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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-708- 13.11% |
$332K - $372K
|
4.69K
$3.17M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-46.2K- 5.56% |
$21.7M - $24.3M
|
785K
$530M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
221K+ 53.49% |
$104M - $116M
|
635K
$429M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
158New |
$74.2K - $83.1K
|
158
$107K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-22- 3.63% |
$10.3K - $11.6K
|
584
$394K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-994- 25.81% |
$467K - $523K
|
2.86K
$1.93M
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
103+ 4.61% |
$48.4K - $54.2K
|
2.34K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
626New |
$294K - $329K
|
626
$423K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-819- 3.02% |
$385K - $431K
|
26.3K
$17.8M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-412- 2.1% |
$193K - $217K
|
19.2K
$13M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-113- 4.05% |
$53.1K - $59.4K
|
2.68K
$1.81M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.05K+ 0.3% |
$1.9M - $2.13M
|
1.35M
$911M
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
460New |
$216K - $242K
|
460
$311K
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.75K+ 98.19% |
$2.7M - $3.02M
|
11.6K
$7.83M
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
2.44KNew |
$1.15M - $1.28M
|
2.44K
$1.65M
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
419New |
$197K - $220K
|
419
$283K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-222- 8.57% |
$104K - $117K
|
2.37K
$1.6M
|
|
|
May 07, 2024
Q1 2024
|
Union Investments & Development Ltd.
|
SELL
|
- |
-81.7K- 99.07% |
$38.4M - $42.9M
|
770
$520K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
3+ 0.1% |
$1.41K - $1.58K
|
3.11K
$2.1M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-8.14K- 2.27% |
$3.82M - $4.28M
|
350K
$236M
|
|
|
May 07, 2024
Q1 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
436New |
$205K - $229K
|
436
$294K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-3- 0.68% |
$1.41K - $1.58K
|
436
$294K
|
|
|
May 06, 2024
Q1 2024
|
Defender Capital, Llc.
|
BUY
|
- |
600New |
$282K - $315K
|
600
$405K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-8.53K- 10.73% |
$4M - $4.48M
|
70.9K
$47.9M
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
400New |
$188K - $210K
|
400
$270K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
388New |
$182K - $204K
|
388
$262K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
64+ 3.94% |
$30.1K - $33.6K
|
1.69K
$1.14M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
5.66KNew |
$2.66M - $2.98M
|
5.66K
$3.82M
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
57New |
$26.8K - $30K
|
57
$38.5K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
23.1K+ 19.89% |
$10.8M - $12.1M
|
139K
$93.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
589New |
$277K - $310K
|
589
$398K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
3.02K+ 5.83% |
$1.42M - $1.59M
|
54.8K
$37M
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
401New |
$188K - $211K
|
401
$271K
|
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
507New |
$238K - $267K
|
507
$342K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-8- 0.13% |
$3.76K - $4.21K
|
6.34K
$4.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
27.1KNew |
$12.7M - $14.2M
|
27.1K
$18.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Ds Manager LLC
Miami Beach, FL |
BUY
|
- |
2.47KNew |
$1.16M - $1.3M
|
2.47K
$1.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-922- 57.34% |
$433K - $485K
|
686
$463K
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-54- 9.69% |
$25.4K - $28.4K
|
503
$340K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-40- 9.48% |
$18.8K - $21K
|
382
$258K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
19KNew |
$8.92M - $9.99M
|
19K
$12.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
181+ 8.33% |
$85K - $95.2K
|
2.35K
$1.59M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
413New |
$194K - $217K
|
413
$279K
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
26New |
$12.2K - $13.7K
|
26
$17.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-402- 15.18% |
$189K - $211K
|
2.25K
$1.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3New |
$1.41K - $1.58K
|
3
$2.03K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
19.4K+ 25.33% |
$9.11M - $10.2M
|
96K
$64.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-54- 4.76% |
$25.4K - $28.4K
|
1.08K
$730K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
100New |
$47K - $52.6K
|
100
$67.5K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
14+ 0.89% |
$6.57K - $7.36K
|
1.59K
$1.08M
|
|