Latest Institutional Purchases of Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 06, 2025 Q2 2025
Prodigy Asset Management LLC

Omaha, NE
BUY
 -
502
New
$250K - $312K
502 $339K
Jul 16, 2025 Q2 2025
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
473
+ 503.19%
$236K - $294K
567 $383K
Aug 15, 2025 Q2 2025
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
465
+ 0.58%
$232K - $289K
80K $54M
Aug 15, 2025 Q2 2025
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
444
+ 2.69%
$221K - $276K
16.9K $11.4M
Jul 18, 2025 Q2 2025
Sicart Associates LLC

BUY
 -
436
New
$217K - $271K
436 $294K
Aug 13, 2025 Q2 2025
Capital International Investors

Los Angeles, CA
BUY
 -
429
+ 34.38%
$214K - $266K
1.68K $1.13M
Aug 05, 2025 Q2 2025
Atlas Wealth LLC

Cincinnati, OH
BUY
 -
423
New
$211K - $263K
423 $286K
Aug 14, 2025 Q2 2025
Foronjy Financial LLC

Los Osos, CA
BUY
 -
416
New
$208K - $258K
416 $281K
Aug 06, 2025 Q2 2025
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
405
+ 9.22%
$202K - $251K
4.8K $3.24M
Aug 06, 2025 Q2 2025
Souders Financial Advisors

BUY
 -
402
New
$201K - $250K
402 $271K
Aug 12, 2025 Q2 2025
American Asset Management Inc.

BUY
 -
400
New
$200K - $248K
400 $270K
Jul 29, 2025 Q2 2025
Morgan Dempsey Capital Management LLC

Menomonee Falls, WI
BUY
 -
375
New
$187K - $233K
375 $253K
Aug 08, 2025 Q2 2025
Plotkin Financial Advisors, LLC

Chevy Chase, MD
BUY
 -
359
New
$179K - $223K
359 $242K
Aug 13, 2025 Q2 2025
Polen Capital Polen Capital Management LLC | Boca Raton, Fl
BUY
 -
355
New
$177K - $220K
355 $240K
Aug 14, 2025 Q2 2025
Fidelity D & D Bancorp Inc

Dunmore, PA
BUY
 -
354
New
$177K - $220K
354 $239K
Aug 12, 2025 Q2 2025
Ndvr, Inc.

Boston, MA
BUY
 -
352
New
$176K - $219K
352 $238K
Jul 10, 2025 Q2 2025
Hurlow Wealth Management Group, Inc.

BUY
 -
352
New
$176K - $219K
352 $238K
Jul 22, 2025 Q2 2025
Blue Square Asset Management, LLC

New York, NY
BUY
 -
350
New
$175K - $217K
350 $236K
Jul 30, 2025 Q2 2025
Phoenix Holdings Ltd.

Givatayim, L3
BUY
 -
349
New
$174K - $217K
349 $236K
Jul 14, 2025 Q2 2025
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
346
New
$173K - $215K
346 $234K
Jul 18, 2025 Q2 2025
Northstar Group, Inc.

BUY
 -
345
New
$172K - $214K
345 $233K
Aug 07, 2025 Q2 2025
Future Fund LLC

Chicago, IL
BUY
 -
344
New
$172K - $214K
344 $232K
Jul 28, 2025 Q2 2025
Sage Advisors, LLC

Boulder, CO
BUY
 -
343
New
$171K - $213K
343 $232K
Jul 24, 2025 Q2 2025
Moseley Investment Management Inc

BUY
 -
341
New
$170K - $212K
341 $230K
Jul 15, 2025 Q2 2025
Vannoy Advisory Group, Inc.

Round Rock, TX
BUY
 -
336
New
$168K - $209K
336 $227K
Jul 29, 2025 Q2 2025
Nicholson Wealth Management Group, LLC

Charlestown, SC
BUY
 -
335
New
$167K - $208K
335 $226K
Aug 01, 2025 Q2 2025
Ferguson Shapiro LLC

BUY
 -
334
New
$167K - $207K
334 $226K
Aug 13, 2025 Q2 2025
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
BUY
 -
331
New
$165K - $206K
331 $224K
Jul 21, 2025 Q2 2025
Wynn Capital, LLC

Augusta, GA
BUY
 -
331
New
$165K - $206K
331 $224K
Aug 12, 2025 Q2 2025
Mc Grath & Associates, Inc.

Asheville, NC
BUY
 -
330
New
$165K - $205K
330 $223K
Aug 13, 2025 Q2 2025
Mc Gowan Group Asset Management, Inc.

Dallas, TX
BUY
 -
329
New
$164K - $204K
329 $222K
Aug 08, 2025 Q2 2025
Cooper Capital Advisors LLC

Encinitas, CA
BUY
 -
329
New
$164K - $204K
329 $222K
Jul 02, 2025 Q2 2025
Jacobs & CO

BUY
 -
329
New
$164K - $204K
329 $222K
Aug 04, 2025 Q2 2025
Bridgewealth Advisory Group, LLC

Fresno, CA
BUY
 -
328
New
$164K - $204K
328 $222K
Jul 25, 2025 Q2 2025
Yousif Capital Management, LLC

BUY
 -
325
New
$162K - $202K
325 $219K
Aug 14, 2025 Q2 2025
Envision Financial Planning, LLC

Memphis, TN
BUY
 -
324
New
$162K - $201K
324 $219K
Aug 14, 2025 Q2 2025
Paragon Private Wealth Management, LLC

BUY
 -
323
New
$161K - $201K
323 $218K
Aug 13, 2025 Q2 2025
Wealthquest Corp

Cincinnati, OH
BUY
 -
315
+ 14.91%
$157K - $196K
2.43K $1.64M
Aug 14, 2025 Q2 2025
Aberdeen Wealth Management LLC

Lake Bluff, IL
BUY
 -
300
New
$150K - $186K
300 $203K
Aug 14, 2025 Q2 2025
Raymond James Financial Inc

St. Petersburg, FL
BUY
 PUT
300
New
$150K - $186K
300 $203K
Aug 19, 2025 Q2 2025
Mrp Capital Investments, LLC

Alpharetta, GA
BUY
 -
270
+ 2.47%
$135K - $168K
11.2K $7.58M
Jul 30, 2025 Q2 2025
Principle Wealth Partners LLC

BUY
 -
261
+ 17.45%
$130K - $162K
1.76K $1.19M
Aug 07, 2025 Q2 2025
Atala Financial Inc

Calabasas, CA
BUY
 -
227
+ 206.36%
$113K - $141K
337 $228K
Aug 12, 2025 Q2 2025
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
214
+ 5.21%
$107K - $133K
4.32K $2.92M
Aug 06, 2025 Q2 2025
Bonfire Financial

Colorado Springs, CO
BUY
 -
202
+ 20.3%
$101K - $125K
1.2K $808K
Jul 22, 2025 Q2 2025
Rocky Mountain Advisers, LLC

BUY
 -
202
+ 4.32%
$101K - $125K
4.88K $3.29M
Aug 06, 2025 Q2 2025
Waverton Investment Management LTD

BUY
 -
175
+ 27.13%
$87.3K - $109K
820 $554K
Jul 18, 2025 Q2 2025
Centricity Wealth Management, LLC

Westerville, OH
BUY
 -
153
+ 2.04%
$76.3K - $95K
7.65K $5.17M
Aug 14, 2025 Q2 2025
Herold Advisors, Inc.

BUY
 -
130
+ 7.48%
$64.8K - $80.7K
1.87K $1.26M

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