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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
PUT |
5KNew |
$1.79M - $2.05M
|
5K
$3.01M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
4.93KNew |
$1.77M - $2.02M
|
4.93K
$2.97M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4.93KNew |
$1.77M - $2.02M
|
4.93K
$2.97M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
4.28KNew |
$1.53M - $1.75M
|
4.28K
$2.58M
|
|
|
Mar 08, 2023
Q4 2022
|
Pacific Wealth Management
|
BUY
|
- |
4.21KNew |
$1.51M - $1.72M
|
4.21K
$2.54M
|
|
|
Jan 17, 2023
Q4 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
3.93KNew |
$1.41M - $1.61M
|
3.93K
$2.37M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.8KNew |
$1.36M - $1.55M
|
3.8K
$2.29M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
3.56K+ 51.33% |
$1.27M - $1.46M
|
10.5K
$6.32M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.45K+ 53.75% |
$1.23M - $1.41M
|
9.87K
$5.95M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
3.14KNew |
$1.12M - $1.28M
|
3.14K
$1.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
BUY
|
- |
2.46KNew |
$881K - $1.01M
|
2.46K
$1.48M
|
|
|
Jan 17, 2023
Q4 2022
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
2.4KNew |
$861K - $984K
|
2.4K
$1.45M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
2.33K+ 47.21% |
$834K - $953K
|
7.26K
$4.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.29K+ 27.7% |
$821K - $939K
|
10.6K
$6.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
2.2KNew |
$789K - $902K
|
2.2K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.08KNew |
$745K - $852K
|
2.08K
$1.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
2.05KNew |
$732K - $837K
|
2.05K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.97KNew |
$704K - $805K
|
1.97K
$1.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
1.76K+ 13.31% |
$631K - $722K
|
15K
$9.05M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
1.68K+ 300.89% |
$602K - $688K
|
2.24K
$1.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
1.62KNew |
$581K - $664K
|
1.62K
$978K
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.55KNew |
$554K - $634K
|
1.55K
$933K
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
1.44KNew |
$514K - $587K
|
1.44K
$865K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.15K+ 5.87% |
$412K - $471K
|
20.7K
$12.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Lane Generational LLC
|
BUY
|
- |
1.09KNew |
$389K - $445K
|
1.09K
$655K
|
|
|
Feb 24, 2023
Q4 2022
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
900New |
$322K - $368K
|
900
$543K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
853New |
$305K - $349K
|
853
$514K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
647New |
$232K - $265K
|
647
$390K
|
|
|
Feb 14, 2023
Q4 2022
|
First Long Island Investors, LLC
|
BUY
|
- |
639+ 36.33% |
$229K - $262K
|
2.4K
$1.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
600New |
$215K - $246K
|
600
$362K
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
PUT |
600New |
$215K - $246K
|
600
$362K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
560+ 3.05% |
$200K - $229K
|
18.9K
$11.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
552New |
$198K - $226K
|
552
$333K
|
|
|
Feb 06, 2023
Q4 2022
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
544New |
$195K - $223K
|
544
$328K
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
542New |
$194K - $222K
|
542
$327K
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
500New |
$179K - $205K
|
500
$301K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
345+ 8.98% |
$124K - $141K
|
4.19K
$2.52M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
340New |
$122K - $139K
|
340
$205K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
297+ 5.68% |
$106K - $122K
|
5.53K
$3.33M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
221+ 11.07% |
$79.1K - $90.5K
|
2.22K
$1.34M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
190New |
$68K - $77.8K
|
190
$115K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
154New |
$55.1K - $63K
|
154
$92.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
153New |
$54.8K - $62.6K
|
153
$92.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
78+ 6.7% |
$27.9K - $31.9K
|
1.24K
$749K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
50New |
$17.9K - $20.5K
|
50
$30.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
40New |
$14.3K - $16.4K
|
40
$24.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
38New |
$13.6K - $15.6K
|
38
$22.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
37+ 4.56% |
$13.2K - $15.1K
|
848
$511K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
13New |
$4.65K - $5.32K
|
13
$7.84K
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
2+ 0.34% |
$716 - $819
|
584
$352K
|