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 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
408+ 0.36% |
$253K - $273K
|
114K
$77.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Warner Group LLC
Madison, CT |
BUY
|
- |
405New |
$251K - $271K
|
405
$274K
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
405New |
$251K - $271K
|
405
$274K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
404+ 22.14% |
$251K - $271K
|
2.23K
$1.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
404+ 1.4% |
$251K - $271K
|
29.3K
$19.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
402+ 10.32% |
$250K - $269K
|
4.3K
$2.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
401+ 2.8% |
$249K - $269K
|
14.7K
$9.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
398+ 8.82% |
$247K - $267K
|
4.91K
$3.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
395+ 11.06% |
$245K - $265K
|
3.97K
$2.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
395New |
$245K - $265K
|
395
$267K
|
|
|
Nov 14, 2025
Q3 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
392+ 0.48% |
$243K - $263K
|
82.3K
$55.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
390+ 91.12% |
$242K - $261K
|
818
$552K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
387New |
$240K - $259K
|
387
$261K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
385+ 15.32% |
$239K - $258K
|
2.9K
$1.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
384+ 6.98% |
$238K - $257K
|
5.89K
$3.98M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
381+ 11.44% |
$236K - $255K
|
3.71K
$2.51M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
380+ 3.72% |
$236K - $255K
|
10.6K
$7.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
378+ 0.96% |
$235K - $253K
|
39.6K
$26.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
377+ 7.35% |
$234K - $253K
|
5.51K
$3.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
377New |
$234K - $253K
|
377
$255K
|
|
|
Nov 12, 2025
Q3 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
375+ 5.56% |
$233K - $251K
|
7.12K
$4.81M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
367+ 162.39% |
$228K - $246K
|
593
$400K
|
|
|
Nov 12, 2025
Q3 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
364+ 60.07% |
$226K - $244K
|
970
$655K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
364+ 0.51% |
$226K - $244K
|
71.5K
$48.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
362New |
$225K - $243K
|
362
$244K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
359+ 9.24% |
$223K - $241K
|
4.24K
$2.87M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
358+ 1.34% |
$222K - $240K
|
27K
$18.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
357+ 2.3% |
$222K - $239K
|
15.9K
$10.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
357New |
$222K - $239K
|
357
$241K
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
354+ 10.41% |
$220K - $237K
|
3.75K
$2.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
352+ 0.04% |
$218K - $236K
|
907K
$612M
|
|
|
Nov 12, 2025
Q3 2025
|
Geneva Partners, LLC
|
BUY
|
- |
352+ 2.1% |
$218K - $236K
|
17.1K
$11.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
BUY
|
- |
347New |
$215K - $233K
|
347
$234K
|
|
|
Nov 06, 2025
Q3 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
344+ 0.68% |
$214K - $231K
|
51.2K
$34.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
343+ 5.42% |
$213K - $230K
|
6.67K
$4.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
340New |
$211K - $228K
|
340
$230K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
336New |
$209K - $225K
|
336
$227K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
335+ 58.57% |
$208K - $224K
|
907
$613K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
332+ 2.57% |
$206K - $222K
|
13.2K
$8.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
331+ 8.61% |
$205K - $222K
|
4.17K
$2.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
329+ 1.78% |
$204K - $220K
|
18.8K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
328+ 58.89% |
$204K - $220K
|
885
$598K
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
327New |
$203K - $219K
|
327
$221K
|
|
|
Nov 04, 2025
Q3 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
326+ 0.81% |
$202K - $218K
|
40.6K
$27.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
322New |
$200K - $216K
|
322
$217K
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
320+ 38.83% |
$199K - $214K
|
1.14K
$773K
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
320+ 9.95% |
$199K - $214K
|
3.54K
$2.39M
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
320+ 2.01% |
$199K - $214K
|
16.2K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
319+ 4.37% |
$198K - $214K
|
7.62K
$5.14M
|
|
|
Nov 12, 2025
Q3 2025
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
319New |
$198K - $214K
|
319
$215K
|
|