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 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
60+ 3.03% |
$24.4K - $26.7K
|
2.04K
$1.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
47New |
$19.1K - $20.9K
|
47
$28.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
8+ 1.18% |
$3.25K - $3.57K
|
684
$412K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
4+ 0.3% |
$1.62K - $1.78K
|
1.36K
$819K
|
|
|
Aug 15, 2023
Q2 2023
|
Gilfoyle Management LLC
New Fairfield, CT |
BUY
|
- |
3+ 42.86% |
$1.22K - $1.34K
|
10
$6.03K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
2+ 0.04% |
$812 - $891
|
5.24K
$3.16M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 0.08% |
$406 - $446
|
1.32K
$796K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
1+ 0.06% |
$406 - $446
|
1.71K
$1.03M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.74MNew |
$3.71B - $4.08B
|
9.74M
$5.87B
|
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
203K+ 212.75% |
$77.2M - $84.8M
|
298K
$180M
|
|
|
Apr 26, 2023
Q1 2023
|
Genworth Financial Inc
|
BUY
|
- |
88.1K+ 17.17% |
$33.6M - $36.9M
|
601K
$363M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
56.3KNew |
$21.4M - $23.6M
|
56.3K
$33.9M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
53.4KNew |
$20.4M - $22.4M
|
53.4K
$32.2M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
16K+ 6.58% |
$6.08M - $6.68M
|
259K
$156M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
11K+ 119.75% |
$4.19M - $4.6M
|
20.2K
$12.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
6.48K+ 3.45% |
$2.47M - $2.71M
|
194K
$117M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
5.05K+ 9.36% |
$1.92M - $2.11M
|
58.9K
$35.5M
|
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
4.8KNew |
$1.83M - $2.01M
|
4.8K
$2.9M
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2.1KNew |
$802K - $880K
|
2.1K
$1.27M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1.72KNew |
$656K - $721K
|
1.72K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1.56KNew |
$593K - $651K
|
1.56K
$938K
|
|
|
Apr 24, 2023
Q1 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.41KNew |
$539K - $592K
|
1.41K
$852K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
1.15KNew |
$438K - $481K
|
1.15K
$693K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.07KNew |
$407K - $447K
|
1.07K
$643K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
938New |
$357K - $393K
|
938
$565K
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
721New |
$275K - $302K
|
721
$435K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
561New |
$214K - $235K
|
561
$338K
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
552New |
$210K - $231K
|
552
$333K
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
518New |
$197K - $217K
|
518
$312K
|
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
502New |
$191K - $210K
|
502
$303K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
270New |
$103K - $113K
|
270
$163K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
261+ 1.36% |
$99.5K - $109K
|
19.4K
$11.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
251+ 1.41% |
$95.7K - $105K
|
18.1K
$10.9M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
24+ 0.77% |
$9.15K - $10K
|
3.15K
$1.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
11New |
$4.19K - $4.61K
|
11
$6.63K
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
10+ 0.98% |
$3.81K - $4.19K
|
1.03K
$623K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
5+ 0.93% |
$1.91K - $2.09K
|
541
$326K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
1+ 1.75% |
$381 - $419
|
58
$35K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
274KNew |
$98M - $112M
|
274K
$165M
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
109KNew |
$39M - $44.6M
|
109K
$65.7M
|
|
|
Feb 14, 2023
Q4 2022
|
University Of Wisconsin Foundation
Madison, WI |
BUY
|
CALL |
105KNew |
$37.7M - $43.1M
|
105K
$63.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
32.9KNew |
$11.8M - $13.5M
|
32.9K
$19.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Freemont Management S.A.
|
BUY
|
- |
26.4K+ 406.63% |
$9.46M - $10.8M
|
32.9K
$19.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
22.7KNew |
$8.14M - $9.31M
|
22.7K
$13.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
21.5KNew |
$7.69M - $8.8M
|
21.5K
$13M
|
|
|
Jan 31, 2023
Q4 2022
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
18KNew |
$6.44M - $7.37M
|
18K
$10.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
11.3KNew |
$4.03M - $4.61M
|
11.3K
$6.79M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
7.68K+ 8.58% |
$2.75M - $3.14M
|
97.2K
$58.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
6KNew |
$2.15M - $2.46M
|
6K
$3.62M
|
|