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 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
130+ 7.48% |
$64.8K - $80.7K
|
1.87K
$1.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
129New |
$64.3K - $80.1K
|
129
$87.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
115+ 3.19% |
$57.4K - $71.4K
|
3.72K
$2.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
BUY
|
- |
115+ 9.5% |
$57.4K - $71.4K
|
1.33K
$895K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
112+ 53.59% |
$55.9K - $69.5K
|
321
$217K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
99New |
$49.4K - $61.5K
|
99
$66.9K
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
96+ 2.22% |
$47.9K - $59.6K
|
4.43K
$2.99M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
91+ 4.12% |
$45.4K - $56.5K
|
2.3K
$1.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
83+ 16.77% |
$41.4K - $51.5K
|
578
$390K
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
BUY
|
- |
80+ 2.5% |
$39.9K - $49.7K
|
3.27K
$2.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
65+ 3.09% |
$32.4K - $40.4K
|
2.17K
$1.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
64+ 1.85% |
$31.9K - $39.7K
|
3.52K
$2.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
60+ 6.89% |
$29.9K - $37.3K
|
931
$629K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
57+ 8.46% |
$28.4K - $35.4K
|
731
$494K
|
|
|
Jul 24, 2025
Q2 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
56+ 7.62% |
$27.9K - $34.8K
|
791
$534K
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
55+ 3.14% |
$27.4K - $34.1K
|
1.81K
$1.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
52+ 0.12% |
$25.9K - $32.3K
|
44.2K
$29.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
51+ 28.98% |
$25.4K - $31.7K
|
227
$153K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
49+ 5.17% |
$24.4K - $30.4K
|
997
$673K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
49+ 9.86% |
$24.4K - $30.4K
|
546
$369K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
48+ 8.81% |
$23.9K - $29.8K
|
593
$400K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
45+ 0.8% |
$22.4K - $27.9K
|
5.66K
$3.82M
|
|
|
Jan 08, 2026
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
43+ 5.57% |
$21.4K - $26.7K
|
815
$550K
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
40+ 2.82% |
$20K - $24.8K
|
1.46K
$985K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
40+ 11.02% |
$20K - $24.8K
|
403
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
36+ 7.11% |
$18K - $22.4K
|
542
$366K
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
36+ 6.88% |
$18K - $22.4K
|
559
$377K
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
35+ 6.26% |
$17.5K - $21.7K
|
594
$401K
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
BUY
|
- |
35+ 8.43% |
$17.5K - $21.7K
|
450
$304K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
34+ 3.4% |
$17K - $21.1K
|
1.04K
$699K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
33+ 33.0% |
$16.5K - $20.5K
|
133
$89.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
33New |
$16.5K - $20.5K
|
33
$22.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
27+ 2700.0% |
$13.5K - $16.8K
|
28
$18.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
25+ 1.35% |
$12.5K - $15.5K
|
1.87K
$1.27M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
25+ 2.51% |
$12.5K - $15.5K
|
1.02K
$690K
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
24+ 2.55% |
$12K - $14.9K
|
965
$652K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
20+ 8.0% |
$9.98K - $12.4K
|
270
$182K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
18+ 6.1% |
$8.98K - $11.2K
|
313
$211K
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
18+ 3.6% |
$8.98K - $11.2K
|
518
$350K
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
17+ 3.67% |
$8.48K - $10.6K
|
480
$324K
|
|
|
Jul 30, 2025
Q2 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
12+ 1.97% |
$5.99K - $7.45K
|
621
$419K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
11+ 0.38% |
$5.49K - $6.83K
|
2.88K
$1.95M
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
11+ 0.52% |
$5.49K - $6.83K
|
2.13K
$1.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
10+ 12.5% |
$4.99K - $6.21K
|
90
$60.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
10+ 8.26% |
$4.99K - $6.21K
|
131
$88.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
8+ 1.15% |
$3.99K - $4.97K
|
705
$476K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
7+ 0.29% |
$3.49K - $4.35K
|
2.4K
$1.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7+ 0.26% |
$3.49K - $4.35K
|
2.72K
$1.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6+ 1.19% |
$2.99K - $3.73K
|
509
$344K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
6+ 1.68% |
$2.99K - $3.73K
|
363
$245K
|
|