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 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
86+ 3.72% |
$53.4K - $57.6K
|
2.4K
$1.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
85+ 0.14% |
$52.8K - $57K
|
59.6K
$40.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
84+ 2.53% |
$52.1K - $56.3K
|
3.41K
$2.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
84+ 0.48% |
$52.1K - $56.3K
|
17.5K
$11.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
83+ 14.54% |
$51.5K - $55.6K
|
654
$442K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
81+ 3.41% |
$50.3K - $54.3K
|
2.45K
$1.66M
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
81+ 10.8% |
$50.3K - $54.3K
|
831
$561K
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
80+ 3.68% |
$49.7K - $53.6K
|
2.25K
$1.52M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
80+ 13.54% |
$49.7K - $53.6K
|
671
$453K
|
|
|
Nov 14, 2025
Q3 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
79+ 1.04% |
$49K - $52.9K
|
7.68K
$5.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
79+ 3.28% |
$49K - $52.9K
|
2.49K
$1.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
79+ 15.8% |
$49K - $52.9K
|
579
$391K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
79+ 4.51% |
$49K - $52.9K
|
1.83K
$1.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
77+ 2.17% |
$47.8K - $51.6K
|
3.63K
$2.45M
|
|
|
Oct 03, 2025
Q3 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
76+ 4.04% |
$47.2K - $50.9K
|
1.96K
$1.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
75+ 1.02% |
$46.6K - $50.3K
|
7.46K
$5.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
74+ 0.35% |
$45.9K - $49.6K
|
21.2K
$14.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
74+ 0.25% |
$45.9K - $49.6K
|
29.8K
$20.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
72+ 18.09% |
$44.7K - $48.2K
|
470
$317K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
72+ 5.04% |
$44.7K - $48.2K
|
1.5K
$1.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
71+ 0.07% |
$44.1K - $47.6K
|
104K
$70.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Strategic Equity Management
|
BUY
|
- |
71+ 2.0% |
$44.1K - $47.6K
|
3.62K
$2.45M
|
|
|
Nov 04, 2025
Q3 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
70+ 1.38% |
$43.4K - $46.9K
|
5.14K
$3.47M
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
69+ 0.7% |
$42.8K - $46.2K
|
9.94K
$6.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
69+ 0.94% |
$42.8K - $46.2K
|
7.41K
$5.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
66+ 2.53% |
$41K - $44.2K
|
2.67K
$1.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
65+ 0.22% |
$40.3K - $43.6K
|
30.2K
$20.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
65+ 3.74% |
$40.3K - $43.6K
|
1.8K
$1.22M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
63+ 3.86% |
$39.1K - $42.2K
|
1.7K
$1.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
61+ 0.05% |
$37.9K - $40.9K
|
132K
$88.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
59+ 0.89% |
$36.6K - $39.5K
|
6.69K
$4.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
59+ 1.79% |
$36.6K - $39.5K
|
3.36K
$2.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
59+ 0.18% |
$36.6K - $39.5K
|
32.5K
$22M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
59+ 2.58% |
$36.6K - $39.5K
|
2.35K
$1.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
58+ 2.99% |
$36K - $38.9K
|
2K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
58+ 0.28% |
$36K - $38.9K
|
20.4K
$13.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
57+ 0.19% |
$35.4K - $38.2K
|
30.8K
$20.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
56+ 0.66% |
$34.8K - $37.5K
|
8.57K
$5.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
56+ 9.59% |
$34.8K - $37.5K
|
640
$432K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
55+ 33.33% |
$34.1K - $36.9K
|
220
$149K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
55+ 1.68% |
$34.1K - $36.9K
|
3.33K
$2.25M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
55+ 0.17% |
$34.1K - $36.9K
|
31.8K
$21.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
54+ 11.09% |
$33.5K - $36.2K
|
541
$365K
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
54+ 0.88% |
$33.5K - $36.2K
|
6.21K
$4.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
54+ 8.67% |
$33.5K - $36.2K
|
677
$457K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
53+ 0.16% |
$32.9K - $35.5K
|
33.6K
$22.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
52+ 0.38% |
$32.3K - $34.8K
|
13.7K
$9.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
51+ 0.87% |
$31.7K - $34.2K
|
5.88K
$3.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
51+ 3.86% |
$31.7K - $34.2K
|
1.37K
$927K
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
50+ 3.3% |
$31K - $33.5K
|
1.57K
$1.06M
|
|