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 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
16+ 0.33% |
$8.32K - $9.23K
|
4.9K
$2.98M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
1.43K+ 2.08% |
$741K - $822K
|
69.8K
$42.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
2.79K+ 15.69% |
$1.45M - $1.61M
|
20.6K
$12.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-8- 0.15% |
$4.16K - $4.61K
|
5.35K
$3.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
139New |
$72.3K - $80.2K
|
139
$84.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
12+ 2.14% |
$6.24K - $6.92K
|
572
$348K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-467- 2.64% |
$243K - $269K
|
17.2K
$10.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-207K- 9.34% |
$108M - $119M
|
2.01M
$1.22B
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-57- 3.71% |
$29.7K - $32.9K
|
1.48K
$900K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
361New |
$188K - $208K
|
361
$219K
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-911- 37.8% |
$474K - $525K
|
1.5K
$911K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
17+ 2.32% |
$8.84K - $9.81K
|
750
$456K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.59K- 9.72% |
$825K - $915K
|
14.7K
$8.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
300+ 55.66% |
$156K - $173K
|
839
$510K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.75K- 3.24% |
$1.43M - $1.58M
|
82K
$49.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
369New |
$192K - $213K
|
369
$224K
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
807New |
$420K - $465K
|
807
$491K
|
|
|
Oct 07, 2024
Q3 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
350New |
$182K - $202K
|
350
$213K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.78K+ 9.09% |
$2.49M - $2.76M
|
57.4K
$34.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-251- 2.34% |
$131K - $145K
|
10.5K
$6.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
74+ 1.41% |
$38.5K - $42.7K
|
5.31K
$3.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
438+ 2.85% |
$228K - $253K
|
15.8K
$9.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-100- 14.01% |
$52K - $57.7K
|
614
$373K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-771- 1.12% |
$401K - $445K
|
67.9K
$41.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
352New |
$183K - $203K
|
352
$214K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
13.9K+ 8.47% |
$7.22M - $8.01M
|
178K
$108M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.34KNew |
$1.22M - $1.35M
|
2.34K
$1.42M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.8K- 10.25% |
$5.6M - $6.22M
|
94.4K
$57.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-3.13K- 5.15% |
$1.63M - $1.81M
|
57.7K
$35.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2.89K+ 4.25% |
$1.5M - $1.67M
|
70.8K
$43M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.27K+ 10.22% |
$659K - $730K
|
13.6K
$8.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-6- 0.43% |
$3.12K - $3.46K
|
1.39K
$842K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
121New |
$62.9K - $69.8K
|
121
$73.6K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
11+ 2.76% |
$5.72K - $6.35K
|
409
$249K
|
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-21.9K- 27.84% |
$11.4M - $12.6M
|
56.8K
$34.5M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
27+ 0.2% |
$14K - $15.6K
|
13.6K
$8.28M
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-250- 6.35% |
$130K - $144K
|
3.69K
$2.24M
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-65- 0.17% |
$33.8K - $37.5K
|
37.9K
$23M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
556+ 157.06% |
$289K - $321K
|
910
$553K
|
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-323- 44.13% |
$168K - $186K
|
409
$249K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-111- 2.44% |
$57.7K - $64K
|
4.45K
$2.7M
|
|
| Q2 2024 | |||||||
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-20- 1.09% |
$9.95K - $11K
|
1.81K
$1.1M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-9.19K- 30.55% |
$4.57M - $5.05M
|
20.9K
$12.7M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-12.3K- 1.87% |
$6.1M - $6.74M
|
645K
$392M
|
|
|
Nov 25, 2024
Q2 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
680KNew |
$339M - $374M
|
680K
$414M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
7.97K+ 1.47% |
$3.96M - $4.38M
|
551K
$335M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-107- 1.07% |
$53.2K - $58.8K
|
9.9K
$6.02M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-15- 1.87% |
$7.46K - $8.24K
|
789
$480K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-19- 4.62% |
$9.45K - $10.4K
|
392
$238K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
910New |
$453K - $500K
|
910
$553K
|
|