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 10, 2025
Q3 2025
|
Parkside Investments, LLC
|
BUY
|
- |
552+ 0.59% |
$343K - $370K
|
94.1K
$63.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
550+ 11.07% |
$341K - $369K
|
5.52K
$3.73M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
548New |
$340K - $367K
|
548
$370K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
547+ 65.27% |
$340K - $367K
|
1.39K
$935K
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
546+ 2.47% |
$339K - $366K
|
22.6K
$15.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
545+ 74.45% |
$338K - $365K
|
1.28K
$862K
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
544+ 1.76% |
$338K - $365K
|
31.5K
$21.3M
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
538New |
$334K - $361K
|
538
$363K
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Counselors Inc
|
BUY
|
- |
534+ 3.78% |
$331K - $358K
|
14.6K
$9.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
533+ 2.9% |
$331K - $357K
|
18.9K
$12.8M
|
|
|
Nov 19, 2025
Q3 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
529+ 2.3% |
$328K - $354K
|
23.6K
$15.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
529+ 1.77% |
$328K - $354K
|
30.3K
$20.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
525+ 32.89% |
$326K - $352K
|
2.12K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
524+ 3.56% |
$325K - $351K
|
15.3K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
522+ 6.01% |
$324K - $350K
|
9.21K
$6.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
522New |
$324K - $350K
|
522
$353K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
522+ 6.12% |
$324K - $350K
|
9.05K
$6.11M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
519+ 2.36% |
$322K - $348K
|
22.5K
$15.2M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
518+ 18.45% |
$322K - $347K
|
3.33K
$2.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
511+ 3.6% |
$317K - $342K
|
14.7K
$9.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
508+ 7.67% |
$315K - $340K
|
7.13K
$4.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
507+ 6.31% |
$315K - $340K
|
8.55K
$5.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
506+ 0.43% |
$314K - $339K
|
119K
$80.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
506+ 22.42% |
$314K - $339K
|
2.76K
$1.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
500New |
$310K - $335K
|
500
$338K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
500New |
$310K - $335K
|
500
$338K
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
500+ 1.35% |
$310K - $335K
|
37.5K
$25.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
493+ 11.75% |
$306K - $330K
|
4.69K
$3.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
492+ 31.02% |
$305K - $330K
|
2.08K
$1.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
490+ 11.02% |
$304K - $328K
|
4.94K
$3.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
486+ 2.65% |
$302K - $326K
|
18.8K
$12.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
486New |
$302K - $326K
|
486
$328K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
483+ 4.43% |
$300K - $324K
|
11.4K
$7.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
479+ 16.52% |
$297K - $321K
|
3.38K
$2.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
478+ 4.52% |
$297K - $320K
|
11.1K
$7.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
476New |
$295K - $319K
|
476
$321K
|
|
|
Nov 12, 2025
Q3 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
466+ 3.04% |
$289K - $312K
|
15.8K
$10.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
BUY
|
- |
466+ 37.28% |
$289K - $312K
|
1.72K
$1.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
465+ 90.47% |
$289K - $312K
|
979
$661K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
465+ 6.37% |
$289K - $312K
|
7.77K
$5.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
464+ 4.68% |
$288K - $311K
|
10.4K
$7.01M
|
|
|
Nov 06, 2025
Q3 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
462+ 0.55% |
$287K - $310K
|
83.9K
$56.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
461New |
$286K - $309K
|
461
$311K
|
|
|
Oct 22, 2025
Q3 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
459New |
$285K - $308K
|
459
$310K
|
|
|
Nov 07, 2025
Q3 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
458+ 28.7% |
$284K - $307K
|
2.05K
$1.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
457+ 4.74% |
$284K - $306K
|
10.1K
$6.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
451+ 2.85% |
$280K - $302K
|
16.3K
$11M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
451+ 0.49% |
$280K - $302K
|
91.7K
$61.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
451+ 0.39% |
$280K - $302K
|
116K
$78.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
447+ 4.73% |
$277K - $300K
|
9.89K
$6.68M
|
|