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
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
617+ 7.0% |
$383K - $413K
|
9.43K
$6.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
612+ 29.75% |
$380K - $410K
|
2.67K
$1.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
609+ 2.12% |
$378K - $408K
|
29.3K
$19.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
605+ 58.79% |
$376K - $405K
|
1.63K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
602+ 1.21% |
$374K - $403K
|
50.2K
$33.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
602+ 2.42% |
$374K - $403K
|
25.5K
$17.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
596+ 198.67% |
$370K - $399K
|
896
$605K
|
|
|
Oct 01, 2025
Q3 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
593New |
$368K - $397K
|
593
$400K
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
589New |
$366K - $395K
|
589
$398K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
589+ 42.74% |
$366K - $395K
|
1.97K
$1.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
579+ 16.91% |
$359K - $388K
|
4K
$2.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
578New |
$359K - $387K
|
578
$390K
|
|
|
Nov 12, 2025
Q3 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
573+ 86.3% |
$356K - $384K
|
1.24K
$835K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
558+ 0.93% |
$346K - $374K
|
60.8K
$41M
|
|
|
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 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
490+ 11.02% |
$304K - $328K
|
4.94K
$3.33M
|
|
|
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
|
|