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 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.06K+ 14.34% |
$655K - $707K
|
8.41K
$5.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.05KNew |
$654K - $706K
|
1.05K
$711K
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
1.05K+ 10.26% |
$649K - $701K
|
11.2K
$7.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
1.03K+ 99.23% |
$640K - $691K
|
2.07K
$1.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1.03K+ 1266.67% |
$637K - $688K
|
1.11K
$748K
|
|
|
Nov 14, 2025
Q3 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.03K+ 23.35% |
$636K - $687K
|
5.42K
$3.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.03K+ 2.35% |
$636K - $687K
|
44.6K
$30.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.02K+ 8.57% |
$632K - $682K
|
12.9K
$8.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.02K+ 6.88% |
$631K - $681K
|
15.8K
$10.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.01K+ 94.77% |
$629K - $679K
|
2.08K
$1.41M
|
|
|
Oct 08, 2025
Q3 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
1.01KNew |
$624K - $674K
|
1.01K
$679K
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
990+ 0.33% |
$614K - $663K
|
303K
$205M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
986+ 1.98% |
$612K - $661K
|
50.7K
$34.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
983+ 191.99% |
$610K - $659K
|
1.5K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
982+ 1.96% |
$609K - $658K
|
51.1K
$34.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
979+ 3.81% |
$608K - $656K
|
26.7K
$18M
|
|
|
Dec 15, 2025
Q3 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
973New |
$604K - $652K
|
973
$657K
|
|
|
Nov 14, 2025
Q3 2025
|
Virtue Asset Management LLC
Barrington, IL |
BUY
|
- |
972New |
$603K - $651K
|
972
$656K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
965+ 0.58% |
$599K - $647K
|
167K
$113M
|
|
|
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
|
|
|
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
|
|