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 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
64+ 4.9% |
$36.5K - $39.1K
|
1.37K
$827K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
63+ 2.47% |
$35.9K - $38.5K
|
2.61K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
62+ 1.71% |
$35.4K - $37.9K
|
3.69K
$2.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
62+ 0.15% |
$35.4K - $37.9K
|
41.3K
$24.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
62+ 15.38% |
$35.4K - $37.9K
|
465
$280K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
61New |
$34.8K - $37.2K
|
61
$36.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
60+ 1.57% |
$34.2K - $36.6K
|
3.89K
$2.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
60+ 0.34% |
$34.2K - $36.6K
|
17.9K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
60+ 16.04% |
$34.2K - $36.6K
|
434
$262K
|
|
|
Jan 16, 2025
Q4 2024
|
American Asset Management Inc.
|
BUY
|
- |
60+ 4.0% |
$34.2K - $36.6K
|
1.56K
$940K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
59+ 0.54% |
$33.7K - $36K
|
11.1K
$6.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
59+ 2.13% |
$33.7K - $36K
|
2.83K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
59+ 1.06% |
$33.7K - $36K
|
5.65K
$3.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
59+ 0.08% |
$33.7K - $36K
|
77.8K
$46.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
58+ 2.56% |
$33.1K - $35.4K
|
2.33K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
58+ 0.18% |
$33.1K - $35.4K
|
31.9K
$19.2M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
58+ 1.74% |
$33.1K - $35.4K
|
3.39K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
57+ 0.77% |
$32.5K - $34.8K
|
7.47K
$4.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
57+ 0.7% |
$32.5K - $34.8K
|
8.14K
$4.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
57+ 0.2% |
$32.5K - $34.8K
|
28.4K
$17.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
56New |
$31.9K - $34.2K
|
56
$33.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
56+ 0.27% |
$31.9K - $34.2K
|
20.9K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
56+ 3.88% |
$31.9K - $34.2K
|
1.5K
$903K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
55+ 1.62% |
$31.4K - $33.6K
|
3.45K
$2.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
55+ 0.29% |
$31.4K - $33.6K
|
19.3K
$11.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
55New |
$31.4K - $33.6K
|
55
$33.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
55+ 1.28% |
$31.4K - $33.6K
|
4.35K
$2.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
54New |
$30.8K - $33K
|
54
$32.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
54+ 3.75% |
$30.8K - $33K
|
1.49K
$900K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
54New |
$30.8K - $33K
|
54
$32.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
53+ 4.33% |
$30.2K - $32.4K
|
1.28K
$770K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
53+ 0.25% |
$30.2K - $32.4K
|
21.4K
$12.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
52+ 4.95% |
$29.7K - $31.8K
|
1.1K
$665K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
52+ 0.11% |
$29.7K - $31.8K
|
47.5K
$28.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
51New |
$29.1K - $31.1K
|
51
$30.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
51+ 8.04% |
$29.1K - $31.1K
|
685
$413K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
51+ 0.21% |
$29.1K - $31.1K
|
24.8K
$15M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
51New |
$29.1K - $31.1K
|
51
$30.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
50+ 1.75% |
$28.5K - $30.5K
|
2.9K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
48+ 1.67% |
$27.4K - $29.3K
|
2.93K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
48+ 1.22% |
$27.4K - $29.3K
|
3.97K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
47+ 1.25% |
$26.8K - $28.7K
|
3.8K
$2.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
47+ 2.04% |
$26.8K - $28.7K
|
2.35K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
47+ 2.2% |
$26.8K - $28.7K
|
2.18K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
47+ 2.24% |
$26.8K - $28.7K
|
2.14K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
47+ 0.49% |
$26.8K - $28.7K
|
9.59K
$5.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
47+ 0.29% |
$26.8K - $28.7K
|
16.1K
$9.71M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
47+ 0.5% |
$26.8K - $28.7K
|
9.46K
$5.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
47+ 0.88% |
$26.8K - $28.7K
|
5.41K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
46+ 2.34% |
$26.2K - $28.1K
|
2.01K
$1.21M
|