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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-51- 0.07% |
$21.8K - $23.5K
|
76.6K
$46.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.56KNew |
$665K - $716K
|
1.56K
$950K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-43- 57.33% |
$18.4K - $19.8K
|
32
$19.5K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.48K- 13.49% |
$1.92M - $2.06M
|
28.7K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.27K+ 47.09% |
$543K - $584K
|
3.97K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
63.4K+ 28.19% |
$27.1M - $29.2M
|
288K
$176M
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
26.2K+ 24.75% |
$11.2M - $12.1M
|
132K
$80.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1.44K+ 11.96% |
$617K - $664K
|
13.5K
$8.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
522+ 1.36% |
$223K - $240K
|
38.9K
$23.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.22KNew |
$522K - $562K
|
1.22K
$746K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.2KNew |
$1.37M - $1.47M
|
3.2K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
2.85KNew |
$1.22M - $1.31M
|
2.85K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-902- 0.92% |
$386K - $415K
|
96.8K
$59.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
135+ 10.16% |
$57.7K - $62.1K
|
1.46K
$894K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.03K- 48.98% |
$440K - $474K
|
1.07K
$655K
|
|
|
Nov 13, 2023
Q3 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-150- 7.71% |
$64.2K - $69K
|
1.8K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.32K- 25.06% |
$1.85M - $1.99M
|
12.9K
$7.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-42.7K- 93.58% |
$18.3M - $19.7M
|
2.93K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-654- 34.03% |
$280K - $301K
|
1.27K
$775K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.04KNew |
$445K - $479K
|
1.04K
$636K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
23.8KNew |
$10.2M - $11M
|
23.8K
$14.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
177+ 3.49% |
$75.7K - $81.5K
|
5.25K
$3.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.48KNew |
$633K - $681K
|
1.48K
$904K
|
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-200- 23.01% |
$85.6K - $92K
|
669
$409K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-132- 1.69% |
$56.5K - $60.7K
|
7.66K
$4.68M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-152K- 10.52% |
$64.9M - $69.8M
|
1.29M
$788M
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-110- 1.1% |
$47.1K - $50.6K
|
9.9K
$6.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
834New |
$357K - $384K
|
834
$509K
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
65.1K+ 449.56% |
$27.9M - $30M
|
79.6K
$48.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
373+ 7.24% |
$160K - $172K
|
5.53K
$3.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-101- 6.42% |
$43.2K - $46.5K
|
1.47K
$899K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
5+ 0.79% |
$2.14K - $2.3K
|
638
$390K
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.22KNew |
$521K - $560K
|
1.22K
$743K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
6.1KNew |
$2.61M - $2.81M
|
6.1K
$3.73M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-7.26K- 35.91% |
$3.1M - $3.34M
|
12.9K
$7.91M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
566+ 2.42% |
$242K - $260K
|
23.9K
$14.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Independent Family Office, LLC
|
BUY
|
- |
1.43KNew |
$613K - $660K
|
1.43K
$876K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
108KNew |
$46.2M - $49.8M
|
108K
$66M
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-381- 98.7% |
$163K - $175K
|
5
$3.05K
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
813New |
$348K - $374K
|
813
$497K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
21New |
$8.98K - $9.66K
|
21
$12.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-105- 0.94% |
$44.9K - $48.3K
|
11.1K
$6.77M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-288- 0.38% |
$123K - $133K
|
74.9K
$45.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-9.73K- 5.99% |
$4.16M - $4.48M
|
153K
$93.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
40.9K+ 506.38% |
$17.5M - $18.8M
|
48.9K
$29.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
750New |
$321K - $345K
|
750
$458K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-27- 2.16% |
$11.5K - $12.4K
|
1.22K
$748K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2.57K+ 178.51% |
$1.1M - $1.18M
|
4.01K
$2.45M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-838- 31.39% |
$358K - $386K
|
1.83K
$1.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
57+ 4.55% |
$24.4K - $26.2K
|
1.31K
$800K
|