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 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.16% |
$358 - $409
|
631
$380K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
490K+ 2189.81% |
$176M - $212M
|
513K
$309M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
255K+ 30.67% |
$91.3M - $110M
|
1.08M
$654M
|
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
207KNew |
$74.3M - $89.5M
|
207K
$125M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
95.4KNew |
$34.2M - $41.2M
|
95.4K
$57.5M
|
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
65KNew |
$23.3M - $28.1M
|
65K
$39.2M
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
42.9K+ 11.51% |
$15.4M - $18.5M
|
415K
$250M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
16.9K+ 20.91% |
$6.06M - $7.31M
|
97.8K
$59M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
16.9K+ 360.59% |
$6.06M - $7.29M
|
21.6K
$13M
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
11.6KNew |
$4.17M - $5.03M
|
11.6K
$7.01M
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
9.95KNew |
$3.57M - $4.3M
|
9.95K
$6M
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
9.22K+ 13.61% |
$3.31M - $3.98M
|
77K
$46.4M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
7.74K+ 37.72% |
$2.78M - $3.34M
|
28.3K
$17M
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
5.53K+ 6.5% |
$1.98M - $2.39M
|
90.5K
$54.6M
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
4.77K+ 8.95% |
$1.71M - $2.06M
|
58.1K
$35M
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
3.65K+ 12.69% |
$1.31M - $1.58M
|
32.4K
$19.5M
|
|
Nov 01, 2022
Q3 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.04K+ 208.59% |
$1.09M - $1.31M
|
4.49K
$2.71M
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
2.73K+ 15.39% |
$980K - $1.18M
|
20.5K
$12.4M
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
2.65KNew |
$950K - $1.14M
|
2.65K
$1.6M
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
2.33KNew |
$834K - $1M
|
2.33K
$1.4M
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.08KNew |
$747K - $900K
|
2.08K
$1.26M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.85K+ 40.4% |
$665K - $801K
|
6.44K
$3.88M
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
1.22KNew |
$436K - $525K
|
1.22K
$732K
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.21KNew |
$434K - $522K
|
1.21K
$729K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.1K+ 144.74% |
$395K - $475K
|
1.86K
$1.12M
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
PUT |
1KNew |
$359K - $432K
|
1K
$603K
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
986New |
$354K - $426K
|
986
$594K
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
902New |
$324K - $390K
|
902
$544K
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
696+ 17.92% |
$250K - $301K
|
4.58K
$2.76M
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
517+ 1.32% |
$185K - $223K
|
39.6K
$23.9M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
426+ 4.13% |
$153K - $184K
|
10.8K
$6.48M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
409+ 208.67% |
$147K - $177K
|
605
$365K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
375+ 1.73% |
$134K - $162K
|
22.1K
$13.3M
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
336+ 2.58% |
$121K - $145K
|
13.3K
$8.04M
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
185New |
$66.4K - $79.9K
|
185
$112K
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
115+ 4.4% |
$41.2K - $49.7K
|
2.73K
$1.65M
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
65New |
$23.3K - $28.1K
|
65
$39.2K
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
42New |
$15.1K - $18.1K
|
42
$25.3K
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
27+ 4.1% |
$9.68K - $11.7K
|
685
$413K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
10+ 0.21% |
$3.59K - $4.32K
|
4.67K
$2.82M
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
10+ 1.26% |
$3.59K - $4.32K
|
804
$485K
|
|
Nov 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
9+ 1.48% |
$3.23K - $3.89K
|
619
$373K
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
7New |
$2.51K - $3.02K
|
7
$4.22K
|
|
Q2 2022 | |||||||
Jul 08, 2022
Q2 2022
|
Next Capital Advisers, Inc.
|
BUY
|
- |
290K+ 7.77% |
$107M - $133M
|
4.03M
$2.43B
|
|
Jul 20, 2022
Q2 2022
|
Swarthmore Group Inc
|
BUY
|
- |
180K+ 92.61% |
$65.9M - $82.4M
|
374K
$225M
|
|
Aug 10, 2022
Q2 2022
|
Mufg Bank, Ltd.
New York, NY |
BUY
|
- |
169KNew |
$62.2M - $77.7M
|
169K
$102M
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
110KNew |
$40.3M - $50.4M
|
110K
$66.3M
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
43.5KNew |
$15.9M - $19.9M
|
43.5K
$26.2M
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
18.5KNew |
$6.8M - $8.51M
|
18.5K
$11.2M
|
|
Aug 15, 2022
Q2 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
10.3KNew |
$3.78M - $4.73M
|
10.3K
$6.21M
|