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 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
12+ 3.67% |
$7.45K - $8.04K
|
339
$229K
|
|
|
Nov 13, 2025
Q3 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
12+ 1.98% |
$7.45K - $8.04K
|
618
$417K
|
|
|
Nov 06, 2025
Q3 2025
|
Carson Advisory Inc.
|
BUY
|
- |
12+ 2.01% |
$7.45K - $8.04K
|
608
$411K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12+ 2.13% |
$7.45K - $8.04K
|
576
$389K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
12+ 0.56% |
$7.45K - $8.04K
|
2.15K
$1.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
12+ 2.11% |
$7.45K - $8.04K
|
580
$392K
|
|
|
Oct 28, 2025
Q3 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
12+ 3.37% |
$7.45K - $8.04K
|
368
$249K
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
BUY
|
- |
12+ 0.6% |
$7.45K - $8.04K
|
2.01K
$1.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
12+ 0.45% |
$7.45K - $8.04K
|
2.65K
$1.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.37% |
$7.45K - $8.04K
|
3.28K
$2.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
12+ 2.43% |
$7.45K - $8.04K
|
506
$342K
|
|
|
Nov 21, 2025
Q3 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
11+ 0.32% |
$6.83K - $7.37K
|
3.49K
$2.36M
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
11+ 0.28% |
$6.83K - $7.37K
|
3.9K
$2.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
11+ 0.1% |
$6.83K - $7.37K
|
11.4K
$7.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
11+ 2.03% |
$6.83K - $7.37K
|
552
$373K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
11+ 1.87% |
$6.83K - $7.37K
|
598
$404K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
10+ 0.14% |
$6.21K - $6.7K
|
7.07K
$4.78M
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
10+ 0.63% |
$6.21K - $6.7K
|
1.6K
$1.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
10+ 0.41% |
$6.21K - $6.7K
|
2.43K
$1.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
10+ 0.48% |
$6.21K - $6.7K
|
2.11K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
9+ 0.33% |
$5.59K - $6.03K
|
2.71K
$1.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
9+ 0.33% |
$5.59K - $6.03K
|
2.74K
$1.85M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
8+ 0.75% |
$4.97K - $5.36K
|
1.07K
$722K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
8+ 0.02% |
$4.97K - $5.36K
|
51K
$34.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
8+ 0.14% |
$4.97K - $5.36K
|
5.8K
$3.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
8+ 0.59% |
$4.97K - $5.36K
|
1.37K
$924K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
8+ 2.12% |
$4.97K - $5.36K
|
385
$260K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
8+ 1.06% |
$4.97K - $5.36K
|
766
$517K
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
8+ 1.17% |
$4.97K - $5.36K
|
694
$469K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
8+ 2.38% |
$4.97K - $5.36K
|
344
$232K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8+ 0.26% |
$4.97K - $5.36K
|
3.09K
$2.09M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8+ 1.13% |
$4.97K - $5.36K
|
719
$486K
|
|
|
Nov 07, 2025
Q3 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
7+ 0.75% |
$4.34K - $4.69K
|
945
$638K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
7+ 1.75% |
$4.34K - $4.69K
|
406
$274K
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
7+ 0.54% |
$4.34K - $4.69K
|
1.3K
$878K
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
7+ 1.48% |
$4.34K - $4.69K
|
480
$324K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
7+ 0.06% |
$4.34K - $4.69K
|
12.2K
$8.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.35% |
$4.34K - $4.69K
|
1.98K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
6+ 0.32% |
$3.72K - $4.02K
|
1.87K
$1.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
6+ 1.0% |
$3.72K - $4.02K
|
605
$409K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
6+ 0.57% |
$3.72K - $4.02K
|
1.06K
$712K
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
BUY
|
- |
6+ 0.32% |
$3.72K - $4.02K
|
1.86K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
6+ 0.23% |
$3.72K - $4.02K
|
2.62K
$1.77M
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
6+ 0.55% |
$3.72K - $4.02K
|
1.09K
$735K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.02% |
$3.72K - $4.02K
|
26K
$17.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
6+ 0.26% |
$3.72K - $4.02K
|
2.29K
$1.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5+ 0.09% |
$3.1K - $3.35K
|
5.39K
$3.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
5+ 1.03% |
$3.1K - $3.35K
|
489
$330K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 2.31% |
$3.1K - $3.35K
|
221
$149K
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5+ 0.04% |
$3.1K - $3.35K
|
12.3K
$8.27M
|
|