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
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.56% |
$3.1K - $3.35K
|
891
$602K
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5+ 0.7% |
$3.1K - $3.35K
|
717
$484K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
5+ 0.3% |
$3.1K - $3.35K
|
1.66K
$1.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
5+ 0.06% |
$3.1K - $3.35K
|
8.31K
$5.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
5+ 0.22% |
$3.1K - $3.35K
|
2.29K
$1.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
4+ 0.09% |
$2.48K - $2.68K
|
4.63K
$3.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4+ 0.14% |
$2.48K - $2.68K
|
2.83K
$1.91M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
4+ 0.04% |
$2.48K - $2.68K
|
9.14K
$6.18M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4+ 0.38% |
$2.48K - $2.68K
|
1.07K
$721K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
4+ 0.23% |
$2.48K - $2.68K
|
1.72K
$1.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.16% |
$1.86K - $2.01K
|
1.92K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
3+ 0.26% |
$1.86K - $2.01K
|
1.16K
$781K
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3+ 0.35% |
$1.86K - $2.01K
|
870
$588K
|
|
|
Nov 12, 2025
Q3 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
3+ 0.25% |
$1.86K - $2.01K
|
1.18K
$798K
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3+ 0.19% |
$1.86K - $2.01K
|
1.6K
$1.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
3+ 0.27% |
$1.86K - $2.01K
|
1.11K
$752K
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3+ 0.08% |
$1.86K - $2.01K
|
3.84K
$2.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3+ 0.3% |
$1.86K - $2.01K
|
999
$675K
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$1.86K - $2.01K
|
7.76K
$5.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.02% |
$1.86K - $2.01K
|
16.2K
$11M
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
3+ 0.1% |
$1.86K - $2.01K
|
3.08K
$2.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
2+ 0.55% |
$1.24K - $1.34K
|
368
$249K
|
|
|
Nov 12, 2025
Q3 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2+ 0.14% |
$1.24K - $1.34K
|
1.48K
$998K
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2+ 0.03% |
$1.24K - $1.34K
|
6.61K
$4.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2+ 0.13% |
$1.24K - $1.34K
|
1.54K
$1.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
2+ 0.04% |
$1.24K - $1.34K
|
4.86K
$3.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2+ 0.08% |
$1.24K - $1.34K
|
2.57K
$1.73M
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2+ 0.33% |
$1.24K - $1.34K
|
615
$415K
|
|
|
Nov 06, 2025
Q3 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2+ 0.13% |
$1.24K - $1.34K
|
1.5K
$1.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.05% |
$1.24K - $1.34K
|
3.72K
$2.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.18% |
$1.24K - $1.34K
|
1.11K
$750K
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2+ 0.04% |
$1.24K - $1.34K
|
5.6K
$3.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
2+ 0.29% |
$1.24K - $1.34K
|
693
$468K
|
|
|
Oct 31, 2025
Q3 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
2+ 0.02% |
$1.24K - $1.34K
|
8.65K
$5.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
2+ 0.26% |
$1.24K - $1.34K
|
767
$518K
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
2+ 0.13% |
$1.24K - $1.34K
|
1.53K
$1.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
2+ 0.08% |
$1.24K - $1.34K
|
2.48K
$1.67M
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
BUY
|
- |
1New |
$621 - $670
|
1
$675
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1+ 0.04% |
$621 - $670
|
2.43K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.17% |
$621 - $670
|
577
$390K
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1+ 0.22% |
$621 - $670
|
457
$309K
|
|
|
Nov 14, 2025
Q3 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.25% |
$621 - $670
|
406
$274K
|
|
|
Nov 13, 2025
Q3 2025
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
1+ 0.29% |
$621 - $670
|
342
$231K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1+ 0.12% |
$621 - $670
|
858
$579K
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1+ 0.19% |
$621 - $670
|
514
$347K
|
|
|
Nov 10, 2025
Q3 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
1+ 0.22% |
$621 - $670
|
455
$307K
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1+ 0.02% |
$621 - $670
|
5.25K
$3.54M
|
|