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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
4.67KNew |
$2.66M - $2.85M
|
4.67K
$2.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.66K+ 5.39% |
$2.66M - $2.84M
|
91.1K
$54.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
4.63KNew |
$2.64M - $2.83M
|
4.63K
$2.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
4.63KNew |
$2.64M - $2.83M
|
4.63K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.61K+ 135.0% |
$2.63M - $2.81M
|
8.02K
$4.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.52K+ 2.47% |
$2.58M - $2.76M
|
187K
$113M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
4.47K+ 0.8% |
$2.55M - $2.73M
|
560K
$337M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.47KNew |
$2.55M - $2.73M
|
4.47K
$2.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
4.41KNew |
$2.52M - $2.69M
|
4.41K
$2.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
4.41KNew |
$2.51M - $2.69M
|
4.41K
$2.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.39K+ 9.3% |
$2.51M - $2.68M
|
51.6K
$31.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.34K+ 7.35% |
$2.48M - $2.65M
|
63.4K
$38.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.31K+ 58.65% |
$2.46M - $2.63M
|
11.7K
$7.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.29K+ 3.09% |
$2.45M - $2.62M
|
143K
$86.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
4.28K+ 2.25% |
$2.44M - $2.62M
|
195K
$117M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
4.24K+ 458.59% |
$2.42M - $2.59M
|
5.17K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.21K+ 90.72% |
$2.4M - $2.57M
|
8.85K
$5.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.2K+ 63.82% |
$2.4M - $2.57M
|
10.8K
$6.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
4.2K+ 27.42% |
$2.4M - $2.56M
|
19.5K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.13K+ 9.75% |
$2.36M - $2.52M
|
46.5K
$28.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
4.13K+ 42.74% |
$2.35M - $2.52M
|
13.8K
$8.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
4.12KNew |
$2.35M - $2.51M
|
4.12K
$2.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.11K+ 14.44% |
$2.35M - $2.51M
|
32.6K
$19.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.07KNew |
$2.32M - $2.49M
|
4.07K
$2.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.06K+ 2.2% |
$2.32M - $2.48M
|
189K
$114M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
4.05K+ 3.83% |
$2.31M - $2.47M
|
110K
$66.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.96K+ 11.07% |
$2.26M - $2.42M
|
39.8K
$24M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
3.96K+ 28.46% |
$2.26M - $2.42M
|
17.9K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.94K+ 28.81% |
$2.25M - $2.41M
|
17.6K
$10.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3.93K+ 10.57% |
$2.24M - $2.4M
|
41.1K
$24.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
3.93KNew |
$2.24M - $2.4M
|
3.93K
$2.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.92K+ 2.53% |
$2.23M - $2.39M
|
159K
$95.7M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.91K+ 6.11% |
$2.23M - $2.38M
|
67.9K
$40.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
3.9KNew |
$2.22M - $2.38M
|
3.9K
$2.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.86K+ 9.83% |
$2.2M - $2.36M
|
43.2K
$26M
|
|
|
Feb 10, 2025
Q4 2024
|
Passaic Partners LLC
|
BUY
|
- |
3.86K+ 14.35% |
$2.2M - $2.36M
|
30.7K
$18.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.85K+ 3.76% |
$2.19M - $2.35M
|
106K
$64M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
3.83KNew |
$2.19M - $2.34M
|
3.83K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
3.8K+ 24.84% |
$2.17M - $2.32M
|
19.1K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.75KNew |
$2.14M - $2.29M
|
3.75K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
3.7KNew |
$2.11M - $2.26M
|
3.7K
$2.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.69K+ 30.93% |
$2.1M - $2.25M
|
15.6K
$9.4M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
3.68K+ 15.29% |
$2.1M - $2.25M
|
27.8K
$16.7M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
3.68K+ 15.29% |
$2.1M - $2.25M
|
27.8K
$16.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3.65K+ 3.58% |
$2.08M - $2.23M
|
106K
$63.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3.63K+ 33.66% |
$2.07M - $2.21M
|
14.4K
$8.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3.62KNew |
$2.07M - $2.21M
|
3.62K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
3.62K+ 91.67% |
$2.07M - $2.21M
|
7.57K
$4.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
3.61K+ 2.87% |
$2.06M - $2.21M
|
129K
$78M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.6KNew |
$2.05M - $2.2M
|
3.6K
$2.17M
|