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 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
285+ 1.39% |
$116K - $127K
|
20.7K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-4.16K- 2.52% |
$1.69M - $1.85M
|
161K
$86.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
694New |
$282K - $309K
|
694
$375K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
121+ 1.83% |
$49.1K - $53.9K
|
6.75K
$3.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
76+ 1.9% |
$30.9K - $33.9K
|
4.07K
$2.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-19- 3.69% |
$7.72K - $8.47K
|
496
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-104K- 25.76% |
$42.3M - $46.4M
|
300K
$162M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
480+ 5.96% |
$195K - $214K
|
8.54K
$4.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.67KNew |
$1.9M - $2.08M
|
4.67K
$2.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
149+ 5.16% |
$60.5K - $66.4K
|
3.03K
$1.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-41- 0.38% |
$16.7K - $18.3K
|
10.8K
$5.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
700New |
$284K - $312K
|
700
$378K
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
150+ 22.73% |
$60.9K - $66.9K
|
810
$438K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
8.84K+ 0.66% |
$3.59M - $3.94M
|
1.35M
$730M
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
8+ 1.18% |
$3.25K - $3.57K
|
684
$369K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
372+ 12.15% |
$151K - $166K
|
3.43K
$1.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
3.86KNew |
$1.57M - $1.72M
|
3.86K
$2.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-653- 66.77% |
$265K - $291K
|
325
$176K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
1+ 0.06% |
$406 - $446
|
1.71K
$921K
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.29K- 16.39% |
$525K - $576K
|
6.6K
$3.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
11.8KNew |
$4.8M - $5.26M
|
11.8K
$6.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
180KNew |
$73.1M - $80.2M
|
180K
$97.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
522New |
$212K - $233K
|
522
$282K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
47New |
$19.1K - $20.9K
|
47
$25.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
6.01KNew |
$2.44M - $2.68M
|
6.01K
$3.25M
|
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
BUY
|
- |
1.12KNew |
$455K - $499K
|
1.12K
$605K
|
|
|
Aug 01, 2023
Q2 2023
|
Reinhart Partners, Inc.
|
SELL
|
- |
-292- 11.51% |
$119K - $130K
|
2.25K
$1.21M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-113- 2.05% |
$45.9K - $50.4K
|
5.39K
$2.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
518+ 0.72% |
$210K - $231K
|
72K
$38.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
77+ 3.31% |
$31.3K - $34.3K
|
2.4K
$1.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
60+ 3.03% |
$24.4K - $26.7K
|
2.04K
$1.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-9.46K- 1.6% |
$3.84M - $4.21M
|
580K
$314M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-32.8K- 47.09% |
$13.3M - $14.6M
|
36.8K
$19.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Reik & Co., LLC
|
BUY
|
- |
1.52KNew |
$616K - $676K
|
1.52K
$819K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
4+ 0.3% |
$1.62K - $1.78K
|
1.36K
$734K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.43K- 5.45% |
$579K - $635K
|
24.7K
$13.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Taiyo Life Insurance CO
|
SELL
|
- |
-47K- 10.87% |
$19.1M - $20.9M
|
385K
$208M
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
742+ 31.98% |
$301K - $331K
|
3.06K
$1.65M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
591New |
$240K - $263K
|
591
$319K
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-180- 14.96% |
$73.1K - $80.2K
|
1.02K
$553K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.85KNew |
$1.97M - $2.16M
|
4.85K
$2.62M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
2+ 0.04% |
$812 - $891
|
5.24K
$2.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-22- 1.9% |
$8.94K - $9.81K
|
1.14K
$613K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-651- 0.26% |
$264K - $290K
|
252K
$136M
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
PUT |
-838- 1.94% |
$340K - $374K
|
42.5K
$22.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
110New |
$44.7K - $49K
|
110
$59.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-487- 6.3% |
$198K - $217K
|
7.24K
$3.91M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-418- 5.44% |
$170K - $186K
|
7.26K
$3.92M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
17.4K+ 5.15% |
$7.06M - $7.75M
|
355K
$192M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-181- 4.91% |
$73.5K - $80.7K
|
3.5K
$1.89M
|