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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
17.6K+ 20.14% |
$10M - $10.8M
|
105K
$63.3M
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
17.2KNew |
$9.81M - $10.5M
|
17.2K
$10.4M
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
17.1K+ 11.42% |
$9.76M - $10.4M
|
167K
$101M
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
17.1K+ 17.44% |
$9.73M - $10.4M
|
115K
$69.3M
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
17KNew |
$9.73M - $10.4M
|
17K
$10.3M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17K+ 4.31% |
$9.69M - $10.4M
|
411K
$248M
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
16.8KNew |
$9.61M - $10.3M
|
16.8K
$10.2M
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
16.8KNew |
$9.61M - $10.3M
|
16.8K
$10.2M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.7K+ 37.6% |
$9.52M - $10.2M
|
61.1K
$36.8M
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
16.7KNew |
$9.51M - $10.2M
|
16.7K
$10.1M
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
16.6K+ 29.89% |
$9.47M - $10.1M
|
72.1K
$43.5M
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
16.6K+ 4.9% |
$9.44M - $10.1M
|
354K
$214M
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
16.5K+ 39.54% |
$9.44M - $10.1M
|
58.4K
$35.2M
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
16.3KNew |
$9.28M - $9.93M
|
16.3K
$9.8M
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
16.2K+ 860.63% |
$9.27M - $9.92M
|
18.1K
$10.9M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
16.2K+ 21.41% |
$9.22M - $9.87M
|
91.7K
$55.3M
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
16.1K+ 9.8% |
$9.17M - $9.82M
|
180K
$109M
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
16.1K+ 2341.98% |
$9.17M - $9.81M
|
16.8K
$10.1M
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
16KNew |
$9.13M - $9.77M
|
16K
$9.65M
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
15.9KNew |
$9.09M - $9.73M
|
15.9K
$9.61M
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
15.8KNew |
$9.03M - $9.67M
|
15.8K
$9.54M
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
15.5K+ 35.15% |
$8.86M - $9.48M
|
59.7K
$36M
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
15.5K+ 83.54% |
$8.84M - $9.46M
|
34.1K
$20.5M
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
BUY
|
- |
15.5K+ 673.24% |
$8.84M - $9.46M
|
17.8K
$10.7M
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
15.5K+ 7.13% |
$8.83M - $9.45M
|
233K
$140M
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
15.4K+ 13.49% |
$8.77M - $9.39M
|
129K
$78M
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
15.2K+ 2.38% |
$8.68M - $9.29M
|
654K
$394M
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
15.1K+ 14.02% |
$8.64M - $9.25M
|
123K
$74.3M
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
15.1K+ 34.12% |
$8.6M - $9.21M
|
59.3K
$35.7M
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
14.9KNew |
$8.51M - $9.11M
|
14.9K
$9M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14.9K+ 18.21% |
$8.5M - $9.1M
|
96.8K
$58.3M
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
14.9KNew |
$8.49M - $9.08M
|
14.9K
$8.97M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
14.7K+ 1.25% |
$8.4M - $8.99M
|
1.19M
$720M
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
14.6K+ 0.46% |
$8.31M - $8.9M
|
3.2M
$1.93B
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.6K+ 18.47% |
$8.3M - $8.89M
|
93.4K
$56.3M
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
14.5KNew |
$8.27M - $8.85M
|
14.5K
$8.74M
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
14.5KNew |
$8.27M - $8.85M
|
14.5K
$8.74M
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
14.4KNew |
$8.24M - $8.82M
|
14.4K
$8.7M
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
14.4KNew |
$8.24M - $8.82M
|
14.4K
$8.7M
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
14.4K+ 30.64% |
$8.21M - $8.78M
|
61.3K
$37M
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
14.3KNew |
$8.17M - $8.74M
|
14.3K
$8.63M
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
14.3K+ 5.16% |
$8.17M - $8.74M
|
292K
$176M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.1KNew |
$8.07M - $8.63M
|
14.1K
$8.52M
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
13.9K+ 17.6% |
$7.95M - $8.51M
|
93.2K
$56.2M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.9K+ 1.92% |
$7.95M - $8.51M
|
740K
$446M
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
13.9K+ 6.15% |
$7.93M - $8.48M
|
240K
$145M
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
13.8KNew |
$7.88M - $8.44M
|
13.8K
$8.33M
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
13.6KNew |
$7.77M - $8.32M
|
13.6K
$8.21M
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
13.6K+ 12.51% |
$7.76M - $8.31M
|
122K
$73.7M
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
13.4K+ 2.27% |
$7.66M - $8.2M
|
604K
$364M
|