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 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
50+ 1.15% |
$31K - $33.5K
|
4.38K
$2.96M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
50+ 4.56% |
$31K - $33.5K
|
1.15K
$775K
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
48+ 0.02% |
$29.8K - $32.2K
|
265K
$179M
|
|
|
Oct 16, 2025
Q3 2025
|
Cadinha & CO LLC
|
BUY
|
- |
48+ 0.11% |
$29.8K - $32.2K
|
42.6K
$28.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
47+ 0.2% |
$29.2K - $31.5K
|
23.9K
$16.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
46+ 5.03% |
$28.6K - $30.8K
|
961
$649K
|
|
|
Nov 14, 2025
Q3 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
45+ 1.48% |
$27.9K - $30.2K
|
3.09K
$2.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
45+ 2.95% |
$27.9K - $30.2K
|
1.57K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
44+ 0.98% |
$27.3K - $29.5K
|
4.54K
$3.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
42+ 0.49% |
$26.1K - $28.1K
|
8.63K
$5.83M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
42+ 3.6% |
$26.1K - $28.1K
|
1.21K
$816K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
42+ 11.38% |
$26.1K - $28.1K
|
411
$278K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
41+ 0.07% |
$25.4K - $27.5K
|
59.9K
$40.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
41+ 0.29% |
$25.4K - $27.5K
|
14.2K
$9.58M
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
39+ 7.07% |
$24.2K - $26.1K
|
591
$399K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
38+ 1.76% |
$23.6K - $25.5K
|
2.2K
$1.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
37+ 0.47% |
$23K - $24.8K
|
7.96K
$5.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
36+ 8.14% |
$22.3K - $24.1K
|
478
$323K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
36+ 1.63% |
$22.3K - $24.1K
|
2.25K
$1.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
36+ 16.59% |
$22.3K - $24.1K
|
253
$171K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
36+ 3.17% |
$22.3K - $24.1K
|
1.17K
$791K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
35+ 7.87% |
$21.7K - $23.5K
|
480
$324K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
35+ 0.18% |
$21.7K - $23.5K
|
19.4K
$13.1M
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
34+ 1.16% |
$21.1K - $22.8K
|
2.97K
$2M
|
|
|
Nov 14, 2025
Q3 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
34+ 2.58% |
$21.1K - $22.8K
|
1.35K
$914K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
34+ 30.36% |
$21.1K - $22.8K
|
146
$98.6K
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
33+ 0.43% |
$20.5K - $22.1K
|
7.67K
$5.18M
|
|
|
Nov 12, 2025
Q3 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
33+ 10.22% |
$20.5K - $22.1K
|
356
$240K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
33+ 1.16% |
$20.5K - $22.1K
|
2.88K
$1.94M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
33+ 3.05% |
$20.5K - $22.1K
|
1.12K
$754K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
33+ 6.86% |
$20.5K - $22.1K
|
514
$347K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
33+ 0.65% |
$20.5K - $22.1K
|
5.12K
$3.46M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
33+ 4.24% |
$20.5K - $22.1K
|
812
$548K
|
|
|
Dec 01, 2025
Q3 2025
|
Ltg Capital LLC
|
BUY
|
- |
31+ 1.24% |
$19.2K - $20.8K
|
2.54K
$1.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
31+ 0.52% |
$19.2K - $20.8K
|
6.05K
$4.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
30+ 2.82% |
$18.6K - $20.1K
|
1.09K
$739K
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
30+ 3.24% |
$18.6K - $20.1K
|
955
$645K
|
|
|
Nov 06, 2025
Q3 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
30+ 3.98% |
$18.6K - $20.1K
|
784
$529K
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
30+ 2.06% |
$18.6K - $20.1K
|
1.48K
$1M
|
|
|
Oct 29, 2025
Q3 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
30+ 1.03% |
$18.6K - $20.1K
|
2.95K
$1.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Benin Management Corp
|
BUY
|
- |
30+ 1.04% |
$18.6K - $20.1K
|
2.92K
$1.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
29+ 1.28% |
$18K - $19.4K
|
2.3K
$1.55M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
29+ 1.39% |
$18K - $19.4K
|
2.11K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
28+ 0.37% |
$17.4K - $18.8K
|
7.54K
$5.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
28+ 1.61% |
$17.4K - $18.8K
|
1.77K
$1.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
28+ 0.76% |
$17.4K - $18.8K
|
3.73K
$2.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
27+ 1.23% |
$16.8K - $18.1K
|
2.23K
$1.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
26+ 4.16% |
$16.1K - $17.4K
|
651
$440K
|
|
|
Nov 14, 2025
Q3 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
25+ 6.22% |
$15.5K - $16.8K
|
427
$288K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
25+ 0.51% |
$15.5K - $16.8K
|
4.88K
$3.3M
|
|