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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
108+ 1.31% |
$56.2K - $62.3K
|
8.33K
$4.94M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
107+ 0.28% |
$55.7K - $61.7K
|
38K
$22.5M
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
107+ 2.84% |
$55.7K - $61.7K
|
3.87K
$2.3M
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
106+ 2.36% |
$55.1K - $61.1K
|
4.61K
$2.73M
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
105+ 11.6% |
$54.6K - $60.6K
|
1.01K
$599K
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
105+ 4.23% |
$54.6K - $60.6K
|
2.59K
$1.53M
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
104+ 4.61% |
$54.1K - $60K
|
2.36K
$1.4M
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
104+ 6.2% |
$54.1K - $60K
|
1.78K
$1.06M
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
104+ 3.74% |
$54.1K - $60K
|
2.89K
$1.71M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
103+ 15.77% |
$53.6K - $59.4K
|
756
$449K
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
103+ 0.15% |
$53.6K - $59.4K
|
70.5K
$41.8M
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
103+ 17.17% |
$53.6K - $59.4K
|
703
$417K
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
102+ 3.3% |
$53.1K - $58.8K
|
3.19K
$1.89M
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
101+ 42.98% |
$52.5K - $58.3K
|
336
$199K
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
101+ 3.13% |
$52.5K - $58.3K
|
3.33K
$1.98M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
101+ 4.06% |
$52.5K - $58.3K
|
2.59K
$1.54M
|
|
Nov 14, 2024
Q3 2024
|
Fenimore Asset Management Inc
|
BUY
|
- |
100+ 8.33% |
$52K - $57.7K
|
1.3K
$771K
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
100+ 3.88% |
$52K - $57.7K
|
2.68K
$1.59M
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
100+ 1.94% |
$52K - $57.7K
|
5.26K
$3.12M
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
99+ 0.88% |
$51.5K - $57.1K
|
11.3K
$6.7M
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
99+ 5.13% |
$51.5K - $57.1K
|
2.03K
$1.2M
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
97+ 4.92% |
$50.5K - $56K
|
2.07K
$1.23M
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
97+ 1.55% |
$50.5K - $56K
|
6.37K
$3.78M
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
97+ 8.25% |
$50.5K - $56K
|
1.27K
$755K
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
96+ 38.4% |
$49.9K - $55.4K
|
346
$205K
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
96+ 1.98% |
$49.9K - $55.4K
|
4.95K
$2.94M
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
96+ 320.0% |
$49.9K - $55.4K
|
126
$74.8K
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
95+ 12.29% |
$49.4K - $54.8K
|
868
$515K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
93New |
$48.4K - $53.6K
|
93
$55.2K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
93+ 1.28% |
$48.4K - $53.6K
|
7.35K
$4.36M
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
90+ 3.62% |
$46.8K - $51.9K
|
2.58K
$1.53M
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
88+ 17.67% |
$45.8K - $50.8K
|
586
$348K
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
86+ 1.08% |
$44.7K - $49.6K
|
8.02K
$4.76M
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
85+ 2.38% |
$44.2K - $49K
|
3.66K
$2.17M
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
85+ 13.71% |
$44.2K - $49K
|
705
$418K
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
85+ 1.2% |
$44.2K - $49K
|
7.19K
$4.26M
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
84+ 6.89% |
$43.7K - $48.5K
|
1.3K
$774K
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
83New |
$43.2K - $47.9K
|
83
$49.2K
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
83+ 5.02% |
$43.2K - $47.9K
|
1.74K
$1.03M
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
83+ 8.04% |
$43.2K - $47.9K
|
1.12K
$662K
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
82+ 1.6% |
$42.7K - $47.3K
|
5.19K
$3.08M
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
81+ 8.49% |
$42.1K - $46.7K
|
1.04K
$614K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
80New |
$41.6K - $46.1K
|
80
$47.5K
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
80+ 1.63% |
$41.6K - $46.1K
|
4.99K
$2.96M
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
80+ 2.65% |
$41.6K - $46.1K
|
3.1K
$1.84M
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
80+ 13.09% |
$41.6K - $46.1K
|
691
$410K
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
79+ 1.7% |
$41.1K - $45.6K
|
4.73K
$2.8M
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
78+ 2.35% |
$40.6K - $45K
|
3.4K
$2.01M
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
78+ 1.49% |
$40.6K - $45K
|
5.32K
$3.15M
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
77+ 10.29% |
$40.1K - $44.4K
|
825
$489K
|