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 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-107- 0.2% |
$55.7K - $61.7K
|
52.2K
$31.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.66K- 8.08% |
$3.98M - $4.42M
|
87.1K
$52.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
93+ 1.28% |
$48.4K - $53.6K
|
7.35K
$4.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-111- 3.08% |
$57.7K - $64K
|
3.49K
$2.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-88- 1.91% |
$45.8K - $50.8K
|
4.53K
$2.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-29- 2.18% |
$15.1K - $16.7K
|
1.3K
$792K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
4.97K+ 9.8% |
$2.59M - $2.87M
|
55.7K
$33.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
283+ 0.76% |
$147K - $163K
|
37.7K
$22.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
324+ 1.53% |
$169K - $187K
|
21.5K
$13.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
383+ 1.78% |
$199K - $221K
|
21.9K
$13.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-52.4K- 88.17% |
$27.2M - $30.2M
|
7.03K
$4.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
933+ 124.57% |
$485K - $538K
|
1.68K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22K+ 0.78% |
$11.4M - $12.7M
|
2.84M
$1.72B
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$2.08K - $2.31K
|
9.72K
$5.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
560New |
$291K - $323K
|
560
$340K
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-3.43K- 6.45% |
$1.78M - $1.98M
|
49.7K
$30.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-127- 8.36% |
$66.1K - $73.3K
|
1.39K
$846K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.9K+ 2.21% |
$16.6M - $18.4M
|
1.47M
$896M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-545- 6.8% |
$283K - $314K
|
7.47K
$4.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
86.1K+ 3.02% |
$44.8M - $49.7M
|
2.94M
$1.79B
|
|
|
Oct 18, 2024
Q3 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-186K- 99.61% |
$96.8M - $107M
|
735
$447K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-127- 85.81% |
$66.1K - $73.3K
|
21
$12.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
50New |
$26K - $28.8K
|
50
$30.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-1.1K- 0.63% |
$570K - $632K
|
172K
$105M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-447- 18.59% |
$233K - $258K
|
1.96K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-9.17K- 72.82% |
$4.77M - $5.29M
|
3.42K
$2.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
83+ 5.02% |
$43.2K - $47.9K
|
1.74K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.28K+ 27.48% |
$1.18M - $1.31M
|
10.6K
$6.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-109- 11.33% |
$56.7K - $62.9K
|
853
$519K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-45- 2.17% |
$23.4K - $26K
|
2.03K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-136- 8.56% |
$70.7K - $78.4K
|
1.45K
$883K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-44- 0.66% |
$22.9K - $25.4K
|
6.65K
$4.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.05K+ 42.9% |
$544K - $603K
|
3.48K
$2.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.04K- 4.23% |
$539K - $598K
|
23.5K
$14.3M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
90+ 3.62% |
$46.8K - $51.9K
|
2.58K
$1.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3.22K+ 0.52% |
$1.67M - $1.86M
|
618K
$376M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-6.06K- 5.39% |
$3.15M - $3.49M
|
106K
$64.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
45+ 0.39% |
$23.4K - $26K
|
11.7K
$7.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
191+ 50.93% |
$99.4K - $110K
|
566
$344K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
363New |
$189K - $209K
|
363
$221K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.45K+ 43.12% |
$1.27M - $1.41M
|
8.13K
$4.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-7.34K- 9.44% |
$3.82M - $4.23M
|
70.4K
$42.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-7- 0.46% |
$3.64K - $4.04K
|
1.52K
$923K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
64New |
$33.3K - $36.9K
|
64
$38.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
11.6K+ 6.29% |
$6.04M - $6.7M
|
196K
$119M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
6+ 1.63% |
$3.12K - $3.46K
|
373
$227K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
464+ 0.42% |
$241K - $268K
|
111K
$67.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
SELL
|
- |
-8- 1.39% |
$4.16K - $4.61K
|
569
$346K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.18% |
$5.72K - $6.35K
|
6.08K
$3.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.29K+ 455.81% |
$4.83M - $5.36M
|
11.3K
$6.89M
|