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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
986New |
$354K - $426K
|
986
$666K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
42.9K+ 11.51% |
$15.4M - $18.5M
|
415K
$281M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-297- 33.22% |
$107K - $128K
|
597
$403K
|
|
|
Oct 27, 2022
Q3 2022
|
Cadence Bank Na
|
SELL
|
- |
-8.59K- 91.96% |
$3.08M - $3.71M
|
751
$507K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-13- 30.23% |
$4.66K - $5.62K
|
30
$20.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
16.9K+ 360.59% |
$6.06M - $7.29M
|
21.6K
$14.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
1.22KNew |
$436K - $525K
|
1.22K
$821K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-621- 0.46% |
$223K - $268K
|
134K
$90.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
10+ 1.26% |
$3.59K - $4.32K
|
804
$543K
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
2.65KNew |
$950K - $1.14M
|
2.65K
$1.79M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-4.75K- 2.87% |
$1.7M - $2.05M
|
161K
$109M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-693Closed |
$249K - $299K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
2.73K+ 15.39% |
$980K - $1.18M
|
20.5K
$13.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-616- 31.24% |
$221K - $266K
|
1.36K
$916K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
65New |
$23.3K - $28.1K
|
65
$43.9K
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
PUT |
1KNew |
$359K - $432K
|
1K
$675K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-11- 11.34% |
$3.95K - $4.75K
|
86
$58.1K
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
SELL
|
- |
-55- 65.48% |
$19.7K - $23.8K
|
29
$19.6K
|
|
| Q2 2022 | |||||||
|
Aug 18, 2023
Q2 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.08KClosed |
$395K - $494K
|
0
$0
|
|
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-4.26K- 74.72% |
$1.56M - $1.95M
|
1.44K
$973K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
411+ 10.07% |
$151K - $189K
|
4.49K
$3.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.37KClosed |
$504K - $630K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-349- 1.75% |
$128K - $160K
|
19.6K
$13.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-17.2KClosed |
$6.32M - $7.9M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
131+ 18.69% |
$48.1K - $60.1K
|
832
$562K
|
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-17.8K- 17.91% |
$6.52M - $8.15M
|
81.4K
$55M
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-17- 1.31% |
$6.24K - $7.8K
|
1.28K
$863K
|
|
|
Aug 15, 2022
Q2 2022
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
6.78KNew |
$2.49M - $3.11M
|
6.78K
$4.58M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
923+ 4.05% |
$339K - $423K
|
23.7K
$16M
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-14.3KClosed |
$5.26M - $6.58M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-580Closed |
$213K - $266K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
586New |
$215K - $269K
|
586
$396K
|
|
|
Aug 12, 2022
Q2 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-75Closed |
$27.5K - $34.4K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1.35KClosed |
$495K - $618K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Central Bank Of Brazil
Brasilia Df, D5 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
959New |
$352K - $440K
|
959
$648K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
4.93K+ 244.3% |
$1.81M - $2.26M
|
6.95K
$4.69M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
18.5KNew |
$6.8M - $8.51M
|
18.5K
$12.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-1.89KClosed |
$693K - $866K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.81KClosed |
$662K - $828K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-44.2K- 92.18% |
$16.2M - $20.3M
|
3.75K
$2.53M
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-1.14K- 22.74% |
$418K - $523K
|
3.87K
$2.61M
|
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-922Closed |
$338K - $423K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-4.24KClosed |
$1.56M - $1.95M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Capital, LLC
Walnut Creek, CA |
BUY
|
- |
259+ 11.31% |
$95.1K - $119K
|
2.55K
$1.72M
|
|
|
Aug 10, 2022
Q2 2022
|
Jeneq Management LP
New York, NY |
SELL
|
- |
-15.8KClosed |
$5.8M - $7.25M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mufg Bank, Ltd.
New York, NY |
BUY
|
- |
169KNew |
$62.2M - $77.7M
|
169K
$114M
|
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-18.1K- 94.13% |
$6.64M - $8.31M
|
1.13K
$762K
|
|
|
Aug 10, 2022
Q2 2022
|
Vcu Investment Management CO
Richmond, VA |
SELL
|
- |
-17.7KClosed |
$6.48M - $8.1M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-71.5KClosed |
$26.2M - $32.8M
|
0
$0
|
|