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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
5.57K+ 42.21% |
$2.89M - $3.21M
|
18.8K
$11.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.55K+ 5.25% |
$2.89M - $3.2M
|
111K
$66.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.51K+ 4.54% |
$2.86M - $3.18M
|
127K
$75.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
5.48K+ 29.57% |
$2.85M - $3.16M
|
24K
$14.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5.44K+ 5.76% |
$2.83M - $3.14M
|
99.8K
$59.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
5.4K+ 600.0% |
$2.81M - $3.11M
|
6.3K
$3.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
5.32K+ 5.24% |
$2.77M - $3.07M
|
107K
$63.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
5.3K+ 12.93% |
$2.76M - $3.06M
|
46.3K
$27.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
5.28K+ 905.32% |
$2.75M - $3.04M
|
5.86K
$3.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
5.26K+ 5.86% |
$2.74M - $3.03M
|
95.1K
$56.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
5.19KNew |
$2.7M - $2.99M
|
5.19K
$3.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
5.16K+ 7.56% |
$2.69M - $2.98M
|
73.5K
$43.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
5.12K+ 2.29% |
$2.66M - $2.95M
|
229K
$136M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
5.1KNew |
$2.65M - $2.94M
|
5.1K
$3.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
5.1K+ 18.57% |
$2.65M - $2.94M
|
32.5K
$19.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
5.08K+ 7.61% |
$2.64M - $2.93M
|
71.9K
$42.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
4.97K+ 9.8% |
$2.59M - $2.87M
|
55.7K
$33M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.96K+ 2.58% |
$2.58M - $2.86M
|
197K
$117M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
4.88K+ 104.16% |
$2.54M - $2.82M
|
9.57K
$5.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.88K+ 1.04% |
$2.54M - $2.82M
|
473K
$281M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.88K+ 345.64% |
$2.54M - $2.81M
|
6.29K
$3.73M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.81K+ 2.7% |
$2.5M - $2.77M
|
183K
$108M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.78K+ 9.09% |
$2.49M - $2.76M
|
57.4K
$34.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.77K+ 180.97% |
$2.48M - $2.75M
|
7.41K
$4.4M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.71K+ 1.97% |
$2.45M - $2.72M
|
244K
$145M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.65K+ 6.14% |
$2.42M - $2.68M
|
80.5K
$47.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.42K+ 2.01% |
$2.3M - $2.55M
|
224K
$133M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.41K+ 49.97% |
$2.29M - $2.54M
|
13.2K
$7.85M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
4.27K+ 9.79% |
$2.22M - $2.47M
|
47.9K
$28.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.24K+ 2.9% |
$2.2M - $2.44M
|
150K
$89.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.21KNew |
$2.19M - $2.43M
|
4.21K
$2.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
4.21K+ 5.7% |
$2.19M - $2.43M
|
78K
$46.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.19K+ 32.43% |
$2.18M - $2.42M
|
17.1K
$10.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
4.17K+ 5.56% |
$2.17M - $2.41M
|
79.2K
$47M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.17K+ 1089.3% |
$2.17M - $2.41M
|
4.56K
$2.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.17K+ 2.02% |
$2.17M - $2.4M
|
211K
$125M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
BUY
|
- |
4.16K+ 4.65% |
$2.16M - $2.4M
|
93.5K
$55.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
4.12K+ 5.72% |
$2.14M - $2.38M
|
76.2K
$45.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
4.06K+ 18.83% |
$2.11M - $2.34M
|
25.6K
$15.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.01K+ 1.22% |
$2.09M - $2.31M
|
334K
$198M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4K+ 13.25% |
$2.08M - $2.31M
|
34.2K
$20.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.98K+ 3.59% |
$2.07M - $2.29M
|
115K
$68.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.97K+ 110.91% |
$2.07M - $2.29M
|
7.56K
$4.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.96K+ 19.04% |
$2.06M - $2.29M
|
24.8K
$14.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.91K+ 8.39% |
$2.03M - $2.25M
|
50.5K
$30M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.86K+ 6.36% |
$2.01M - $2.23M
|
64.5K
$38.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
3.84KNew |
$2M - $2.21M
|
3.84K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.8KNew |
$1.97M - $2.19M
|
3.8K
$2.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
3.79K+ 9.29% |
$1.97M - $2.19M
|
44.7K
$26.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
3.63K+ 1.94% |
$1.89M - $2.09M
|
191K
$113M
|