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 08, 2022
Q2 2022
|
Crossvault Capital Management LLC
|
SELL
|
- |
-450Closed |
$165K - $206K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-10- 9.09% |
$3.67K - $4.59K
|
100
$61.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
BUY
|
- |
15+ 0.34% |
$5.5K - $6.88K
|
4.38K
$2.67M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-804- 8.76% |
$295K - $369K
|
8.37K
$5.12M
|
|
|
Aug 04, 2022
Q2 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
12+ 0.32% |
$4.4K - $5.51K
|
3.73K
$2.28M
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-209Closed |
$76.7K - $95.9K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
3.77K+ 25.66% |
$1.38M - $1.73M
|
18.5K
$11.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-466Closed |
$171K - $214K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
3.01KNew |
$1.1M - $1.38M
|
3.01K
$1.84M
|
|
|
Aug 01, 2022
Q2 2022
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
39New |
$14.3K - $17.9K
|
39
$23.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
785New |
$288K - $360K
|
785
$480K
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
110KNew |
$40.3M - $50.4M
|
110K
$67.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-20K- 80.13% |
$7.34M - $9.17M
|
4.96K
$3.03M
|
|
|
Jul 27, 2022
Q2 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-544Closed |
$200K - $250K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-572- 40.51% |
$210K - $262K
|
840
$513K
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-6- 0.01% |
$2.2K - $2.75K
|
66.2K
$40.4M
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-1.26K- 0.93% |
$462K - $578K
|
134K
$81.6M
|
|
|
Jul 26, 2022
Q2 2022
|
Mercer Investments LLC
|
SELL
|
- |
-19.9K- 99.78% |
$7.29M - $9.12M
|
43
$26.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-111- 3.95% |
$40.7K - $50.9K
|
2.7K
$1.65M
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
644+ 619.23% |
$236K - $295K
|
748
$457K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-80Closed |
$29.4K - $36.7K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
388+ 11.43% |
$142K - $178K
|
3.78K
$2.31M
|
|
|
Jul 22, 2022
Q2 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
341+ 15.61% |
$125K - $156K
|
2.53K
$1.54M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-255- 14.94% |
$93.6K - $117K
|
1.45K
$887K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-22.1KClosed |
$8.1M - $10.1M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-53Closed |
$19.5K - $24.3K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Swarthmore Group Inc
|
BUY
|
- |
180K+ 92.61% |
$65.9M - $82.4M
|
374K
$228M
|
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-521Closed |
$191K - $239K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-714- 4.74% |
$262K - $328K
|
14.4K
$8.77M
|
|
|
Jul 19, 2022
Q2 2022
|
Tenret CO LLC
|
SELL
|
- |
-75- 5.43% |
$27.5K - $34.4K
|
1.31K
$798K
|
|
|
Jul 15, 2022
Q2 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1KClosed |
$367K - $459K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cmh Wealth Management LLC
|
SELL
|
- |
-5.98KClosed |
$2.19M - $2.74M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
5.83KNew |
$2.14M - $2.68M
|
5.83K
$3.56M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.33K+ 5.84% |
$488K - $611K
|
24.1K
$14.7M
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
640New |
$235K - $294K
|
640
$391K
|
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
683New |
$251K - $313K
|
683
$417K
|
|
|
Jul 13, 2022
Q2 2022
|
Century Link Investment Management CO
|
SELL
|
- |
-84.6K- 42.33% |
$31.1M - $38.8M
|
115K
$70.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
571+ 5.8% |
$210K - $262K
|
10.4K
$6.36M
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
17+ 0.54% |
$6.24K - $7.8K
|
3.19K
$1.95M
|
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-292- 11.49% |
$107K - $134K
|
2.25K
$1.37M
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-585- 21.6% |
$215K - $268K
|
2.12K
$1.3M
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-4.87KClosed |
$1.79M - $2.24M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-4.46KClosed |
$1.64M - $2.04M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-557Closed |
$204K - $256K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
908New |
$333K - $417K
|
908
$555K
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-2.3KClosed |
$844K - $1.06M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Next Capital Advisers, Inc.
|
BUY
|
- |
290K+ 7.77% |
$107M - $133M
|
4.03M
$2.46B
|
|
|
Jul 08, 2022
Q2 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-50- 1.23% |
$18.3K - $22.9K
|
4K
$2.44M
|
|
| Q1 2022 | |||||||
|
Dec 12, 2024
Q1 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-1.9KClosed |
$794K - $912K
|
0
$0
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
253New |
$106K - $121K
|
253
$155K
|
|