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 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.85% |
$1.56K - $1.73K
|
356
$211K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3+ 0.18% |
$1.56K - $1.73K
|
1.64K
$971K
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2+ 0.39% |
$1.04K - $1.15K
|
518
$307K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.03% |
$1.04K - $1.15K
|
7.34K
$4.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2+ 0.04% |
$1.04K - $1.15K
|
5.41K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
2+ 0.39% |
$1.04K - $1.15K
|
511
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
2+ 0.26% |
$1.04K - $1.15K
|
763
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2+ 0.5% |
$1.04K - $1.15K
|
406
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
2+ 0.23% |
$1.04K - $1.15K
|
861
$511K
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2+ 0.42% |
$1.04K - $1.15K
|
483
$287K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2+ 0.03% |
$1.04K - $1.15K
|
6.48K
$3.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.13% |
$1.04K - $1.15K
|
1.49K
$882K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2+ 0.05% |
$1.04K - $1.15K
|
3.75K
$2.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
2+ 0.16% |
$1.04K - $1.15K
|
1.24K
$736K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.12% |
$1.04K - $1.15K
|
1.61K
$955K
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
2+ 0.5% |
$1.04K - $1.15K
|
403
$239K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$1.04K - $1.15K
|
1.57K
$932K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2+ 0.29% |
$1.04K - $1.15K
|
685
$406K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.2% |
$1.04K - $1.15K
|
1K
$593K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.14% |
$1.04K - $1.15K
|
1.42K
$841K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
2+ 0.45% |
$1.04K - $1.15K
|
447
$265K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.19% |
$1.04K - $1.15K
|
1.05K
$623K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
2+ 0.4% |
$1.04K - $1.15K
|
508
$301K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.21% |
$1.04K - $1.15K
|
933
$554K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.43% |
$1.04K - $1.15K
|
465
$276K
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
2+ 0.08% |
$1.04K - $1.15K
|
2.65K
$1.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2+ 0.04% |
$1.04K - $1.15K
|
4.78K
$2.83M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
2+ 0.15% |
$1.04K - $1.15K
|
1.33K
$787K
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.13% |
$520 - $577
|
798
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.09% |
$520 - $577
|
1.15K
$681K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$520 - $577
|
11.9K
$7.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.03% |
$520 - $577
|
3.92K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.2% |
$520 - $577
|
490
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$520 - $577
|
2.57K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.68% |
$520 - $577
|
147
$87.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1+ 0.13% |
$520 - $577
|
766
$454K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1+ 0.1% |
$520 - $577
|
1.03K
$609K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.25% |
$520 - $577
|
395
$234K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$520 - $577
|
7.72K
$4.58M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1+ 0.18% |
$520 - $577
|
548
$325K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1+ 0.1% |
$520 - $577
|
1.02K
$603K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.13% |
$520 - $577
|
757
$449K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.27% |
$520 - $577
|
80
$47.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1+ 0.2% |
$520 - $577
|
500
$297K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1+ 0.06% |
$520 - $577
|
1.77K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1+ 0.04% |
$520 - $577
|
2.81K
$1.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.09% |
$520 - $577
|
1.07K
$632K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1+ 0.09% |
$520 - $577
|
1.13K
$672K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.17% |
$520 - $577
|
576
$342K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1+ 0.42% |
$520 - $577
|
240
$142K
|