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
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
123+ 14.75% |
$70.2K - $75.1K
|
957
$577K
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
123New |
$70.2K - $75.1K
|
123
$74.2K
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
123+ 20.95% |
$70.2K - $75.1K
|
710
$428K
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
122+ 3.53% |
$69.6K - $74.5K
|
3.58K
$2.16M
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
121+ 3.63% |
$69K - $73.9K
|
3.46K
$2.08M
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
121+ 4.3% |
$69K - $73.9K
|
2.93K
$1.77M
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
120+ 20.98% |
$68.5K - $73.3K
|
692
$417K
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
120+ 5.96% |
$68.5K - $73.3K
|
2.13K
$1.29M
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
120+ 3.69% |
$68.5K - $73.3K
|
3.38K
$2.04M
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
118+ 7.9% |
$67.3K - $72K
|
1.61K
$971K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
118+ 1.12% |
$67.3K - $72K
|
10.6K
$6.4M
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
117+ 63.24% |
$66.7K - $71.4K
|
302
$182K
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
117+ 1.6% |
$66.7K - $71.4K
|
7.42K
$4.47M
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
116+ 0.56% |
$66.2K - $70.8K
|
20.9K
$12.6M
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
116+ 3.66% |
$66.2K - $70.8K
|
3.29K
$1.98M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
116New |
$66.2K - $70.8K
|
116
$69.9K
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
115+ 0.3% |
$65.6K - $70.2K
|
37.9K
$22.9M
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
114+ 6.62% |
$65K - $69.6K
|
1.84K
$1.11M
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
114+ 9.98% |
$65K - $69.6K
|
1.26K
$757K
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
113+ 0.9% |
$64.5K - $69K
|
12.7K
$7.66M
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
113New |
$64.5K - $69K
|
113
$68.1K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
110New |
$62.8K - $67.2K
|
110
$66.3K
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
109+ 8.94% |
$62.2K - $66.6K
|
1.33K
$801K
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
109+ 1.62% |
$62.2K - $66.6K
|
6.82K
$4.11M
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
109+ 16.29% |
$62.2K - $66.6K
|
778
$469K
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
109+ 1.04% |
$62.2K - $66.6K
|
10.5K
$6.36M
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
109+ 1.44% |
$62.2K - $66.6K
|
7.66K
$4.62M
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
109+ 1.33% |
$62.2K - $66.6K
|
8.32K
$5.01M
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
107+ 44.03% |
$61K - $65.3K
|
350
$211K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
106+ 1.89% |
$60.5K - $64.7K
|
5.72K
$3.45M
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
105+ 39.18% |
$59.9K - $64.1K
|
373
$225K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
103+ 6.12% |
$58.8K - $62.9K
|
1.79K
$1.08M
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
103+ 0.55% |
$58.8K - $62.9K
|
18.8K
$11.4M
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
101+ 3.48% |
$57.6K - $61.7K
|
3K
$1.81M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
100+ 16.67% |
$57.1K - $61.1K
|
700
$422K
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
100+ 3.97% |
$57.1K - $61.1K
|
2.62K
$1.58M
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
100+ 4.31% |
$57.1K - $61.1K
|
2.42K
$1.46M
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
100New |
$57.1K - $61.1K
|
100
$60.3K
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
100+ 20.62% |
$57.1K - $61.1K
|
585
$353K
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
100+ 1.9% |
$57.1K - $61.1K
|
5.36K
$3.23M
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
100+ 6.59% |
$57.1K - $61.1K
|
1.62K
$975K
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
99+ 3.77% |
$56.5K - $60.4K
|
2.72K
$1.64M
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
99+ 3.5% |
$56.5K - $60.4K
|
2.93K
$1.76M
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
99+ 0.63% |
$56.5K - $60.4K
|
15.9K
$9.61M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
99+ 0.27% |
$56.5K - $60.4K
|
36.5K
$22M
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
98+ 2.88% |
$55.9K - $59.8K
|
3.5K
$2.11M
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
97+ 4.1% |
$55.3K - $59.2K
|
2.46K
$1.48M
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
97+ 8.56% |
$55.3K - $59.2K
|
1.23K
$742K
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
97+ 2.12% |
$55.3K - $59.2K
|
4.67K
$2.81M
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
96+ 23.65% |
$54.8K - $58.6K
|
502
$303K
|