Latest Institutional Purchases of Ishares Core S&P 500 ETF (IVV)
This list provides information on the latest institutional transactions involving Ishares Core S&P 500 ETF (IVV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.49K+ 4.57% |
$772K - $857K
|
34K
$20.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
1.48K+ 4.27% |
$770K - $854K
|
36.1K
$21.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.47KNew |
$764K - $847K
|
1.47K
$872K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.47K+ 2.25% |
$763K - $846K
|
66.7K
$39.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.47K+ 1.68% |
$762K - $845K
|
88.4K
$52.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
1.46K+ 1.0% |
$761K - $843K
|
147K
$87.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.46K+ 162.61% |
$758K - $840K
|
2.35K
$1.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
1.46K+ 5.45% |
$757K - $840K
|
28.2K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
BUY
|
- |
1.45K+ 10.92% |
$754K - $836K
|
14.7K
$8.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.45K+ 28.34% |
$754K - $836K
|
6.57K
$3.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.44K+ 10.31% |
$751K - $833K
|
15.4K
$9.17M
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.43K+ 3.09% |
$744K - $825K
|
47.7K
$28.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.43K+ 2.39% |
$743K - $824K
|
61.2K
$36.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
1.43K+ 2.08% |
$741K - $822K
|
69.8K
$41.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.41K+ 1.84% |
$731K - $810K
|
77.8K
$46.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 1.59% |
$728K - $807K
|
89.3K
$53M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.39K+ 128.97% |
$723K - $801K
|
2.47K
$1.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.39K+ 1.09% |
$720K - $799K
|
129K
$76.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.37K+ 85.77% |
$712K - $789K
|
2.96K
$1.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.37K+ 8.93% |
$710K - $787K
|
16.6K
$9.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.36KNew |
$707K - $784K
|
1.36K
$807K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.35K+ 2.84% |
$703K - $779K
|
49K
$29.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
1.35K+ 4.91% |
$701K - $777K
|
28.8K
$17.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.35K+ 6.67% |
$700K - $776K
|
21.5K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.34K+ 5.89% |
$697K - $773K
|
24.1K
$14.3M
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.34K+ 5.89% |
$697K - $773K
|
24.1K
$14.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.33K+ 1.2% |
$692K - $768K
|
112K
$66.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.32K+ 11.16% |
$689K - $764K
|
13.2K
$7.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
1.32K+ 1.08% |
$688K - $763K
|
124K
$73.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
1.32K+ 1.62% |
$687K - $761K
|
82.6K
$49M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.31K+ 1.66% |
$683K - $757K
|
80.4K
$47.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.31K+ 49.56% |
$681K - $755K
|
3.95K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.3K+ 6.86% |
$678K - $752K
|
20.3K
$12M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
1.28K+ 0.16% |
$665K - $737K
|
809K
$480M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.28K+ 7.27% |
$664K - $737K
|
18.8K
$11.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 1.65% |
$660K - $731K
|
78.3K
$46.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.27K+ 19.41% |
$659K - $730K
|
7.79K
$4.62M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.27K+ 10.22% |
$659K - $730K
|
13.6K
$8.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.27K+ 66.27% |
$658K - $730K
|
3.17K
$1.88M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.27K+ 15.74% |
$658K - $730K
|
9.3K
$5.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.26K+ 17.7% |
$658K - $729K
|
8.4K
$4.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.26K+ 7.76% |
$656K - $728K
|
17.5K
$10.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.25K+ 3.8% |
$652K - $723K
|
34.2K
$20.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1.24K+ 4.01% |
$643K - $713K
|
32.1K
$19M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.23K+ 0.27% |
$637K - $707K
|
447K
$265M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.22K+ 3.23% |
$634K - $703K
|
38.9K
$23.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.22K+ 21.8% |
$634K - $703K
|
6.8K
$4.04M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.21K+ 12.49% |
$630K - $699K
|
10.9K
$6.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.2K+ 712.43% |
$626K - $694K
|
1.37K
$815K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.2K+ 3.5% |
$622K - $689K
|
35.3K
$21M
|