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 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 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 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 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
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
442+ 95.46% |
$274K - $296K
|
905
$611K
|
|
|
Nov 10, 2025
Q3 2025
|
Barnett & Company, Inc.
|
BUY
|
- |
438New |
$272K - $293K
|
438
$296K
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
434+ 314.49% |
$269K - $291K
|
572
$386K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
430+ 0.84% |
$267K - $288K
|
51.4K
$34.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
426+ 1.24% |
$264K - $285K
|
34.7K
$23.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
418+ 1.05% |
$259K - $280K
|
40.3K
$27.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
418+ 0.82% |
$259K - $280K
|
51.5K
$34.8M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
414+ 1.8% |
$257K - $277K
|
23.4K
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
410+ 20.68% |
$254K - $275K
|
2.39K
$1.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
410New |
$254K - $275K
|
410
$277K
|
|