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 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
140+ 2.21% |
$72.8K - $80.8K
|
6.47K
$3.84M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
139+ 11.84% |
$72.3K - $80.2K
|
1.31K
$779K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
139New |
$72.3K - $80.2K
|
139
$82.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
138+ 1.26% |
$71.8K - $79.6K
|
11.1K
$6.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
137+ 7.05% |
$71.3K - $79K
|
2.08K
$1.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
136+ 4.72% |
$70.7K - $78.4K
|
3.02K
$1.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
136+ 0.56% |
$70.7K - $78.4K
|
24.3K
$14.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
135+ 3.64% |
$70.2K - $77.9K
|
3.85K
$2.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
135+ 0.38% |
$70.2K - $77.9K
|
36K
$21.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
134+ 55.14% |
$69.7K - $77.3K
|
377
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
134+ 2.67% |
$69.7K - $77.3K
|
5.16K
$3.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
134+ 28.76% |
$69.7K - $77.3K
|
600
$356K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
134+ 0.64% |
$69.7K - $77.3K
|
21.1K
$12.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
133+ 0.49% |
$69.2K - $76.7K
|
27.2K
$16.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
129+ 3.29% |
$67.1K - $74.4K
|
4.05K
$2.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
129+ 3.19% |
$67.1K - $74.4K
|
4.17K
$2.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
128+ 5.06% |
$66.6K - $73.8K
|
2.66K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
127+ 1.76% |
$66.1K - $73.3K
|
7.34K
$4.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
127+ 1.21% |
$66.1K - $73.3K
|
10.6K
$6.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
126+ 1.76% |
$65.5K - $72.7K
|
7.28K
$4.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
126+ 17.21% |
$65.5K - $72.7K
|
858
$509K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
126+ 1.29% |
$65.5K - $72.7K
|
9.91K
$5.88M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
124+ 0.3% |
$64.5K - $71.5K
|
40.9K
$24.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
123New |
$64K - $70.9K
|
123
$73K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
122+ 8.88% |
$63.5K - $70.4K
|
1.5K
$888K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
122+ 1.15% |
$63.5K - $70.4K
|
10.7K
$6.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
121+ 0.64% |
$62.9K - $69.8K
|
19K
$11.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
121New |
$62.9K - $69.8K
|
121
$71.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
119+ 1.7% |
$61.9K - $68.6K
|
7.1K
$4.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
118+ 11.01% |
$61.4K - $68.1K
|
1.19K
$706K
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
118+ 1.25% |
$61.4K - $68.1K
|
9.54K
$5.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
118+ 1.72% |
$61.4K - $68.1K
|
6.99K
$4.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
117+ 25.49% |
$60.9K - $67.5K
|
576
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
116+ 10.34% |
$60.3K - $66.9K
|
1.24K
$735K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
116+ 0.68% |
$60.3K - $66.9K
|
17.1K
$10.2M
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
116+ 4.67% |
$60.3K - $66.9K
|
2.6K
$1.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
116+ 0.05% |
$60.3K - $66.9K
|
234K
$139M
|
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
115+ 0.76% |
$59.8K - $66.3K
|
15.3K
$9.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Ashford Advisors, LLC
|
BUY
|
- |
114+ 0.03% |
$59.3K - $65.8K
|
434K
$258M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
114+ 9.98% |
$59.3K - $65.8K
|
1.26K
$745K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
111+ 1.49% |
$57.7K - $64K
|
7.55K
$4.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
111+ 7.7% |
$57.7K - $64K
|
1.55K
$921K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
111+ 3.09% |
$57.7K - $64K
|
3.7K
$2.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
111+ 8.98% |
$57.7K - $64K
|
1.35K
$799K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
110New |
$57.2K - $63.5K
|
110
$65.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
110+ 5.94% |
$57.2K - $63.5K
|
1.96K
$1.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
110+ 0.27% |
$57.2K - $63.5K
|
40.9K
$24.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
110+ 0.48% |
$57.2K - $63.5K
|
23.1K
$13.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
109+ 0.46% |
$56.7K - $62.9K
|
23.9K
$14.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
108+ 5.49% |
$56.2K - $62.3K
|
2.08K
$1.23M
|