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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
PUT |
1KNew |
$359K - $432K
|
1K
$675K
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
986New |
$354K - $426K
|
986
$666K
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
696+ 17.92% |
$250K - $301K
|
4.58K
$3.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
517+ 1.32% |
$185K - $223K
|
39.6K
$26.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
426+ 4.13% |
$153K - $184K
|
10.8K
$7.26M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
409+ 208.67% |
$147K - $177K
|
605
$409K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
375+ 1.73% |
$134K - $162K
|
22.1K
$14.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
336+ 2.58% |
$121K - $145K
|
13.3K
$9.01M
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
185New |
$66.4K - $79.9K
|
185
$125K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
115+ 4.4% |
$41.2K - $49.7K
|
2.73K
$1.84M
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
65New |
$23.3K - $28.1K
|
65
$43.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
42New |
$15.1K - $18.1K
|
42
$28.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
10+ 0.21% |
$3.59K - $4.32K
|
4.67K
$3.16M
|
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
10+ 1.26% |
$3.59K - $4.32K
|
804
$543K
|
|
|
Nov 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
9+ 1.48% |
$3.23K - $3.89K
|
619
$418K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
7New |
$2.51K - $3.02K
|
7
$4.73K
|
|
| Q2 2022 | |||||||
|
Jul 08, 2022
Q2 2022
|
Next Capital Advisers, Inc.
|
BUY
|
- |
290K+ 7.77% |
$107M - $133M
|
4.03M
$2.72B
|
|
|
Jul 20, 2022
Q2 2022
|
Swarthmore Group Inc
|
BUY
|
- |
180K+ 92.61% |
$65.9M - $82.4M
|
374K
$252M
|
|
|
Aug 10, 2022
Q2 2022
|
Mufg Bank, Ltd.
New York, NY |
BUY
|
- |
169KNew |
$62.2M - $77.7M
|
169K
$114M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
110KNew |
$40.3M - $50.4M
|
110K
$74.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
43.5KNew |
$15.9M - $19.9M
|
43.5K
$29.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
18.5KNew |
$6.8M - $8.51M
|
18.5K
$12.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
6.78KNew |
$2.49M - $3.11M
|
6.78K
$4.58M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
5.83KNew |
$2.14M - $2.68M
|
5.83K
$3.94M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
4.93K+ 244.3% |
$1.81M - $2.26M
|
6.95K
$4.69M
|
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
3.77K+ 25.66% |
$1.38M - $1.73M
|
18.5K
$12.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
3.01KNew |
$1.1M - $1.38M
|
3.01K
$2.03M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.33K+ 5.84% |
$488K - $611K
|
24.1K
$16.3M
|
|
|
Aug 11, 2022
Q2 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
959New |
$352K - $440K
|
959
$648K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
923+ 4.05% |
$339K - $423K
|
23.7K
$16M
|
|
|
Jul 11, 2022
Q2 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
908New |
$333K - $417K
|
908
$613K
|
|
|
Jul 29, 2022
Q2 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
785New |
$288K - $360K
|
785
$530K
|
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
683New |
$251K - $313K
|
683
$461K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
644+ 619.23% |
$236K - $295K
|
748
$505K
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
640New |
$235K - $294K
|
640
$432K
|
|
|
Aug 12, 2022
Q2 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
586New |
$215K - $269K
|
586
$396K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
571+ 5.8% |
$210K - $262K
|
10.4K
$7.03M
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
411+ 10.07% |
$151K - $189K
|
4.49K
$3.03M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
388+ 11.43% |
$142K - $178K
|
3.78K
$2.55M
|
|
|
Jul 22, 2022
Q2 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
341+ 15.61% |
$125K - $156K
|
2.53K
$1.71M
|
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Capital, LLC
Walnut Creek, CA |
BUY
|
- |
259+ 11.31% |
$95.1K - $119K
|
2.55K
$1.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
131+ 18.69% |
$48.1K - $60.1K
|
832
$562K
|
|
|
Aug 01, 2022
Q2 2022
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
39New |
$14.3K - $17.9K
|
39
$26.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
17+ 0.54% |
$6.24K - $7.8K
|
3.19K
$2.16M
|
|
|
Aug 08, 2022
Q2 2022
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
BUY
|
- |
15+ 0.34% |
$5.5K - $6.88K
|
4.38K
$2.96M
|
|
|
Aug 04, 2022
Q2 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
12+ 0.32% |
$4.4K - $5.51K
|
3.73K
$2.52M
|
|
|
Aug 11, 2022
Q2 2022
|
Central Bank Of Brazil
Brasilia Df, D5 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
123K+ 24302.17% |
$51.4M - $59M
|
123K
$83.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
22.4KNew |
$9.38M - $10.8M
|
22.4K
$15.2M
|
|
|
May 17, 2022
Q1 2022
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
730New |
$305K - $350K
|
730
$493K
|
|