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 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
298+ 18.44% |
$155K - $172K
|
1.91K
$1.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
297+ 23.37% |
$154K - $171K
|
1.57K
$930K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
289+ 10.2% |
$150K - $167K
|
3.12K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
286+ 35.57% |
$149K - $165K
|
1.09K
$647K
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
283+ 44.08% |
$147K - $163K
|
925
$549K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
283+ 0.76% |
$147K - $163K
|
37.7K
$22.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
282+ 0.04% |
$147K - $163K
|
655K
$388M
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
282+ 4.16% |
$147K - $163K
|
7.06K
$4.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
277+ 7.09% |
$144K - $160K
|
4.18K
$2.48M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
276+ 2.3% |
$144K - $159K
|
12.3K
$7.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
272+ 24.68% |
$141K - $157K
|
1.37K
$815K
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
272+ 0.39% |
$141K - $157K
|
69.9K
$41.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
271+ 0.43% |
$141K - $156K
|
63.5K
$37.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
270+ 0.88% |
$140K - $156K
|
31K
$18.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
269New |
$140K - $155K
|
269
$160K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
269+ 6.99% |
$140K - $155K
|
4.12K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
266+ 8.14% |
$138K - $153K
|
3.54K
$2.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
265+ 10.43% |
$138K - $153K
|
2.81K
$1.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
264+ 9.73% |
$137K - $152K
|
2.98K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
261+ 5.01% |
$136K - $151K
|
5.47K
$3.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
260+ 1.38% |
$135K - $150K
|
19.1K
$11.3M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
259+ 1.26% |
$135K - $149K
|
20.8K
$12.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
259+ 2.16% |
$135K - $149K
|
12.2K
$7.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
259+ 3.2% |
$135K - $149K
|
8.35K
$4.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
258+ 6.35% |
$134K - $149K
|
4.32K
$2.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
257+ 18.95% |
$134K - $148K
|
1.61K
$957K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
256+ 1.11% |
$133K - $148K
|
23.3K
$13.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
255+ 0.56% |
$133K - $147K
|
45.8K
$27.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
254+ 3.15% |
$132K - $147K
|
8.33K
$4.94M
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
253+ 0.73% |
$132K - $146K
|
34.9K
$20.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
251+ 0.34% |
$131K - $145K
|
74.4K
$44.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
250+ 167.79% |
$130K - $144K
|
399
$237K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
249+ 9.88% |
$130K - $144K
|
2.77K
$1.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
247+ 8.04% |
$128K - $142K
|
3.32K
$1.97M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
247+ 16.64% |
$128K - $142K
|
1.73K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
246+ 8.23% |
$128K - $142K
|
3.24K
$1.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
246+ 50.72% |
$128K - $142K
|
731
$434K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
245+ 0.97% |
$127K - $141K
|
25.5K
$15.1M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
242+ 4.17% |
$126K - $140K
|
6.05K
$3.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
242+ 1.42% |
$126K - $140K
|
17.2K
$10.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
242+ 0.52% |
$126K - $140K
|
46.7K
$27.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
241+ 1.1% |
$125K - $139K
|
22.2K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
239+ 6.07% |
$124K - $138K
|
4.18K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
26 North Partners LP
New York, NY |
BUY
|
- |
239+ 0.1% |
$124K - $138K
|
249K
$148M
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
239+ 10.61% |
$124K - $138K
|
2.49K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
239+ 4.67% |
$124K - $138K
|
5.36K
$3.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
238+ 4.34% |
$124K - $137K
|
5.72K
$3.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
237+ 3.24% |
$123K - $137K
|
7.54K
$4.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
236+ 12.92% |
$123K - $136K
|
2.06K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
236+ 0.46% |
$123K - $136K
|
51.4K
$30.5M
|