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 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
925New |
$528K - $565K
|
925
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
919+ 27.95% |
$524K - $561K
|
4.21K
$2.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
919+ 23.74% |
$524K - $561K
|
4.79K
$2.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
915+ 45.36% |
$522K - $559K
|
2.93K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
915+ 8.26% |
$522K - $559K
|
12K
$7.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
910+ 224.14% |
$519K - $556K
|
1.32K
$793K
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
908New |
$518K - $554K
|
908
$547K
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
904+ 189.12% |
$516K - $552K
|
1.38K
$833K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
901New |
$514K - $550K
|
901
$543K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
900+ 10.29% |
$513K - $550K
|
9.65K
$5.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
900New |
$513K - $550K
|
900
$543K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
900+ 5.8% |
$513K - $550K
|
16.4K
$9.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
899+ 15.38% |
$513K - $549K
|
6.75K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
892+ 13.93% |
$509K - $545K
|
7.3K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
887+ 3.26% |
$506K - $542K
|
28.1K
$16.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
887+ 4.72% |
$506K - $542K
|
19.7K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
885+ 6.03% |
$505K - $540K
|
15.6K
$9.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
882+ 1.5% |
$503K - $539K
|
59.6K
$35.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
881+ 1.32% |
$503K - $538K
|
67.7K
$40.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
881New |
$503K - $538K
|
881
$531K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
878+ 1.37% |
$501K - $536K
|
65K
$39.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
875+ 4.71% |
$499K - $534K
|
19.5K
$11.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
871+ 2.41% |
$497K - $532K
|
37K
$22.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
866+ 11.46% |
$494K - $529K
|
8.42K
$5.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
866New |
$494K - $529K
|
866
$522K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
863New |
$492K - $527K
|
863
$520K
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
862+ 1.1% |
$492K - $526K
|
78.9K
$47.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
857+ 68.51% |
$489K - $523K
|
2.11K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
852+ 23.81% |
$486K - $520K
|
4.43K
$2.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
852+ 103.27% |
$486K - $520K
|
1.68K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
851New |
$486K - $520K
|
851
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
850New |
$485K - $519K
|
850
$512K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
849+ 2.08% |
$484K - $518K
|
41.6K
$25.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
847+ 1.44% |
$483K - $517K
|
59.6K
$35.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
844New |
$482K - $515K
|
844
$509K
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
844New |
$482K - $515K
|
844
$509K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
843+ 1.02% |
$481K - $515K
|
83.8K
$50.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
842+ 1.63% |
$480K - $514K
|
52.5K
$31.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
841New |
$480K - $514K
|
841
$507K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
833+ 11.44% |
$475K - $509K
|
8.12K
$4.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
832+ 125.68% |
$475K - $508K
|
1.49K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
820+ 192.04% |
$468K - $501K
|
1.25K
$752K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
819+ 23.47% |
$467K - $500K
|
4.31K
$2.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
811+ 94.19% |
$463K - $495K
|
1.67K
$1.01M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
810+ 7.59% |
$462K - $495K
|
11.5K
$6.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
804+ 2.85% |
$459K - $491K
|
29K
$17.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
800New |
$456K - $488K
|
800
$482K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
800+ 5.48% |
$456K - $488K
|
15.4K
$9.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
798+ 7.55% |
$455K - $487K
|
11.4K
$6.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
795+ 1.8% |
$454K - $485K
|
44.9K
$27.1M
|