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 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
104K+ 14.68% |
$59.5M - $63.7M
|
815K
$491M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
104K+ 11.0% |
$59.4M - $63.6M
|
1.05M
$634M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
104KNew |
$59.4M - $63.5M
|
104K
$62.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
103K+ 23.35% |
$58.6M - $62.7M
|
542K
$327M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
96.3K+ 24.6% |
$55M - $58.8M
|
488K
$294M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
95.6K+ 21.72% |
$54.5M - $58.4M
|
536K
$323M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
94.5K+ 14.1% |
$53.9M - $57.7M
|
765K
$461M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
93.9K+ 45.3% |
$53.6M - $57.4M
|
301K
$182M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
89K+ 1.44% |
$50.8M - $54.4M
|
6.26M
$3.77B
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
85.8KNew |
$49M - $52.4M
|
85.8K
$51.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
82.8K+ 13.7% |
$47.2M - $50.5M
|
687K
$414M
|
|
|
Jan 21, 2025
Q4 2024
|
Strategic Investment Management, LLC
|
BUY
|
- |
81.1K+ 19674.76% |
$46.2M - $49.5M
|
81.5K
$49.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
80.4K+ 21.82% |
$45.9M - $49.1M
|
449K
$271M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
75.3K+ 33.43% |
$43M - $46M
|
301K
$181M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
74.7K+ 4.13% |
$42.6M - $45.6M
|
1.88M
$1.14B
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
74.1K+ 9.89% |
$42.3M - $45.2M
|
823K
$496M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
PUT |
73.9KNew |
$42.2M - $45.1M
|
73.9K
$44.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
72.6K+ 4.76% |
$41.4M - $44.3M
|
1.6M
$963M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
71.9KNew |
$41M - $43.9M
|
71.9K
$43.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
69KNew |
$39.4M - $42.1M
|
69K
$41.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
68.8KNew |
$39.2M - $42M
|
68.8K
$41.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Navi Inc.
|
BUY
|
- |
68.1K+ 31.57% |
$38.8M - $41.6M
|
284K
$171M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
67.5K+ 11.07% |
$38.5M - $41.2M
|
677K
$408M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
66.6K+ 22.78% |
$38M - $40.7M
|
359K
$216M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
64.1KNew |
$36.6M - $39.1M
|
64.1K
$38.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
62.1K+ 1531.99% |
$35.4M - $37.9M
|
66.2K
$39.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
61.9K+ 2.25% |
$35.3M - $37.8M
|
2.82M
$1.7B
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
60.8K+ 4.57% |
$34.7M - $37.1M
|
1.39M
$839M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60.8K+ 2.99% |
$34.7M - $37.1M
|
2.09M
$1.26B
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
58KNew |
$33.1M - $35.4M
|
58K
$35M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
57.3KNew |
$32.7M - $35M
|
57.3K
$34.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
55.7K+ 119.94% |
$31.8M - $34M
|
102K
$61.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
55.4K+ 138.79% |
$31.6M - $33.8M
|
95.3K
$57.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
53.5KNew |
$30.5M - $32.7M
|
53.5K
$32.3M
|
|
|
Feb 14, 2025
Q4 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
53.4K+ 316.89% |
$30.5M - $32.6M
|
70.3K
$42.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
52KNew |
$29.7M - $31.8M
|
52K
$31.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
52K+ 23.2% |
$29.7M - $31.7M
|
276K
$166M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
51.7KNew |
$29.5M - $31.5M
|
51.7K
$31.2M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
51.5K+ 0.58% |
$29.4M - $31.4M
|
8.87M
$5.35B
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
51.3KNew |
$29.3M - $31.3M
|
51.3K
$30.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
51.2K+ 5.9% |
$29.2M - $31.2M
|
918K
$554M
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
50.8KNew |
$29M - $31M
|
50.8K
$30.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
50.5K+ 14.14% |
$28.8M - $30.9M
|
408K
$246M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
48.4K+ 30.53% |
$27.6M - $29.6M
|
207K
$125M
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
48.4KNew |
$27.6M - $29.5M
|
48.4K
$29.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
47.9K+ 225.55% |
$27.4M - $29.3M
|
69.2K
$41.7M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
47.1KNew |
$26.9M - $28.7M
|
47.1K
$28.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
46.4KNew |
$26.5M - $28.3M
|
46.4K
$28M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
46.2KNew |
$26.4M - $28.2M
|
46.2K
$27.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
45.2K+ 28.64% |
$25.8M - $27.6M
|
203K
$122M
|