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 12, 2025
Q3 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
962+ 2.52% |
$597K - $645K
|
39.2K
$26.5M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
958+ 0.83% |
$595K - $642K
|
117K
$79M
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
956+ 28.13% |
$593K - $641K
|
4.36K
$2.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
956+ 3.14% |
$593K - $641K
|
31.4K
$21.2M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
951+ 13.89% |
$590K - $637K
|
7.8K
$5.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
947+ 11.58% |
$588K - $635K
|
9.13K
$6.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
945New |
$587K - $633K
|
945
$638K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
945New |
$587K - $633K
|
945
$638K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
939+ 33.68% |
$583K - $629K
|
3.73K
$2.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Meridian Management CO
|
BUY
|
- |
935+ 1.88% |
$580K - $627K
|
50.6K
$34.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
916New |
$569K - $614K
|
916
$619K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
910+ 3.61% |
$565K - $610K
|
26.1K
$17.7M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
909New |
$564K - $609K
|
909
$614K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
891+ 12.11% |
$553K - $597K
|
8.25K
$5.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
889+ 80.16% |
$552K - $596K
|
2K
$1.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
886+ 0.15% |
$550K - $594K
|
581K
$393M
|
|
|
Nov 03, 2025
Q3 2025
|
Jordan Park Group LLC
|
BUY
|
- |
885New |
$549K - $593K
|
885
$598K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
882+ 27.35% |
$547K - $591K
|
4.11K
$2.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
877+ 1.46% |
$544K - $588K
|
60.8K
$41.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Revere Asset Management, Inc
Dallas, TX |
BUY
|
- |
876New |
$544K - $587K
|
876
$592K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
869+ 10.56% |
$539K - $582K
|
9.1K
$6.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
858+ 1.25% |
$533K - $575K
|
69.4K
$46.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
851+ 13.75% |
$528K - $570K
|
7.04K
$4.75M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
846+ 2.79% |
$525K - $567K
|
31.2K
$21.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
842+ 1.83% |
$523K - $564K
|
46.8K
$31.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
839+ 1.37% |
$521K - $562K
|
62.1K
$41.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
BUY
|
- |
833New |
$517K - $558K
|
833
$563K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
832+ 22.58% |
$516K - $558K
|
4.52K
$3.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
790+ 8.89% |
$490K - $529K
|
9.67K
$6.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
787+ 0.01% |
$488K - $527K
|
7.92M
$5.35B
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
783+ 1.15% |
$486K - $525K
|
68.9K
$46.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
776+ 1.05% |
$482K - $520K
|
74.5K
$50.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
773+ 6.05% |
$480K - $518K
|
13.5K
$9.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Mechanics Financial Corp
|
BUY
|
- |
771+ 5.61% |
$479K - $517K
|
14.5K
$9.81M
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
770+ 1.51% |
$478K - $516K
|
51.7K
$34.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
766New |
$475K - $513K
|
766
$517K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
764+ 0.59% |
$474K - $512K
|
130K
$88M
|
|
|
Nov 13, 2025
Q3 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
761+ 7.14% |
$472K - $510K
|
11.4K
$7.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
755+ 0.56% |
$469K - $506K
|
135K
$91.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
737+ 10.37% |
$457K - $494K
|
7.85K
$5.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
726+ 29.26% |
$451K - $486K
|
3.21K
$2.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Rptc Inc.
Jackson, WY |
BUY
|
- |
721+ 0.33% |
$448K - $483K
|
217K
$146M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
721+ 2.54% |
$448K - $483K
|
29.1K
$19.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
716+ 1.4% |
$444K - $480K
|
51.9K
$35.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
713+ 65.71% |
$443K - $478K
|
1.8K
$1.21M
|
|
|
Nov 05, 2025
Q3 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
703+ 1.25% |
$436K - $471K
|
57K
$38.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
690+ 1.25% |
$428K - $462K
|
55.8K
$37.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
690+ 469.39% |
$428K - $462K
|
837
$565K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
687+ 2.81% |
$426K - $460K
|
25.1K
$17M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
685+ 24.8% |
$425K - $459K
|
3.45K
$2.33M
|
|