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 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
7.34KNew |
$4.19M - $4.48M
|
7.34K
$4.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.33K+ 8.78% |
$4.18M - $4.48M
|
90.8K
$54.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
7.29KNew |
$4.16M - $4.45M
|
7.29K
$4.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
7.23K+ 15.72% |
$4.13M - $4.42M
|
53.2K
$32.1M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.23K+ 370.75% |
$4.12M - $4.41M
|
9.18K
$5.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
7.2K+ 15.98% |
$4.1M - $4.39M
|
52.2K
$31.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
7.15K+ 10.16% |
$4.08M - $4.37M
|
77.6K
$46.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
7.1KNew |
$4.05M - $4.34M
|
7.1K
$4.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
7.1KNew |
$4.05M - $4.34M
|
7.1K
$4.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
7.1KNew |
$4.05M - $4.34M
|
7.1K
$4.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
7.07K+ 40.1% |
$4.03M - $4.32M
|
24.7K
$14.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
7.07K+ 30.38% |
$4.03M - $4.32M
|
30.3K
$18.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
6.93K+ 7.75% |
$3.95M - $4.23M
|
96.3K
$58M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.88K+ 1.19% |
$3.92M - $4.2M
|
587K
$354M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.84K+ 5.17% |
$3.9M - $4.18M
|
139K
$83.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.82K+ 36.59% |
$3.89M - $4.16M
|
25.5K
$15.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6.82K+ 6.06% |
$3.89M - $4.16M
|
119K
$71.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.8K+ 11.1% |
$3.88M - $4.15M
|
68.1K
$41M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
6.79KNew |
$3.88M - $4.15M
|
6.79K
$4.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.77K+ 1.13% |
$3.86M - $4.14M
|
604K
$364M
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
6.66KNew |
$3.8M - $4.07M
|
6.66K
$4.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
6.66KNew |
$3.8M - $4.06M
|
6.66K
$4.01M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
6.65KNew |
$3.8M - $4.06M
|
6.65K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.6K+ 10.39% |
$3.77M - $4.03M
|
70.1K
$42.3M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
6.6KNew |
$3.76M - $4.03M
|
6.6K
$3.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
6.59K+ 3.8% |
$3.76M - $4.03M
|
180K
$108M
|
|
|
Feb 14, 2025
Q4 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
6.58K+ 2.4% |
$3.75M - $4.02M
|
281K
$169M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6.58K+ 10.19% |
$3.75M - $4.02M
|
71.1K
$42.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
6.56K+ 753.45% |
$3.74M - $4M
|
7.43K
$4.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
6.45KNew |
$3.68M - $3.94M
|
6.45K
$3.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
6.36KNew |
$3.63M - $3.88M
|
6.36K
$3.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
6.36K+ 4.72% |
$3.63M - $3.88M
|
141K
$85.1M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
6.32KNew |
$3.6M - $3.86M
|
6.32K
$3.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.32K+ 1.68% |
$3.6M - $3.86M
|
382K
$230M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
6.29K+ 34.32% |
$3.59M - $3.84M
|
24.6K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
6.26K+ 5.34% |
$3.57M - $3.82M
|
124K
$74.5M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
6.16KNew |
$3.52M - $3.76M
|
6.16K
$3.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
6.16K+ 6.17% |
$3.52M - $3.76M
|
106K
$63.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.15K+ 11.35% |
$3.51M - $3.75M
|
60.3K
$36.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.12K+ 31.6% |
$3.49M - $3.74M
|
25.5K
$15.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
6.11KNew |
$3.49M - $3.73M
|
6.11K
$3.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
6.07KNew |
$3.46M - $3.7M
|
6.07K
$3.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
6.04K+ 87.98% |
$3.45M - $3.69M
|
12.9K
$7.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.02KNew |
$3.44M - $3.68M
|
6.02K
$3.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
5.94K+ 12.44% |
$3.39M - $3.63M
|
53.7K
$32.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
5.91K+ 10.56% |
$3.37M - $3.61M
|
61.9K
$37.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
5.86KNew |
$3.35M - $3.58M
|
5.86K
$3.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.86K+ 70.97% |
$3.34M - $3.58M
|
14.1K
$8.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.85K+ 6.99% |
$3.34M - $3.57M
|
89.6K
$54M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
5.85KNew |
$3.33M - $3.57M
|
5.85K
$3.52M
|