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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
41+ 10.41% |
$21.3K - $23.6K
|
435
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
40+ 1.96% |
$20.8K - $23.1K
|
2.08K
$1.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
39+ 139.29% |
$20.3K - $22.5K
|
67
$40.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
34+ 9.24% |
$17.7K - $19.6K
|
402
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
32+ 0.45% |
$16.6K - $18.5K
|
7.09K
$4.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
32New |
$16.6K - $18.5K
|
32
$19.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
30+ 0.38% |
$15.6K - $17.3K
|
7.85K
$4.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
25+ 35.21% |
$13K - $14.4K
|
96
$57.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
24+ 0.92% |
$12.5K - $13.8K
|
2.63K
$1.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
18+ 2.64% |
$9.36K - $10.4K
|
700
$422K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
18+ 1.98% |
$9.36K - $10.4K
|
925
$558K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
17+ 2.32% |
$8.84K - $9.81K
|
750
$452K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
16+ 0.23% |
$8.32K - $9.23K
|
6.96K
$4.2M
|
|
|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
15+ 0.82% |
$7.8K - $8.65K
|
1.85K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
15+ 1.96% |
$7.8K - $8.65K
|
782
$471K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
14+ 2.58% |
$7.28K - $8.08K
|
557
$336K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13+ 0.28% |
$6.76K - $7.5K
|
4.61K
$2.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
13+ 0.12% |
$6.76K - $7.5K
|
10.7K
$6.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
12+ 2.14% |
$6.24K - $6.92K
|
572
$345K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
11+ 2.76% |
$5.72K - $6.35K
|
409
$247K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.21% |
$5.2K - $5.77K
|
4.67K
$2.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
8+ 0.49% |
$4.16K - $4.61K
|
1.63K
$982K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
8+ 0.26% |
$4.16K - $4.61K
|
3.06K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
7New |
$3.64K - $4.04K
|
7
$4.22K
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
6+ 1.63% |
$3.12K - $3.46K
|
373
$225K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5+ 0.47% |
$2.6K - $2.88K
|
1.08K
$650K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5+ 0.43% |
$2.6K - $2.88K
|
1.17K
$702K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
4+ 33.33% |
$2.08K - $2.31K
|
16
$9.65K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4+ 0.06% |
$2.08K - $2.31K
|
6.75K
$4.07M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3+ 0.07% |
$1.56K - $1.73K
|
4.34K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
3+ 0.82% |
$1.56K - $1.73K
|
371
$224K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
3New |
$1.56K - $1.73K
|
3
$1.81K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.03% |
$1.04K - $1.15K
|
7.34K
$4.42M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.21% |
$1.04K - $1.15K
|
933
$562K
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$520 - $577
|
2.57K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.68% |
$520 - $577
|
147
$88.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1+ 0.2% |
$520 - $577
|
500
$301K
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1+ 0.06% |
$520 - $577
|
1.7K
$1.03M
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
8.78MNew |
$4.37B - $4.83B
|
8.78M
$5.29B
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.76M+ 4.34% |
$1.37B - $1.52B
|
66.4M
$40B
|
|
|
Nov 25, 2024
Q2 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
680KNew |
$339M - $374M
|
680K
$410M
|
|
|
Aug 12, 2024
Q2 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
228K+ 5.85% |
$113M - $125M
|
4.12M
$2.48B
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
PUT |
72.7K+ 51.78% |
$36.2M - $40M
|
213K
$128M
|
|
|
Aug 13, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
66.3K+ 482.47% |
$33M - $36.4M
|
80.1K
$48.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
24.3K+ 97.8% |
$12.1M - $13.4M
|
49.2K
$29.6M
|
|
|
Aug 06, 2024
Q2 2024
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
16.7K+ 26.5% |
$8.31M - $9.18M
|
79.7K
$48.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
16.6K+ 10.68% |
$8.24M - $9.1M
|
172K
$103M
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
15.7K+ 232.06% |
$7.83M - $8.65M
|
22.5K
$13.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
11.1K+ 48.63% |
$5.51M - $6.08M
|
33.8K
$20.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
7.27KNew |
$3.62M - $4M
|
7.27K
$4.38M
|
|