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
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
198+ 30.84% |
$123K - $133K
|
840
$567K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
198+ 0.81% |
$123K - $133K
|
24.5K
$16.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
197+ 1.05% |
$122K - $132K
|
19K
$12.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
194+ 0.15% |
$120K - $130K
|
130K
$88M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
190+ 2.4% |
$118K - $127K
|
8.11K
$5.47M
|
|
|
Nov 14, 2025
Q3 2025
|
26 North Partners LP
New York, NY |
BUY
|
- |
187+ 0.18% |
$116K - $125K
|
103K
$69.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
187+ 0.93% |
$116K - $125K
|
20.3K
$13.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
187+ 7.41% |
$116K - $125K
|
2.71K
$1.83M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
186+ 0.66% |
$115K - $125K
|
28.2K
$19M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
184+ 10.93% |
$114K - $123K
|
1.87K
$1.26M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
183+ 2.58% |
$114K - $123K
|
7.29K
$4.92M
|
|
|
Nov 20, 2025
Q3 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
182+ 0.18% |
$113K - $122K
|
103K
$69.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
181+ 19.46% |
$112K - $121K
|
1.11K
$750K
|
|
|
Nov 12, 2025
Q3 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
180+ 0.24% |
$112K - $121K
|
74.7K
$50.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
180+ 1.07% |
$112K - $121K
|
17K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
176+ 6.93% |
$109K - $118K
|
2.72K
$1.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
176+ 0.71% |
$109K - $118K
|
24.8K
$16.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
176+ 0.54% |
$109K - $118K
|
32.9K
$22.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
174+ 30.47% |
$108K - $117K
|
745
$503K
|
|
|
Nov 07, 2025
Q3 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
174+ 1.59% |
$108K - $117K
|
11.1K
$7.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
173+ 34.95% |
$107K - $116K
|
668
$451K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
173+ 1.44% |
$107K - $116K
|
12.2K
$8.24M
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
172+ 1.64% |
$107K - $115K
|
10.6K
$7.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
171+ 8.09% |
$106K - $115K
|
2.29K
$1.54M
|
|
|
Nov 07, 2025
Q3 2025
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
169New |
$105K - $113K
|
169
$114K
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
BUY
|
- |
168+ 0.56% |
$104K - $113K
|
30.1K
$20.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
166New |
$103K - $111K
|
166
$112K
|
|
|
Nov 14, 2025
Q3 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
165+ 0.25% |
$102K - $111K
|
66.6K
$45M
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
164+ 1.12% |
$102K - $110K
|
14.7K
$9.96M
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
164+ 0.46% |
$102K - $110K
|
35.6K
$24M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
163+ 4.41% |
$101K - $109K
|
3.86K
$2.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
160+ 2.73% |
$99.3K - $107K
|
6.01K
$4.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
159+ 6.67% |
$98.7K - $107K
|
2.54K
$1.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
158+ 5.18% |
$98.1K - $106K
|
3.21K
$2.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
157+ 1.91% |
$97.4K - $105K
|
8.39K
$5.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
157+ 3.35% |
$97.4K - $105K
|
4.84K
$3.27M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
157+ 0.18% |
$97.4K - $105K
|
86.5K
$58.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
155+ 5.03% |
$96.2K - $104K
|
3.24K
$2.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
155+ 0.68% |
$96.2K - $104K
|
22.8K
$15.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
147+ 0.03% |
$91.2K - $98.5K
|
463K
$313M
|
|
|
Dec 02, 2025
Q3 2025
|
Innova Wealth Partners
|
BUY
|
- |
145+ 13.46% |
$90K - $97.2K
|
1.22K
$825K
|
|
|
Oct 23, 2025
Q3 2025
|
Cortland Associates Inc
|
BUY
|
- |
145+ 7.8% |
$90K - $97.2K
|
2.01K
$1.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
145+ 29.18% |
$90K - $97.2K
|
642
$434K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
144+ 1.86% |
$89.4K - $96.5K
|
7.88K
$5.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Verger Capital Management LLC
|
BUY
|
- |
139+ 0.3% |
$86.3K - $93.1K
|
46.4K
$31.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
138+ 3.46% |
$85.7K - $92.5K
|
4.13K
$2.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
138+ 10.43% |
$85.7K - $92.5K
|
1.46K
$987K
|
|
|
Oct 29, 2025
Q3 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
138+ 6.41% |
$85.7K - $92.5K
|
2.29K
$1.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
136+ 14.95% |
$84.4K - $91.1K
|
1.05K
$706K
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
135+ 7.63% |
$83.8K - $90.5K
|
1.9K
$1.29M
|
|