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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
14+ 14.0% |
$6.97K - $7.69K
|
114
$67.6K
|
|
Aug 07, 2024
Q2 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 1.42% |
$6.47K - $7.15K
|
931
$552K
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
13+ 0.35% |
$6.47K - $7.15K
|
3.73K
$2.21M
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
11+ 1.72% |
$5.47K - $6.05K
|
649
$385K
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
11+ 0.51% |
$5.47K - $6.05K
|
2.18K
$1.3M
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
8+ 14.55% |
$3.98K - $4.4K
|
63
$37.4K
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
6+ 0.13% |
$2.99K - $3.3K
|
4.74K
$2.81M
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
6+ 24.0% |
$2.99K - $3.3K
|
31
$18.4K
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
4+ 1.03% |
$1.99K - $2.2K
|
393
$233K
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3+ 0.09% |
$1.49K - $1.65K
|
3.21K
$1.9M
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 7.5% |
$1.49K - $1.65K
|
43
$25.5K
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2New |
$995 - $1.1K
|
2
$1.19K
|
|
Aug 14, 2024
Q2 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2+ 0.1% |
$995 - $1.1K
|
1.91K
$1.13M
|
|
Aug 13, 2024
Q2 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
1+ 0.22% |
$498 - $550
|
466
$276K
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1+ 0.31% |
$498 - $550
|
323
$192K
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1+ 0.16% |
$498 - $550
|
633
$376K
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1+ 0.11% |
$498 - $550
|
897
$532K
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$498 - $550
|
1.59K
$943K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
7.83M+ 1777.41% |
$3.68B - $4.12B
|
8.27M
$4.91B
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
555KNew |
$261M - $292M
|
555K
$329M
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
266K+ 4062.9% |
$125M - $140M
|
273K
$162M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
221K+ 53.49% |
$104M - $116M
|
635K
$377M
|
|
May 14, 2024
Q1 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
70K+ 21.21% |
$32.9M - $36.8M
|
400K
$237M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
27.1KNew |
$12.7M - $14.2M
|
27.1K
$16.1M
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
24.8KNew |
$11.6M - $13M
|
24.8K
$14.7M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
23.1K+ 19.89% |
$10.8M - $12.1M
|
139K
$82.5M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
22KNew |
$10.3M - $11.6M
|
22K
$13.1M
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
21.7K+ 876.44% |
$10.2M - $11.4M
|
24.2K
$14.4M
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
19.4K+ 25.33% |
$9.11M - $10.2M
|
96K
$57M
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
19KNew |
$8.92M - $9.99M
|
19K
$11.3M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
12.5KNew |
$5.85M - $6.55M
|
12.5K
$7.39M
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
9.48KNew |
$4.45M - $4.98M
|
9.48K
$5.62M
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
9.12KNew |
$4.28M - $4.8M
|
9.12K
$5.41M
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.75K+ 98.19% |
$2.7M - $3.02M
|
11.6K
$6.88M
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
5.66KNew |
$2.66M - $2.98M
|
5.66K
$3.36M
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
5.28KNew |
$2.48M - $2.77M
|
5.28K
$3.13M
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.72K+ 87.23% |
$2.22M - $2.48M
|
10.1K
$6.01M
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.43K+ 2.86% |
$2.08M - $2.33M
|
159K
$94.4M
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
4.27K+ 184.84% |
$2M - $2.24M
|
6.58K
$3.9M
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
4.21KNew |
$1.98M - $2.21M
|
4.21K
$2.5M
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.14K+ 22.49% |
$1.94M - $2.18M
|
22.5K
$13.4M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.05K+ 0.3% |
$1.9M - $2.13M
|
1.35M
$800M
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
3.33KNew |
$1.57M - $1.75M
|
3.33K
$1.98M
|
|
Aug 07, 2024
Q1 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
3.07K+ 5.62% |
$1.44M - $1.62M
|
57.7K
$34.2M
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
3.02K+ 5.83% |
$1.42M - $1.59M
|
54.8K
$32.5M
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
2.9KNew |
$1.36M - $1.52M
|
2.9K
$1.72M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.88K+ 32.17% |
$1.35M - $1.51M
|
11.8K
$7.02M
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.5K+ 357.14% |
$1.17M - $1.31M
|
3.2K
$1.9M
|
|
Apr 30, 2024
Q1 2024
|
Palo Ds Manager LLC
Miami Beach, FL |
BUY
|
- |
2.47KNew |
$1.16M - $1.3M
|
2.47K
$1.46M
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
2.44KNew |
$1.15M - $1.28M
|
2.44K
$1.45M
|