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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.4K+ 1.07% |
$2.73M - $2.95M
|
414K
$280M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.38K+ 5.37% |
$2.72M - $2.93M
|
85.9K
$58M
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
4.37K+ 4.78% |
$2.71M - $2.93M
|
95.8K
$64.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
4.31K+ 3.91% |
$2.68M - $2.89M
|
115K
$77.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
4.31K+ 740.21% |
$2.67M - $2.89M
|
4.89K
$3.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
4.26K+ 103.88% |
$2.64M - $2.85M
|
8.35K
$5.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.17K+ 27.48% |
$2.59M - $2.79M
|
19.3K
$13.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.17K+ 4.16% |
$2.59M - $2.79M
|
104K
$70.4M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
4.15K+ 19.49% |
$2.58M - $2.78M
|
25.4K
$17.2M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.14K+ 25.44% |
$2.57M - $2.78M
|
20.4K
$13.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
4.13K+ 80.8% |
$2.57M - $2.77M
|
9.25K
$6.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
4.06K+ 54.42% |
$2.52M - $2.72M
|
11.5K
$7.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.87K+ 1.8% |
$2.4M - $2.59M
|
220K
$148M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.87K+ 4.92% |
$2.4M - $2.59M
|
82.5K
$55.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.84K+ 94.37% |
$2.38M - $2.57M
|
7.9K
$5.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.82K+ 24.53% |
$2.37M - $2.56M
|
19.4K
$13.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.82K+ 10.11% |
$2.37M - $2.56M
|
41.6K
$28.1M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.78K+ 45.32% |
$2.35M - $2.54M
|
12.1K
$8.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.72K+ 2.83% |
$2.31M - $2.49M
|
135K
$91.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.68K+ 13.41% |
$2.28M - $2.46M
|
31.1K
$21M
|
|
|
Nov 03, 2025
Q3 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
3.61K+ 82.02% |
$2.24M - $2.42M
|
8.01K
$5.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
3.57K+ 18.71% |
$2.21M - $2.39M
|
22.6K
$15.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.56K+ 3.69% |
$2.21M - $2.39M
|
100K
$67.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3.51K+ 6.58% |
$2.18M - $2.35M
|
56.8K
$38.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.46K+ 3.0% |
$2.15M - $2.32M
|
119K
$80.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
3.45K+ 3.3% |
$2.14M - $2.31M
|
108K
$73M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.44K+ 4.27% |
$2.13M - $2.3M
|
84K
$56.7M
|
|
|
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 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.24K+ 1.86% |
$2.01M - $2.17M
|
178K
$120M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.2K+ 28.69% |
$1.99M - $2.14M
|
14.4K
$9.69M
|
|
|
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
|
|
|
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
|
|
|
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 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
3.04KNew |
$1.89M - $2.04M
|
3.04K
$2.05M
|
|
|
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
|
|
|
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
|
|
|
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
|
|