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 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.62K+ 3.56% |
$1.88M - $2.09M
|
105K
$62.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.58K+ 14.23% |
$1.86M - $2.06M
|
28.7K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3.57K+ 2.08% |
$1.86M - $2.06M
|
175K
$104M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.57K+ 8.92% |
$1.86M - $2.06M
|
43.6K
$25.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.57K+ 234.83% |
$1.86M - $2.06M
|
5.09K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.57K+ 3.65% |
$1.85M - $2.06M
|
101K
$60.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.54K+ 3.01% |
$1.84M - $2.04M
|
121K
$71.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.51K+ 10.49% |
$1.83M - $2.03M
|
37K
$22M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.51K+ 6.07% |
$1.82M - $2.02M
|
61.3K
$36.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.46K+ 22.89% |
$1.8M - $2M
|
18.6K
$11M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
3.45K+ 58.17% |
$1.79M - $1.99M
|
9.38K
$5.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
3.44K+ 4.62% |
$1.79M - $1.98M
|
77.9K
$46.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.41KNew |
$1.78M - $1.97M
|
3.41K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.4KNew |
$1.77M - $1.96M
|
3.4K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.4K+ 236.6% |
$1.77M - $1.96M
|
4.84K
$2.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
3.38K+ 4.71% |
$1.76M - $1.95M
|
75.2K
$44.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.34K+ 2.88% |
$1.74M - $1.92M
|
119K
$70.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
3.31K+ 2.73% |
$1.72M - $1.91M
|
125K
$74.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.31K+ 2.14% |
$1.72M - $1.91M
|
158K
$93.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3.3K+ 18.24% |
$1.72M - $1.9M
|
21.4K
$12.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
3.29K+ 0.86% |
$1.71M - $1.9M
|
385K
$229M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.29K+ 15.18% |
$1.71M - $1.9M
|
25K
$14.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
3.29K+ 36.94% |
$1.71M - $1.9M
|
12.2K
$7.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.27K+ 10.08% |
$1.7M - $1.88M
|
35.7K
$21.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 4.75% |
$1.69M - $1.88M
|
71.8K
$42.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
3.23K+ 11.97% |
$1.68M - $1.86M
|
30.2K
$17.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3.22K+ 0.52% |
$1.67M - $1.86M
|
618K
$367M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
3.19K+ 14.46% |
$1.66M - $1.84M
|
25.2K
$15M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
3.19K+ 16.11% |
$1.66M - $1.84M
|
23K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
3.18K+ 167.51% |
$1.65M - $1.83M
|
5.08K
$3.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3.17K+ 12.26% |
$1.65M - $1.83M
|
29K
$17.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.15K+ 3.06% |
$1.64M - $1.82M
|
106K
$62.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.14K+ 3.31% |
$1.64M - $1.81M
|
98.3K
$58.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.13K+ 7.03% |
$1.63M - $1.8M
|
47.6K
$28.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
3.11K+ 90.49% |
$1.62M - $1.8M
|
6.55K
$3.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.11K+ 9.14% |
$1.62M - $1.79M
|
37.1K
$22M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.1K+ 2.42% |
$1.61M - $1.79M
|
131K
$77.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.09K+ 9.75% |
$1.61M - $1.78M
|
34.8K
$20.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.05K+ 1.33% |
$1.59M - $1.76M
|
232K
$138M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
3.03K+ 3.1% |
$1.57M - $1.75M
|
101K
$59.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Bank Of Finland
|
BUY
|
- |
3.01K+ 0.39% |
$1.57M - $1.74M
|
780K
$463M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
3KNew |
$1.56M - $1.73M
|
3K
$1.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
3K+ 60.72% |
$1.56M - $1.73M
|
7.94K
$4.71M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.98K+ 589.53% |
$1.55M - $1.72M
|
3.49K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.96K+ 6.6% |
$1.54M - $1.71M
|
47.8K
$28.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2.96K+ 3.49% |
$1.54M - $1.71M
|
87.6K
$52M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.94K+ 4.51% |
$1.53M - $1.69M
|
68K
$40.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.93K+ 4.37% |
$1.52M - $1.69M
|
69.9K
$41.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2.89K+ 4.25% |
$1.5M - $1.67M
|
70.8K
$42M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.88KNew |
$1.5M - $1.66M
|
2.88K
$1.71M
|