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 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
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
318New |
$197K - $213K
|
318
$215K
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
318+ 1.98% |
$197K - $213K
|
16.4K
$11M
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
318New |
$197K - $213K
|
318
$215K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
316+ 1.59% |
$196K - $212K
|
20.2K
$13.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Riverstone Advisors, LLC
|
BUY
|
- |
315+ 0.38% |
$196K - $211K
|
84.3K
$56.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Burt Wealth Advisors
|
BUY
|
- |
315New |
$196K - $211K
|
315
$213K
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
314New |
$195K - $210K
|
314
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
314+ 1.89% |
$195K - $210K
|
16.9K
$11.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
313New |
$194K - $210K
|
313
$211K
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
312New |
$194K - $209K
|
312
$211K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
311+ 0.49% |
$193K - $208K
|
63.8K
$43.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
309+ 0.8% |
$192K - $207K
|
38.9K
$26.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
309New |
$192K - $207K
|
309
$209K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
308New |
$191K - $206K
|
308
$208K
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
308New |
$191K - $206K
|
308
$208K
|
|
|
Nov 12, 2025
Q3 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
307+ 0.84% |
$191K - $206K
|
36.9K
$24.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
307New |
$191K - $206K
|
307
$207K
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
305+ 12.24% |
$189K - $204K
|
2.8K
$1.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
304+ 0.13% |
$189K - $204K
|
242K
$163M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
304New |
$189K - $204K
|
304
$205K
|
|
|
Oct 31, 2025
Q3 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
304New |
$189K - $204K
|
304
$205K
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
304New |
$189K - $204K
|
304
$205K
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
303+ 5.05% |
$188K - $203K
|
6.3K
$4.25M
|
|