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 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
5.56KNew |
$2.29M - $2.66M
|
5.56K
$3.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.99K+ 11.86% |
$2.06M - $2.39M
|
47K
$27.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
4.61K+ 9.77% |
$1.9M - $2.21M
|
51.8K
$30.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
3.67K+ 2.8% |
$1.52M - $1.76M
|
135K
$80.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.25K+ 4.52% |
$1.34M - $1.55M
|
75K
$44.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
2.23KNew |
$919K - $1.07M
|
2.23K
$1.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.06KNew |
$851K - $988K
|
2.06K
$1.22M
|
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
2.03KNew |
$837K - $972K
|
2.03K
$1.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.96K+ 1.08% |
$807K - $937K
|
184K
$109M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.42K+ 14.75% |
$587K - $682K
|
11.1K
$6.57M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.41KNew |
$582K - $675K
|
1.41K
$837K
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
BUY
|
- |
1.17KNew |
$481K - $559K
|
1.17K
$692K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
935+ 1.94% |
$386K - $448K
|
49.2K
$29.2M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
773New |
$319K - $370K
|
773
$459K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
725New |
$299K - $347K
|
725
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
719New |
$297K - $344K
|
719
$427K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
705New |
$291K - $338K
|
705
$418K
|
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
664New |
$274K - $318K
|
664
$394K
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
633New |
$261K - $303K
|
633
$376K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
607+ 72.87% |
$250K - $291K
|
1.44K
$854K
|
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
605New |
$250K - $290K
|
605
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
592New |
$244K - $284K
|
592
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
503New |
$208K - $241K
|
503
$298K
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
500+ 40.0% |
$206K - $240K
|
1.75K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
496New |
$205K - $238K
|
496
$294K
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
490New |
$202K - $235K
|
490
$291K
|
|
|
Feb 06, 2024
Q4 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
489New |
$202K - $234K
|
489
$290K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
460New |
$190K - $220K
|
460
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
458New |
$189K - $219K
|
458
$272K
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
436New |
$180K - $209K
|
436
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
428New |
$177K - $205K
|
428
$254K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
426New |
$176K - $204K
|
426
$253K
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
421New |
$174K - $202K
|
421
$250K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
398New |
$164K - $191K
|
398
$236K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
311New |
$128K - $149K
|
311
$185K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
301New |
$124K - $144K
|
301
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
272New |
$112K - $130K
|
272
$161K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
246New |
$101K - $118K
|
246
$146K
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
214New |
$88.3K - $103K
|
214
$127K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
210New |
$86.6K - $101K
|
210
$125K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
183New |
$75.5K - $87.7K
|
183
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
171New |
$70.5K - $81.9K
|
171
$101K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
139New |
$57.3K - $66.6K
|
139
$82.5K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
139+ 3.75% |
$57.3K - $66.6K
|
3.85K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
113+ 3.63% |
$46.6K - $54.1K
|
3.23K
$1.91M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
92New |
$38K - $44.1K
|
92
$54.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
67New |
$27.6K - $32.1K
|
67
$39.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
63+ 43.75% |
$26K - $30.2K
|
207
$123K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
57+ 3.21% |
$23.5K - $27.3K
|
1.83K
$1.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
42+ 0.21% |
$17.3K - $20.1K
|
20.2K
$12M
|