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 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
9.34KNew |
$5.33M - $5.7M
|
9.34K
$5.63M
|
|
Feb 05, 2025
Q4 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
9.18K+ 21.76% |
$5.24M - $5.61M
|
51.4K
$31M
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
9.15KNew |
$5.22M - $5.59M
|
9.15K
$5.52M
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
9.15KNew |
$5.22M - $5.59M
|
9.15K
$5.52M
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
9.11K+ 43.89% |
$5.2M - $5.56M
|
29.9K
$18M
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
9.1K+ 23.99% |
$5.19M - $5.56M
|
47K
$28.4M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
9.1K+ 2.62% |
$5.19M - $5.56M
|
357K
$215M
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
9K+ 45.33% |
$5.14M - $5.5M
|
28.9K
$17.4M
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
8.97K+ 2.94% |
$5.11M - $5.47M
|
314K
$189M
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
8.96KNew |
$5.11M - $5.47M
|
8.96K
$5.4M
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.93K+ 1.92% |
$5.09M - $5.45M
|
475K
$286M
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
8.7KNew |
$4.96M - $5.31M
|
8.7K
$5.24M
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
8.64K+ 1.88% |
$4.93M - $5.27M
|
467K
$281M
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
8.63KNew |
$4.92M - $5.27M
|
8.63K
$5.2M
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
8.57K+ 7.11% |
$4.89M - $5.23M
|
129K
$77.8M
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
8.54KNew |
$4.87M - $5.22M
|
8.54K
$5.15M
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
8.52KNew |
$4.86M - $5.2M
|
8.52K
$5.13M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.43K+ 9.4% |
$4.81M - $5.15M
|
98.1K
$59.1M
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
8.4K+ 64.67% |
$4.79M - $5.13M
|
21.4K
$12.9M
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
8.38K+ 17.61% |
$4.78M - $5.12M
|
56K
$33.7M
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.35K+ 14.02% |
$4.76M - $5.1M
|
67.9K
$40.9M
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
8.34KNew |
$4.76M - $5.09M
|
8.34K
$5.03M
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
8.25KNew |
$4.71M - $5.04M
|
8.25K
$4.97M
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
8.23K+ 3.68% |
$4.69M - $5.02M
|
232K
$140M
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
8.22K+ 43.03% |
$4.69M - $5.02M
|
27.3K
$16.5M
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
8.15K+ 5.47% |
$4.65M - $4.98M
|
157K
$94.7M
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
8.11KNew |
$4.63M - $4.95M
|
8.11K
$4.89M
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
8.08K+ 270.69% |
$4.61M - $4.93M
|
11.1K
$6.67M
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
8.07K+ 26.69% |
$4.61M - $4.93M
|
38.3K
$23.1M
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.07K+ 87.66% |
$4.6M - $4.93M
|
17.3K
$10.4M
|
|
Feb 06, 2025
Q4 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
8.06K+ 1.63% |
$4.6M - $4.92M
|
502K
$303M
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8.06KNew |
$4.6M - $4.92M
|
8.06K
$4.86M
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
8.01K+ 14.54% |
$4.57M - $4.89M
|
63.1K
$38M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
7.97KNew |
$4.54M - $4.86M
|
7.97K
$4.8M
|
|
Jan 23, 2025
Q4 2024
|
Nationwide Fund Advisors
|
BUY
|
- |
7.96K+ 1.57% |
$4.54M - $4.86M
|
516K
$311M
|
|
Feb 14, 2025
Q4 2024
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
7.93KNew |
$4.53M - $4.84M
|
7.93K
$4.78M
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.86K+ 5.91% |
$4.48M - $4.8M
|
141K
$85M
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
7.85KNew |
$4.48M - $4.79M
|
7.85K
$4.73M
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
7.81K+ 8.21% |
$4.45M - $4.77M
|
103K
$62M
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.78K+ 5.37% |
$4.44M - $4.75M
|
153K
$92M
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7.76K+ 7.26% |
$4.43M - $4.74M
|
115K
$69.1M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.76K+ 13.21% |
$4.43M - $4.74M
|
66.5K
$40.1M
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
7.74K+ 19.37% |
$4.42M - $4.73M
|
47.7K
$28.8M
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7.66K+ 4.98% |
$4.37M - $4.68M
|
162K
$97.4M
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
7.59K+ 102.36% |
$4.33M - $4.63M
|
15K
$9.04M
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
7.44K+ 3.53% |
$4.25M - $4.54M
|
218K
$131M
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.44K+ 12.04% |
$4.24M - $4.54M
|
69.2K
$41.7M
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
7.4KNew |
$4.22M - $4.52M
|
7.4K
$4.46M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.4K+ 285.71% |
$4.22M - $4.52M
|
9.99K
$6.02M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
7.36K+ 297.49% |
$4.2M - $4.49M
|
9.83K
$5.93M
|