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 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.9K+ 35.71% |
$1.09M - $1.16M
|
7.23K
$4.36M
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.9K+ 16.26% |
$1.08M - $1.16M
|
13.6K
$8.18M
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.86KNew |
$1.06M - $1.14M
|
1.86K
$1.12M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 2.65% |
$1.06M - $1.13M
|
71.7K
$43.2M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.85K+ 4.96% |
$1.06M - $1.13M
|
39.2K
$23.6M
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
1.83KNew |
$1.04M - $1.12M
|
1.83K
$1.1M
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.83K+ 4.24% |
$1.04M - $1.11M
|
44.9K
$27.1M
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
1.82KNew |
$1.04M - $1.11M
|
1.82K
$1.1M
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.82KNew |
$1.04M - $1.11M
|
1.82K
$1.09M
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.78KNew |
$1.02M - $1.09M
|
1.78K
$1.07M
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.78K+ 1.02% |
$1.01M - $1.09M
|
177K
$107M
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.77K+ 16.59% |
$1.01M - $1.08M
|
12.4K
$7.5M
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.76K+ 50.63% |
$1M - $1.07M
|
5.22K
$3.15M
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.74K+ 0.57% |
$991K - $1.06M
|
304K
$183M
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
1.72K+ 47.4% |
$982K - $1.05M
|
5.36K
$3.23M
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.71KNew |
$977K - $1.05M
|
1.71K
$1.03M
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.7K+ 19.37% |
$971K - $1.04M
|
10.5K
$6.32M
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.7KNew |
$971K - $1.04M
|
1.7K
$1.03M
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.69K+ 12.7% |
$964K - $1.03M
|
15K
$9.04M
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.68K+ 233.29% |
$960K - $1.03M
|
2.4K
$1.45M
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.68K+ 10.45% |
$960K - $1.03M
|
17.8K
$10.7M
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.68KNew |
$958K - $1.03M
|
1.68K
$1.01M
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.67K+ 50.39% |
$954K - $1.02M
|
4.99K
$3.01M
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.67KNew |
$953K - $1.02M
|
1.67K
$1.01M
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
1.67K+ 7.64% |
$952K - $1.02M
|
23.5K
$14.2M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.66K+ 2.99% |
$947K - $1.01M
|
57.2K
$34.5M
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.66K+ 8.2% |
$945K - $1.01M
|
21.9K
$13.2M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.65K+ 2.16% |
$939K - $1.01M
|
77.9K
$47M
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
1.64K+ 66.8% |
$937K - $1M
|
4.1K
$2.47M
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.64K+ 336.96% |
$936K - $1M
|
2.13K
$1.28M
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
1.64KNew |
$935K - $1M
|
1.64K
$988K
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.63K+ 3.04% |
$932K - $998K
|
55.3K
$33.4M
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.63K+ 21.83% |
$932K - $998K
|
9.12K
$5.5M
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.63K+ 11.26% |
$929K - $995K
|
16.1K
$9.7M
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.62K+ 7.11% |
$925K - $990K
|
24.4K
$14.7M
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
1.61K+ 1.6% |
$920K - $984K
|
102K
$61.6M
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.61K+ 107.26% |
$919K - $983K
|
3.11K
$1.88M
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.61K+ 24.06% |
$917K - $981K
|
8.29K
$5M
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.61K+ 2.02% |
$916K - $980K
|
81K
$48.9M
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1.6KNew |
$913K - $978K
|
1.6K
$965K
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.59K+ 2.84% |
$909K - $973K
|
57.6K
$34.7M
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.59K+ 10.93% |
$906K - $970K
|
16.1K
$9.72M
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.58K+ 4.76% |
$903K - $966K
|
34.8K
$21M
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.57K+ 0.42% |
$898K - $961K
|
380K
$229M
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
1.56KNew |
$892K - $955K
|
1.56K
$943K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.56K+ 33.1% |
$892K - $955K
|
6.29K
$3.79M
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1.55K+ 9135.29% |
$886K - $948K
|
1.57K
$947K
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
1.55K+ 5.1% |
$886K - $948K
|
32K
$19.3M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.55K+ 0.7% |
$884K - $946K
|
222K
$134M
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
1.55K+ 1.39% |
$883K - $945K
|
113K
$68.3M
|