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 |
---|---|---|---|---|---|---|---|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.97K+ 4.72% |
$1.87M - $2.09M
|
88.1K
$46.7M
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
3.95K+ 22.25% |
$1.86M - $2.08M
|
21.7K
$11.5M
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.93K+ 6.12% |
$1.85M - $2.07M
|
68.2K
$36.1M
|
|
May 01, 2024
Q1 2024
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.9K+ 3.41% |
$1.83M - $2.05M
|
118K
$62.7M
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.89K+ 7.95% |
$1.83M - $2.05M
|
52.8K
$28M
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.87K+ 7.23% |
$1.82M - $2.04M
|
57.4K
$30.4M
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
3.86K+ 1.02% |
$1.81M - $2.03M
|
381K
$202M
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.85K+ 3.69% |
$1.81M - $2.03M
|
108K
$57.4M
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.84K+ 2.53% |
$1.8M - $2.02M
|
156K
$82.5M
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.8K+ 2.25% |
$1.78M - $2M
|
173K
$91.7M
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
3.8K+ 2.6% |
$1.78M - $2M
|
150K
$79.5M
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.79K+ 3.06% |
$1.78M - $1.99M
|
128K
$67.7M
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.79K+ 48.14% |
$1.78M - $1.99M
|
11.6K
$6.17M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.76K+ 2.02% |
$1.77M - $1.98M
|
190K
$101M
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.75K+ 1.82% |
$1.76M - $1.97M
|
210K
$111M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.75K+ 10.26% |
$1.76M - $1.97M
|
40.3K
$21.3M
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.74K+ 40.0% |
$1.76M - $1.97M
|
13.1K
$6.94M
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.73K+ 1.75% |
$1.75M - $1.96M
|
217K
$115M
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.72K+ 1.39% |
$1.75M - $1.96M
|
271K
$144M
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3.7K+ 2.26% |
$1.74M - $1.94M
|
168K
$88.9M
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.69K+ 4.84% |
$1.73M - $1.94M
|
79.8K
$42.3M
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.67K+ 11.29% |
$1.72M - $1.93M
|
36.1K
$19.2M
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
3.6K+ 39.99% |
$1.69M - $1.89M
|
12.6K
$6.67M
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.59K+ 2.93% |
$1.69M - $1.89M
|
126K
$66.9M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.55K+ 0.16% |
$1.67M - $1.86M
|
2.27M
$1.21B
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.51K+ 1.05% |
$1.65M - $1.85M
|
339K
$180M
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.5K+ 4.64% |
$1.64M - $1.84M
|
79K
$41.9M
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
3.49K+ 1.2% |
$1.64M - $1.84M
|
294K
$156M
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.47K+ 616.9% |
$1.63M - $1.82M
|
4.03K
$2.14M
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3.45K+ 114.07% |
$1.62M - $1.81M
|
6.47K
$3.43M
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
BUY
|
- |
3.45KNew |
$1.62M - $1.81M
|
3.45K
$1.83M
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.45K+ 147.16% |
$1.62M - $1.81M
|
5.79K
$3.07M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.44K+ 142.98% |
$1.62M - $1.81M
|
5.85K
$3.1M
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.43K+ 57.88% |
$1.61M - $1.8M
|
9.36K
$4.96M
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
3.33KNew |
$1.57M - $1.75M
|
3.33K
$1.77M
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
3.32K+ 29.23% |
$1.56M - $1.75M
|
14.7K
$7.79M
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.32K+ 0.99% |
$1.56M - $1.74M
|
337K
$179M
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
3.29K+ 6.58% |
$1.54M - $1.73M
|
53.2K
$28.2M
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.28K+ 3.21% |
$1.54M - $1.73M
|
105K
$55.9M
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.27K+ 1.43% |
$1.53M - $1.72M
|
232K
$123M
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.21K+ 339.89% |
$1.51M - $1.69M
|
4.16K
$2.2M
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3.21K+ 2.68% |
$1.51M - $1.69M
|
123K
$65.1M
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.19K+ 1.83% |
$1.5M - $1.68M
|
177K
$93.8M
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.18K+ 10.51% |
$1.49M - $1.67M
|
33.4K
$17.7M
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3.16K+ 3.84% |
$1.49M - $1.66M
|
85.5K
$45.3M
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.16K+ 14.11% |
$1.48M - $1.66M
|
25.5K
$13.5M
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.15K+ 40.81% |
$1.48M - $1.65M
|
10.9K
$5.75M
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.1KNew |
$1.45M - $1.63M
|
3.1K
$1.64M
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.08K+ 16.45% |
$1.45M - $1.62M
|
21.8K
$11.6M
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
3.06K+ 6.13% |
$1.44M - $1.61M
|
52.9K
$28.1M
|