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 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.53K+ 4.38% |
$874K - $935K
|
36.5K
$22M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.53KNew |
$872K - $934K
|
1.53K
$922K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.53KNew |
$872K - $934K
|
1.53K
$922K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
1.52K+ 2.74% |
$867K - $927K
|
57K
$34.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.51KNew |
$863K - $923K
|
1.51K
$912K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.51K+ 24.03% |
$862K - $923K
|
7.8K
$4.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.51K+ 96.55% |
$862K - $923K
|
3.08K
$1.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.51K+ 46.68% |
$862K - $923K
|
4.75K
$2.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.5KNew |
$855K - $915K
|
1.5K
$903K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.5K+ 141.71% |
$853K - $913K
|
2.55K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.49K+ 6.14% |
$852K - $912K
|
25.8K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
1.49KNew |
$848K - $908K
|
1.49K
$896K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.48K+ 28.01% |
$847K - $906K
|
6.78K
$4.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.48K+ 0.64% |
$842K - $901K
|
234K
$141M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.47K+ 26.13% |
$838K - $896K
|
7.09K
$4.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
1.47KNew |
$836K - $895K
|
1.47K
$884K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.46K+ 6.29% |
$835K - $893K
|
24.7K
$14.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
1.46KNew |
$831K - $890K
|
1.46K
$878K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.44K+ 2.34% |
$820K - $878K
|
62.8K
$37.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.42KNew |
$812K - $869K
|
1.42K
$858K
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.42K+ 1.92% |
$810K - $867K
|
75.2K
$45.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.42KNew |
$810K - $867K
|
1.42K
$856K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.42K+ 1.41% |
$810K - $866K
|
102K
$61.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1.42KNew |
$808K - $865K
|
1.42K
$854K
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
1.41K+ 6.26% |
$806K - $863K
|
24K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.41K+ 4.08% |
$805K - $862K
|
36K
$21.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.41KNew |
$804K - $860K
|
1.41K
$849K
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.41K+ 2.64% |
$803K - $859K
|
54.8K
$33M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.4K+ 466.67% |
$799K - $855K
|
1.7K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.4KNew |
$798K - $854K
|
1.4K
$843K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
1.4KNew |
$797K - $853K
|
1.4K
$842K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.4K+ 7.55% |
$796K - $852K
|
19.9K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.39K+ 14.79% |
$793K - $849K
|
10.8K
$6.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.39K+ 55.74% |
$792K - $848K
|
3.88K
$2.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.39KNew |
$792K - $848K
|
1.39K
$837K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.39KNew |
$791K - $847K
|
1.39K
$836K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.38K+ 2.32% |
$789K - $844K
|
60.9K
$36.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.38KNew |
$788K - $843K
|
1.38K
$833K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.38K+ 3.17% |
$788K - $843K
|
45K
$27.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.37K+ 10.07% |
$784K - $839K
|
15K
$9.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.37KNew |
$784K - $839K
|
1.37K
$828K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.37K+ 2.52% |
$781K - $836K
|
55.7K
$33.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.36K+ 101.11% |
$777K - $832K
|
2.71K
$1.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.36K+ 10.06% |
$774K - $829K
|
14.9K
$8.95M
|
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
1.36K+ 2.44% |
$773K - $827K
|
56.8K
$34.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.35K+ 101.81% |
$770K - $824K
|
2.67K
$1.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.35K+ 1.27% |
$769K - $823K
|
107K
$64.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.35K+ 6.04% |
$768K - $822K
|
23.6K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.34K+ 13.27% |
$766K - $820K
|
11.5K
$6.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.33K+ 0.76% |
$761K - $815K
|
177K
$107M
|