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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
177+ 3.49% |
$75.7K - $81.5K
|
5.25K
$3.16M
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
94New |
$40.2K - $43.3K
|
94
$56.7K
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
57+ 154.05% |
$24.4K - $26.2K
|
94
$56.7K
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
57+ 4.55% |
$24.4K - $26.2K
|
1.31K
$789K
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
40+ 7.07% |
$17.1K - $18.4K
|
606
$365K
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
21New |
$8.98K - $9.66K
|
21
$12.7K
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
15New |
$6.42K - $6.9K
|
15
$9.04K
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
5+ 0.79% |
$2.14K - $2.3K
|
638
$385K
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
3New |
$1.28K - $1.38K
|
3
$1.81K
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2+ 1.98% |
$856 - $920
|
103
$62.1K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.09M+ 18019.0% |
$444M - $487M
|
1.1M
$662M
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
180KNew |
$73.1M - $80.2M
|
180K
$109M
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
17.4K+ 5.15% |
$7.06M - $7.75M
|
355K
$214M
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
17.4K+ 5.15% |
$7.06M - $7.75M
|
355K
$214M
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
12.6KNew |
$5.13M - $5.63M
|
12.6K
$7.61M
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
11.8KNew |
$4.8M - $5.26M
|
11.8K
$7.12M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
8.84K+ 0.66% |
$3.59M - $3.94M
|
1.35M
$815M
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
6.01KNew |
$2.44M - $2.68M
|
6.01K
$3.62M
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
5.6K+ 31.54% |
$2.27M - $2.49M
|
23.3K
$14.1M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.85KNew |
$1.97M - $2.16M
|
4.85K
$2.92M
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.67KNew |
$1.9M - $2.08M
|
4.67K
$2.81M
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
4.23KNew |
$1.72M - $1.89M
|
4.23K
$2.55M
|
|
Aug 08, 2023
Q2 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
3.86KNew |
$1.57M - $1.72M
|
3.86K
$2.33M
|
|
Jul 12, 2023
Q2 2023
|
Heron Bay Capital Management
|
BUY
|
- |
3.64KNew |
$1.48M - $1.62M
|
3.64K
$2.19M
|
|
Jul 31, 2023
Q2 2023
|
Reik & Co., LLC
|
BUY
|
- |
1.52KNew |
$616K - $676K
|
1.52K
$914K
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
BUY
|
- |
1.12KNew |
$455K - $499K
|
1.12K
$675K
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
748New |
$304K - $333K
|
748
$451K
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
742+ 31.98% |
$301K - $331K
|
3.06K
$1.85M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
700New |
$284K - $312K
|
700
$422K
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
694New |
$282K - $309K
|
694
$418K
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
591New |
$240K - $263K
|
591
$356K
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
582New |
$236K - $259K
|
582
$351K
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
522New |
$212K - $233K
|
522
$315K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
518+ 0.72% |
$210K - $231K
|
72K
$43.4M
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
480+ 5.96% |
$195K - $214K
|
8.54K
$5.15M
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
474New |
$193K - $211K
|
474
$286K
|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
BUY
|
- |
468New |
$190K - $209K
|
468
$282K
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
456New |
$185K - $203K
|
456
$275K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
372+ 12.15% |
$151K - $166K
|
3.43K
$2.07M
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
363+ 0.71% |
$147K - $162K
|
51.1K
$30.8M
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
285+ 1.39% |
$116K - $127K
|
20.7K
$12.5M
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
150+ 22.73% |
$60.9K - $66.9K
|
810
$488K
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
149+ 5.16% |
$60.5K - $66.4K
|
3.03K
$1.83M
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
141+ 2.58% |
$57.3K - $62.8K
|
5.6K
$3.38M
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
125+ 84.46% |
$50.8K - $55.7K
|
273
$165K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
121+ 1.83% |
$49.1K - $53.9K
|
6.75K
$4.07M
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
110New |
$44.7K - $49K
|
110
$66.3K
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
81+ 7.93% |
$32.9K - $36.1K
|
1.1K
$664K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
77+ 3.31% |
$31.3K - $34.3K
|
2.4K
$1.45M
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
76+ 1.9% |
$30.9K - $33.9K
|
4.07K
$2.45M
|