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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-98- 6.38% |
$51K - $56.5K
|
1.44K
$874K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-61- 7.68% |
$31.7K - $35.2K
|
733
$446K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-123- 0.15% |
$64K - $70.9K
|
80.5K
$48.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-400- 4.86% |
$208K - $231K
|
7.83K
$4.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.37K+ 85.77% |
$712K - $789K
|
2.96K
$1.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-271- 15.71% |
$141K - $156K
|
1.45K
$884K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
67+ 9.7% |
$34.9K - $38.6K
|
758
$461K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
104+ 4.61% |
$54.1K - $60K
|
2.36K
$1.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
528+ 75.54% |
$275K - $305K
|
1.23K
$746K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
297+ 23.37% |
$154K - $171K
|
1.57K
$953K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
103+ 15.77% |
$53.6K - $59.4K
|
756
$460K
|
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-1.46K- 8.78% |
$758K - $840K
|
15.1K
$9.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.63K- 6.72% |
$847K - $940K
|
22.6K
$13.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.24K- 10.53% |
$1.16M - $1.29M
|
19K
$11.6M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-131- 0.46% |
$68.1K - $75.6K
|
28.2K
$17.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
154+ 0.35% |
$80.1K - $88.8K
|
44.3K
$26.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-15- 2.04% |
$7.8K - $8.65K
|
721
$438K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
415New |
$216K - $239K
|
415
$252K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-191- 0.69% |
$99.4K - $110K
|
27.5K
$16.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
218+ 1.89% |
$113K - $126K
|
11.7K
$7.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-3.28K- 0.88% |
$1.7M - $1.89M
|
371K
$225M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-210- 2.58% |
$109K - $121K
|
7.94K
$4.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2+ 0.03% |
$1.04K - $1.15K
|
6.48K
$3.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-172- 5.09% |
$89.5K - $99.2K
|
3.21K
$1.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1+ 0.2% |
$520 - $577
|
500
$304K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.59K+ 154.75% |
$1.35M - $1.49M
|
4.26K
$2.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.88K- 5.83% |
$2.54M - $2.82M
|
78.8K
$47.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-223- 8.71% |
$116K - $129K
|
2.34K
$1.42M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-70- 3.18% |
$36.4K - $40.4K
|
2.13K
$1.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
213+ 1.36% |
$111K - $123K
|
15.8K
$9.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.12K+ 7.38% |
$583K - $646K
|
16.3K
$9.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.73K+ 9.25% |
$899K - $997K
|
20.4K
$12.4M
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-25- 6.41% |
$13K - $14.4K
|
365
$222K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
783+ 1.0% |
$407K - $452K
|
78.8K
$47.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.46K+ 22.89% |
$1.8M - $2M
|
18.6K
$11.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
3+ 0.3% |
$1.56K - $1.73K
|
1K
$609K
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-25- 3.47% |
$13K - $14.4K
|
696
$423K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1+ 0.06% |
$520 - $577
|
1.77K
$1.07M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
49+ 0.22% |
$25.5K - $28.3K
|
22.6K
$13.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-541- 0.75% |
$281K - $312K
|
71.1K
$43.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.19K+ 73.39% |
$621K - $689K
|
2.82K
$1.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
573+ 58.95% |
$298K - $331K
|
1.55K
$939K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
25.7K+ 31.26% |
$13.4M - $14.8M
|
108K
$65.7M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-320- 14.5% |
$166K - $185K
|
1.89K
$1.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-494- 19.44% |
$257K - $285K
|
2.05K
$1.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-809- 0.42% |
$421K - $467K
|
194K
$118M
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
181+ 27.26% |
$94.2K - $104K
|
845
$514K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-18- 0.45% |
$9.36K - $10.4K
|
3.97K
$2.42M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.89K- 0.57% |
$984K - $1.09M
|
332K
$202M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
969+ 15.63% |
$504K - $559K
|
7.17K
$4.36M
|