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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
230+ 14.48% |
$114K - $126K
|
1.82K
$1.08M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
224+ 37.09% |
$111K - $123K
|
828
$491K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
224+ 33.68% |
$111K - $123K
|
889
$527K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
206+ 1.82% |
$102K - $113K
|
11.5K
$6.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
CALL |
200+ 50.0% |
$99.5K - $110K
|
600
$356K
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
193+ 17.94% |
$96K - $106K
|
1.27K
$753K
|
|
|
Aug 06, 2024
Q2 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
191+ 43.02% |
$95K - $105K
|
635
$377K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
190+ 4.51% |
$94.5K - $104K
|
4.41K
$2.61M
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
184New |
$91.5K - $101K
|
184
$109K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
175New |
$87.1K - $96.2K
|
175
$104K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
170+ 42.29% |
$84.6K - $93.4K
|
572
$339K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
163New |
$81.1K - $89.6K
|
163
$96.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
150+ 14.72% |
$74.6K - $82.4K
|
1.17K
$694K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
140New |
$69.7K - $76.9K
|
140
$83.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
138New |
$68.7K - $75.9K
|
138
$81.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
136+ 26.77% |
$67.7K - $74.8K
|
644
$382K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
133+ 19.91% |
$66.2K - $73.1K
|
801
$475K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
130+ 9.82% |
$64.7K - $71.5K
|
1.45K
$863K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
113New |
$56.2K - $62.1K
|
113
$67K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
103+ 183.93% |
$51.2K - $56.6K
|
159
$94.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
99+ 11.1% |
$49.3K - $54.4K
|
991
$588K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
85+ 5.19% |
$42.3K - $46.7K
|
1.72K
$1.02M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
85+ 1.8% |
$42.3K - $46.7K
|
4.81K
$2.85M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
77+ 13.14% |
$38.3K - $42.3K
|
663
$393K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
76New |
$37.8K - $41.8K
|
76
$45.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
74+ 4.1% |
$36.8K - $40.7K
|
1.88K
$1.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
72+ 8.3% |
$35.8K - $39.6K
|
939
$557K
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
66+ 12.97% |
$32.8K - $36.3K
|
575
$341K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
60+ 11.36% |
$29.9K - $33K
|
588
$349K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
55+ 25.82% |
$27.4K - $30.2K
|
268
$159K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
54+ 10.09% |
$26.9K - $29.7K
|
589
$349K
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
51+ 4.23% |
$25.4K - $28K
|
1.26K
$746K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
51+ 2.71% |
$25.4K - $28K
|
1.93K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
50+ 0.67% |
$24.9K - $27.5K
|
7.55K
$4.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
50+ 9.01% |
$24.9K - $27.5K
|
605
$359K
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
47+ 2.02% |
$23.4K - $25.8K
|
2.37K
$1.41M
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
46+ 3.63% |
$22.9K - $25.3K
|
1.31K
$780K
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
44+ 8.07% |
$21.9K - $24.2K
|
589
$349K
|
|
|
Aug 13, 2024
Q2 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
40+ 5.69% |
$19.9K - $22K
|
743
$441K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
39+ 1.19% |
$19.4K - $21.4K
|
3.32K
$1.97M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
36+ 0.12% |
$17.9K - $19.8K
|
31.2K
$18.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
30+ 3.18% |
$14.9K - $16.5K
|
973
$577K
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
29+ 3.23% |
$14.4K - $15.9K
|
927
$550K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
29+ 3.97% |
$14.4K - $15.9K
|
760
$451K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
27+ 18.75% |
$13.4K - $14.8K
|
171
$101K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
22+ 8.43% |
$10.9K - $12.1K
|
283
$168K
|
|
|
Aug 14, 2024
Q2 2024
|
1922 Investment CO LLC
Houston, TX |
BUY
|
- |
20New |
$9.95K - $11K
|
20
$11.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
20+ 6.94% |
$9.95K - $11K
|
308
$183K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
18+ 21.18% |
$8.96K - $9.89K
|
103
$61.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
15+ 1.92% |
$7.46K - $8.24K
|
797
$473K
|