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 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
372+ 12.15% |
$151K - $166K
|
3.43K
$2.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
3.86KNew |
$1.57M - $1.72M
|
3.86K
$2.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-653- 66.77% |
$265K - $291K
|
325
$219K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
1+ 0.06% |
$406 - $446
|
1.71K
$1.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
11.8KNew |
$4.8M - $5.26M
|
11.8K
$7.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
180KNew |
$73.1M - $80.2M
|
180K
$122M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
47New |
$19.1K - $20.9K
|
47
$31.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
6.01KNew |
$2.44M - $2.68M
|
6.01K
$4.06M
|
|
|
Aug 01, 2023
Q2 2023
|
Reinhart Partners, Inc.
|
SELL
|
- |
-292- 11.51% |
$119K - $130K
|
2.25K
$1.52M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-113- 2.05% |
$45.9K - $50.4K
|
5.39K
$3.64M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
518+ 0.72% |
$210K - $231K
|
72K
$48.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
77+ 3.31% |
$31.3K - $34.3K
|
2.4K
$1.62M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
60+ 3.03% |
$24.4K - $26.7K
|
2.04K
$1.38M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-9.46K- 1.6% |
$3.84M - $4.21M
|
580K
$392M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-32.8K- 47.09% |
$13.3M - $14.6M
|
36.8K
$24.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Reik & Co., LLC
|
BUY
|
- |
1.52KNew |
$616K - $676K
|
1.52K
$1.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
4+ 0.3% |
$1.62K - $1.78K
|
1.36K
$918K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.43K- 5.45% |
$579K - $635K
|
24.7K
$16.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Taiyo Life Insurance CO
|
SELL
|
- |
-47K- 10.87% |
$19.1M - $20.9M
|
385K
$260M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
591New |
$240K - $263K
|
591
$399K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.85KNew |
$1.97M - $2.16M
|
4.85K
$3.27M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
2+ 0.04% |
$812 - $891
|
5.24K
$3.54M
|
|
|
Jul 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-22- 1.9% |
$8.94K - $9.81K
|
1.14K
$766K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-651- 0.26% |
$264K - $290K
|
252K
$170M
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
PUT |
-838- 1.94% |
$340K - $374K
|
42.5K
$28.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-487- 6.3% |
$198K - $217K
|
7.24K
$4.89M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-418- 5.44% |
$170K - $186K
|
7.26K
$4.9M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
17.4K+ 5.15% |
$7.06M - $7.75M
|
355K
$240M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-181- 4.91% |
$73.5K - $80.7K
|
3.5K
$2.37M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
17.4K+ 5.15% |
$7.06M - $7.75M
|
355K
$240M
|
|
|
Jul 21, 2023
Q2 2023
|
Mass General Brigham, Inc
|
SELL
|
- |
-44.2K- 26.81% |
$17.9M - $19.7M
|
121K
$81.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-227- 1.22% |
$92.2K - $101K
|
18.3K
$12.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
748New |
$304K - $333K
|
748
$505K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
456New |
$185K - $203K
|
456
$308K
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
363+ 0.71% |
$147K - $162K
|
51.1K
$34.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
582New |
$236K - $259K
|
582
$393K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
125+ 84.46% |
$50.8K - $55.7K
|
273
$184K
|
|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
BUY
|
- |
468New |
$190K - $209K
|
468
$316K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-88- 0.84% |
$35.7K - $39.2K
|
10.4K
$7.01M
|
|
|
Jul 12, 2023
Q2 2023
|
Heron Bay Capital Management
|
BUY
|
- |
3.64KNew |
$1.48M - $1.62M
|
3.64K
$2.46M
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-5- 17.86% |
$2.03K - $2.23K
|
23
$15.5K
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-58- 9.6% |
$23.6K - $25.9K
|
546
$369K
|
|
| Q1 2023 | |||||||
|
Feb 13, 2025
Q1 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-574Closed |
$219K - $240K
|
0
$0
|
|
|
May 16, 2024
Q1 2023
|
Connective Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-285KClosed |
$109M - $119M
|
0
$0
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-24- 2.5% |
$9.15K - $10K
|
937
$633K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-17.6K- 16.57% |
$6.71M - $7.37M
|
88.7K
$59.9M
|
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-2.49K- 34.73% |
$949K - $1.04M
|
4.68K
$3.16M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
5.05K+ 9.36% |
$1.92M - $2.11M
|
58.9K
$39.8M
|
|
|
May 15, 2023
Q1 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-26- 2.21% |
$9.91K - $10.9K
|
1.15K
$777K
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
16K+ 6.58% |
$6.08M - $6.68M
|
259K
$175M
|
|