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 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
251+ 0.34% |
$131K - $145K
|
74.4K
$44.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
250+ 167.79% |
$130K - $144K
|
399
$236K
|
|
|
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
$1.02M
|
|
|
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
$433K
|
|
|
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
$3.58M
|
|
|
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
$27.6M
|
|
|
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
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
26 North Partners LP
New York, NY |
BUY
|
- |
239+ 0.1% |
$124K - $138K
|
249K
$147M
|
|
|
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
$3.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
238+ 4.34% |
$124K - $137K
|
5.72K
$3.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
237+ 3.24% |
$123K - $137K
|
7.54K
$4.46M
|
|
|
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
$30.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
234+ 1.12% |
$122K - $135K
|
21.2K
$12.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
233+ 1.22% |
$121K - $134K
|
19.4K
$11.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
232+ 0.62% |
$121K - $134K
|
37.9K
$22.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
232+ 2.53% |
$121K - $134K
|
9.39K
$5.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
231+ 11.61% |
$120K - $133K
|
2.22K
$1.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
230+ 6.22% |
$120K - $133K
|
3.93K
$2.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
230+ 21.46% |
$120K - $133K
|
1.3K
$771K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
228+ 1.55% |
$119K - $132K
|
14.9K
$8.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
228+ 5.14% |
$119K - $132K
|
4.66K
$2.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
227+ 1.84% |
$118K - $131K
|
12.6K
$7.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
226+ 44.14% |
$118K - $130K
|
738
$437K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
226+ 2.49% |
$118K - $130K
|
9.32K
$5.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
223+ 2.08% |
$116K - $129K
|
11K
$6.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
222+ 0.7% |
$115K - $128K
|
31.9K
$18.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
221+ 0.81% |
$115K - $127K
|
27.6K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
218+ 18.71% |
$113K - $126K
|
1.38K
$819K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
218+ 1.89% |
$113K - $126K
|
11.7K
$6.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
216+ 3.39% |
$112K - $125K
|
6.58K
$3.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
213+ 1.36% |
$111K - $123K
|
15.8K
$9.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
213+ 1.12% |
$111K - $123K
|
19.2K
$11.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
212+ 0.55% |
$110K - $122K
|
38.7K
$22.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
211+ 27.02% |
$110K - $122K
|
992
$587K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
210+ 4.63% |
$109K - $121K
|
4.74K
$2.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
210+ 21.52% |
$109K - $121K
|
1.19K
$702K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
209+ 4.5% |
$109K - $121K
|
4.86K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
207+ 1.68% |
$108K - $119K
|
12.5K
$7.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
204+ 3.93% |
$106K - $118K
|
5.4K
$3.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
203+ 253.75% |
$106K - $117K
|
283
$168K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
202+ 0.3% |
$105K - $117K
|
66.9K
$39.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
202+ 13.25% |
$105K - $117K
|
1.73K
$1.02M
|