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 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
12.2K+ 685.25% |
$6.36M - $7.05M
|
14K
$8.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
12.2K+ 2.94% |
$6.35M - $7.04M
|
427K
$250M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
12.2KNew |
$6.35M - $7.04M
|
12.2K
$7.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
12KNew |
$6.23M - $6.91M
|
12K
$7.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
11.8K+ 9.1% |
$6.13M - $6.8M
|
141K
$83M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
11.6K+ 6.29% |
$6.04M - $6.7M
|
196K
$115M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
11.6K+ 37.58% |
$6.02M - $6.68M
|
42.4K
$24.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
11.5KNew |
$5.97M - $6.62M
|
11.5K
$6.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
11.5K+ 44.52% |
$5.96M - $6.61M
|
37.2K
$21.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.3K+ 25.62% |
$5.89M - $6.53M
|
55.5K
$32.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
11.3K+ 13.41% |
$5.88M - $6.52M
|
95.6K
$56.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
11.2K+ 1.48% |
$5.84M - $6.47M
|
767K
$450M
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
10.9K+ 24.05% |
$5.69M - $6.31M
|
56.4K
$33.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
10.8K+ 547.19% |
$5.62M - $6.23M
|
12.8K
$7.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
10.7KNew |
$5.59M - $6.2M
|
10.7K
$6.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.7K+ 4.98% |
$5.56M - $6.17M
|
225K
$132M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
10.6KNew |
$5.53M - $6.13M
|
10.6K
$6.24M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 3.97% |
$5.49M - $6.08M
|
276K
$162M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10.4K+ 10395.0% |
$5.41M - $6M
|
10.5K
$6.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
10.4K+ 0.82% |
$5.39M - $5.98M
|
1.27M
$748M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
10.2KNew |
$5.32M - $5.9M
|
10.2K
$6M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
10.2K+ 8.11% |
$5.29M - $5.87M
|
136K
$79.5M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
10KNew |
$5.21M - $5.77M
|
10K
$5.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
9.91K+ 3.58% |
$5.16M - $5.72M
|
287K
$168M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
9.9K+ 21.37% |
$5.15M - $5.71M
|
56.2K
$33M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
9.8KNew |
$5.1M - $5.65M
|
9.8K
$5.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
9.68K+ 6.26% |
$5.03M - $5.58M
|
164K
$96.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
9.56K+ 1.86% |
$4.97M - $5.51M
|
523K
$307M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
9.53K+ 102.6% |
$4.96M - $5.49M
|
18.8K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.49K+ 7.01% |
$4.94M - $5.48M
|
145K
$85M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.29K+ 455.81% |
$4.83M - $5.36M
|
11.3K
$6.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.19K+ 2.11% |
$4.78M - $5.3M
|
445K
$261M
|
|
|
Oct 10, 2024
Q3 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
9.17K+ 6.74% |
$4.77M - $5.29M
|
145K
$85.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
9.17K+ 0.51% |
$4.77M - $5.29M
|
1.81M
$1.06B
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
9.09K+ 20.5% |
$4.73M - $5.24M
|
53.4K
$31.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
9.09K+ 2.48% |
$4.73M - $5.24M
|
376K
$220M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
9.08K+ 134.32% |
$4.72M - $5.24M
|
15.8K
$9.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.04K+ 128.09% |
$4.7M - $5.21M
|
16.1K
$9.44M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
9.02K+ 18.79% |
$4.69M - $5.2M
|
57K
$33.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9.01K+ 0.59% |
$4.69M - $5.2M
|
1.55M
$908M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.94K+ 7.55% |
$4.65M - $5.16M
|
127K
$74.8M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
8.92K+ 19.09% |
$4.64M - $5.14M
|
55.6K
$32.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
8.9K+ 29.26% |
$4.63M - $5.13M
|
39.3K
$23.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.69K+ 0.39% |
$4.52M - $5.01M
|
2.26M
$1.32B
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
8.66K+ 1.34% |
$4.51M - $5M
|
654K
$384M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
8.62K+ 1.74% |
$4.49M - $4.97M
|
504K
$296M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.62KNew |
$4.48M - $4.97M
|
8.62K
$5.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.58K+ 8.54% |
$4.46M - $4.95M
|
109K
$64M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
8.56K+ 5.76% |
$4.45M - $4.94M
|
157K
$92.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
8.4KNew |
$4.37M - $4.85M
|
8.4K
$4.93M
|