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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
135+ 0.31% |
$83.8K - $90.5K
|
44K
$29.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
135+ 1.47% |
$83.8K - $90.5K
|
9.33K
$6.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Close Asset Management LTD
|
BUY
|
- |
133+ 7.18% |
$82.5K - $89.1K
|
1.99K
$1.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
127+ 15.58% |
$78.8K - $85.1K
|
942
$636K
|
|
|
Nov 14, 2025
Q3 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
126+ 0.29% |
$78.2K - $84.4K
|
43K
$29.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
126+ 10.76% |
$78.2K - $84.4K
|
1.3K
$876K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
125+ 1.21% |
$77.6K - $83.8K
|
10.5K
$7.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
123+ 0.53% |
$76.3K - $82.4K
|
23.3K
$15.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
123New |
$76.3K - $82.4K
|
123
$83.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
121+ 2.37% |
$75.1K - $81.1K
|
5.23K
$3.53M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
121+ 13.18% |
$75.1K - $81.1K
|
1.04K
$702K
|
|
|
Nov 12, 2025
Q3 2025
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
120+ 4.96% |
$74.5K - $80.4K
|
2.54K
$1.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
119+ 5.68% |
$73.9K - $79.7K
|
2.21K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
119+ 8.25% |
$73.9K - $79.7K
|
1.56K
$1.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
119+ 38.51% |
$73.9K - $79.7K
|
428
$289K
|
|
|
Oct 09, 2025
Q3 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
117+ 2.24% |
$72.6K - $78.4K
|
5.34K
$3.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
116+ 2.86% |
$72K - $77.7K
|
4.18K
$2.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Ozk
|
BUY
|
- |
115+ 3.37% |
$71.4K - $77.1K
|
3.53K
$2.39M
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
BUY
|
- |
115+ 10.64% |
$71.4K - $77.1K
|
1.2K
$808K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
114+ 0.98% |
$70.8K - $76.4K
|
11.8K
$7.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
112+ 2.56% |
$69.5K - $75K
|
4.48K
$3.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
111+ 0.47% |
$68.9K - $74.4K
|
23.5K
$15.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
111+ 2.57% |
$68.9K - $74.4K
|
4.44K
$3M
|
|
|
Oct 28, 2025
Q3 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
111+ 2.13% |
$68.9K - $74.4K
|
5.32K
$3.59M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
111+ 17.7% |
$68.9K - $74.4K
|
738
$498K
|
|
|
Nov 14, 2025
Q3 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
105+ 14.36% |
$65.2K - $70.4K
|
836
$565K
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
104+ 9.17% |
$64.5K - $69.7K
|
1.24K
$836K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
102New |
$63.3K - $68.3K
|
102
$68.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
102+ 17.44% |
$63.3K - $68.3K
|
687
$464K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
102+ 0.72% |
$63.3K - $68.3K
|
14.2K
$9.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
102+ 18.28% |
$63.3K - $68.3K
|
660
$446K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
102+ 10.03% |
$63.3K - $68.3K
|
1.12K
$756K
|
|
|
Nov 14, 2025
Q3 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
101+ 1.73% |
$62.7K - $67.7K
|
5.93K
$4M
|
|
|
Oct 31, 2025
Q3 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
100+ 2.07% |
$62.1K - $67K
|
4.94K
$3.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
99+ 2.08% |
$61.4K - $66.3K
|
4.85K
$3.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
99+ 0.72% |
$61.4K - $66.3K
|
13.9K
$9.36M
|
|
|
Nov 13, 2025
Q3 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
98+ 1.51% |
$60.8K - $65.7K
|
6.58K
$4.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
97+ 1.21% |
$60.2K - $65K
|
8.12K
$5.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
97+ 1.34% |
$60.2K - $65K
|
7.35K
$4.96M
|
|
|
Oct 30, 2025
Q3 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
96+ 0.65% |
$59.6K - $64.3K
|
14.8K
$9.97M
|
|
|
Nov 07, 2025
Q3 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
95+ 3.41% |
$59K - $63.7K
|
2.88K
$1.94M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
94+ 0.88% |
$58.3K - $63K
|
10.8K
$7.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
92+ 4.21% |
$57.1K - $61.6K
|
2.28K
$1.54M
|
|
|
Jan 26, 2026
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
91+ 4.42% |
$56.5K - $61K
|
2.15K
$1.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
91New |
$56.5K - $61K
|
91
$61.5K
|
|
|
Nov 25, 2025
Q3 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
90+ 2.48% |
$55.9K - $60.3K
|
3.72K
$2.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
90+ 1.81% |
$55.9K - $60.3K
|
5.06K
$3.41M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
89+ 2.18% |
$55.2K - $59.6K
|
4.17K
$2.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
87+ 2.17% |
$54K - $58.3K
|
4.09K
$2.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
87+ 5.89% |
$54K - $58.3K
|
1.57K
$1.06M
|
|