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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-200- 5.41% |
$99.5K - $110K
|
3.5K
$2.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-108- 14.9% |
$53.7K - $59.4K
|
617
$373K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-113- 13.97% |
$56.2K - $62.1K
|
696
$421K
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-7- 0.35% |
$3.48K - $3.85K
|
2.01K
$1.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
15+ 1.92% |
$7.46K - $8.24K
|
797
$482K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 7.5% |
$1.49K - $1.65K
|
43
$26K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
375New |
$187K - $206K
|
375
$227K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
331New |
$165K - $182K
|
331
$200K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-168- 15.38% |
$83.6K - $92.3K
|
924
$559K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6.09K- 4.96% |
$3.03M - $3.35M
|
117K
$70.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4- 0.17% |
$1.99K - $2.2K
|
2.3K
$1.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
7.27KNew |
$3.62M - $4M
|
7.27K
$4.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
11+ 1.72% |
$5.47K - $6.05K
|
649
$392K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
150+ 14.72% |
$74.6K - $82.4K
|
1.17K
$707K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
224+ 33.68% |
$111K - $123K
|
889
$538K
|
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.29K- 58.08% |
$642K - $709K
|
931
$563K
|
|
|
Jul 24, 2024
Q2 2024
|
Baskin Financial Services Inc.
|
BUY
|
- |
390New |
$194K - $214K
|
390
$236K
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-14- 1.46% |
$6.97K - $7.69K
|
944
$571K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
29+ 3.97% |
$14.4K - $15.9K
|
760
$460K
|
|
|
Jul 23, 2024
Q2 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
412New |
$205K - $226K
|
412
$249K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
18+ 21.18% |
$8.96K - $9.89K
|
103
$62.3K
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
388New |
$193K - $213K
|
388
$235K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-241- 31.06% |
$120K - $132K
|
535
$324K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-10- 0.05% |
$4.98K - $5.5K
|
20.1K
$12.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-259- 4.97% |
$129K - $142K
|
4.95K
$2.99M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
262New |
$130K - $144K
|
262
$158K
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-13- 1.05% |
$6.47K - $7.15K
|
1.22K
$738K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
54+ 10.09% |
$26.9K - $29.7K
|
589
$356K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
36+ 0.12% |
$17.9K - $19.8K
|
31.2K
$18.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
51+ 2.71% |
$25.4K - $28K
|
1.93K
$1.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-140- 11.05% |
$69.7K - $76.9K
|
1.13K
$681K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.1K- 31.62% |
$547K - $604K
|
2.38K
$1.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
2.59KNew |
$1.29M - $1.43M
|
2.59K
$1.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-33- 3.78% |
$16.4K - $18.1K
|
839
$507K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.04KNew |
$1.51M - $1.67M
|
3.04K
$1.84M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.74KNew |
$865K - $956K
|
1.74K
$1.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
354+ 28.16% |
$176K - $195K
|
1.61K
$974K
|
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
99+ 11.1% |
$49.3K - $54.4K
|
991
$599K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1+ 0.16% |
$498 - $550
|
633
$383K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
BUY
|
- |
421New |
$209K - $231K
|
421
$255K
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1+ 0.11% |
$498 - $550
|
897
$542K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-24- 2.33% |
$11.9K - $13.2K
|
1K
$607K
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
978+ 69.96% |
$487K - $538K
|
2.38K
$1.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
376New |
$187K - $207K
|
376
$227K
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
BUY
|
- |
1.22K+ 35.52% |
$609K - $673K
|
4.67K
$2.82M
|
|
|
Jul 16, 2024
Q2 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-11- 2.7% |
$5.47K - $6.05K
|
397
$240K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-376- 37.9% |
$187K - $207K
|
616
$372K
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1- 0.12% |
$498 - $550
|
833
$504K
|
|
|
Jul 16, 2024
Q2 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
720+ 19.78% |
$358K - $396K
|
4.36K
$2.64M
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
1.72K+ 160.28% |
$853K - $943K
|
2.79K
$1.68M
|