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 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
77+ 2.71% |
$40.1K - $44.4K
|
2.92K
$1.73M
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
76+ 2.24% |
$39.5K - $43.8K
|
3.47K
$2.06M
|
|
Nov 12, 2024
Q3 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
75+ 20.0% |
$39K - $43.3K
|
450
$267K
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
75+ 3.93% |
$39K - $43.3K
|
1.99K
$1.18M
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
75+ 0.51% |
$39K - $43.3K
|
14.9K
$8.85M
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
75+ 12.84% |
$39K - $43.3K
|
659
$391K
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
74+ 7.97% |
$38.5K - $42.7K
|
1K
$595K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
74+ 2.62% |
$38.5K - $42.7K
|
2.9K
$1.72M
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
74+ 2.56% |
$38.5K - $42.7K
|
2.96K
$1.76M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
74+ 1.41% |
$38.5K - $42.7K
|
5.31K
$3.15M
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
73+ 0.32% |
$38K - $42.1K
|
22.6K
$13.4M
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
73+ 4.84% |
$38K - $42.1K
|
1.58K
$939K
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
73+ 3.76% |
$38K - $42.1K
|
2.01K
$1.19M
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
73+ 2.31% |
$38K - $42.1K
|
3.24K
$1.92M
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
73New |
$38K - $42.1K
|
73
$43.3K
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
72+ 3.83% |
$37.5K - $41.5K
|
1.95K
$1.16M
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
72+ 1.35% |
$37.5K - $41.5K
|
5.39K
$3.2M
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
71+ 3.6% |
$36.9K - $41K
|
2.05K
$1.21M
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
71+ 2.63% |
$36.9K - $41K
|
2.77K
$1.64M
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
71+ 18.21% |
$36.9K - $41K
|
461
$274K
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
71+ 1.58% |
$36.9K - $41K
|
4.56K
$2.7M
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
71+ 9.48% |
$36.9K - $41K
|
820
$487K
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
70+ 0.54% |
$36.4K - $40.4K
|
13K
$7.71M
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
69New |
$35.9K - $39.8K
|
69
$40.9K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
68+ 1.17% |
$35.4K - $39.2K
|
5.87K
$3.48M
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
68+ 0.65% |
$35.4K - $39.2K
|
10.6K
$6.27M
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
68+ 38.86% |
$35.4K - $39.2K
|
243
$144K
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
68+ 0.45% |
$35.4K - $39.2K
|
15.1K
$8.98M
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
67+ 1.4% |
$34.9K - $38.6K
|
4.85K
$2.88M
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
67+ 0.32% |
$34.9K - $38.6K
|
20.8K
$12.3M
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
67+ 9.7% |
$34.9K - $38.6K
|
758
$450K
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
67+ 7.4% |
$34.9K - $38.6K
|
972
$577K
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
67+ 4.76% |
$34.9K - $38.6K
|
1.47K
$875K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
64New |
$33.3K - $36.9K
|
64
$38K
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
63+ 7.34% |
$32.8K - $36.3K
|
921
$546K
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
63+ 10.52% |
$32.8K - $36.3K
|
662
$393K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
63+ 101.61% |
$32.8K - $36.3K
|
125
$74.2K
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
62+ 1.28% |
$32.3K - $35.8K
|
4.91K
$2.91M
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
61+ 0.59% |
$31.7K - $35.2K
|
10.4K
$6.19M
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
61+ 6.43% |
$31.7K - $35.2K
|
1.01K
$599K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
61+ 1.61% |
$31.7K - $35.2K
|
3.86K
$2.29M
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
60+ 0.95% |
$31.2K - $34.6K
|
6.35K
$3.77M
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
60+ 1.59% |
$31.2K - $34.6K
|
3.84K
$2.28M
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
59+ 7.1% |
$30.7K - $34K
|
890
$528K
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
59+ 10.54% |
$30.7K - $34K
|
619
$367K
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
58+ 10.55% |
$30.2K - $33.5K
|
608
$361K
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
58+ 6.47% |
$30.2K - $33.5K
|
955
$567K
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
58+ 6.94% |
$30.2K - $33.5K
|
894
$530K
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
57+ 1.04% |
$29.7K - $32.9K
|
5.56K
$3.3M
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
57New |
$29.7K - $32.9K
|
57
$33.8K
|