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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
388+ 11.43% |
$142K - $178K
|
3.78K
$2.41M
|
|
|
Jul 22, 2022
Q2 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
341+ 15.61% |
$125K - $156K
|
2.53K
$1.61M
|
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Capital, LLC
Walnut Creek, CA |
BUY
|
- |
259+ 11.31% |
$95.1K - $119K
|
2.55K
$1.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
131+ 18.69% |
$48.1K - $60.1K
|
832
$529K
|
|
|
Aug 01, 2022
Q2 2022
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
39New |
$14.3K - $17.9K
|
39
$24.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
17+ 0.54% |
$6.24K - $7.8K
|
3.19K
$2.03M
|
|
|
Aug 08, 2022
Q2 2022
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
BUY
|
- |
15+ 0.34% |
$5.5K - $6.88K
|
4.38K
$2.79M
|
|
|
Aug 04, 2022
Q2 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
12+ 0.32% |
$4.4K - $5.51K
|
3.73K
$2.38M
|
|
|
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
$78.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
22.4KNew |
$9.38M - $10.8M
|
22.4K
$14.3M
|
|
|
May 17, 2022
Q1 2022
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
730New |
$305K - $350K
|
730
$465K
|
|
|
May 16, 2022
Q1 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
429New |
$179K - $206K
|
429
$273K
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
253New |
$106K - $121K
|
253
$161K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
105New |
$43.9K - $50.4K
|
105
$66.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
12New |
$5.02K - $5.76K
|
12
$7.64K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
2+ 0.31% |
$836 - $960
|
643
$409K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
1+ 0.26% |
$418 - $480
|
390
$248K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Entrust Global Partners L L C
New York, NY |
BUY
|
- |
48KNew |
$20.6M - $23M
|
48K
$30.5M
|
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
2.39KNew |
$1.03M - $1.15M
|
2.39K
$1.52M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.14KNew |
$492K - $549K
|
1.14K
$728K
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
933New |
$401K - $447K
|
933
$594K
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
697New |
$300K - $334K
|
697
$444K
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
BUY
|
- |
642New |
$276K - $308K
|
642
$409K
|
|
|
Feb 07, 2022
Q4 2021
|
Kearns & Associates LLC
|
BUY
|
- |
605New |
$260K - $290K
|
605
$385K
|
|
|
Feb 09, 2022
Q4 2021
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
575New |
$247K - $276K
|
575
$366K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
119New |
$51.2K - $57.1K
|
119
$75.7K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
34New |
$14.6K - $16.3K
|
34
$21.6K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
28New |
$12K - $13.4K
|
28
$17.8K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
18New |
$7.75K - $8.63K
|
18
$11.5K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
66.4KNew |
$28.3M - $30.2M
|
66.4K
$42.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
CALL |
359New |
$153K - $163K
|
359
$228K
|
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
281New |
$120K - $128K
|
281
$179K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
126+ 17.85% |
$53.8K - $57.4K
|
832
$529K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
1.18MNew |
$475M - $508M
|
1.18M
$752M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
11.9KNew |
$4.8M - $5.13M
|
11.9K
$7.59M
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
12.6KNew |
$4.14M - $4.74M
|
12.6K
$8.04M
|
|
|
Apr 19, 2024
Q4 2020
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
PUT |
1.8KNew |
$590K - $676K
|
1.8K
$1.15M
|
|
|
Apr 12, 2021
Q4 2020
|
Mayflower Financial Advisors, LLC
|
BUY
|
PUT |
200New |
$65.5K - $75.1K
|
200
$127K
|
|
|
Jan 29, 2021
Q4 2020
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
142New |
$46.5K - $53.3K
|
142
$90.4K
|
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
10New |
$3.28K - $3.75K
|
10
$6.36K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
91.4KNew |
$28.5M - $32.8M
|
91.4K
$58.2M
|
|
|
Nov 03, 2020
Q3 2020
|
Dudley & Shanley, Inc.
|
BUY
|
- |
1.89KNew |
$590K - $680K
|
1.89K
$1.2M
|
|
|
Oct 15, 2020
Q3 2020
|
Bowling Portfolio Management LLC
|
BUY
|
- |
629New |
$196K - $226K
|
629
$400K
|
|
|
Nov 03, 2020
Q3 2020
|
Community Bank Of Raymore
|
BUY
|
- |
600New |
$187K - $216K
|
600
$382K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.02KNew |
$499K - $656K
|
2.02K
$1.29M
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
35New |
$8.64K - $11.4K
|
35
$22.3K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
24New |
$5.92K - $7.79K
|
24
$15.3K
|
|
| Q1 2020 | |||||||
|
Sep 05, 2023
Q1 2020
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
129KNew |
$29M - $43.9M
|
129K
$82.2M
|
|
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
BUY
|
PUT |
15.9K+ 481.82% |
$3.57M - $5.4M
|
19.2K
$12.2M
|
|