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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Heron Bay Capital Management
|
BUY
|
- |
3.64KNew |
$1.48M - $1.62M
|
3.64K
$2.46M
|
|
|
Jul 31, 2023
Q2 2023
|
Reik & Co., LLC
|
BUY
|
- |
1.52KNew |
$616K - $676K
|
1.52K
$1.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
748New |
$304K - $333K
|
748
$505K
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
694New |
$282K - $309K
|
694
$469K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
591New |
$240K - $263K
|
591
$399K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
518+ 0.72% |
$210K - $231K
|
72K
$48.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
480+ 5.96% |
$195K - $214K
|
8.54K
$5.77M
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
474New |
$193K - $211K
|
474
$320K
|
|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
BUY
|
- |
468New |
$190K - $209K
|
468
$316K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
456New |
$185K - $203K
|
456
$308K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
372+ 12.15% |
$151K - $166K
|
3.43K
$2.32M
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
363+ 0.71% |
$147K - $162K
|
51.1K
$34.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
285+ 1.39% |
$116K - $127K
|
20.7K
$14M
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
150+ 22.73% |
$60.9K - $66.9K
|
810
$547K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
149+ 5.16% |
$60.5K - $66.4K
|
3.03K
$2.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
125+ 84.46% |
$50.8K - $55.7K
|
273
$184K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
121+ 1.83% |
$49.1K - $53.9K
|
6.75K
$4.56M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
77+ 3.31% |
$31.3K - $34.3K
|
2.4K
$1.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
76+ 1.9% |
$30.9K - $33.9K
|
4.07K
$2.75M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
60+ 3.03% |
$24.4K - $26.7K
|
2.04K
$1.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
47New |
$19.1K - $20.9K
|
47
$31.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
4+ 0.3% |
$1.62K - $1.78K
|
1.36K
$918K
|
|
|
Aug 15, 2023
Q2 2023
|
Gilfoyle Management LLC
New Fairfield, CT |
BUY
|
- |
3+ 42.86% |
$1.22K - $1.34K
|
10
$6.75K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
2+ 0.04% |
$812 - $891
|
5.24K
$3.54M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 0.08% |
$406 - $446
|
1.32K
$892K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
1+ 0.06% |
$406 - $446
|
1.71K
$1.15M
|
|
|
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
$6.58B
|
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
203K+ 212.75% |
$77.2M - $84.8M
|
298K
$201M
|
|
|
Apr 26, 2023
Q1 2023
|
Genworth Financial Inc
|
BUY
|
- |
88.1K+ 17.17% |
$33.6M - $36.9M
|
601K
$406M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
56.3KNew |
$21.4M - $23.6M
|
56.3K
$38M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
16K+ 6.58% |
$6.08M - $6.68M
|
259K
$175M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
11K+ 119.75% |
$4.19M - $4.6M
|
20.2K
$13.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
6.48K+ 3.45% |
$2.47M - $2.71M
|
194K
$131M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
5.05K+ 9.36% |
$1.92M - $2.11M
|
58.9K
$39.8M
|
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
4.8KNew |
$1.83M - $2.01M
|
4.8K
$3.24M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1.72KNew |
$656K - $721K
|
1.72K
$1.16M
|
|
|
Apr 24, 2023
Q1 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.41KNew |
$539K - $592K
|
1.41K
$955K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
1.15KNew |
$438K - $481K
|
1.15K
$777K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.07KNew |
$407K - $447K
|
1.07K
$721K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
938New |
$357K - $393K
|
938
$633K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
561New |
$214K - $235K
|
561
$379K
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
552New |
$210K - $231K
|
552
$373K
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
518New |
$197K - $217K
|
518
$350K
|
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
502New |
$191K - $210K
|
502
$339K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
270New |
$103K - $113K
|
270
$182K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
261+ 1.36% |
$99.5K - $109K
|
19.4K
$13.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
251+ 1.41% |
$95.7K - $105K
|
18.1K
$12.2M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
24+ 0.77% |
$9.15K - $10K
|
3.15K
$2.13M
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
10+ 0.98% |
$3.81K - $4.19K
|
1.03K
$698K
|
|