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 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
399+ 1.65% |
$228K - $244K
|
24.6K
$14.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
399+ 2.04% |
$228K - $244K
|
19.9K
$12M
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
398+ 9.55% |
$227K - $243K
|
4.57K
$2.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
393New |
$224K - $240K
|
393
$237K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
393+ 65.72% |
$224K - $240K
|
991
$597K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
392New |
$224K - $239K
|
392
$236K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
392+ 32.34% |
$224K - $239K
|
1.6K
$967K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
391+ 3.29% |
$223K - $239K
|
12.3K
$7.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
388New |
$221K - $237K
|
388
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
386New |
$220K - $236K
|
386
$233K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
385+ 4.51% |
$220K - $235K
|
8.93K
$5.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
385+ 6.5% |
$220K - $235K
|
6.31K
$3.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
382New |
$218K - $233K
|
382
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
379+ 11.57% |
$216K - $231K
|
3.65K
$2.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
379+ 5.69% |
$216K - $231K
|
7.04K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
376New |
$215K - $230K
|
376
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
376+ 42.34% |
$215K - $230K
|
1.26K
$762K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
375+ 2.84% |
$214K - $229K
|
13.6K
$8.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
375+ 4.72% |
$214K - $229K
|
8.33K
$5.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
375New |
$214K - $229K
|
375
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
374New |
$213K - $228K
|
374
$225K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
373+ 9.67% |
$213K - $228K
|
4.23K
$2.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
373+ 1.45% |
$213K - $228K
|
26K
$15.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
373+ 5.17% |
$213K - $228K
|
7.59K
$4.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
371+ 6.71% |
$212K - $227K
|
5.9K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
370+ 0.54% |
$211K - $226K
|
68.4K
$41.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
370New |
$211K - $226K
|
370
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
369+ 12.64% |
$211K - $225K
|
3.29K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
368New |
$210K - $225K
|
368
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
366+ 6.88% |
$209K - $223K
|
5.68K
$3.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
360+ 87.38% |
$205K - $220K
|
772
$465K
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
360+ 19.18% |
$205K - $220K
|
2.24K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
358New |
$204K - $219K
|
358
$216K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
358+ 5.63% |
$204K - $219K
|
6.72K
$4.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
358+ 21.35% |
$204K - $219K
|
2.04K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
357+ 80.59% |
$204K - $218K
|
800
$482K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
357New |
$204K - $218K
|
357
$215K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
357New |
$204K - $218K
|
357
$215K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
356New |
$203K - $217K
|
356
$215K
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
354New |
$202K - $216K
|
354
$213K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
353+ 0.8% |
$201K - $216K
|
44.7K
$26.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
352+ 41.95% |
$201K - $215K
|
1.19K
$718K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
351+ 3.27% |
$200K - $214K
|
11.1K
$6.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
351+ 1.4% |
$200K - $214K
|
25.3K
$15.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
350+ 14.6% |
$200K - $214K
|
2.75K
$1.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
349New |
$199K - $213K
|
349
$210K
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
349New |
$199K - $213K
|
349
$210K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
349+ 6.68% |
$199K - $213K
|
5.57K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
348+ 0.35% |
$199K - $212K
|
101K
$61M
|
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
347New |
$198K - $212K
|
347
$209K
|