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 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
163+ 1.25% |
$84.8K - $94K
|
13.2K
$8.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
115+ 0.76% |
$59.8K - $66.3K
|
15.3K
$9.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-560- 2.91% |
$291K - $323K
|
18.7K
$11.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
765New |
$398K - $441K
|
765
$465K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
671+ 1.43% |
$349K - $387K
|
47.7K
$29M
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
13+ 0.12% |
$6.76K - $7.5K
|
10.7K
$6.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
542New |
$282K - $313K
|
542
$330K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-7- 0.8% |
$3.64K - $4.04K
|
871
$530K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.29K+ 15.18% |
$1.71M - $1.9M
|
25K
$15.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
371+ 18.44% |
$193K - $214K
|
2.38K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
978New |
$509K - $564K
|
978
$595K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-8- 1.1% |
$4.16K - $4.61K
|
722
$439K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
517+ 0.92% |
$269K - $298K
|
56.6K
$34.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.57K+ 2.56% |
$818K - $907K
|
62.9K
$38.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
257K+ 1.22% |
$134M - $149M
|
21.4M
$13B
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
850+ 1.7% |
$442K - $490K
|
50.9K
$30.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-268- 3.43% |
$139K - $155K
|
7.55K
$4.59M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
367New |
$191K - $212K
|
367
$223K
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-37- 1.89% |
$19.2K - $21.3K
|
1.92K
$1.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
124+ 0.3% |
$64.5K - $71.5K
|
40.9K
$24.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
30+ 0.38% |
$15.6K - $17.3K
|
7.85K
$4.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
32New |
$16.6K - $18.5K
|
32
$19.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
526New |
$274K - $303K
|
526
$320K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-76- 6.53% |
$39.5K - $43.8K
|
1.09K
$661K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-93- 3.92% |
$48.4K - $53.6K
|
2.28K
$1.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.32K- 45.61% |
$689K - $764K
|
1.58K
$960K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
351New |
$183K - $202K
|
351
$213K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.96K- 9.19% |
$3.62M - $4.01M
|
68.7K
$41.8M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-39- 3.82% |
$20.3K - $22.5K
|
982
$597K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.49K+ 19.86% |
$773K - $857K
|
8.97K
$5.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
12.6K+ 3402.98% |
$6.53M - $7.24M
|
12.9K
$7.86M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
105+ 4.23% |
$54.6K - $60.6K
|
2.59K
$1.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
7.44K+ 177.09% |
$3.87M - $4.29M
|
11.6K
$7.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
126+ 17.21% |
$65.5K - $72.7K
|
858
$522K
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-88- 2.65% |
$45.8K - $50.8K
|
3.23K
$1.96M
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1+ 0.26% |
$520 - $577
|
387
$235K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-684- 2.48% |
$356K - $395K
|
26.9K
$16.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
309+ 2.05% |
$161K - $178K
|
15.4K
$9.34M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-345- 18.21% |
$179K - $199K
|
1.55K
$942K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.21% |
$1.04K - $1.15K
|
933
$567K
|
|
|
Oct 09, 2024
Q3 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
593+ 0.49% |
$308K - $342K
|
122K
$74.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-18- 0.45% |
$9.36K - $10.4K
|
3.99K
$2.42M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-28.1K- 26.12% |
$14.6M - $16.2M
|
79.6K
$48.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
SELL
|
- |
-405- 16.84% |
$211K - $234K
|
2K
$1.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-20- 1.75% |
$10.4K - $11.5K
|
1.12K
$683K
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
SELL
|
- |
-22- 3.07% |
$11.4K - $12.7K
|
695
$423K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
19+ 0.14% |
$9.88K - $11K
|
13.4K
$8.13M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
8.92K+ 19.09% |
$4.64M - $5.14M
|
55.6K
$33.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
96+ 320.0% |
$49.9K - $55.4K
|
126
$76.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
16+ 0.33% |
$8.32K - $9.23K
|
4.9K
$2.98M
|