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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
5.84K+ 45.2% |
$3.33M - $3.57M
|
18.8K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
5.8K+ 4.49% |
$3.31M - $3.54M
|
135K
$81.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
5.79K+ 4.67% |
$3.3M - $3.53M
|
130K
$78.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.78K+ 2.06% |
$3.3M - $3.53M
|
287K
$173M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
5.77K+ 15.6% |
$3.29M - $3.52M
|
42.8K
$25.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
5.77KNew |
$3.29M - $3.52M
|
5.77K
$3.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
5.72KNew |
$3.26M - $3.49M
|
5.72K
$3.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
5.71K+ 3.63% |
$3.26M - $3.49M
|
163K
$98.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.71K+ 33.36% |
$3.26M - $3.49M
|
22.8K
$13.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
5.67K+ 21.49% |
$3.23M - $3.46M
|
32K
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.66K+ 2.69% |
$3.23M - $3.46M
|
216K
$130M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
5.65KNew |
$3.22M - $3.45M
|
5.65K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
5.61KNew |
$3.2M - $3.42M
|
5.61K
$3.38M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
5.56K+ 23.12% |
$3.17M - $3.39M
|
29.6K
$17.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.55K+ 2.15% |
$3.17M - $3.39M
|
264K
$159M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
5.54K+ 44.93% |
$3.16M - $3.38M
|
17.9K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
5.52KNew |
$3.15M - $3.37M
|
5.52K
$3.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
5.52K+ 7.68% |
$3.15M - $3.37M
|
77.5K
$46.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.49K+ 1.36% |
$3.13M - $3.35M
|
408K
$246M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.47K+ 44.39% |
$3.12M - $3.34M
|
17.8K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
5.46KNew |
$3.11M - $3.33M
|
5.46K
$3.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.44K+ 4.27% |
$3.1M - $3.32M
|
133K
$80.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
5.44K+ 1.65% |
$3.1M - $3.32M
|
335K
$202M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
5.39KNew |
$3.08M - $3.29M
|
5.39K
$3.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.35K+ 2.25% |
$3.05M - $3.27M
|
243K
$147M
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
5.28K+ 4.29% |
$3.01M - $3.23M
|
128K
$77.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.27K+ 21.29% |
$3.01M - $3.22M
|
30.1K
$18.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
5.22K+ 17.93% |
$2.98M - $3.19M
|
34.4K
$20.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.22KNew |
$2.98M - $3.19M
|
5.22K
$3.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.21K+ 4.67% |
$2.97M - $3.18M
|
117K
$70.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
5.21K+ 23.34% |
$2.97M - $3.18M
|
27.5K
$16.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.18K+ 2.71% |
$2.96M - $3.16M
|
196K
$118M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
5.17KNew |
$2.95M - $3.15M
|
5.17K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
5.16K+ 1.57% |
$2.94M - $3.15M
|
333K
$200M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.14K+ 11.92% |
$2.93M - $3.14M
|
48.3K
$29.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
5.14K+ 11.97% |
$2.93M - $3.14M
|
48.1K
$29M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
5.06KNew |
$2.89M - $3.09M
|
5.06K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.03K+ 0.67% |
$2.87M - $3.07M
|
752K
$454M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
4.98K+ 5.21% |
$2.84M - $3.04M
|
101K
$60.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.98K+ 34.24% |
$2.84M - $3.04M
|
19.5K
$11.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.86K+ 6.48% |
$2.77M - $2.97M
|
79.9K
$48.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.86K+ 0.53% |
$2.77M - $2.97M
|
928K
$559M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
4.81K+ 1.5% |
$2.74M - $2.94M
|
326K
$197M
|
|
|
Feb 07, 2025
Q4 2024
|
My Wealth Management Inc.
|
BUY
|
- |
4.81K+ 36.48% |
$2.74M - $2.93M
|
18K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
4.8KNew |
$2.74M - $2.93M
|
4.8K
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
4.79KNew |
$2.73M - $2.93M
|
4.79K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.74K+ 3.77% |
$2.71M - $2.9M
|
131K
$78.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
4.71K+ 6.73% |
$2.69M - $2.88M
|
74.6K
$45M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.68K+ 0.72% |
$2.67M - $2.86M
|
659K
$397M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.67K+ 1.09% |
$2.66M - $2.85M
|
431K
$260M
|