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 14, 2025
Q3 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
14.4K+ 28.55% |
$8.91M - $9.62M
|
64.6K
$43.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
14.3K+ 23.95% |
$8.86M - $9.56M
|
73.8K
$49.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.1K+ 1.72% |
$8.77M - $9.46M
|
833K
$563M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
14.1K+ 3941.62% |
$8.76M - $9.46M
|
14.5K
$9.77M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
13.6K+ 2.55% |
$8.45M - $9.12M
|
547K
$370M
|
|
|
Nov 05, 2025
Q3 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
13.6K+ 59.1% |
$8.43M - $9.1M
|
36.6K
$24.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
13.3K+ 9.71% |
$8.27M - $8.93M
|
151K
$102M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
13.3K+ 8.41% |
$8.25M - $8.91M
|
171K
$116M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
13.2K+ 5.08% |
$8.21M - $8.87M
|
274K
$185M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
13.2K+ 124.89% |
$8.2M - $8.86M
|
23.8K
$16.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
13.2K+ 0.41% |
$8.17M - $8.82M
|
3.24M
$2.19B
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
13K+ 4.81% |
$8.08M - $8.72M
|
283K
$191M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
12.8KNew |
$7.97M - $8.6M
|
12.8K
$8.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
12.8K+ 106.31% |
$7.96M - $8.6M
|
24.9K
$16.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12.8K+ 55.86% |
$7.95M - $8.58M
|
35.7K
$24.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.5K+ 286.31% |
$7.77M - $8.39M
|
16.9K
$11.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.4K+ 2.05% |
$7.71M - $8.33M
|
619K
$418M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
12.3KNew |
$7.64M - $8.25M
|
12.3K
$8.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
12.2K+ 2428.23% |
$7.58M - $8.18M
|
12.7K
$8.59M
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
BUY
|
- |
12.1K+ 5036.93% |
$7.53M - $8.13M
|
12.4K
$8.36M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
12.1K+ 2.92% |
$7.51M - $8.11M
|
427K
$288M
|
|
|
Nov 14, 2025
Q3 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
11.9KNew |
$7.39M - $7.97M
|
11.9K
$8.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
11.8K+ 18.71% |
$7.34M - $7.92M
|
75K
$50.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
11.6KNew |
$7.2M - $7.77M
|
11.6K
$7.83M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
11.6K+ 4.65% |
$7.17M - $7.74M
|
260K
$175M
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
11.5K+ 13.44% |
$7.15M - $7.72M
|
97.2K
$65.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
11.5K+ 135.18% |
$7.14M - $7.7M
|
20K
$13.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
11.4K+ 30.61% |
$7.07M - $7.64M
|
48.6K
$32.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11.3K+ 5.05% |
$7.01M - $7.57M
|
235K
$159M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
11.2K+ 4.28% |
$6.93M - $7.49M
|
272K
$184M
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
11.1KNew |
$6.9M - $7.45M
|
11.1K
$7.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
11.1K+ 28.15% |
$6.88M - $7.43M
|
50.5K
$34.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
11K+ 4.88% |
$6.82M - $7.37M
|
236K
$160M
|
|
|
Oct 21, 2025
Q3 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
10.9K+ 15.2% |
$6.79M - $7.33M
|
83K
$56M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
10.9K+ 2.05% |
$6.79M - $7.33M
|
545K
$368M
|
|
|
Nov 12, 2025
Q3 2025
|
Pjt Investments Corp.
Toronto, |
BUY
|
- |
10.9K+ 61.72% |
$6.78M - $7.32M
|
28.6K
$19.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.8K+ 1.08% |
$6.71M - $7.24M
|
1.01M
$681M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
10.8K+ 941.94% |
$6.71M - $7.24M
|
12K
$8.07M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
10.7K+ 2.72% |
$6.65M - $7.18M
|
404K
$273M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
10.5K+ 29.28% |
$6.52M - $7.04M
|
46.4K
$31.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.4K+ 1.97% |
$6.46M - $6.97M
|
538K
$363M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
10.3K+ 10.58% |
$6.37M - $6.87M
|
107K
$72.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
10.2K+ 2.4% |
$6.35M - $6.85M
|
437K
$295M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.2K+ 2.33% |
$6.31M - $6.81M
|
446K
$301M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10.1K+ 1435.27% |
$6.29M - $6.79M
|
10.8K
$7.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
10.1K+ 138.59% |
$6.26M - $6.76M
|
17.4K
$11.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
10.1K+ 7302.17% |
$6.25M - $6.75M
|
10.2K
$6.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10K+ 9.81% |
$6.24M - $6.73M
|
113K
$76M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
9.94K+ 3.86% |
$6.17M - $6.66M
|
268K
$181M
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
9.9K+ 27.66% |
$6.15M - $6.64M
|
45.7K
$30.9M
|
|