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
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
207+ 1.31% |
$118K - $126K
|
16K
$9.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
204+ 2.29% |
$116K - $125K
|
9.13K
$5.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
204+ 0.41% |
$116K - $125K
|
50.4K
$30.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
204+ 2.98% |
$116K - $125K
|
7.05K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
202+ 0.47% |
$115K - $123K
|
42.7K
$25.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
202+ 23.74% |
$115K - $123K
|
1.05K
$635K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
202+ 26.03% |
$115K - $123K
|
978
$590K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
200New |
$114K - $122K
|
200
$121K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
CALL |
200New |
$114K - $122K
|
200
$121K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
200+ 5.26% |
$114K - $122K
|
4K
$2.41M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
200+ 3.85% |
$114K - $122K
|
5.39K
$3.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
199+ 3.56% |
$114K - $122K
|
5.79K
$3.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
198+ 3.67% |
$113K - $121K
|
5.59K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
197+ 1.28% |
$112K - $120K
|
15.6K
$9.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
196+ 30.91% |
$112K - $120K
|
830
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
195+ 4.67% |
$111K - $119K
|
4.37K
$2.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
195+ 21.43% |
$111K - $119K
|
1.11K
$666K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
195+ 1.57% |
$111K - $119K
|
12.6K
$7.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
195+ 6.55% |
$111K - $119K
|
3.17K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
195+ 5.28% |
$111K - $119K
|
3.89K
$2.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
194+ 0.67% |
$111K - $118K
|
29.1K
$17.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
193+ 3.19% |
$110K - $118K
|
6.24K
$3.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
192+ 2.92% |
$110K - $117K
|
6.77K
$4.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
191New |
$109K - $117K
|
191
$115K
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
188+ 0.65% |
$107K - $115K
|
29K
$17.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
188+ 0.52% |
$107K - $115K
|
36K
$21.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
187+ 0.39% |
$107K - $114K
|
48.4K
$29.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
186New |
$106K - $114K
|
186
$112K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
184+ 6.34% |
$105K - $112K
|
3.09K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
184+ 6.19% |
$105K - $112K
|
3.16K
$1.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
182+ 15.42% |
$104K - $111K
|
1.36K
$821K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
182+ 43.65% |
$104K - $111K
|
599
$361K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
182+ 0.7% |
$104K - $111K
|
26K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
180+ 3.73% |
$103K - $110K
|
5K
$3.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
180+ 25.68% |
$103K - $110K
|
881
$531K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
178+ 3.45% |
$102K - $109K
|
5.34K
$3.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
178+ 0.23% |
$102K - $109K
|
76K
$45.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
178+ 0.2% |
$102K - $109K
|
89.1K
$53.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
177+ 0.37% |
$101K - $108K
|
47.6K
$28.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
BUY
|
- |
177+ 21.12% |
$101K - $108K
|
1.02K
$612K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
175+ 1.44% |
$99.8K - $107K
|
12.3K
$7.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
175+ 2.22% |
$99.8K - $107K
|
8.07K
$4.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
175+ 29.97% |
$99.8K - $107K
|
759
$458K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
173+ 2.12% |
$98.7K - $106K
|
8.35K
$5.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
172+ 1.46% |
$98.1K - $105K
|
12K
$7.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
172+ 9.47% |
$98.1K - $105K
|
1.99K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
171+ 5.36% |
$97.6K - $104K
|
3.36K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
170+ 22.97% |
$97K - $104K
|
910
$549K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
170+ 7.55% |
$97K - $104K
|
2.42K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
168+ 12.15% |
$95.8K - $103K
|
1.55K
$935K
|