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 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-66- 2.22% |
$34.3K - $38.1K
|
2.9K
$1.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-30- 0.53% |
$15.6K - $17.3K
|
5.59K
$3.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
360New |
$187K - $208K
|
360
$219K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
9.08K+ 134.32% |
$4.72M - $5.24M
|
15.8K
$9.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-50- 0.55% |
$26K - $28.8K
|
8.97K
$5.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
209+ 4.5% |
$109K - $121K
|
4.86K
$2.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2.29K+ 8.12% |
$1.19M - $1.32M
|
30.5K
$18.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
24.5K+ 19.2% |
$12.7M - $14.1M
|
152K
$92.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
9.56K+ 1.86% |
$4.97M - $5.51M
|
523K
$318M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.05M+ 788.42% |
$544M - $604M
|
1.18M
$717M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
337+ 1.93% |
$175K - $194K
|
17.8K
$10.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-117- 4.73% |
$60.9K - $67.5K
|
2.36K
$1.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.08K- 4.94% |
$1.6M - $1.77M
|
59.2K
$36M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
101+ 3.13% |
$52.5K - $58.3K
|
3.33K
$2.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.58K+ 8.54% |
$4.46M - $4.95M
|
109K
$66.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.01K+ 1.22% |
$2.09M - $2.31M
|
334K
$203M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.29M- 94.75% |
$673M - $746M
|
71.7K
$43.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
93New |
$48.4K - $53.6K
|
93
$56.5K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
14.6K+ 5.25% |
$7.58M - $8.41M
|
292K
$178M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.13K- 3.46% |
$586K - $650K
|
31.4K
$19.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
12KNew |
$6.23M - $6.91M
|
12K
$7.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.19K+ 32.43% |
$2.18M - $2.42M
|
17.1K
$10.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-72- 0.58% |
$37.5K - $41.5K
|
12.4K
$7.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.71K- 1.36% |
$891K - $988K
|
124K
$75.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
141+ 1.3% |
$73.3K - $81.3K
|
11K
$6.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-43- 1.35% |
$22.4K - $24.8K
|
3.13K
$1.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-41.4K- 1.53% |
$21.5M - $23.9M
|
2.66M
$1.62B
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.2K- 2.02% |
$622K - $689K
|
57.8K
$35.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.03K- 12.78% |
$537K - $595K
|
7.04K
$4.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-121- 3.08% |
$62.9K - $69.8K
|
3.81K
$2.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
639+ 34.88% |
$332K - $369K
|
2.47K
$1.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-170- 13.17% |
$88.4K - $98.1K
|
1.12K
$682K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-159K- 3.31% |
$82.6M - $91.6M
|
4.64M
$2.82B
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-21- 3.55% |
$10.9K - $12.1K
|
570
$347K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-478K- 25.59% |
$249M - $276M
|
1.39M
$845M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
5.16K+ 7.56% |
$2.69M - $2.98M
|
73.5K
$44.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-774- 8.36% |
$403K - $446K
|
8.48K
$5.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-2.05K- 7.21% |
$1.06M - $1.18M
|
26.3K
$16M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
247+ 16.64% |
$128K - $142K
|
1.73K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.99K+ 227.57% |
$1.03M - $1.15M
|
2.86K
$1.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
5.78K+ 52.81% |
$3.01M - $3.33M
|
16.7K
$10.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.11K+ 2.08% |
$576K - $639K
|
54.3K
$33M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-370- 11.09% |
$192K - $213K
|
2.97K
$1.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
149+ 2.94% |
$77.5K - $85.9K
|
5.22K
$3.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-459- 13.49% |
$239K - $265K
|
2.94K
$1.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.21KNew |
$2.19M - $2.43M
|
4.21K
$2.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
271+ 0.43% |
$141K - $156K
|
63.5K
$38.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2- 0.05% |
$1.04K - $1.15K
|
3.83K
$2.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-3.88K- 4.06% |
$2.02M - $2.24M
|
91.6K
$55.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4+ 0.2% |
$2.08K - $2.31K
|
2.02K
$1.22M
|