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 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
34+ 0.6% |
$17.7K - $19.6K
|
5.7K
$3.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
34+ 9.24% |
$17.7K - $19.6K
|
402
$239K
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
34+ 1.94% |
$17.7K - $19.6K
|
1.79K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
32+ 0.45% |
$16.6K - $18.5K
|
7.09K
$4.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
32+ 0.82% |
$16.6K - $18.5K
|
3.92K
$2.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
32+ 0.81% |
$16.6K - $18.5K
|
3.98K
$2.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
32New |
$16.6K - $18.5K
|
32
$19K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
31+ 1.09% |
$16.1K - $17.9K
|
2.87K
$1.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
30+ 0.96% |
$15.6K - $17.3K
|
3.15K
$1.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.0% |
$15.6K - $17.3K
|
3.02K
$1.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
30+ 0.38% |
$15.6K - $17.3K
|
7.85K
$4.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
29+ 1.49% |
$15.1K - $16.7K
|
1.98K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
29+ 1.11% |
$15.1K - $16.7K
|
2.64K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
28+ 6.02% |
$14.6K - $16.2K
|
493
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
27+ 9.25% |
$14K - $15.6K
|
319
$189K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
27+ 1.02% |
$14K - $15.6K
|
2.67K
$1.58M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
27+ 0.2% |
$14K - $15.6K
|
13.6K
$8.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
26+ 0.54% |
$13.5K - $15K
|
4.82K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
25New |
$13K - $14.4K
|
25
$14.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
25+ 1.12% |
$13K - $14.4K
|
2.27K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
25+ 35.21% |
$13K - $14.4K
|
96
$57K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
25+ 6.39% |
$13K - $14.4K
|
416
$247K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
24+ 0.32% |
$12.5K - $13.8K
|
7.6K
$4.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
24+ 0.92% |
$12.5K - $13.8K
|
2.63K
$1.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
24+ 14.91% |
$12.5K - $13.8K
|
185
$110K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
24+ 5.29% |
$12.5K - $13.8K
|
478
$284K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
24+ 1.25% |
$12.5K - $13.8K
|
1.95K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
23+ 4.6% |
$12K - $13.3K
|
523
$310K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
22+ 2.97% |
$11.4K - $12.7K
|
762
$452K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
22+ 4.18% |
$11.4K - $12.7K
|
548
$325K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
22+ 1.53% |
$11.4K - $12.7K
|
1.46K
$864K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
21+ 3.74% |
$10.9K - $12.1K
|
582
$345K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
21+ 0.43% |
$10.9K - $12.1K
|
4.85K
$2.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
20+ 0.62% |
$10.4K - $11.5K
|
3.22K
$1.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
20+ 2.3% |
$10.4K - $11.5K
|
888
$527K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
20+ 0.17% |
$10.4K - $11.5K
|
12.1K
$7.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
19+ 0.54% |
$9.88K - $11K
|
3.52K
$2.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
19+ 14.18% |
$9.88K - $11K
|
153
$90.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
19+ 0.14% |
$9.88K - $11K
|
13.4K
$7.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
18+ 2.78% |
$9.36K - $10.4K
|
665
$395K
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
18+ 2.64% |
$9.36K - $10.4K
|
700
$415K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
18+ 2.94% |
$9.36K - $10.4K
|
631
$374K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
18+ 2.61% |
$9.36K - $10.4K
|
707
$419K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
18+ 1.98% |
$9.36K - $10.4K
|
925
$549K
|
|
|
Nov 13, 2024
Q3 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
17+ 0.38% |
$8.84K - $9.81K
|
4.53K
$2.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
17+ 1.33% |
$8.84K - $9.81K
|
1.29K
$767K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
17+ 0.15% |
$8.84K - $9.81K
|
11.4K
$6.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17+ 0.97% |
$8.84K - $9.81K
|
1.77K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
17+ 2.32% |
$8.84K - $9.81K
|
750
$445K
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
16+ 0.54% |
$8.32K - $9.23K
|
2.95K
$1.75M
|