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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.35KNew |
$633K - $709K
|
1.35K
$813K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.3KNew |
$610K - $683K
|
1.3K
$784K
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
741New |
$348K - $390K
|
741
$447K
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
724+ 65.52% |
$340K - $381K
|
1.83K
$1.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
711New |
$334K - $374K
|
711
$429K
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
701New |
$329K - $369K
|
701
$423K
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
694New |
$326K - $365K
|
694
$418K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
658New |
$309K - $346K
|
658
$397K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
626New |
$294K - $329K
|
626
$377K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
619+ 21.33% |
$291K - $325K
|
3.52K
$2.12M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
605New |
$284K - $318K
|
605
$365K
|
|
|
May 06, 2024
Q1 2024
|
Defender Capital, Llc.
|
BUY
|
- |
600New |
$282K - $315K
|
600
$362K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
589New |
$277K - $310K
|
589
$355K
|
|
|
Apr 01, 2024
Q1 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
552New |
$259K - $290K
|
552
$333K
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
535New |
$251K - $281K
|
535
$323K
|
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
507New |
$238K - $267K
|
507
$306K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
500New |
$235K - $263K
|
500
$301K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
460New |
$216K - $242K
|
460
$277K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
449New |
$211K - $236K
|
449
$271K
|
|
|
May 07, 2024
Q1 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
436New |
$205K - $229K
|
436
$263K
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
419New |
$197K - $220K
|
419
$253K
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
413New |
$194K - $217K
|
413
$249K
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
401New |
$188K - $211K
|
401
$242K
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
400New |
$188K - $210K
|
400
$241K
|
|
|
Apr 19, 2024
Q1 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
392New |
$184K - $206K
|
392
$236K
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
392New |
$184K - $206K
|
392
$236K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
388New |
$182K - $204K
|
388
$234K
|
|
|
May 14, 2024
Q1 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
387New |
$182K - $203K
|
387
$233K
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
381New |
$179K - $200K
|
381
$230K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
245+ 38.28% |
$115K - $129K
|
885
$534K
|
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
197New |
$92.5K - $104K
|
197
$119K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
181+ 8.33% |
$85K - $95.2K
|
2.35K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
158New |
$74.2K - $83.1K
|
158
$95.3K
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
152New |
$71.4K - $79.9K
|
152
$91.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
141New |
$66.2K - $74.1K
|
141
$85K
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
134+ 23.97% |
$62.9K - $70.4K
|
693
$418K
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
104+ 5.78% |
$48.8K - $54.7K
|
1.9K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
103+ 4.61% |
$48.4K - $54.2K
|
2.34K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
CALL |
100New |
$47K - $52.6K
|
100
$60.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
100New |
$47K - $52.6K
|
100
$60.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
99+ 1.17% |
$46.5K - $52K
|
8.54K
$5.15M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
90+ 1.52% |
$42.3K - $47.3K
|
6.02K
$3.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
80+ 11.85% |
$37.6K - $42.1K
|
755
$455K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
64+ 3.94% |
$30.1K - $33.6K
|
1.69K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
57New |
$26.8K - $30K
|
57
$34.4K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
54+ 15.61% |
$25.4K - $28.4K
|
400
$241K
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
40New |
$18.8K - $21K
|
40
$24.1K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
30New |
$14.1K - $15.8K
|
30
$18.1K
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
30+ 7.13% |
$14.1K - $15.8K
|
451
$272K
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
26New |
$12.2K - $13.7K
|
26
$15.7K
|