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 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
10+ 1.26% |
$3.59K - $4.32K
|
804
$477K
|
|
|
Nov 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
9+ 1.48% |
$3.23K - $3.89K
|
619
$367K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
7New |
$2.51K - $3.02K
|
7
$4.15K
|
|
| Q2 2022 | |||||||
|
Jul 08, 2022
Q2 2022
|
Next Capital Advisers, Inc.
|
BUY
|
- |
290K+ 7.77% |
$107M - $133M
|
4.03M
$2.39B
|
|
|
Jul 20, 2022
Q2 2022
|
Swarthmore Group Inc
|
BUY
|
- |
180K+ 92.61% |
$65.9M - $82.4M
|
374K
$222M
|
|
|
Aug 10, 2022
Q2 2022
|
Mufg Bank, Ltd.
New York, NY |
BUY
|
- |
169KNew |
$62.2M - $77.7M
|
169K
$101M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
110KNew |
$40.3M - $50.4M
|
110K
$65.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
43.5KNew |
$15.9M - $19.9M
|
43.5K
$25.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
18.5KNew |
$6.8M - $8.51M
|
18.5K
$11M
|
|
|
Aug 15, 2022
Q2 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
10.3KNew |
$3.78M - $4.73M
|
10.3K
$6.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
6.78KNew |
$2.49M - $3.11M
|
6.78K
$4.02M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
5.83KNew |
$2.14M - $2.68M
|
5.83K
$3.46M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
4.93K+ 244.3% |
$1.81M - $2.26M
|
6.95K
$4.12M
|
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
3.77K+ 25.66% |
$1.38M - $1.73M
|
18.5K
$11M
|
|
|
Aug 02, 2022
Q2 2022
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
3.01KNew |
$1.1M - $1.38M
|
3.01K
$1.78M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.33K+ 5.84% |
$488K - $611K
|
24.1K
$14.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.05KNew |
$384K - $480K
|
1.05K
$621K
|
|
|
Aug 11, 2022
Q2 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
959New |
$352K - $440K
|
959
$569K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
923+ 4.05% |
$339K - $423K
|
23.7K
$14.1M
|
|
|
Jul 11, 2022
Q2 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
908New |
$333K - $417K
|
908
$539K
|
|
|
Jul 29, 2022
Q2 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
785New |
$288K - $360K
|
785
$466K
|
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
683New |
$251K - $313K
|
683
$405K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
644+ 619.23% |
$236K - $295K
|
748
$444K
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
640New |
$235K - $294K
|
640
$380K
|
|
|
Aug 12, 2022
Q2 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
586New |
$215K - $269K
|
586
$348K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
571+ 5.8% |
$210K - $262K
|
10.4K
$6.18M
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
411+ 10.07% |
$151K - $189K
|
4.49K
$2.67M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
388+ 11.43% |
$142K - $178K
|
3.78K
$2.24M
|
|
|
Jul 22, 2022
Q2 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
341+ 15.61% |
$125K - $156K
|
2.53K
$1.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Capital, LLC
Walnut Creek, CA |
BUY
|
- |
259+ 11.31% |
$95.1K - $119K
|
2.55K
$1.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
131+ 18.69% |
$48.1K - $60.1K
|
832
$494K
|
|
|
Aug 01, 2022
Q2 2022
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
39New |
$14.3K - $17.9K
|
39
$23.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
17+ 0.54% |
$6.24K - $7.8K
|
3.19K
$1.89M
|
|
|
Aug 08, 2022
Q2 2022
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
BUY
|
- |
15+ 0.34% |
$5.5K - $6.88K
|
4.38K
$2.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
12+ 0.32% |
$4.4K - $5.51K
|
3.73K
$2.21M
|
|
|
Aug 11, 2022
Q2 2022
|
Central Bank Of Brazil
Brasilia Df, D5 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
123K+ 24302.17% |
$51.4M - $59M
|
123K
$73.3M
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
22.4KNew |
$9.38M - $10.8M
|
22.4K
$13.3M
|
|
|
May 17, 2022
Q1 2022
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
730New |
$305K - $350K
|
730
$433K
|
|
|
May 16, 2022
Q1 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
429New |
$179K - $206K
|
429
$255K
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
253New |
$106K - $121K
|
253
$150K
|
|
|
May 03, 2022
Q1 2022
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
195+ 13.57% |
$81.5K - $93.6K
|
1.63K
$968K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
105New |
$43.9K - $50.4K
|
105
$62.3K
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
46+ 2.41% |
$19.2K - $22.1K
|
1.95K
$1.16M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
12New |
$5.02K - $5.76K
|
12
$7.12K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
2+ 0.31% |
$836 - $960
|
643
$382K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
1+ 0.26% |
$418 - $480
|
390
$231K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Entrust Global Partners L L C
New York, NY |
BUY
|
- |
48KNew |
$20.6M - $23M
|
48K
$28.5M
|
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
2.39KNew |
$1.03M - $1.15M
|
2.39K
$1.42M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.14KNew |
$492K - $549K
|
1.14K
$679K
|
|