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 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
201+ 0.79% |
$105K - $116K
|
25.7K
$15.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
198+ 5.36% |
$103K - $114K
|
3.89K
$2.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
198+ 5.45% |
$103K - $114K
|
3.83K
$2.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
197+ 2.95% |
$102K - $114K
|
6.86K
$4.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
196+ 2.11% |
$102K - $113K
|
9.47K
$5.61M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
196+ 22.2% |
$102K - $113K
|
1.08K
$639K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
196+ 50.52% |
$102K - $113K
|
584
$346K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
195+ 0.42% |
$101K - $112K
|
46.9K
$27.8M
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
BUY
|
- |
194+ 1.25% |
$101K - $112K
|
15.7K
$9.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
192+ 9.32% |
$99.9K - $111K
|
2.25K
$1.33M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
192+ 15.36% |
$99.9K - $111K
|
1.44K
$854K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
191+ 8.4% |
$99.4K - $110K
|
2.46K
$1.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
191+ 9.84% |
$99.4K - $110K
|
2.13K
$1.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
191+ 50.93% |
$99.4K - $110K
|
566
$335K
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
191+ 7.23% |
$99.4K - $110K
|
2.83K
$1.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
190+ 46.57% |
$98.8K - $110K
|
598
$354K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
190+ 27.22% |
$98.8K - $110K
|
888
$526K
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
189+ 2.12% |
$98.3K - $109K
|
9.12K
$5.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
189+ 2.91% |
$98.3K - $109K
|
6.68K
$3.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
188+ 3.91% |
$97.8K - $108K
|
5K
$2.96M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
187+ 9.16% |
$97.3K - $108K
|
2.23K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
187+ 5.34% |
$97.3K - $108K
|
3.69K
$2.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
185+ 5.46% |
$96.2K - $107K
|
3.58K
$2.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
184+ 5.71% |
$95.7K - $106K
|
3.41K
$2.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
183+ 1.5% |
$95.2K - $106K
|
12.4K
$7.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
181+ 42.49% |
$94.2K - $104K
|
607
$359K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
181+ 27.26% |
$94.2K - $104K
|
845
$500K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
181+ 0.7% |
$94.2K - $104K
|
25.9K
$15.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
179+ 20.27% |
$93.1K - $103K
|
1.06K
$629K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
176+ 2.29% |
$91.6K - $102K
|
7.85K
$4.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
174+ 0.5% |
$90.5K - $100K
|
34.7K
$20.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
174+ 1.1% |
$90.5K - $100K
|
15.9K
$9.43M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
173+ 1.47% |
$90K - $99.8K
|
12K
$7.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
172+ 46.36% |
$89.5K - $99.2K
|
543
$321K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
171+ 44.42% |
$89K - $98.6K
|
556
$329K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
170+ 0.3% |
$88.4K - $98.1K
|
57.6K
$34.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
170+ 37.44% |
$88.4K - $98.1K
|
624
$369K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
169+ 13.31% |
$87.9K - $97.5K
|
1.44K
$852K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
169+ 7.83% |
$87.9K - $97.5K
|
2.33K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
BUY
|
- |
168+ 6.61% |
$87.4K - $96.9K
|
2.71K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
165+ 16.98% |
$85.8K - $95.2K
|
1.14K
$673K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
164+ 25.08% |
$85.3K - $94.6K
|
818
$484K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
164+ 0.12% |
$85.3K - $94.6K
|
135K
$79.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
163New |
$84.8K - $94K
|
163
$96.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
163New |
$84.8K - $94K
|
163
$96.5K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
163+ 0.11% |
$84.8K - $94K
|
149K
$88.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
163+ 1.25% |
$84.8K - $94K
|
13.2K
$7.82M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
162+ 41.12% |
$84.3K - $93.4K
|
556
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
162+ 1.2% |
$84.3K - $93.4K
|
13.7K
$8.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
162+ 3.49% |
$84.3K - $93.4K
|
4.81K
$2.84M
|