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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
4.2KNew |
$2.09M - $2.31M
|
4.2K
$2.53M
|
|
Aug 13, 2024
Q2 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
4.1K+ 23.98% |
$2.04M - $2.25M
|
21.2K
$12.8M
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.88KNew |
$1.93M - $2.13M
|
3.88K
$2.34M
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
3.41KNew |
$1.7M - $1.88M
|
3.41K
$2.06M
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
2.59KNew |
$1.29M - $1.43M
|
2.59K
$1.56M
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.06KNew |
$1.02M - $1.13M
|
2.06K
$1.24M
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.74KNew |
$865K - $956K
|
1.74K
$1.05M
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
1.72K+ 160.28% |
$853K - $943K
|
2.79K
$1.68M
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.54KNew |
$766K - $846K
|
1.54K
$928K
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.4K+ 16.56% |
$698K - $771K
|
9.87K
$5.95M
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
BUY
|
- |
1.22K+ 35.52% |
$609K - $673K
|
4.67K
$2.82M
|
|
Jul 30, 2024
Q2 2024
|
Glenorchy Capital LTD
Boorolite, C3 |
BUY
|
- |
1.12KNew |
$556K - $614K
|
1.12K
$674K
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
1.1KNew |
$547K - $605K
|
1.1K
$663K
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.09K+ 282.38% |
$542K - $599K
|
1.48K
$890K
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
910New |
$453K - $500K
|
910
$549K
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
753New |
$375K - $414K
|
753
$454K
|
|
Jul 16, 2024
Q2 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
720+ 19.78% |
$358K - $396K
|
4.36K
$2.63M
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
705New |
$351K - $387K
|
705
$425K
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
561+ 7.26% |
$279K - $308K
|
8.29K
$5M
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
526New |
$262K - $289K
|
526
$317K
|
|
Aug 14, 2024
Q2 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
463New |
$230K - $254K
|
463
$279K
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
BUY
|
- |
421New |
$209K - $231K
|
421
$254K
|
|
Jul 23, 2024
Q2 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
412New |
$205K - $226K
|
412
$248K
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
410New |
$204K - $225K
|
410
$247K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
397New |
$198K - $218K
|
397
$239K
|
|
Jul 24, 2024
Q2 2024
|
Baskin Financial Services Inc.
|
BUY
|
- |
390New |
$194K - $214K
|
390
$235K
|
|
Jul 30, 2024
Q2 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
389New |
$194K - $214K
|
389
$235K
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
388New |
$193K - $213K
|
388
$234K
|
|
Jul 16, 2024
Q2 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
376New |
$187K - $207K
|
376
$227K
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
375New |
$187K - $206K
|
375
$226K
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
374New |
$186K - $206K
|
374
$225K
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
370New |
$184K - $203K
|
370
$223K
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
368New |
$183K - $202K
|
368
$222K
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
354+ 28.16% |
$176K - $195K
|
1.61K
$971K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
331New |
$165K - $182K
|
331
$200K
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
304New |
$151K - $167K
|
304
$183K
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
264+ 14.27% |
$131K - $145K
|
2.11K
$1.27M
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
262New |
$130K - $144K
|
262
$158K
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
233+ 475.51% |
$116K - $128K
|
282
$170K
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
224+ 33.68% |
$111K - $123K
|
889
$536K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
CALL |
200+ 50.0% |
$99.5K - $110K
|
600
$362K
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
193+ 17.94% |
$96K - $106K
|
1.27K
$765K
|
|
Aug 06, 2024
Q2 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
191+ 43.02% |
$95K - $105K
|
635
$383K
|
|
Aug 14, 2024
Q2 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
190+ 4.51% |
$94.5K - $104K
|
4.41K
$2.66M
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
175New |
$87.1K - $96.2K
|
175
$106K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
163New |
$81.1K - $89.6K
|
163
$98.3K
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
150+ 14.72% |
$74.6K - $82.4K
|
1.17K
$705K
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
140New |
$69.7K - $76.9K
|
140
$84.4K
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
138New |
$68.7K - $75.9K
|
138
$83.2K
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
133+ 19.91% |
$66.2K - $73.1K
|
801
$483K
|