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 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
55+ 2.2% |
$28.6K - $31.7K
|
2.56K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
55+ 1.21% |
$28.6K - $31.7K
|
4.62K
$2.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
55+ 0.27% |
$28.6K - $31.7K
|
20.4K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
54+ 0.2% |
$28.1K - $31.1K
|
27.2K
$16.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
54+ 0.82% |
$28.1K - $31.1K
|
6.63K
$3.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
54+ 2.0% |
$28.1K - $31.1K
|
2.75K
$1.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
54+ 0.28% |
$28.1K - $31.1K
|
19.1K
$11.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
53+ 3.06% |
$27.6K - $30.6K
|
1.79K
$1.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
53+ 1.84% |
$27.6K - $30.6K
|
2.93K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
52+ 2.87% |
$27K - $30K
|
1.87K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
52+ 3.64% |
$27K - $30K
|
1.48K
$879K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
52+ 4.12% |
$27K - $30K
|
1.31K
$780K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
51+ 1.6% |
$26.5K - $29.4K
|
3.23K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
50+ 3.64% |
$26K - $28.8K
|
1.42K
$844K
|
|
|
Nov 07, 2024
Q3 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
50+ 0.11% |
$26K - $28.8K
|
44.8K
$26.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
50+ 1.29% |
$26K - $28.8K
|
3.92K
$2.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
50+ 2.09% |
$26K - $28.8K
|
2.45K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
50New |
$26K - $28.8K
|
50
$29.7K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
49+ 0.22% |
$25.5K - $28.3K
|
22.6K
$13.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
49+ 2.77% |
$25.5K - $28.3K
|
1.82K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
48+ 3.58% |
$25K - $27.7K
|
1.39K
$824K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
48+ 1.05% |
$25K - $27.7K
|
4.61K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
47+ 10.93% |
$24.4K - $27.1K
|
477
$283K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
46+ 4.44% |
$23.9K - $26.5K
|
1.08K
$641K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
45+ 1.11% |
$23.4K - $26K
|
4.1K
$2.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
45+ 0.18% |
$23.4K - $26K
|
25K
$14.8M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
45+ 1.79% |
$23.4K - $26K
|
2.56K
$1.52M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
45+ 1.51% |
$23.4K - $26K
|
3.02K
$1.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
45+ 0.39% |
$23.4K - $26K
|
11.7K
$6.92M
|
|
|
Nov 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
BUY
|
- |
44+ 0.34% |
$22.9K - $25.4K
|
13.2K
$7.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
43+ 6.22% |
$22.4K - $24.8K
|
734
$436K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
43+ 0.67% |
$22.4K - $24.8K
|
6.42K
$3.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
43+ 0.24% |
$22.4K - $24.8K
|
17.6K
$10.5M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
43+ 1.31% |
$22.4K - $24.8K
|
3.33K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
42+ 5.66% |
$21.8K - $24.2K
|
784
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
41+ 10.41% |
$21.3K - $23.6K
|
435
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
40New |
$20.8K - $23.1K
|
40
$23.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
40+ 1.96% |
$20.8K - $23.1K
|
2.08K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
40+ 5.43% |
$20.8K - $23.1K
|
777
$461K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
40+ 65.57% |
$20.8K - $23.1K
|
101
$59.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
39+ 0.56% |
$20.3K - $22.5K
|
6.99K
$4.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
39+ 139.29% |
$20.3K - $22.5K
|
67
$39.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
38+ 1.38% |
$19.8K - $21.9K
|
2.79K
$1.65M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
38+ 3.5% |
$19.8K - $21.9K
|
1.12K
$667K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
36+ 0.36% |
$18.7K - $20.8K
|
10.1K
$6M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
36+ 0.46% |
$18.7K - $20.8K
|
7.8K
$4.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
36+ 2.09% |
$18.7K - $20.8K
|
1.76K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
35+ 9.16% |
$18.2K - $20.2K
|
417
$247K
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
35+ 5.8% |
$18.2K - $20.2K
|
638
$379K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
35+ 3.51% |
$18.2K - $20.2K
|
1.03K
$612K
|