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 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
375+ 1.73% |
$134K - $162K
|
22.1K
$13.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-46- 4.23% |
$16.5K - $19.9K
|
1.04K
$636K
|
|
|
Nov 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
9+ 1.48% |
$3.23K - $3.89K
|
619
$378K
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
696+ 17.92% |
$250K - $301K
|
4.58K
$2.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
65KNew |
$23.3M - $28.1M
|
65K
$39.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
207KNew |
$74.3M - $89.5M
|
207K
$127M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
16.9K+ 20.91% |
$6.06M - $7.31M
|
97.8K
$59.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
5.53K+ 6.5% |
$1.98M - $2.39M
|
90.5K
$55.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-18.6K- 11.28% |
$6.67M - $8.03M
|
146K
$89.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-142- 10.46% |
$50.9K - $61.3K
|
1.22K
$742K
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-277- 26.26% |
$99.3K - $120K
|
778
$475K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-29.9K- 20.67% |
$10.7M - $12.9M
|
115K
$70.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-379- 4.0% |
$136K - $164K
|
9.1K
$5.56M
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
2.33KNew |
$834K - $1M
|
2.33K
$1.42M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-39- 4.07% |
$14K - $16.8K
|
919
$561K
|
|
|
Nov 04, 2022
Q3 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-31- 58.49% |
$11.1K - $13.4K
|
22
$13.4K
|
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-111- 8.22% |
$39.8K - $48K
|
1.24K
$757K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
95.4KNew |
$34.2M - $41.2M
|
95.4K
$58.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-51- 20.4% |
$18.3K - $22K
|
199
$122K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
10+ 0.21% |
$3.59K - $4.32K
|
4.67K
$2.85M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
115+ 4.4% |
$41.2K - $49.7K
|
2.73K
$1.67M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
426+ 4.13% |
$153K - $184K
|
10.8K
$6.57M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-203- 18.44% |
$72.8K - $87.7K
|
898
$549K
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
SELL
|
- |
-27- 3.44% |
$9.68K - $11.7K
|
757
$462K
|
|
|
Nov 01, 2022
Q3 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.04K+ 208.59% |
$1.09M - $1.31M
|
4.49K
$2.74M
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-2- 0.1% |
$717 - $864
|
2.03K
$1.24M
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
986New |
$354K - $426K
|
986
$602K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
42.9K+ 11.51% |
$15.4M - $18.5M
|
415K
$254M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-297- 33.22% |
$107K - $128K
|
597
$365K
|
|
|
Oct 27, 2022
Q3 2022
|
Cadence Bank Na
|
SELL
|
- |
-8.59K- 91.96% |
$3.08M - $3.71M
|
751
$459K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-13- 30.23% |
$4.66K - $5.62K
|
30
$18.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
16.9K+ 360.59% |
$6.06M - $7.29M
|
21.6K
$13.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
1.22KNew |
$436K - $525K
|
1.22K
$742K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-621- 0.46% |
$223K - $268K
|
134K
$82.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
10+ 1.26% |
$3.59K - $4.32K
|
804
$491K
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
2.65KNew |
$950K - $1.14M
|
2.65K
$1.62M
|
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
9.95KNew |
$3.57M - $4.3M
|
9.95K
$6.08M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-4.75K- 2.87% |
$1.7M - $2.05M
|
161K
$98.2M
|
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
902New |
$324K - $390K
|
902
$551K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-693Closed |
$249K - $299K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-267- 86.41% |
$95.8K - $115K
|
42
$25.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
2.73K+ 15.39% |
$980K - $1.18M
|
20.5K
$12.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-935- 16.66% |
$335K - $404K
|
4.68K
$2.86M
|
|
|
Oct 17, 2022
Q3 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-616- 31.24% |
$221K - $266K
|
1.36K
$828K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
65New |
$23.3K - $28.1K
|
65
$39.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
PUT |
1KNew |
$359K - $432K
|
1K
$611K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-11- 11.34% |
$3.95K - $4.75K
|
86
$52.5K
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
SELL
|
- |
-55- 65.48% |
$19.7K - $23.8K
|
29
$17.7K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-28- 0.37% |
$10.3K - $12.8K
|
7.44K
$4.55M
|
|
|
Aug 18, 2023
Q2 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.08KClosed |
$395K - $494K
|
0
$0
|
|