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
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
96+ 18.9% |
$54.8K - $58.6K
|
604
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
95New |
$54.2K - $58K
|
95
$57.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
93+ 1.63% |
$53.1K - $56.8K
|
5.8K
$3.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
92+ 108.24% |
$52.5K - $56.2K
|
177
$107K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
91+ 9.68% |
$51.9K - $55.6K
|
1.03K
$622K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
91+ 3.25% |
$51.9K - $55.6K
|
2.89K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
90+ 0.65% |
$51.3K - $55K
|
14K
$8.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
90+ 1.23% |
$51.3K - $55K
|
7.42K
$4.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
90+ 0.69% |
$51.3K - $55K
|
13.1K
$7.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
89+ 0.79% |
$50.8K - $54.3K
|
11.4K
$6.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
89+ 0.73% |
$50.8K - $54.3K
|
12.3K
$7.43M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
89+ 1.36% |
$50.8K - $54.3K
|
6.62K
$3.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
87+ 1.95% |
$49.6K - $53.1K
|
4.55K
$2.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
87+ 1.24% |
$49.6K - $53.1K
|
7.08K
$4.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
86+ 5.5% |
$49.1K - $52.5K
|
1.65K
$995K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
85+ 9.32% |
$48.5K - $51.9K
|
997
$601K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
84+ 0.55% |
$47.9K - $51.3K
|
15.4K
$9.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
83+ 1.07% |
$47.4K - $50.7K
|
7.81K
$4.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
82+ 7.98% |
$46.8K - $50.1K
|
1.11K
$669K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
82New |
$46.8K - $50.1K
|
82
$49.4K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
80New |
$45.6K - $48.8K
|
80
$48.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
80+ 0.11% |
$45.6K - $48.8K
|
71.6K
$43.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
79+ 6.26% |
$45.1K - $48.2K
|
1.34K
$808K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
79+ 1.16% |
$45.1K - $48.2K
|
6.89K
$4.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
78+ 2.58% |
$44.5K - $47.6K
|
3.11K
$1.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
78+ 6.46% |
$44.5K - $47.6K
|
1.29K
$775K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
76+ 1.04% |
$43.4K - $46.4K
|
7.39K
$4.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
76+ 0.96% |
$43.4K - $46.4K
|
7.98K
$4.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
76+ 0.12% |
$43.4K - $46.4K
|
63.1K
$38M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
76+ 0.51% |
$43.4K - $46.4K
|
14.9K
$8.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
75+ 0.94% |
$42.8K - $45.8K
|
8.08K
$4.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
75+ 5.09% |
$42.8K - $45.8K
|
1.55K
$934K
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
74+ 0.05% |
$42.2K - $45.2K
|
135K
$81.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
73+ 0.59% |
$41.6K - $44.6K
|
12.5K
$7.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
72+ 0.98% |
$41.1K - $44K
|
7.43K
$4.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
72+ 0.2% |
$41.1K - $44K
|
36K
$21.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
72+ 0.54% |
$41.1K - $44K
|
13.5K
$8.12M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
72+ 5.73% |
$41.1K - $44K
|
1.33K
$801K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
71+ 1.7% |
$40.5K - $43.4K
|
4.25K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
69+ 1.51% |
$39.4K - $42.1K
|
4.64K
$2.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
69+ 12.95% |
$39.4K - $42.1K
|
602
$363K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
69+ 14.32% |
$39.4K - $42.1K
|
551
$332K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
69+ 0.69% |
$39.4K - $42.1K
|
10.1K
$6.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
68+ 11.39% |
$38.8K - $41.5K
|
665
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
68+ 1.49% |
$38.8K - $41.5K
|
4.63K
$2.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
68+ 17.57% |
$38.8K - $41.5K
|
455
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
68+ 6.59% |
$38.8K - $41.5K
|
1.1K
$663K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
67+ 14.79% |
$38.2K - $40.9K
|
520
$313K
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
67+ 12.93% |
$38.2K - $40.9K
|
585
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
66New |
$37.7K - $40.3K
|
66
$39.8K
|