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 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
36+ 0.46% |
$18.7K - $20.8K
|
7.8K
$4.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5+ 0.47% |
$2.6K - $2.88K
|
1.08K
$655K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-81- 3.48% |
$42.1K - $46.7K
|
2.25K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-7.5K- 7.15% |
$3.9M - $4.33M
|
97.4K
$59.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-537- 16.81% |
$279K - $310K
|
2.66K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-966- 0.71% |
$502K - $557K
|
135K
$82.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-263K- 82.92% |
$137M - $152M
|
54.2K
$33M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-944- 51.93% |
$491K - $545K
|
874
$531K
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
SELL
|
- |
-1- 0.25% |
$520 - $577
|
406
$247K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
172+ 46.36% |
$89.5K - $99.2K
|
543
$330K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-212- 11.97% |
$110K - $122K
|
1.56K
$948K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-55- 91.67% |
$28.6K - $31.7K
|
5
$3.04K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.28K+ 7.27% |
$664K - $737K
|
18.8K
$11.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-639- 3.19% |
$332K - $369K
|
19.4K
$11.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-972- 2.83% |
$506K - $561K
|
33.4K
$20.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1+ 0.1% |
$520 - $577
|
1.02K
$618K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-90- 5.18% |
$46.8K - $51.9K
|
1.65K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2.07K+ 12.94% |
$1.08M - $1.19M
|
18K
$11M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
227+ 1.84% |
$118K - $131K
|
12.6K
$7.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-445- 0.6% |
$231K - $257K
|
73.8K
$44.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
3+ 0.05% |
$1.56K - $1.73K
|
5.93K
$3.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
5.1KNew |
$2.65M - $2.94M
|
5.1K
$3.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-43- 0.45% |
$22.4K - $24.8K
|
9.48K
$5.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-653- 0.43% |
$340K - $377K
|
151K
$91.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-11.3K- 22.67% |
$5.87M - $6.51M
|
38.5K
$23.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-800- 58.57% |
$416K - $461K
|
566
$344K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
534New |
$278K - $308K
|
534
$325K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-61- 2.03% |
$31.7K - $35.2K
|
2.95K
$1.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
540+ 8.7% |
$281K - $311K
|
6.75K
$4.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
269+ 6.99% |
$140K - $155K
|
4.12K
$2.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
620+ 0.96% |
$323K - $358K
|
65K
$39.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.55K- 0.12% |
$804K - $892K
|
1.32M
$802M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-619- 9.84% |
$322K - $357K
|
5.67K
$3.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-4.38K- 7.78% |
$2.28M - $2.52M
|
51.9K
$31.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
69New |
$35.9K - $39.8K
|
69
$41.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-491- 1.26% |
$255K - $283K
|
38.5K
$23.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
515+ 1.03% |
$268K - $297K
|
50.7K
$30.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
1.68K+ 2.52% |
$874K - $970K
|
68.4K
$41.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.43K+ 2.39% |
$743K - $824K
|
61.2K
$37.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.65K+ 6.14% |
$2.42M - $2.68M
|
80.5K
$48.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-2.04K- 4.09% |
$1.06M - $1.18M
|
47.8K
$29.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
866New |
$450K - $500K
|
866
$526K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-132- 4.77% |
$68.7K - $76.1K
|
2.64K
$1.6M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-308- 3.24% |
$160K - $178K
|
9.21K
$5.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-329- 0.75% |
$171K - $190K
|
43.7K
$26.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3+ 0.45% |
$1.56K - $1.73K
|
673
$409K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-187- 25.37% |
$97.3K - $108K
|
550
$334K
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
7+ 0.7% |
$3.64K - $4.04K
|
1.01K
$613K
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-105- 0.26% |
$54.6K - $60.6K
|
40K
$24.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-101- 7.47% |
$52.5K - $58.3K
|
1.25K
$761K
|