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 07, 2025
Q3 2025
|
Congress Park Capital LLC
|
BUY
|
- |
3.42K+ 13.17% |
$2.12M - $2.29M
|
29.3K
$19.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.4KNew |
$2.11M - $2.27M
|
3.4K
$2.29M
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
3.39K+ 461.77% |
$2.11M - $2.27M
|
4.13K
$2.79M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
3.39K+ 5.37% |
$2.1M - $2.27M
|
66.5K
$44.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3.39K+ 8.89% |
$2.1M - $2.27M
|
41.5K
$28M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
3.37K+ 4.07% |
$2.09M - $2.26M
|
86.1K
$58.2M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
3.31K+ 5.96% |
$2.06M - $2.22M
|
58.8K
$39.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.29K+ 2.68% |
$2.04M - $2.2M
|
126K
$85M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.29K+ 4.01% |
$2.04M - $2.2M
|
85.3K
$57.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.24K+ 1.86% |
$2.01M - $2.17M
|
178K
$120M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
3.22K+ 121.29% |
$2M - $2.16M
|
5.88K
$3.97M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.2K+ 28.69% |
$1.99M - $2.14M
|
14.4K
$9.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.19K+ 21.31% |
$1.98M - $2.14M
|
18.2K
$12.3M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
3.16K+ 87.1% |
$1.96M - $2.12M
|
6.79K
$4.58M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.16K+ 7.3% |
$1.96M - $2.12M
|
46.4K
$31.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
3.14K+ 15.32% |
$1.95M - $2.11M
|
23.6K
$16M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.14K+ 10.87% |
$1.95M - $2.1M
|
32K
$21.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.13K+ 28.07% |
$1.94M - $2.1M
|
14.3K
$9.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.1K+ 0.32% |
$1.92M - $2.08M
|
962K
$650M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.1K+ 44.48% |
$1.92M - $2.08M
|
10.1K
$6.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.08K+ 22.7% |
$1.91M - $2.07M
|
16.7K
$11.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.08K+ 64.35% |
$1.91M - $2.06M
|
7.87K
$5.31M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.06K+ 96.28% |
$1.9M - $2.05M
|
6.23K
$4.21M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
3.04KNew |
$1.89M - $2.04M
|
3.04K
$2.05M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.03K+ 21.22% |
$1.88M - $2.03M
|
17.3K
$11.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.02K+ 3.89% |
$1.88M - $2.02M
|
80.7K
$54.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3.01K+ 28.52% |
$1.87M - $2.02M
|
13.6K
$9.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
2.9KNew |
$1.8M - $1.94M
|
2.9K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
2.89K+ 19.37% |
$1.79M - $1.94M
|
17.8K
$12M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.89K+ 13.37% |
$1.79M - $1.93M
|
24.5K
$16.5M
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.88KNew |
$1.79M - $1.93M
|
2.88K
$1.94M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
2.86K+ 2.49% |
$1.77M - $1.92M
|
117K
$79.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.86K+ 8.39% |
$1.77M - $1.91M
|
36.9K
$24.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.85K+ 6.96% |
$1.77M - $1.91M
|
43.9K
$29.6M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.85K+ 18.2% |
$1.77M - $1.91M
|
18.5K
$12.5M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
2.85K+ 8.95% |
$1.77M - $1.91M
|
34.7K
$23.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.85K+ 1.75% |
$1.77M - $1.91M
|
166K
$112M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.83K+ 4.2% |
$1.76M - $1.89M
|
70.1K
$47.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Parker Investment Management, LLC
|
BUY
|
- |
2.83K+ 3.06% |
$1.75M - $1.89M
|
95K
$64.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.83K+ 1.71% |
$1.75M - $1.89M
|
168K
$114M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.82K+ 3.61% |
$1.75M - $1.89M
|
81K
$54.7M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.82K+ 4.75% |
$1.75M - $1.89M
|
62.1K
$41.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.81K+ 4.71% |
$1.75M - $1.89M
|
62.5K
$42.2M
|
|
|
Nov 14, 2025
Q3 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
2.79K+ 4.91% |
$1.73M - $1.87M
|
59.6K
$40.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
2.79K+ 3.26% |
$1.73M - $1.87M
|
88.3K
$59.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
2.76K+ 24.34% |
$1.71M - $1.85M
|
14.1K
$9.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.76K+ 29.85% |
$1.71M - $1.85M
|
12K
$8.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
2.76K+ 1.26% |
$1.71M - $1.85M
|
221K
$150M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.74K+ 32.6% |
$1.7M - $1.84M
|
11.2K
$7.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
2.72KNew |
$1.69M - $1.83M
|
2.72K
$1.84M
|
|