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 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.19K+ 73.39% |
$621K - $689K
|
2.82K
$1.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.19KNew |
$618K - $686K
|
1.19K
$705K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.19K+ 11.25% |
$618K - $686K
|
11.8K
$6.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.19K+ 0.99% |
$617K - $684K
|
122K
$72.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.18K+ 0.78% |
$612K - $678K
|
152K
$89.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.17K+ 1.88% |
$608K - $674K
|
63.2K
$37.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.16KNew |
$604K - $670K
|
1.16K
$689K
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
BUY
|
- |
1.16K+ 21.22% |
$603K - $669K
|
6.63K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.16K+ 0.5% |
$603K - $669K
|
234K
$139M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.15K+ 19.87% |
$599K - $664K
|
6.95K
$4.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.15K+ 114.29% |
$599K - $664K
|
2.16K
$1.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
1.15K+ 3.08% |
$598K - $663K
|
38.5K
$22.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
1.14K+ 5.67% |
$594K - $659K
|
21.3K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.14K+ 3.56% |
$594K - $658K
|
33.2K
$19.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.13K+ 9.97% |
$589K - $654K
|
12.5K
$7.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.13K+ 2.91% |
$587K - $651K
|
39.9K
$23.7M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.13K+ 53.06% |
$587K - $651K
|
3.25K
$1.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.12K+ 7.38% |
$583K - $646K
|
16.3K
$9.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.11KNew |
$579K - $642K
|
1.11K
$660K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.11K+ 2.08% |
$576K - $639K
|
54.3K
$32.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.09K+ 21.05% |
$568K - $629K
|
6.27K
$3.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
1.09K+ 122.04% |
$568K - $629K
|
1.99K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.08K+ 4.99% |
$563K - $625K
|
22.8K
$13.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.07K+ 37.46% |
$559K - $620K
|
3.94K
$2.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
1.06K+ 1.96% |
$551K - $611K
|
55.1K
$32.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.05K+ 42.9% |
$544K - $603K
|
3.48K
$2.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
1.04K+ 7.44% |
$542K - $600K
|
15K
$8.92M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.03K+ 2.16% |
$537K - $595K
|
48.8K
$28.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.03K+ 1.01% |
$537K - $595K
|
104K
$61.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.03KNew |
$536K - $594K
|
1.03K
$611K
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.03K+ 2.09% |
$535K - $594K
|
50.2K
$29.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.02K+ 1.54% |
$528K - $585K
|
67.1K
$39.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 7.5% |
$525K - $583K
|
14.5K
$8.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1K+ 7.74% |
$521K - $578K
|
14K
$8.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
989+ 1.11% |
$514K - $570K
|
89.7K
$53.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
984+ 1.26% |
$512K - $568K
|
79.1K
$46.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
981+ 34.29% |
$510K - $566K
|
3.84K
$2.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
978+ 15.67% |
$509K - $564K
|
7.22K
$4.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
978New |
$509K - $564K
|
978
$580K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
971+ 5.01% |
$505K - $560K
|
20.4K
$12.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
971+ 3.33% |
$505K - $560K
|
30.1K
$17.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
969+ 15.63% |
$504K - $559K
|
7.17K
$4.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
964+ 16.31% |
$501K - $556K
|
6.87K
$4.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
963+ 5.27% |
$501K - $555K
|
19.2K
$11.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
960+ 10.53% |
$499K - $554K
|
10.1K
$5.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
959+ 4.98% |
$499K - $553K
|
20.2K
$12M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
959+ 28.66% |
$499K - $553K
|
4.31K
$2.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
957+ 21.04% |
$498K - $552K
|
5.51K
$3.27M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
954+ 16.14% |
$496K - $550K
|
6.87K
$4.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
940New |
$489K - $542K
|
940
$558K
|