Latest Institutional Purchases of Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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
Bernard Wealth Management Corp.

Royal Oak, MI
BUY
 -
575
New
$328K - $351K
575 $347K
Feb 03, 2025 Q4 2024
Wespac Advisors, LLC

BUY
 -
574
+ 8.84%
$327K - $350K
7.06K $4.26M
Jan 16, 2025 Q4 2024
Ade, LLC

BUY
 -
574
+ 1.98%
$327K - $350K
29.5K $17.8M
Jan 29, 2025 Q4 2024
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
573
New
$327K - $350K
573 $345K
Jan 27, 2025 Q4 2024
Berkshire Money Management, Inc.

BUY
 -
572
New
$326K - $349K
572 $345K
Feb 03, 2025 Q4 2024
Financial Harvest, LLC

Winter Park, FL
BUY
 -
571
New
$326K - $349K
571 $344K
Feb 12, 2025 Q4 2024
Nemes Rush Group LLC

Novi, MI
BUY
 -
570
+ 6.78%
$325K - $348K
8.97K $5.41M
Jan 24, 2025 Q4 2024
Princeton Global Asset Management LLC

BUY
 -
569
+ 41.44%
$325K - $347K
1.94K $1.17M
Jan 13, 2025 Q4 2024
Ehrlich Financial Group

Laguna Niguel, CA
BUY
 -
568
+ 14.01%
$324K - $347K
4.62K $2.79M
Feb 04, 2025 Q4 2024
Advisor Os, LLC

BUY
 -
566
+ 19.18%
$323K - $346K
3.52K $2.12M
Feb 12, 2025 Q4 2024
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
564
+ 47.39%
$322K - $344K
1.75K $1.06M
Feb 14, 2025 Q4 2024
Texas Bank & Trust CO

Longview, TX
BUY
 -
563
New
$321K - $344K
563 $339K
Feb 14, 2025 Q4 2024
Esl Trust Services, LLC

BUY
 -
562
+ 0.48%
$321K - $343K
116K $70.2M
Feb 13, 2025 Q4 2024
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
558
+ 8.02%
$318K - $341K
7.51K $4.53M
Feb 05, 2025 Q4 2024
Motco

BUY
 -
558
+ 5.71%
$318K - $341K
10.3K $6.23M
Feb 13, 2025 Q4 2024
Integrity Financial Corp

BUY
 -
551
+ 182.45%
$314K - $336K
853 $514K
Feb 10, 2025 Q4 2024
Hills Bank & Trust CO

BUY
 -
542
+ 104.63%
$309K - $331K
1.06K $639K
Jan 24, 2025 Q4 2024
Level Wealth Management LLC

Greensboro, NC
BUY
 -
539
New
$308K - $329K
539 $325K
Jan 16, 2025 Q4 2024
Successful Portfolios LLC

BUY
 -
539
+ 5.78%
$308K - $329K
9.86K $5.94M
Jan 02, 2025 Q4 2024
Old Port Advisors

BUY
 -
536
+ 3.57%
$306K - $327K
15.6K $9.38M
Jan 15, 2025 Q4 2024
Everpar Advisors LLC

Tulsa, OK
BUY
 -
535
+ 6.87%
$305K - $327K
8.32K $5.02M
Jan 13, 2025 Q4 2024
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
533
New
$304K - $325K
533 $321K
Feb 12, 2025 Q4 2024
Hurley Capital, LLC

New York, NY
BUY
 -
529
New
$302K - $323K
529 $319K
Feb 12, 2025 Q4 2024
Mosaic Financial Group, LLC

Chicago, IL
BUY
 -
527
+ 2.33%
$301K - $322K
23.1K $13.9M
Feb 05, 2025 Q4 2024
Purkiss Capital Advisors LLC

Ridgefield, CT
BUY
 -
526
New
$300K - $321K
526 $317K
Feb 13, 2025 Q4 2024
Redwood Park Advisors LLC

Redwood City, CA
BUY
 -
524
New
$299K - $320K
524 $316K
Jan 29, 2025 Q4 2024
Attessa Capital LLC

Tucson, AZ
BUY
 -
523
New
$298K - $319K
523 $315K
Feb 18, 2025 Q4 2024
Fourth Dimension Wealth, LLC

Middleburg Heights, OH
BUY
 -
520
New
$297K - $318K
520 $313K
Feb 13, 2025 Q4 2024
Wealth Trust Axiom LLC

BUY
 -
519
+ 37.77%
$296K - $317K
1.89K $1.14M
Feb 11, 2025 Q4 2024
Old Point Trust & Financial Services N A

BUY
 -
517
New
$295K - $316K
517 $312K
Jan 28, 2025 Q4 2024
Northeast Investment Management

BUY
 -
512
+ 6.75%
$292K - $313K
8.1K $4.88M
Jan 16, 2025 Q4 2024
True Link Financial Advisors, LLC

BUY
 -
512
+ 0.19%
$292K - $313K
277K $167M
Jan 14, 2025 Q4 2024
Cpr Investments Inc.

Rochester, MI
BUY
 -
509
New
$290K - $311K
509 $307K
Feb 06, 2025 Q4 2024
Ring Mountain Capital, LLC

Tiburon, CA
BUY
 -
507
New
$289K - $310K
507 $306K
Feb 06, 2025 Q4 2024
Boulder Wealth Advisors, LLC

Boulder, CO
BUY
 -
505
+ 1.09%
$288K - $308K
46.9K $28.3M
Jan 23, 2025 Q4 2024
Kaufman Rossin Wealth, LLC

Miami, FL
BUY
 -
504
New
$288K - $308K
504 $304K
Feb 10, 2025 Q4 2024
Cv Advisors LLC

Aventura, FL
BUY
 -
501
New
$286K - $306K
501 $302K
Feb 12, 2025 Q4 2024
Broadway Wealth Solutions, Inc.

San Antonio, TX
BUY
 -
500
New
$285K - $305K
500 $301K
Feb 12, 2025 Q4 2024
Ark & Tlk Investments, LLC

Oklahoma City, OK
BUY
 -
492
New
$281K - $300K
492 $297K
Feb 06, 2025 Q4 2024
Bravias Capital Group, LLC

Iselin, NJ
BUY
 -
492
New
$281K - $300K
492 $297K
Feb 04, 2025 Q4 2024
Midwest Capital Advisors, LLC

Grand Rapids, MI
BUY
 -
492
New
$281K - $300K
492 $297K
Jan 31, 2025 Q4 2024
Bigelow Investment Advisors, LLC

BUY
 -
492
+ 2.1%
$281K - $300K
23.9K $14.4M
Jan 17, 2025 Q4 2024
Seros Financial, LLC

Tempe, AZ
BUY
 -
492
New
$281K - $300K
492 $297K
Feb 06, 2025 Q4 2024
Welch & Forbes LLC

BUY
 -
491
+ 2.72%
$280K - $300K
18.5K $11.2M
Feb 07, 2025 Q4 2024
Slt Holdings LLC

Scottsdale, AZ
BUY
 -
490
New
$280K - $299K
490 $295K
Feb 14, 2025 Q4 2024
Financial Advisors Network, Inc.

BUY
 -
488
+ 33.33%
$278K - $298K
1.95K $1.18M
Jan 17, 2025 Q4 2024
Rolek Wealth Management LLC

Berwyn, PA
BUY
 -
488
New
$278K - $298K
488 $294K
Feb 11, 2025 Q4 2024
Florida Financial Advisors, LLC

Tampa, FL
BUY
 -
485
+ 67.45%
$277K - $296K
1.2K $726K
Feb 13, 2025 Q4 2024
Richards, Merrill & Peterson, Inc.

Spokane, WA
BUY
 -
483
New
$276K - $295K
483 $291K

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