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
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
284+ 3.36% |
$176K - $190K
|
8.74K
$5.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
283+ 1.4% |
$176K - $190K
|
20.4K
$13.8M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
279+ 47.29% |
$173K - $187K
|
869
$587K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
278+ 22.44% |
$173K - $186K
|
1.52K
$1.02M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
278+ 54.09% |
$173K - $186K
|
792
$535K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
277+ 0.21% |
$172K - $186K
|
129K
$87.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
267+ 2.9% |
$166K - $179K
|
9.48K
$6.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
266+ 1.22% |
$165K - $178K
|
22K
$14.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
265+ 1.32% |
$164K - $178K
|
20.3K
$13.7M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
261+ 33.08% |
$162K - $175K
|
1.05K
$709K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
259+ 0.13% |
$161K - $174K
|
198K
$134M
|
|
|
Nov 14, 2025
Q3 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
258+ 5.76% |
$160K - $173K
|
4.74K
$3.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
257+ 7.38% |
$160K - $172K
|
3.74K
$2.53M
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
257+ 3.38% |
$160K - $172K
|
7.86K
$5.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
252+ 2.99% |
$156K - $169K
|
8.67K
$5.86M
|
|
|
Nov 14, 2025
Q3 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
251+ 139.44% |
$156K - $168K
|
431
$291K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
250+ 0.28% |
$155K - $168K
|
88.4K
$59.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
248+ 20.63% |
$154K - $166K
|
1.45K
$979K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
248+ 0.47% |
$154K - $166K
|
52.5K
$35.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
247+ 0.31% |
$153K - $166K
|
79.8K
$53.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
247+ 2.01% |
$153K - $166K
|
12.6K
$8.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
246+ 6.86% |
$153K - $165K
|
3.83K
$2.59M
|
|
|
Oct 24, 2025
Q3 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
245+ 0.3% |
$152K - $164K
|
82.4K
$55.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
243+ 16.89% |
$151K - $163K
|
1.68K
$1.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
243+ 54.48% |
$151K - $163K
|
689
$465K
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
235+ 1.08% |
$146K - $157K
|
22K
$14.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
235+ 7.28% |
$146K - $157K
|
3.46K
$2.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
234+ 65.36% |
$145K - $157K
|
592
$400K
|
|
|
Nov 14, 2025
Q3 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
233+ 14.97% |
$145K - $156K
|
1.79K
$1.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
233+ 5.98% |
$145K - $156K
|
4.13K
$2.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
232+ 61.05% |
$144K - $155K
|
612
$413K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
229+ 57.39% |
$142K - $153K
|
628
$424K
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
224+ 17.68% |
$139K - $150K
|
1.49K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
218+ 8.81% |
$135K - $146K
|
2.69K
$1.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
218+ 0.65% |
$135K - $146K
|
34K
$23M
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
215+ 20.26% |
$133K - $144K
|
1.28K
$862K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
214+ 4.54% |
$133K - $143K
|
4.93K
$3.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
209+ 2.33% |
$130K - $140K
|
9.19K
$6.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
207+ 76.95% |
$128K - $139K
|
476
$321K
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
BUY
|
- |
204+ 17.88% |
$127K - $137K
|
1.35K
$908K
|
|
|
Nov 12, 2025
Q3 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
201+ 62.23% |
$125K - $135K
|
524
$354K
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
201+ 26.87% |
$125K - $135K
|
949
$641K
|
|
|
Nov 14, 2025
Q3 2025
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
200+ 8.0% |
$124K - $134K
|
2.7K
$1.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
200+ 13.15% |
$124K - $134K
|
1.72K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
200New |
$124K - $134K
|
200
$135K
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
200+ 8.34% |
$124K - $134K
|
2.6K
$1.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
200+ 6.45% |
$124K - $134K
|
3.3K
$2.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
199+ 1.47% |
$124K - $133K
|
13.8K
$9.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
199+ 2.66% |
$124K - $133K
|
7.68K
$5.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
199+ 5.85% |
$124K - $133K
|
3.6K
$2.43M
|
|