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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
5.79KNew |
$2.89M - $3.6M
|
5.79K
$3.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
5.47K+ 612.3% |
$2.73M - $3.4M
|
6.37K
$4.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
4.93KNew |
$2.46M - $3.06M
|
4.93K
$3.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
4.26K+ 171.47% |
$2.13M - $2.65M
|
6.75K
$4.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.03KNew |
$2.01M - $2.5M
|
4.03K
$2.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
3.84K+ 1.81% |
$1.92M - $2.38M
|
216K
$146M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
3.6KNew |
$1.8M - $2.24M
|
3.6K
$2.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
3.12K+ 0.38% |
$1.56M - $1.94M
|
826K
$558M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.04K+ 5.88% |
$1.51M - $1.89M
|
54.7K
$36.9M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.36KNew |
$1.18M - $1.47M
|
2.36K
$1.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
2.35K+ 4.17% |
$1.17M - $1.46M
|
58.5K
$39.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
2.33K+ 59.05% |
$1.16M - $1.45M
|
6.28K
$4.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Cobler Capital Management, LLC
Silver Lake, KS |
BUY
|
- |
2.3KNew |
$1.15M - $1.43M
|
2.3K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.24K+ 6.52% |
$1.12M - $1.39M
|
36.6K
$24.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Shorepath Capital Management LLC
Evanston, IL |
BUY
|
- |
2.08K+ 25.55% |
$1.04M - $1.29M
|
10.2K
$6.9M
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
2.08K+ 6.98% |
$1.04M - $1.29M
|
31.8K
$21.5M
|
|
|
Aug 12, 2025
Q2 2025
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
BUY
|
- |
2.02K+ 2.43% |
$1.01M - $1.25M
|
84.9K
$57.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.94K+ 10.99% |
$969K - $1.21M
|
19.6K
$13.3M
|
|
|
Nov 07, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
1.92KNew |
$956K - $1.19M
|
1.92K
$1.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.9K+ 29.27% |
$946K - $1.18M
|
8.38K
$5.66M
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
1.85KNew |
$922K - $1.15M
|
1.85K
$1.25M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.77KNew |
$883K - $1.1M
|
1.77K
$1.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.65KNew |
$824K - $1.03M
|
1.65K
$1.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.62K+ 785.92% |
$808K - $1.01M
|
1.83K
$1.23M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
1.5KNew |
$747K - $930K
|
1.5K
$1.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.46KNew |
$728K - $906K
|
1.46K
$985K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
1.34KNew |
$666K - $829K
|
1.34K
$902K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.32K+ 323.77% |
$659K - $820K
|
1.73K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.32KNew |
$658K - $819K
|
1.32K
$891K
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.31KNew |
$653K - $813K
|
1.31K
$884K
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
1.31KNew |
$651K - $810K
|
1.31K
$881K
|
|
|
Aug 13, 2025
Q2 2025
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
1.3K+ 66.24% |
$647K - $805K
|
3.26K
$2.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.2KNew |
$599K - $745K
|
1.2K
$810K
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
1.19K+ 197.5% |
$591K - $736K
|
1.79K
$1.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.14K+ 87.56% |
$569K - $708K
|
2.44K
$1.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.11KNew |
$553K - $689K
|
1.11K
$749K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.08KNew |
$539K - $671K
|
1.08K
$729K
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.03K+ 285.28% |
$512K - $638K
|
1.39K
$937K
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
841New |
$419K - $522K
|
841
$568K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
782+ 0.66% |
$390K - $486K
|
120K
$81.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
730+ 16.74% |
$364K - $453K
|
5.09K
$3.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
706+ 113.5% |
$352K - $438K
|
1.33K
$897K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
PUT |
700New |
$349K - $435K
|
700
$473K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
660+ 167.51% |
$329K - $410K
|
1.05K
$712K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
647New |
$323K - $402K
|
647
$437K
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
627New |
$313K - $389K
|
627
$423K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
583+ 95.73% |
$291K - $362K
|
1.19K
$805K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
579+ 1.39% |
$289K - $360K
|
42.2K
$28.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
518New |
$258K - $322K
|
518
$350K
|
|
|
Aug 06, 2025
Q2 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
502New |
$250K - $312K
|
502
$339K
|
|