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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-180- 14.75% |
$89.6K - $98.9K
|
1.04K
$562K
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-53- 5.33% |
$26.4K - $29.1K
|
941
$508K
|
|
|
Aug 12, 2024
Q2 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
228K+ 5.85% |
$113M - $125M
|
4.12M
$2.23B
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-21- 3.03% |
$10.4K - $11.5K
|
671
$362K
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-40- 4.75% |
$19.9K - $22K
|
802
$433K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
368New |
$183K - $202K
|
368
$199K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
16.6K+ 10.68% |
$8.24M - $9.1M
|
172K
$92.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2- 0.07% |
$995 - $1.1K
|
3.01K
$1.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-37- 0.55% |
$18.4K - $20.3K
|
6.71K
$3.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-9.27K- 47.9% |
$4.61M - $5.09M
|
10.1K
$5.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-15.8K- 69.28% |
$7.85M - $8.67M
|
7K
$3.78M
|
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 13.33% |
$49.8K - $55K
|
650
$351K
|
|
|
Aug 08, 2024
Q2 2024
|
Family Capital Trust CO
|
SELL
|
- |
-15- 1.7% |
$7.46K - $8.24K
|
869
$469K
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-13- 3.19% |
$6.47K - $7.15K
|
395
$213K
|
|
|
Aug 07, 2024
Q2 2024
|
Sparta 24 Ltd.
Tirat Hacarmel, L3 |
SELL
|
- |
-12.5K- 22.84% |
$6.19M - $6.84M
|
42.1K
$22.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
410New |
$204K - $225K
|
410
$221K
|
|
|
Aug 07, 2024
Q2 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 1.42% |
$6.47K - $7.15K
|
931
$503K
|
|
|
Aug 07, 2024
Q2 2024
|
Teramo Advisors, LLC
Naples, FL |
SELL
|
- |
-85.2K- 96.05% |
$42.4M - $46.8M
|
3.5K
$1.89M
|
|
|
Aug 07, 2024
Q2 2024
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
SELL
|
- |
-5.82K- 6.56% |
$2.89M - $3.2M
|
82.9K
$44.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-31- 1.29% |
$15.4K - $17K
|
2.36K
$1.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-134- 4.35% |
$66.7K - $73.7K
|
2.94K
$1.59M
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-109- 16.74% |
$54.2K - $59.9K
|
542
$293K
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
66+ 12.97% |
$32.8K - $36.3K
|
575
$311K
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
138New |
$68.7K - $75.9K
|
138
$74.5K
|
|
|
Aug 06, 2024
Q2 2024
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
16.7K+ 26.5% |
$8.31M - $9.18M
|
79.7K
$43.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
191+ 43.02% |
$95K - $105K
|
635
$343K
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
51+ 4.23% |
$25.4K - $28K
|
1.26K
$679K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.82K- 12.16% |
$907K - $1M
|
13.2K
$7.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-90- 2.04% |
$44.8K - $49.5K
|
4.31K
$2.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-37- 4.61% |
$18.4K - $20.3K
|
766
$414K
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
8.78MNew |
$4.37B - $4.83B
|
8.78M
$4.74B
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-109- 21.41% |
$54.2K - $59.9K
|
400
$216K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
561+ 7.26% |
$279K - $308K
|
8.29K
$4.48M
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-676- 69.26% |
$336K - $372K
|
300
$162K
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-9- 1.84% |
$4.48K - $4.95K
|
479
$259K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1- 0.12% |
$498 - $550
|
845
$456K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-519- 4.78% |
$258K - $285K
|
10.3K
$5.59M
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.54KNew |
$766K - $846K
|
1.54K
$832K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
113New |
$56.2K - $62.1K
|
113
$61K
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-20- 1.92% |
$9.95K - $11K
|
1.02K
$550K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
13+ 0.35% |
$6.47K - $7.15K
|
3.73K
$2.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
370New |
$184K - $203K
|
370
$200K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-248- 9.54% |
$123K - $136K
|
2.35K
$1.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
60+ 11.36% |
$29.9K - $33K
|
588
$318K
|
|
|
Jul 31, 2024
Q2 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-12.5K- 0.35% |
$6.22M - $6.87M
|
3.58M
$1.93B
|
|
|
Jul 30, 2024
Q2 2024
|
Glenorchy Capital LTD
Boorolite, C3 |
BUY
|
- |
1.12KNew |
$556K - $614K
|
1.12K
$604K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
6+ 24.0% |
$2.99K - $3.3K
|
31
$16.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.88K- 11.76% |
$933K - $1.03M
|
14.1K
$7.6M
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
44+ 8.07% |
$21.9K - $24.2K
|
589
$318K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
24.3K+ 97.8% |
$12.1M - $13.4M
|
49.2K
$26.6M
|