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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
1.68K+ 300.89% |
$602K - $688K
|
2.24K
$1.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.73K- 19.88% |
$620K - $709K
|
6.98K
$4.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4.93KNew |
$1.77M - $2.02M
|
4.93K
$2.88M
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
2+ 0.34% |
$716 - $819
|
584
$341K
|
|
|
Jan 31, 2023
Q4 2022
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
18KNew |
$6.44M - $7.37M
|
18K
$10.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
40New |
$14.3K - $16.4K
|
40
$23.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Lane Generational LLC
|
BUY
|
- |
1.09KNew |
$389K - $445K
|
1.09K
$633K
|
|
|
Jan 31, 2023
Q4 2022
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
10.2KNew |
$3.64M - $4.16M
|
10.2K
$5.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
37+ 4.56% |
$13.2K - $15.1K
|
848
$495K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
1.76K+ 13.31% |
$631K - $722K
|
15K
$8.76M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-13- 0.52% |
$4.65K - $5.32K
|
2.49K
$1.45M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-3.44K- 44.05% |
$1.23M - $1.41M
|
4.37K
$2.55M
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-5- 0.2% |
$1.79K - $2.05K
|
2.51K
$1.46M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
22.7KNew |
$8.14M - $9.31M
|
22.7K
$13.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
6KNew |
$2.15M - $2.46M
|
6K
$3.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
297+ 5.68% |
$106K - $122K
|
5.53K
$3.22M
|
|
|
Jan 25, 2023
Q4 2022
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-205- 18.3% |
$73.4K - $83.9K
|
915
$534K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-193- 10.18% |
$69.1K - $79K
|
1.7K
$993K
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
PUT |
600New |
$215K - $246K
|
600
$350K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-14K- 11.86% |
$5.03M - $5.75M
|
104K
$60.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Gunma Bank,Ltd.
|
SELL
|
- |
-5K- 45.45% |
$1.79M - $2.05M
|
6K
$3.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
3.56K+ 51.33% |
$1.27M - $1.46M
|
10.5K
$6.11M
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-720- 5.71% |
$258K - $295K
|
11.9K
$6.94M
|
|
|
Jan 20, 2023
Q4 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
909New |
$325K - $372K
|
909
$530K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-11.7K- 48.77% |
$4.2M - $4.81M
|
12.3K
$7.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
2.33K+ 47.21% |
$834K - $953K
|
7.26K
$4.24M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-1.18K- 14.91% |
$421K - $482K
|
6.72K
$3.92M
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
153New |
$54.8K - $62.6K
|
153
$89.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
190New |
$68K - $77.8K
|
190
$111K
|
|
|
Jan 17, 2023
Q4 2022
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
2.4KNew |
$861K - $984K
|
2.4K
$1.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
345+ 8.98% |
$124K - $141K
|
4.19K
$2.44M
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
2.33KNew |
$832K - $952K
|
2.33K
$1.36M
|
|
|
Jan 17, 2023
Q4 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
3.93KNew |
$1.41M - $1.61M
|
3.93K
$2.29M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-420- 1.57% |
$150K - $172K
|
26.3K
$15.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
1.44KNew |
$514K - $587K
|
1.44K
$837K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.45K+ 53.75% |
$1.23M - $1.41M
|
9.87K
$5.76M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-471- 4.04% |
$169K - $193K
|
11.2K
$6.53M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
154New |
$55.1K - $63K
|
154
$89.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
500New |
$179K - $205K
|
500
$292K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-178- 2.77% |
$63.7K - $72.9K
|
6.25K
$3.65M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
PUT |
5KNew |
$1.79M - $2.05M
|
5K
$2.92M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-109- 17.33% |
$39K - $44.6K
|
520
$303K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
340New |
$122K - $139K
|
340
$198K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
50New |
$17.9K - $20.5K
|
50
$29.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-669- 46.56% |
$239K - $274K
|
768
$448K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
853New |
$305K - $349K
|
853
$498K
|
|
| Q3 2022 | |||||||
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-631Closed |
$226K - $273K
|
0
$0
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
29.8K+ 20.51% |
$10.7M - $12.9M
|
175K
$102M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.03K- 0.95% |
$729K - $878K
|
211K
$123M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-116- 7.81% |
$41.6K - $50.1K
|
1.37K
$799K
|
|