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 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
47+ 10.93% |
$24.4K - $27.1K
|
477
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-25- 0.43% |
$13K - $14.4K
|
5.73K
$3.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
17.7K+ 9.35% |
$9.22M - $10.2M
|
207K
$126M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.95K- 1.58% |
$1.01M - $1.12M
|
121K
$73.6M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.34K+ 5.89% |
$697K - $773K
|
24.1K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
12.2K+ 685.25% |
$6.36M - $7.05M
|
14K
$8.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
118+ 11.01% |
$61.4K - $68.1K
|
1.19K
$723K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28.1K- 0.19% |
$14.6M - $16.2M
|
14.8M
$8.99B
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.07K- 15.39% |
$555K - $615K
|
5.87K
$3.57M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
195+ 0.42% |
$101K - $112K
|
46.9K
$28.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
141+ 17.32% |
$73.3K - $81.3K
|
955
$581K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
174+ 0.5% |
$90.5K - $100K
|
34.7K
$21.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
35.4K+ 3.89% |
$18.4M - $20.4M
|
947K
$576M
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-2.26K- 24.05% |
$1.18M - $1.31M
|
7.15K
$4.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
462K+ 4520.71% |
$240M - $266M
|
472K
$287M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.61K- 2.59% |
$835K - $926K
|
60.4K
$36.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.42K+ 2.01% |
$2.3M - $2.55M
|
224K
$136M
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-6.62K- 8.48% |
$3.45M - $3.82M
|
71.4K
$43.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-9- 0.16% |
$4.68K - $5.19K
|
5.73K
$3.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
10.2KNew |
$5.32M - $5.9M
|
10.2K
$6.22M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-680- 4.9% |
$354K - $392K
|
13.2K
$8.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
1.56K+ 3.89% |
$813K - $902K
|
41.8K
$25.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-25- 6.27% |
$13K - $14.4K
|
374
$227K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.48K+ 17.51% |
$1.29M - $1.43M
|
16.6K
$10.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
469K+ 36.79% |
$244M - $271M
|
1.74M
$1.06B
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
460+ 15.89% |
$239K - $265K
|
3.35K
$2.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
712+ 2.1% |
$370K - $411K
|
34.6K
$21M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
478New |
$249K - $276K
|
478
$291K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.19K+ 3.34% |
$1.14M - $1.26M
|
67.9K
$41.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-958- 12.75% |
$498K - $553K
|
6.55K
$3.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.95K- 0.97% |
$1.53M - $1.7M
|
301K
$183M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-329- 1.44% |
$171K - $190K
|
22.6K
$13.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
97+ 1.55% |
$50.5K - $56K
|
6.37K
$3.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
54.2KNew |
$28.2M - $31.3M
|
54.2K
$32.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-102- 0.12% |
$53.1K - $58.8K
|
81.8K
$49.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5- 0.29% |
$2.6K - $2.88K
|
1.74K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.5K- 2.18% |
$5.44M - $6.04M
|
470K
$286M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
500+ 25.0% |
$260K - $288K
|
2.5K
$1.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-415- 4.38% |
$216K - $239K
|
9.06K
$5.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
16+ 0.23% |
$8.32K - $9.23K
|
6.96K
$4.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
352New |
$183K - $203K
|
352
$214K
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
BUY
|
- |
1.16K+ 21.22% |
$603K - $669K
|
6.63K
$4.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-44- 3.06% |
$22.9K - $25.4K
|
1.39K
$847K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
289+ 10.2% |
$150K - $167K
|
3.12K
$1.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.27K+ 7.38% |
$1.18M - $1.31M
|
33.1K
$20.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
14.7K+ 37.52% |
$7.62M - $8.45M
|
53.7K
$32.6M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
14.5K+ 2.32% |
$7.53M - $8.35M
|
639K
$388M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
84+ 6.89% |
$43.7K - $48.5K
|
1.3K
$793K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
52+ 3.64% |
$27K - $30K
|
1.48K
$900K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.18K+ 0.78% |
$612K - $678K
|
152K
$92.2M
|