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 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
535+ 13.91% |
$278K - $309K
|
4.38K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
248K+ 12.16% |
$129M - $143M
|
2.29M
$1.39B
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
13.7K+ 87.71% |
$7.14M - $7.92M
|
29.4K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
101K+ 20.18% |
$52.8M - $58.5M
|
604K
$367M
|
|
|
Nov 14, 2024
Q3 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
696KNew |
$362M - $401M
|
696K
$423M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-826- 4.54% |
$430K - $476K
|
17.4K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
3.18K+ 167.51% |
$1.65M - $1.83M
|
5.08K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
236K+ 8.14% |
$123M - $136M
|
3.14M
$1.91B
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
456+ 23.07% |
$237K - $263K
|
2.43K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3+ 0.23% |
$1.56K - $1.73K
|
1.31K
$798K
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-2- 0.04% |
$1.04K - $1.15K
|
4.82K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
186K+ 1413.67% |
$96.8M - $107M
|
199K
$121M
|
|
|
Nov 14, 2024
Q3 2024
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
17K+ 12.84% |
$8.84M - $9.81M
|
149K
$90.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
1.32K+ 1.62% |
$687K - $761K
|
82.6K
$50.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.17K- 23.53% |
$2.69M - $2.98M
|
16.8K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
26 North Partners LP
New York, NY |
BUY
|
- |
239+ 0.1% |
$124K - $138K
|
249K
$151M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
851+ 50.5% |
$443K - $491K
|
2.54K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.35K- 54.95% |
$701K - $778K
|
1.11K
$671K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.6K+ 42.79% |
$831K - $921K
|
5.33K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-230- 2.33% |
$120K - $133K
|
9.66K
$5.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-33- 0.16% |
$17.2K - $19K
|
20.9K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
52+ 2.87% |
$27K - $30K
|
1.87K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
145+ 0.34% |
$75.4K - $83.6K
|
43K
$26.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-979- 27.47% |
$509K - $565K
|
2.59K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.3K+ 19.48% |
$4.32M - $4.79M
|
50.9K
$30.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.12K- 22.24% |
$581K - $644K
|
3.91K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.46K+ 162.61% |
$758K - $840K
|
2.35K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
6.5KNew |
$3.38M - $3.75M
|
6.5K
$3.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
5.48K+ 29.57% |
$2.85M - $3.16M
|
24K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.4KNew |
$1.77M - $1.96M
|
3.4K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
142K+ 47.76% |
$73.9M - $82M
|
440K
$267M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
7New |
$3.64K - $4.04K
|
7
$4.25K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
24.1K+ 30.16% |
$12.6M - $13.9M
|
104K
$63.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
50+ 3.64% |
$26K - $28.8K
|
1.42K
$864K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-75- 5.4% |
$39K - $43.3K
|
1.31K
$798K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.67K- 48.03% |
$3.99M - $4.43M
|
8.3K
$5.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
369KNew |
$192M - $213M
|
369K
$224M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
39+ 0.56% |
$20.3K - $22.5K
|
6.99K
$4.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.77K+ 31.77% |
$922K - $1.02M
|
7.35K
$4.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
27+ 9.25% |
$14K - $15.6K
|
319
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
73+ 2.31% |
$38K - $42.1K
|
3.24K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100- 0.64% |
$52K - $57.7K
|
15.6K
$9.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
1.97KNew |
$1.03M - $1.14M
|
1.97K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
163New |
$84.8K - $94K
|
163
$99K
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
940New |
$489K - $542K
|
940
$571K
|
|
|
Nov 13, 2024
Q3 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-123K- 28.91% |
$64.2M - $71.2M
|
304K
$184M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-54- 0.92% |
$28.1K - $31.1K
|
5.8K
$3.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.97K+ 110.91% |
$2.07M - $2.29M
|
7.56K
$4.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
16+ 0.54% |
$8.32K - $9.23K
|
2.95K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.26K+ 17.7% |
$658K - $729K
|
8.4K
$5.11M
|