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
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
42.6K+ 60.26% |
$22.1M - $24.5M
|
113K
$67.2M
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
42K+ 5.98% |
$21.8M - $24.2M
|
744K
$442M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
41.1K+ 2.83% |
$21.4M - $23.7M
|
1.5M
$888M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
40.9K+ 4.95% |
$21.3M - $23.6M
|
867K
$514M
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
40.5K+ 934.69% |
$21.1M - $23.3M
|
44.8K
$26.6M
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
39.1K+ 11.79% |
$20.4M - $22.6M
|
371K
$220M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38.9K+ 1.73% |
$20.2M - $22.4M
|
2.28M
$1.35B
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
38.8K+ 11.83% |
$20.2M - $22.4M
|
367K
$218M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
38.2K+ 12.84% |
$19.9M - $22M
|
336K
$199M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.1K+ 5.21% |
$19.3M - $21.4M
|
749K
$444M
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
36.5K+ 1.34% |
$19M - $21.1M
|
2.76M
$1.64B
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36.4K+ 13.96% |
$19M - $21M
|
297K
$177M
|
|
Nov 14, 2024
Q3 2024
|
Parker Investment Management, LLC
|
BUY
|
- |
35.9K+ 36.67% |
$18.7M - $20.7M
|
134K
$79.5M
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
35.5K+ 10.28% |
$18.5M - $20.5M
|
381K
$226M
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
35.4K+ 3.89% |
$18.4M - $20.4M
|
947K
$562M
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
BUY
|
- |
35.2K+ 1.93% |
$18.3M - $20.3M
|
1.86M
$1.1B
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
34.6KNew |
$18M - $20M
|
34.6K
$20.5M
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
32.3K+ 7.92% |
$16.8M - $18.6M
|
440K
$261M
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
32K+ 3.67% |
$16.7M - $18.5M
|
905K
$537M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.9K+ 2.21% |
$16.6M - $18.4M
|
1.47M
$875M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.7K+ 0.35% |
$16.5M - $18.3M
|
9.01M
$5.35B
|
|
Oct 25, 2024
Q3 2024
|
Toews Corp
|
BUY
|
- |
31.7K+ 105.6% |
$16.5M - $18.3M
|
61.7K
$36.6M
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
30.8K+ 14.14% |
$16M - $17.8M
|
249K
$148M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
30.7K+ 7.04% |
$15.9M - $17.7M
|
466K
$276M
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
30.5KNew |
$15.8M - $17.6M
|
30.5K
$18.1M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29.4K+ 4.28% |
$15.3M - $17M
|
718K
$426M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
29.3K+ 10.22% |
$15.2M - $16.9M
|
316K
$187M
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
28.8K+ 26.64% |
$15M - $16.6M
|
137K
$81.2M
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
28.6KNew |
$14.9M - $16.5M
|
28.6K
$17M
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
26.5K+ 26.29% |
$13.8M - $15.3M
|
127K
$75.6M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.9K+ 2.54% |
$13.5M - $15M
|
1.05M
$620M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
25.8K+ 62.89% |
$13.4M - $14.9M
|
66.9K
$39.7M
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
25.7K+ 31.26% |
$13.4M - $14.8M
|
108K
$64.1M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
25.6K+ 45.43% |
$13.3M - $14.7M
|
81.8K
$48.6M
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
25.6K+ 17.3% |
$13.3M - $14.7M
|
173K
$103M
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
25.4K+ 26.41% |
$13.2M - $14.6M
|
121K
$72.1M
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
25.3K+ 10.03% |
$13.2M - $14.6M
|
277K
$165M
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
24.5K+ 19.2% |
$12.7M - $14.1M
|
152K
$90.1M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
24.1K+ 30.16% |
$12.6M - $13.9M
|
104K
$61.8M
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
23.7KNew |
$12.3M - $13.6M
|
23.7K
$14M
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
22.7K+ 78.43% |
$11.8M - $13.1M
|
51.7K
$30.7M
|
|
Nov 14, 2024
Q3 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
22.5KNew |
$11.7M - $13M
|
22.5K
$13.3M
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
22.3KNew |
$11.6M - $12.9M
|
22.3K
$13.2M
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
22.3K+ 11.09% |
$11.6M - $12.9M
|
223K
$133M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.1K+ 38.0% |
$11.5M - $12.7M
|
80.2K
$47.6M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22K+ 0.78% |
$11.4M - $12.7M
|
2.84M
$1.68B
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
21.3K+ 23.02% |
$11.1M - $12.3M
|
114K
$67.6M
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
21.1K+ 6.66% |
$11M - $12.2M
|
338K
$200M
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
20.4K+ 5.04% |
$10.6M - $11.8M
|
426K
$253M
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
20K+ 8.15% |
$10.4M - $11.5M
|
265K
$157M
|