38K
$23.1M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.96K+ 514.44% |
$1.02M - $1.13M
|
2.34K
$1.42M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3+ 0.07% |
$1.56K - $1.73K
|
4.34K
$2.63M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
81+ 8.49% |
$42.1K - $46.7K
|
1.04K
$629K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-48K- 43.95% |
$25M - $27.7M
|
61.2K
$37.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
954+ 16.14% |
$496K - $550K
|
6.87K
$4.17M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
5.73K+ 0.41% |
$2.98M - $3.31M
|
1.42M
$860M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-32.8K- 1.45% |
$17.1M - $18.9M
|
2.24M
$1.36B
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.51K+ 49.31% |
$785K - $871K
|
4.57K
$2.78M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
108+ 5.49% |
$56.2K - $62.3K
|
2.08K
$1.26M
|