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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
933New |
$401K - $447K
|
933
$554K
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
697New |
$300K - $334K
|
697
$414K
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
BUY
|
- |
642New |
$276K - $308K
|
642
$381K
|
|
|
Feb 07, 2022
Q4 2021
|
Kearns & Associates LLC
|
BUY
|
- |
605New |
$260K - $290K
|
605
$359K
|
|
|
Feb 09, 2022
Q4 2021
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
575New |
$247K - $276K
|
575
$341K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
119New |
$51.2K - $57.1K
|
119
$70.6K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
34New |
$14.6K - $16.3K
|
34
$20.2K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
28New |
$12K - $13.4K
|
28
$16.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
18New |
$7.75K - $8.63K
|
18
$10.7K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
66.4KNew |
$28.3M - $30.2M
|
66.4K
$39.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
CALL |
359New |
$153K - $163K
|
359
$213K
|
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
281New |
$120K - $128K
|
281
$167K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
126+ 17.85% |
$53.8K - $57.4K
|
832
$494K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
1.18MNew |
$475M - $508M
|
1.18M
$701M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
11.9KNew |
$4.8M - $5.13M
|
11.9K
$7.08M
|
|
|
Jul 14, 2021
Q2 2021
|
Pflug Koory, LLC
|
BUY
|
- |
5+ 10.42% |
$2.01K - $2.15K
|
53
$31.4K
|
|
| Q4 2020 | |||||||
|
Apr 21, 2021
Q4 2020
|
Granby Capital Management, LLC
|
BUY
|
- |
20KNew |
$6.55M - $7.51M
|
20K
$11.9M
|
|
|
Feb 10, 2021
Q4 2020
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
12.6KNew |
$4.14M - $4.74M
|
12.6K
$7.5M
|
|
|
Apr 19, 2024
Q4 2020
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
PUT |
1.8KNew |
$590K - $676K
|
1.8K
$1.07M
|
|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
291+ 17.34% |
$95.3K - $109K
|
1.97K
$1.17M
|
|
|
Apr 12, 2021
Q4 2020
|
Mayflower Financial Advisors, LLC
|
BUY
|
PUT |
200New |
$65.5K - $75.1K
|
200
$119K
|
|
|
Jan 29, 2021
Q4 2020
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
142New |
$46.5K - $53.3K
|
142
$84.3K
|
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
10New |
$3.28K - $3.75K
|
10
$5.93K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
91.4KNew |
$28.5M - $32.8M
|
91.4K
$54.2M
|
|
|
Nov 03, 2020
Q3 2020
|
Dudley & Shanley, Inc.
|
BUY
|
- |
1.89KNew |
$590K - $680K
|
1.89K
$1.12M
|
|
|
Oct 15, 2020
Q3 2020
|
Bowling Portfolio Management LLC
|
BUY
|
- |
629New |
$196K - $226K
|
629
$373K
|
|
|
Nov 03, 2020
Q3 2020
|
Community Bank Of Raymore
|
BUY
|
- |
600New |
$187K - $216K
|
600
$356K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.02KNew |
$499K - $656K
|
2.02K
$1.2M
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
35New |
$8.64K - $11.4K
|
35
$20.8K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
24New |
$5.92K - $7.79K
|
24
$14.2K
|
|
| Q1 2020 | |||||||
|
Sep 05, 2023
Q1 2020
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
129KNew |
$29M - $43.9M
|
129K
$76.6M
|
|
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
BUY
|
PUT |
15.9K+ 481.82% |
$3.57M - $5.4M
|
19.2K
$11.4M
|
|
|
Apr 21, 2020
Q1 2020
|
Optimum Investment Advisors
|
BUY
|
- |
19New |
$4.27K - $6.46K
|
19
$11.3K
|
|
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
CALL |
1New |
$225 - $340
|
1
$593
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
83New |
$24K - $26.9K
|
83
$49.2K
|
|
| Q3 2019 | |||||||
|
Oct 22, 2019
Q3 2019
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
10KNew |
$2.86M - $3.04M
|
10K
$5.93M
|
|
|
Nov 14, 2019
Q3 2019
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
4.66KNew |
$1.33M - $1.41M
|
4.66K
$2.76M
|
|
|
Nov 14, 2019
Q3 2019
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
1KNew |
$286K - $304K
|
1K
$593K
|
|
| Q2 2019 | |||||||
|
Aug 21, 2019
Q2 2019
|
Keudell
|
BUY
|
- |
144KNew |
$39.8M - $42.6M
|
144K
$85.4M
|
|
|
Aug 15, 2019
Q2 2019
|
Mai Capital Management
|
BUY
|
PUT |
1.1KNew |
$304K - $326K
|
1.1K
$653K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
19.6KNew |
$4.62M - $5.75M
|
19.6K
$11.6M
|
|
| Q2 2018 | |||||||
|
Aug 10, 2018
Q2 2018
|
Hartford Financial Management Inc.
|
BUY
|
- |
107New |
$27.7K - $30.1K
|
107
$63.5K
|
|
| Q1 2018 | |||||||
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.95K+ 29.98% |
$765K - $851K
|
12.8K
$7.58M
|
|
| Q4 2017 | |||||||
|
Jan 31, 2018
Q4 2017
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.95KNew |
$496K - $530K
|
1.95K
$1.16M
|
|