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 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
2.31KNew |
$1.32M - $1.41M
|
2.31K
$1.39M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.29K+ 8.97% |
$1.31M - $1.4M
|
27.8K
$16.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
2.29KNew |
$1.3M - $1.4M
|
2.29K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
2.28KNew |
$1.3M - $1.39M
|
2.28K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
2.28KNew |
$1.3M - $1.39M
|
2.28K
$1.37M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
2.27K+ 3.92% |
$1.29M - $1.38M
|
60.1K
$36.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
2.27KNew |
$1.29M - $1.38M
|
2.27K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.26K+ 7.85% |
$1.29M - $1.38M
|
31K
$18.7M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.25K+ 5.64% |
$1.28M - $1.37M
|
42.1K
$25.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
2.23K+ 0.77% |
$1.27M - $1.36M
|
294K
$177M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
2.21KNew |
$1.26M - $1.35M
|
2.21K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.21K+ 9.88% |
$1.26M - $1.35M
|
24.6K
$14.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.21K+ 11.87% |
$1.26M - $1.35M
|
20.8K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.2K+ 1.82% |
$1.26M - $1.34M
|
123K
$74.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
2.2K+ 195.55% |
$1.25M - $1.34M
|
3.32K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.2K+ 1.88% |
$1.25M - $1.34M
|
119K
$71.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.18K+ 35.71% |
$1.24M - $1.33M
|
8.29K
$5M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.17KNew |
$1.24M - $1.33M
|
2.17K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.17K+ 73.35% |
$1.24M - $1.33M
|
5.13K
$3.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.16KNew |
$1.23M - $1.32M
|
2.16K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.16K+ 77.27% |
$1.23M - $1.32M
|
4.95K
$2.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.15K+ 106.91% |
$1.23M - $1.31M
|
4.16K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.14K+ 45.21% |
$1.22M - $1.31M
|
6.89K
$4.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.12KNew |
$1.21M - $1.29M
|
2.12K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.11K+ 40.32% |
$1.2M - $1.29M
|
7.34K
$4.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
2.1K+ 0.3% |
$1.2M - $1.28M
|
712K
$429M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.09K+ 12.56% |
$1.19M - $1.28M
|
18.7K
$11.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.07K+ 7.13% |
$1.18M - $1.26M
|
31K
$18.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
2.06KNew |
$1.18M - $1.26M
|
2.06K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.05K+ 1.84% |
$1.17M - $1.25M
|
113K
$68.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.05K+ 13.13% |
$1.17M - $1.25M
|
17.6K
$10.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
2.05K+ 1.5% |
$1.17M - $1.25M
|
138K
$83.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 24.0% |
$1.17M - $1.25M
|
10.6K
$6.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.04KNew |
$1.16M - $1.25M
|
2.04K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.04K+ 3.0% |
$1.16M - $1.24M
|
69.9K
$42.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.02K+ 3.01% |
$1.15M - $1.23M
|
69.1K
$41.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
2.01KNew |
$1.14M - $1.22M
|
2.01K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
2KNew |
$1.14M - $1.22M
|
2K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2KNew |
$1.14M - $1.22M
|
2K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
2K+ 5.67% |
$1.14M - $1.22M
|
37.2K
$22.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.99KNew |
$1.14M - $1.22M
|
1.99K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.99KNew |
$1.13M - $1.21M
|
1.99K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.97K+ 107.4% |
$1.13M - $1.21M
|
3.81K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.97K+ 13.37% |
$1.12M - $1.2M
|
16.7K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
1.97KNew |
$1.12M - $1.2M
|
1.97K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.96K+ 19.49% |
$1.12M - $1.2M
|
12K
$7.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.95K+ 1.49% |
$1.11M - $1.19M
|
133K
$80.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.94K+ 8.95% |
$1.11M - $1.18M
|
23.6K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.94K+ 43.46% |
$1.11M - $1.18M
|
6.39K
$3.85M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.93K+ 15.18% |
$1.1M - $1.18M
|
14.6K
$8.83M
|