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
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
8.36K+ 27.78% |
$4.35M - $4.82M
|
38.5K
$22.8M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8.33K+ 3.99% |
$4.33M - $4.8M
|
217K
$129M
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
8.31K+ 10.65% |
$4.32M - $4.8M
|
86.4K
$51.3M
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.3K+ 19.48% |
$4.32M - $4.79M
|
50.9K
$30.2M
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
8.14K+ 3.41% |
$4.24M - $4.7M
|
247K
$146M
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.99K+ 2.35% |
$4.16M - $4.61M
|
348K
$206M
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.93K+ 2.46% |
$4.12M - $4.57M
|
330K
$196M
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
7.86K+ 6.03% |
$4.09M - $4.53M
|
138K
$82M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.67K+ 1.34% |
$3.99M - $4.42M
|
580K
$344M
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
7.48K+ 12.58% |
$3.89M - $4.31M
|
66.9K
$39.7M
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
7.47K+ 19.39% |
$3.89M - $4.31M
|
46K
$27.3M
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
7.45K+ 31.84% |
$3.88M - $4.3M
|
30.9K
$18.3M
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
7.45K+ 8.13% |
$3.87M - $4.3M
|
99.1K
$58.8M
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
7.44K+ 177.09% |
$3.87M - $4.29M
|
11.6K
$6.9M
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
7.35K+ 1133.95% |
$3.82M - $4.24M
|
8K
$4.74M
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
7.28KNew |
$3.79M - $4.2M
|
7.28K
$4.32M
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7.1K+ 6.69% |
$3.69M - $4.1M
|
113K
$67.2M
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
BUY
|
- |
7.05K+ 47.7% |
$3.67M - $4.07M
|
21.8K
$12.9M
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
7K+ 7.37% |
$3.64M - $4.04M
|
102K
$60.5M
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7K+ 1.77% |
$3.64M - $4.03M
|
402K
$239M
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
6.91KNew |
$3.59M - $3.99M
|
6.91K
$4.1M
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
6.88K+ 16.24% |
$3.58M - $3.97M
|
49.3K
$29.2M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6.86K+ 11.44% |
$3.57M - $3.96M
|
66.8K
$39.6M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.79K+ 3.94% |
$3.53M - $3.92M
|
179K
$106M
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
6.67K+ 23.07% |
$3.47M - $3.85M
|
35.6K
$21.1M
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
6.67K+ 3.51% |
$3.47M - $3.85M
|
196K
$116M
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
6.65K+ 80.85% |
$3.46M - $3.84M
|
14.9K
$8.83M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.6KNew |
$3.43M - $3.81M
|
6.6K
$3.92M
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
6.56K+ 3.71% |
$3.41M - $3.78M
|
183K
$109M
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
6.52K+ 55.15% |
$3.39M - $3.76M
|
18.3K
$10.9M
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
6.5KNew |
$3.38M - $3.75M
|
6.5K
$3.86M
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
6.5K+ 8.23% |
$3.38M - $3.75M
|
85.5K
$50.7M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6.44K+ 10.17% |
$3.35M - $3.72M
|
69.8K
$41.4M
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
6.39K+ 169.44% |
$3.33M - $3.69M
|
10.2K
$6.03M
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
6.32K+ 17.8% |
$3.29M - $3.65M
|
41.8K
$24.8M
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
6.1K+ 613.07% |
$3.17M - $3.52M
|
7.1K
$4.21M
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.03K+ 10.6% |
$3.14M - $3.48M
|
63K
$37.4M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.99K+ 3.56% |
$3.12M - $3.46M
|
175K
$104M
|
|
Nov 13, 2024
Q3 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
5.98K+ 11.97% |
$3.11M - $3.45M
|
56K
$33.2M
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.92K+ 273.19% |
$3.08M - $3.41M
|
8.09K
$4.8M
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5.85K+ 5.29% |
$3.04M - $3.37M
|
116K
$69.1M
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.83K+ 4.33% |
$3.03M - $3.36M
|
141K
$83.4M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.81K+ 1.7% |
$3.02M - $3.35M
|
348K
$206M
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
5.78K+ 52.81% |
$3.01M - $3.33M
|
16.7K
$9.92M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
5.73K+ 0.41% |
$2.98M - $3.31M
|
1.42M
$840M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.73K+ 3.85% |
$2.98M - $3.31M
|
155K
$91.8M
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.68K+ 84.29% |
$2.96M - $3.28M
|
12.4K
$7.37M
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
5.59K+ 2.73% |
$2.91M - $3.22M
|
211K
$125M
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.59KNew |
$2.91M - $3.22M
|
5.59K
$3.32M
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
5.58K+ 42.58% |
$2.9M - $3.22M
|
18.7K
$11.1M
|