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 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.59KNew |
$986K - $1.06M
|
1.59K
$1.07M
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
1.59KNew |
$985K - $1.06M
|
1.59K
$1.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
1.57K+ 5.31% |
$973K - $1.05M
|
31.1K
$21M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.57K+ 5.06% |
$973K - $1.05M
|
32.6K
$22M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.55K+ 3.94% |
$963K - $1.04M
|
41K
$27.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
1.54K+ 262.56% |
$953K - $1.03M
|
2.12K
$1.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.51K+ 2.07% |
$940K - $1.01M
|
74.6K
$50.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.48K+ 5.91% |
$915K - $988K
|
26.4K
$17.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.47K+ 1.2% |
$910K - $982K
|
124K
$83.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Mustico Financial Group, Inc.
Elmira, NY |
BUY
|
- |
1.46K+ 8.12% |
$907K - $980K
|
19.5K
$13.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.46K+ 9.29% |
$903K - $975K
|
17.1K
$11.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.45K+ 0.28% |
$901K - $973K
|
515K
$348M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.45K+ 14.44% |
$900K - $972K
|
11.5K
$7.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.45K+ 6.98% |
$898K - $970K
|
22.2K
$15M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.44K+ 1.7% |
$895K - $966K
|
86.1K
$58.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
1.44K+ 13.48% |
$894K - $966K
|
12.1K
$8.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.44K+ 4.64% |
$893K - $964K
|
32.4K
$21.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.44K+ 28.65% |
$893K - $964K
|
6.46K
$4.36M
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
BUY
|
- |
1.44K+ 15.28% |
$892K - $963K
|
10.8K
$7.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.42K+ 3.95% |
$883K - $954K
|
37.4K
$25.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.41K+ 28.41% |
$873K - $942K
|
6.36K
$4.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.39K+ 5.23% |
$864K - $933K
|
28K
$18.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
1.38K+ 14.51% |
$858K - $927K
|
10.9K
$7.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.38K+ 4.29% |
$855K - $923K
|
33.5K
$22.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.37K+ 17.95% |
$853K - $921K
|
9.03K
$6.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.37K+ 1.28% |
$852K - $920K
|
109K
$73.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.36K+ 3.8% |
$844K - $911K
|
37.1K
$25.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.34K+ 9.6% |
$834K - $901K
|
15.3K
$10.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
1.34K+ 18.46% |
$830K - $897K
|
8.59K
$5.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Torrey Growth & Income Advisors
Del Mar, CA |
BUY
|
- |
1.33KNew |
$825K - $891K
|
1.33K
$898K
|
|
|
Nov 14, 2025
Q3 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.31K+ 27.39% |
$812K - $876K
|
6.08K
$4.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.31K+ 3.47% |
$811K - $876K
|
39K
$26.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.3K+ 3.02% |
$807K - $871K
|
44.4K
$30M
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
1.29K+ 1.98% |
$801K - $865K
|
66.4K
$44.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
1.29K+ 7.02% |
$798K - $862K
|
19.6K
$13.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.28K+ 8.41% |
$795K - $858K
|
16.5K
$11.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Kassira Wealth Management LLC
Knoxville, TN |
BUY
|
- |
1.27KNew |
$790K - $853K
|
1.27K
$860K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.27K+ 3.37% |
$785K - $848K
|
38.8K
$26.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.25K+ 1.4% |
$775K - $836K
|
90.2K
$60.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.24K+ 4.03% |
$770K - $832K
|
32K
$21.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.22K+ 3.55% |
$759K - $820K
|
35.7K
$24.1M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.22K+ 3.01% |
$757K - $817K
|
41.8K
$28.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.22KNew |
$755K - $815K
|
1.22K
$822K
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.2K+ 14.73% |
$745K - $805K
|
9.36K
$6.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.2K+ 0.51% |
$744K - $803K
|
236K
$160M
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
1.2K+ 25.65% |
$743K - $802K
|
5.86K
$3.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.2KNew |
$742K - $801K
|
1.2K
$808K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.2K+ 2.35% |
$742K - $801K
|
52.1K
$35.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.19KNew |
$741K - $800K
|
1.19K
$806K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.19K+ 21.79% |
$737K - $795K
|
6.64K
$4.48M
|
|