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
|
Beacon Financial Group
|
BUY
|
- |
2.86K+ 5.45% |
$1.49M - $1.65M
|
55.4K
$32.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.81K+ 4.02% |
$1.46M - $1.62M
|
72.7K
$43.2M
|
|
|
Nov 14, 2024
Q3 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
2.8K+ 4.79% |
$1.46M - $1.62M
|
61.3K
$36.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.8K+ 1.24% |
$1.45M - $1.61M
|
228K
$135M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
2.79K+ 15.69% |
$1.45M - $1.61M
|
20.6K
$12.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
2.77K+ 7.22% |
$1.44M - $1.6M
|
41.1K
$24.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.72K+ 2.61% |
$1.41M - $1.57M
|
107K
$63.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.72K+ 1.57% |
$1.41M - $1.57M
|
176K
$104M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.69K+ 142.54% |
$1.4M - $1.55M
|
4.58K
$2.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.69K+ 7.36% |
$1.4M - $1.55M
|
39.3K
$23.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.67K+ 30.44% |
$1.39M - $1.54M
|
11.4K
$6.78M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
2.66K+ 1.09% |
$1.38M - $1.53M
|
247K
$147M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.63K+ 69.82% |
$1.37M - $1.52M
|
6.4K
$3.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.63K+ 2.76% |
$1.37M - $1.52M
|
97.7K
$58M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
2.6K+ 23.39% |
$1.35M - $1.5M
|
13.7K
$8.14M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.59K+ 154.75% |
$1.35M - $1.49M
|
4.26K
$2.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.58KNew |
$1.34M - $1.49M
|
2.58K
$1.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
2.55KNew |
$1.33M - $1.47M
|
2.55K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.52K+ 421.4% |
$1.31M - $1.45M
|
3.12K
$1.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.51K+ 2.43% |
$1.3M - $1.45M
|
106K
$62.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.49K+ 3.62% |
$1.3M - $1.44M
|
71.4K
$42.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.48K+ 17.51% |
$1.29M - $1.43M
|
16.6K
$9.88M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
2.48K+ 0.47% |
$1.29M - $1.43M
|
527K
$313M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.47K+ 200.57% |
$1.28M - $1.42M
|
3.69K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.45K+ 7.27% |
$1.28M - $1.41M
|
36.2K
$21.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.45K+ 43.12% |
$1.27M - $1.41M
|
8.13K
$4.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.44K+ 7.06% |
$1.27M - $1.41M
|
37K
$22M
|
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.41K+ 3.09% |
$1.25M - $1.39M
|
80.5K
$47.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.41K+ 37.55% |
$1.25M - $1.39M
|
8.83K
$5.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.39K+ 31.93% |
$1.24M - $1.38M
|
9.86K
$5.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.36K+ 5.88% |
$1.23M - $1.36M
|
42.5K
$25.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.36K+ 6.73% |
$1.23M - $1.36M
|
37.4K
$22.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.35K+ 35.32% |
$1.22M - $1.36M
|
9.01K
$5.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
2.34K+ 4.28% |
$1.22M - $1.35M
|
57.1K
$33.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.34KNew |
$1.22M - $1.35M
|
2.34K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.34K+ 9.02% |
$1.22M - $1.35M
|
28.2K
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.33K+ 113.05% |
$1.21M - $1.34M
|
4.39K
$2.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.32K+ 5.93% |
$1.2M - $1.34M
|
41.4K
$24.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.31K+ 5.33% |
$1.2M - $1.33M
|
45.7K
$27.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2.29K+ 8.12% |
$1.19M - $1.32M
|
30.5K
$18.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.28K+ 21.96% |
$1.19M - $1.31M
|
12.7K
$7.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.28K+ 27.48% |
$1.18M - $1.31M
|
10.6K
$6.27M
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
2.28K+ 18.67% |
$1.18M - $1.31M
|
14.5K
$8.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.27K+ 7.38% |
$1.18M - $1.31M
|
33.1K
$19.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
2.27K+ 5.68% |
$1.18M - $1.31M
|
42.2K
$25M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.24K+ 10.07% |
$1.16M - $1.29M
|
24.5K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
PUT |
2.21KNew |
$1.15M - $1.27M
|
2.21K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.19K+ 3.34% |
$1.14M - $1.26M
|
67.9K
$40.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.19K+ 10.86% |
$1.14M - $1.26M
|
22.4K
$13.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
2.19K+ 4.8% |
$1.14M - $1.26M
|
47.8K
$28.3M
|