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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
13.4K+ 1.66% |
$7.65M - $8.19M
|
822K
$496M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
13.1K+ 10.94% |
$7.49M - $8.02M
|
133K
$80.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
13.1K+ 38.59% |
$7.46M - $7.98M
|
47K
$28.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13K+ 0.58% |
$7.39M - $7.91M
|
2.25M
$1.36B
|
|
|
Feb 14, 2025
Q4 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
12.9K+ 4.82% |
$7.36M - $7.88M
|
281K
$169M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
12.7K+ 41.17% |
$7.25M - $7.75M
|
43.6K
$26.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.6K+ 136.99% |
$7.21M - $7.72M
|
21.9K
$13.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
12.5K+ 6.29% |
$7.15M - $7.65M
|
212K
$128M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.4K+ 37.23% |
$7.07M - $7.57M
|
45.7K
$27.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
12.3KNew |
$7.01M - $7.5M
|
12.3K
$7.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.2K+ 0.69% |
$6.98M - $7.47M
|
1.79M
$1.08B
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
12.1KNew |
$6.91M - $7.39M
|
12.1K
$7.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
12.1K+ 9.86% |
$6.9M - $7.39M
|
135K
$81.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
12KNew |
$6.86M - $7.35M
|
12K
$7.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
12K+ 7.72% |
$6.85M - $7.33M
|
167K
$101M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
11.9KNew |
$6.78M - $7.25M
|
11.9K
$7.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
11.8K+ 1.77% |
$6.73M - $7.2M
|
676K
$408M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
11.6KNew |
$6.61M - $7.07M
|
11.6K
$6.98M
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
11.5K+ 50.92% |
$6.55M - $7.01M
|
34K
$20.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
11.4K+ 7.51% |
$6.5M - $6.96M
|
163K
$98.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
11.3KNew |
$6.46M - $6.92M
|
11.3K
$6.83M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
11.1K+ 22.85% |
$6.34M - $6.79M
|
59.8K
$36M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
11.1K+ 4.46% |
$6.31M - $6.76M
|
259K
$156M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.1K+ 4.89% |
$6.31M - $6.76M
|
237K
$143M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
11.1KNew |
$6.3M - $6.75M
|
11.1K
$6.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
11K+ 46.75% |
$6.29M - $6.73M
|
34.6K
$20.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
10.8K+ 68.71% |
$6.19M - $6.62M
|
26.6K
$16.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
10.7K+ 16.09% |
$6.12M - $6.55M
|
77.4K
$46.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
10.7KNew |
$6.11M - $6.54M
|
10.7K
$6.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
10.7KNew |
$6.11M - $6.54M
|
10.7K
$6.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
10.7K+ 2.95% |
$6.09M - $6.52M
|
372K
$224M
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
10.6KNew |
$6.03M - $6.45M
|
10.6K
$6.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
10.4KNew |
$5.93M - $6.34M
|
10.4K
$6.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.3KNew |
$5.88M - $6.29M
|
10.3K
$6.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
10.3KNew |
$5.86M - $6.27M
|
10.3K
$6.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
10.1K+ 4.44% |
$5.78M - $6.19M
|
238K
$144M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
10K+ 13.2% |
$5.71M - $6.11M
|
85.9K
$51.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
9.94KNew |
$5.67M - $6.07M
|
9.94K
$5.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
9.8K+ 1059.35% |
$5.59M - $5.98M
|
10.7K
$6.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
9.8KNew |
$5.59M - $5.98M
|
9.8K
$5.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
9.79K+ 10.71% |
$5.59M - $5.98M
|
101K
$61M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
9.77K+ 1.94% |
$5.57M - $5.96M
|
514K
$310M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9.71K+ 8.91% |
$5.54M - $5.93M
|
119K
$71.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
9.71KNew |
$5.54M - $5.93M
|
9.71K
$5.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
9.7KNew |
$5.54M - $5.93M
|
9.7K
$5.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
9.6KNew |
$5.47M - $5.86M
|
9.6K
$5.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9.43K+ 8.47% |
$5.38M - $5.76M
|
121K
$72.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.41KNew |
$5.37M - $5.74M
|
9.41K
$5.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
9.4KNew |
$5.36M - $5.74M
|
9.4K
$5.67M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
9.35K+ 9.62% |
$5.33M - $5.71M
|
107K
$64.2M
|