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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
711New |
$334K - $374K
|
711
$384K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
80+ 11.85% |
$37.6K - $42.1K
|
755
$408K
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-10- 0.92% |
$4.7K - $5.26K
|
1.08K
$581K
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
26New |
$12.2K - $13.7K
|
26
$14K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-402- 15.18% |
$189K - $211K
|
2.25K
$1.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3New |
$1.41K - $1.58K
|
3
$1.62K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
19.4K+ 25.33% |
$9.11M - $10.2M
|
96K
$51.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-54- 4.76% |
$25.4K - $28.4K
|
1.08K
$584K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
100New |
$47K - $52.6K
|
100
$54K
|
|
|
Apr 22, 2024
Q1 2024
|
Cortland Associates Inc
|
SELL
|
- |
-820- 29.58% |
$385K - $431K
|
1.95K
$1.05M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
14+ 0.89% |
$6.57K - $7.36K
|
1.59K
$861K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.3KNew |
$610K - $683K
|
1.3K
$702K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-85K- 93.82% |
$39.9M - $44.7M
|
5.6K
$3.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
392New |
$184K - $206K
|
392
$212K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
3.33KNew |
$1.57M - $1.75M
|
3.33K
$1.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
1New |
$470 - $526
|
1
$540
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
141New |
$66.2K - $74.1K
|
141
$76.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
392New |
$184K - $206K
|
392
$212K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-318- 1.19% |
$149K - $167K
|
26.4K
$14.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-255- 20.8% |
$120K - $134K
|
971
$525K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
99+ 1.17% |
$46.5K - $52K
|
8.54K
$4.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
658New |
$309K - $346K
|
658
$355K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
9.48KNew |
$4.45M - $4.98M
|
9.48K
$5.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.37% |
$939 - $1.05K
|
542
$293K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-49- 3.11% |
$23K - $25.8K
|
1.53K
$824K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-243- 30.45% |
$114K - $128K
|
555
$300K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-313- 10.79% |
$147K - $165K
|
2.59K
$1.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
26+ 1.88% |
$12.2K - $13.7K
|
1.41K
$761K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.45KNew |
$683K - $764K
|
1.45K
$785K
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
40New |
$18.8K - $21K
|
40
$21.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
90+ 1.52% |
$42.3K - $47.3K
|
6.02K
$3.25M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-332- 4.09% |
$156K - $175K
|
7.79K
$4.21M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-351- 65.12% |
$165K - $185K
|
188
$102K
|
|
|
Apr 01, 2024
Q1 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
552New |
$259K - $290K
|
552
$298K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2025
Q4 2023
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-7- 0.09% |
$2.89K - $3.35K
|
8.04K
$4.34M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
773New |
$319K - $370K
|
773
$418K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
5.56KNew |
$2.29M - $2.66M
|
5.56K
$3M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-761Closed |
$314K - $365K
|
0
$0
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-945Closed |
$390K - $453K
|
0
$0
|
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
2.03KNew |
$837K - $972K
|
2.03K
$1.1M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.41KNew |
$582K - $675K
|
1.41K
$762K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
139New |
$57.3K - $66.6K
|
139
$75.1K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
24New |
$9.9K - $11.5K
|
24
$13K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
7+ 6.14% |
$2.89K - $3.35K
|
121
$65.4K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
246New |
$101K - $118K
|
246
$133K
|
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
664New |
$274K - $318K
|
664
$359K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
16+ 0.05% |
$6.6K - $7.66K
|
31.1K
$16.8M
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-1.1K- 12.36% |
$454K - $527K
|
7.8K
$4.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
29.7KNew |
$12.2M - $14.2M
|
29.7K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
272New |
$112K - $130K
|
272
$147K
|
|