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 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
|
|
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.72K+ 1.67% |
$1.69M - $1.82M
|
166K
$112M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.68K+ 0.17% |
$1.66M - $1.8M
|
1.58M
$1.07B
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.68K+ 30.0% |
$1.66M - $1.8M
|
11.6K
$7.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.66K+ 2.73% |
$1.65M - $1.78M
|
100K
$67.6M
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.62K+ 3.21% |
$1.63M - $1.76M
|
84.3K
$56.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
2.61K+ 4.11% |
$1.62M - $1.75M
|
65.9K
$44.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.59K+ 10.02% |
$1.61M - $1.74M
|
28.5K
$19.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.57K+ 8.35% |
$1.59M - $1.72M
|
33.3K
$22.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.56K+ 16.68% |
$1.59M - $1.71M
|
17.9K
$12.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.55K+ 1.0% |
$1.58M - $1.71M
|
259K
$175M
|
|
|
Oct 15, 2025
Q3 2025
|
My Wealth Management Inc.
|
BUY
|
- |
2.52K+ 19.55% |
$1.56M - $1.69M
|
15.4K
$10.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.51K+ 1.77% |
$1.56M - $1.68M
|
144K
$97.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.51K+ 3.58% |
$1.56M - $1.68M
|
72.6K
$49.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.5K+ 13.04% |
$1.55M - $1.67M
|
21.7K
$14.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.46KNew |
$1.53M - $1.65M
|
2.46K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.46K+ 66.19% |
$1.53M - $1.65M
|
6.17K
$4.17M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
2.43K+ 90.85% |
$1.51M - $1.63M
|
5.11K
$3.45M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.41K+ 2.01% |
$1.5M - $1.62M
|
123K
$82.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.4K+ 37.9% |
$1.49M - $1.61M
|
8.73K
$5.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.39K+ 1.31% |
$1.49M - $1.6M
|
185K
$125M
|
|
|
Nov 14, 2025
Q3 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
2.39K+ 24.43% |
$1.48M - $1.6M
|
12.2K
$8.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2.37K+ 26.39% |
$1.47M - $1.59M
|
11.3K
$7.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
2.36K+ 79.84% |
$1.46M - $1.58M
|
5.32K
$3.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
BUY
|
- |
2.35K+ 5.34% |
$1.46M - $1.58M
|
46.4K
$31.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.32K+ 3.95% |
$1.44M - $1.55M
|
60.9K
$41.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.31K+ 102.9% |
$1.43M - $1.55M
|
4.55K
$3.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.3K+ 546.43% |
$1.42M - $1.54M
|
2.72K
$1.83M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.28K+ 124.15% |
$1.41M - $1.53M
|
4.11K
$2.78M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.25K+ 4.35% |
$1.4M - $1.51M
|
54.1K
$36.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.24K+ 24.98% |
$1.39M - $1.5M
|
11.2K
$7.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
PUT |
2.21KNew |
$1.37M - $1.48M
|
2.21K
$1.49M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.21K+ 1.06% |
$1.37M - $1.48M
|
209K
$141M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.2K+ 4.52% |
$1.36M - $1.47M
|
50.8K
$34.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.17K+ 29.72% |
$1.35M - $1.45M
|
9.47K
$6.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
2.15K+ 3.95% |
$1.34M - $1.44M
|
56.5K
$38.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.14K+ 17.33% |
$1.33M - $1.44M
|
14.5K
$9.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
2.1K+ 350.0% |
$1.3M - $1.41M
|
2.7K
$1.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
2.1K+ 7.88% |
$1.3M - $1.4M
|
28.7K
$19.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.09K+ 1.4% |
$1.3M - $1.4M
|
152K
$102M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.06K+ 10.99% |
$1.28M - $1.38M
|
20.8K
$14.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.06K+ 1.5% |
$1.28M - $1.38M
|
139K
$94.2M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.06K+ 632.62% |
$1.28M - $1.38M
|
2.38K
$1.61M
|
|