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 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
24+ 1.3% |
$14.9K - $16.1K
|
1.87K
$1.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
24+ 0.24% |
$14.9K - $16.1K
|
10.1K
$6.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
24+ 1.63% |
$14.9K - $16.1K
|
1.5K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
23+ 2.03% |
$14.3K - $15.4K
|
1.16K
$780K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
23+ 1.76% |
$14.3K - $15.4K
|
1.33K
$897K
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
23+ 3.62% |
$14.3K - $15.4K
|
658
$444K
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
22+ 1.66% |
$13.7K - $14.7K
|
1.34K
$908K
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
22+ 0.61% |
$13.7K - $14.7K
|
3.65K
$2.46M
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
21+ 1.02% |
$13K - $14.1K
|
2.08K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
21+ 0.24% |
$13K - $14.1K
|
8.68K
$5.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
21+ 0.89% |
$13K - $14.1K
|
2.39K
$1.62M
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
21+ 0.31% |
$13K - $14.1K
|
6.74K
$4.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
20+ 0.42% |
$12.4K - $13.4K
|
4.77K
$3.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Connable Office Inc
|
BUY
|
- |
20+ 1.29% |
$12.4K - $13.4K
|
1.57K
$1.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
20+ 0.06% |
$12.4K - $13.4K
|
36K
$24.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
20+ 4.09% |
$12.4K - $13.4K
|
509
$344K
|
|
|
Nov 14, 2025
Q3 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
19+ 4.01% |
$11.8K - $12.7K
|
493
$333K
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
19+ 0.23% |
$11.8K - $12.7K
|
8.15K
$5.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
19+ 2.04% |
$11.8K - $12.7K
|
950
$642K
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
19+ 1.98% |
$11.8K - $12.7K
|
981
$662K
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
BUY
|
- |
18+ 0.04% |
$11.2K - $12.1K
|
47.1K
$31.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
18+ 1.55% |
$11.2K - $12.1K
|
1.18K
$797K
|
|
|
Nov 12, 2025
Q3 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
18+ 0.23% |
$11.2K - $12.1K
|
7.77K
$5.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
18+ 0.41% |
$11.2K - $12.1K
|
4.41K
$2.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
18+ 0.28% |
$11.2K - $12.1K
|
6.47K
$4.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
18+ 1.44% |
$11.2K - $12.1K
|
1.27K
$857K
|
|
|
Oct 29, 2025
Q3 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
18+ 1.54% |
$11.2K - $12.1K
|
1.19K
$801K
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
18New |
$11.2K - $12.1K
|
18
$12.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
18+ 1.82% |
$11.2K - $12.1K
|
1.01K
$679K
|
|
|
Nov 13, 2025
Q3 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
17+ 0.87% |
$10.6K - $11.4K
|
1.98K
$1.34M
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
BUY
|
- |
17+ 2.72% |
$10.6K - $11.4K
|
642
$434K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
17+ 0.8% |
$10.6K - $11.4K
|
2.13K
$1.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
17+ 0.81% |
$10.6K - $11.4K
|
2.12K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
16+ 9.14% |
$9.93K - $10.7K
|
191
$129K
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
16+ 2.04% |
$9.93K - $10.7K
|
802
$542K
|
|
|
Nov 10, 2025
Q3 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
16+ 7.37% |
$9.93K - $10.7K
|
233
$157K
|
|
|
Nov 10, 2025
Q3 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
16+ 0.14% |
$9.93K - $10.7K
|
11.8K
$7.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
16+ 0.05% |
$9.93K - $10.7K
|
34.6K
$23.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
16+ 0.58% |
$9.93K - $10.7K
|
2.76K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15+ 3.07% |
$9.31K - $10.1K
|
503
$340K
|
|
|
Nov 10, 2025
Q3 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
15+ 1.02% |
$9.31K - $10.1K
|
1.48K
$999K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
15New |
$9.31K - $10.1K
|
15
$10.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
15+ 0.85% |
$9.31K - $10.1K
|
1.78K
$1.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
15+ 0.36% |
$9.31K - $10.1K
|
4.14K
$2.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
14+ 0.01% |
$8.69K - $9.38K
|
135K
$91.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
14+ 3.2% |
$8.69K - $9.38K
|
452
$305K
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
14+ 0.21% |
$8.69K - $9.38K
|
6.84K
$4.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
13+ 0.98% |
$8.07K - $8.71K
|
1.34K
$908K
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
13+ 0.21% |
$8.07K - $8.71K
|
6.11K
$4.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
BUY
|
- |
13+ 2.16% |
$8.07K - $8.71K
|
615
$415K
|
|