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 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
10+ 0.22% |
$5.71K - $6.11K
|
4.62K
$2.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
10+ 0.3% |
$5.71K - $6.11K
|
3.36K
$2.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
10+ 0.18% |
$5.71K - $6.11K
|
5.52K
$3.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
10+ 12.35% |
$5.71K - $6.11K
|
91
$54.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.83% |
$5.71K - $6.11K
|
1.21K
$729K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
10+ 1.37% |
$5.71K - $6.11K
|
741
$447K
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
10+ 0.47% |
$5.71K - $6.11K
|
2.15K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
10+ 0.67% |
$5.71K - $6.11K
|
1.5K
$906K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
10+ 0.43% |
$5.71K - $6.11K
|
2.35K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10+ 0.11% |
$5.71K - $6.11K
|
9.31K
$5.61M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
9+ 0.3% |
$5.13K - $5.5K
|
2.97K
$1.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
9+ 3.18% |
$5.13K - $5.5K
|
292
$176K
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
9+ 0.3% |
$5.13K - $5.5K
|
3.06K
$1.84M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.27% |
$5.13K - $5.5K
|
3.31K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
8+ 0.14% |
$4.56K - $4.88K
|
5.81K
$3.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
8+ 2.04% |
$4.56K - $4.88K
|
400
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
8+ 1.19% |
$4.56K - $4.88K
|
681
$411K
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
8+ 0.21% |
$4.56K - $4.88K
|
3.85K
$2.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
8+ 0.22% |
$4.56K - $4.88K
|
3.69K
$2.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
8+ 0.54% |
$4.56K - $4.88K
|
1.48K
$890K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
8+ 0.75% |
$4.56K - $4.88K
|
1.07K
$645K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
7+ 0.11% |
$3.99K - $4.27K
|
6.64K
$4M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
7+ 0.84% |
$3.99K - $4.27K
|
837
$505K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 700.0% |
$3.99K - $4.27K
|
8
$4.82K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7+ 1.84% |
$3.99K - $4.27K
|
388
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
6+ 1.53% |
$3.42K - $3.66K
|
399
$241K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6+ 1.42% |
$3.42K - $3.66K
|
430
$259K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
6+ 0.01% |
$3.42K - $3.66K
|
63.6K
$38.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
6+ 1.27% |
$3.42K - $3.66K
|
479
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
6+ 0.33% |
$3.42K - $3.66K
|
1.85K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6+ 0.96% |
$3.42K - $3.66K
|
630
$380K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
6+ 0.27% |
$3.42K - $3.66K
|
2.23K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
6+ 0.98% |
$3.42K - $3.66K
|
620
$374K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5+ 2.92% |
$2.85K - $3.05K
|
176
$106K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
5+ 0.5% |
$2.85K - $3.05K
|
1.01K
$607K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5+ 0.04% |
$2.85K - $3.05K
|
12.8K
$7.74M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.18% |
$2.85K - $3.05K
|
2.78K
$1.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
5+ 0.0% |
$2.85K - $3.05K
|
104K
$62.5M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5+ 1.35% |
$2.85K - $3.05K
|
375
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.36% |
$2.85K - $3.05K
|
1.41K
$852K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
5+ 0.45% |
$2.85K - $3.05K
|
1.12K
$675K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
5+ 0.19% |
$2.85K - $3.05K
|
2.58K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
4+ 0.78% |
$2.28K - $2.44K
|
515
$310K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
4New |
$2.28K - $2.44K
|
4
$2.41K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 133.33% |
$2.28K - $2.44K
|
7
$4.22K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
4+ 0.84% |
$2.28K - $2.44K
|
482
$291K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4+ 1.05% |
$2.28K - $2.44K
|
386
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4+ 0.08% |
$2.28K - $2.44K
|
5.26K
$3.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
4+ 0.28% |
$2.28K - $2.44K
|
1.42K
$855K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4+ 0.14% |
$2.28K - $2.44K
|
2.94K
$1.77M
|