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 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
50K+ 28.42% |
$26M - $28.9M
|
226K
$137M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-286- 0.64% |
$149K - $165K
|
44.2K
$26.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
352New |
$183K - $203K
|
352
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-612- 4.78% |
$318K - $353K
|
12.2K
$7.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
111+ 7.7% |
$57.7K - $64K
|
1.55K
$944K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5+ 0.46% |
$2.6K - $2.88K
|
1.1K
$667K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-137- 3.28% |
$71.3K - $79K
|
4.05K
$2.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-78- 1.51% |
$40.6K - $45K
|
5.08K
$3.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
123New |
$64K - $70.9K
|
123
$74.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1.24K+ 4.01% |
$643K - $713K
|
32.1K
$19.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-594- 22.4% |
$309K - $343K
|
2.06K
$1.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-47- 8.32% |
$24.4K - $27.1K
|
518
$315K
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
1.06K+ 1.96% |
$551K - $611K
|
55.1K
$33.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
494KNew |
$257M - $285M
|
494K
$300M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
111+ 3.09% |
$57.7K - $64K
|
3.7K
$2.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-351- 4.1% |
$183K - $202K
|
8.21K
$4.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
96+ 38.4% |
$49.9K - $55.4K
|
346
$210K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36.4K+ 13.96% |
$19M - $21M
|
297K
$181M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
22+ 4.18% |
$11.4K - $12.7K
|
548
$333K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
116+ 0.05% |
$60.3K - $66.9K
|
234K
$142M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
13.3K+ 0.15% |
$6.93M - $7.69M
|
8.82M
$5.36B
|
|
|
Oct 25, 2024
Q3 2024
|
Vista Finance, LLC
|
SELL
|
- |
-55- 1.96% |
$28.6K - $31.7K
|
2.76K
$1.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
250+ 167.79% |
$130K - $144K
|
399
$243K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.27K+ 66.27% |
$658K - $730K
|
3.17K
$1.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-76- 9.43% |
$39.5K - $43.8K
|
730
$444K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-5.34K- 30.56% |
$2.78M - $3.08M
|
12.1K
$7.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-45- 3.83% |
$23.4K - $26K
|
1.13K
$687K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-782- 5.59% |
$407K - $451K
|
13.2K
$8.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.86K+ 6.36% |
$2.01M - $2.23M
|
64.5K
$39.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
554+ 18.62% |
$288K - $320K
|
3.53K
$2.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-73- 13.2% |
$38K - $42.1K
|
480
$292K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-23- 34.85% |
$12K - $13.3K
|
43
$26.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1.23K- 1.47% |
$641K - $711K
|
82.9K
$50.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-35- 4.32% |
$18.2K - $20.2K
|
775
$471K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-24- 1.07% |
$12.5K - $13.8K
|
2.21K
$1.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-58- 1.15% |
$30.2K - $33.5K
|
4.96K
$3.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Toews Corp
|
BUY
|
- |
31.7K+ 105.6% |
$16.5M - $18.3M
|
61.7K
$37.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
959+ 4.98% |
$499K - $553K
|
20.2K
$12.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
784+ 1.86% |
$408K - $452K
|
42.8K
$26M
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-41- 33.61% |
$21.3K - $23.6K
|
81
$49.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.22K+ 3.23% |
$634K - $703K
|
38.9K
$23.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.09K+ 21.05% |
$568K - $629K
|
6.27K
$3.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.39K- 4.21% |
$2.81M - $3.11M
|
123K
$74.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
7.86K+ 6.03% |
$4.09M - $4.53M
|
138K
$84M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
230+ 21.46% |
$120K - $133K
|
1.3K
$792K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
777+ 2.69% |
$404K - $448K
|
29.7K
$18M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-41- 2.32% |
$21.3K - $23.6K
|
1.73K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5.44K+ 5.76% |
$2.83M - $3.14M
|
99.8K
$60.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-498- 4.92% |
$259K - $287K
|
9.63K
$5.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
43+ 0.67% |
$22.4K - $24.8K
|
6.42K
$3.9M
|