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
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5.03K+ 31.55% |
$3.12M - $3.37M
|
21K
$14.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.01K+ 5.47% |
$3.11M - $3.35M
|
96.6K
$65.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5K+ 4.6% |
$3.11M - $3.35M
|
114K
$76.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
5K+ 12.29% |
$3.11M - $3.35M
|
45.7K
$30.9M
|
|
|
Nov 14, 2025
Q3 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4.99K+ 7.81% |
$3.1M - $3.34M
|
68.9K
$46.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4.97K+ 23.69% |
$3.08M - $3.33M
|
26K
$17.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4.95K+ 3.61% |
$3.07M - $3.31M
|
142K
$96M
|
|
|
Nov 12, 2025
Q3 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
4.9K+ 9.11% |
$3.04M - $3.28M
|
58.7K
$39.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
4.86K+ 1.01% |
$3.02M - $3.26M
|
487K
$329M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4.7K+ 0.95% |
$2.92M - $3.15M
|
502K
$339M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.7K+ 5.77% |
$2.92M - $3.15M
|
86.1K
$58.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
4.65K+ 79.29% |
$2.89M - $3.12M
|
10.5K
$7.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.65K+ 9.01% |
$2.88M - $3.11M
|
56.2K
$38M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.64K+ 2.07% |
$2.88M - $3.11M
|
229K
$155M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.63K+ 20.7% |
$2.87M - $3.1M
|
27K
$18.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.6K+ 48.91% |
$2.85M - $3.08M
|
14K
$9.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4.59K+ 13.6% |
$2.85M - $3.08M
|
38.4K
$25.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
4.59K+ 13.87% |
$2.85M - $3.08M
|
37.7K
$25.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.57K+ 16.17% |
$2.84M - $3.06M
|
32.9K
$22.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.56K+ 2.57% |
$2.83M - $3.05M
|
182K
$123M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
4.55K+ 11.44% |
$2.82M - $3.05M
|
44.3K
$29.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
BUY
|
- |
4.55K+ 7.09% |
$2.82M - $3.05M
|
68.7K
$46.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
4.44K+ 21.26% |
$2.76M - $2.98M
|
25.3K
$17.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.4K+ 1.07% |
$2.73M - $2.95M
|
414K
$280M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.38K+ 5.37% |
$2.72M - $2.93M
|
85.9K
$58M
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
4.37K+ 4.78% |
$2.71M - $2.93M
|
95.8K
$64.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
4.35KNew |
$2.7M - $2.91M
|
4.35K
$2.94M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
4.31K+ 3.91% |
$2.68M - $2.89M
|
115K
$77.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
4.31K+ 740.21% |
$2.67M - $2.89M
|
4.89K
$3.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
4.26K+ 103.88% |
$2.64M - $2.85M
|
8.35K
$5.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.17K+ 27.48% |
$2.59M - $2.79M
|
19.3K
$13.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.17K+ 4.16% |
$2.59M - $2.79M
|
104K
$70.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.16K+ 5.11% |
$2.58M - $2.78M
|
85.4K
$57.7M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
4.15K+ 19.49% |
$2.58M - $2.78M
|
25.4K
$17.2M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.14K+ 25.44% |
$2.57M - $2.78M
|
20.4K
$13.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
4.13K+ 80.8% |
$2.57M - $2.77M
|
9.25K
$6.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.09K+ 3.35% |
$2.54M - $2.74M
|
126K
$85.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.08K+ 27.19% |
$2.53M - $2.74M
|
19.1K
$12.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Divergent Planning, LLC
|
BUY
|
- |
4.07K+ 2.84% |
$2.53M - $2.73M
|
148K
$99.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
4.06K+ 54.42% |
$2.52M - $2.72M
|
11.5K
$7.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.02K+ 7.27% |
$2.49M - $2.69M
|
59.3K
$40M
|
|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.96K+ 30.68% |
$2.46M - $2.65M
|
16.9K
$11.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.91K+ 5.14% |
$2.43M - $2.62M
|
80.1K
$54.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.87K+ 1.8% |
$2.4M - $2.59M
|
220K
$148M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.87K+ 4.92% |
$2.4M - $2.59M
|
82.5K
$55.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.84K+ 94.37% |
$2.38M - $2.57M
|
7.9K
$5.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.82K+ 24.53% |
$2.37M - $2.56M
|
19.4K
$13.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.82K+ 10.11% |
$2.37M - $2.56M
|
41.6K
$28.1M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.78K+ 45.32% |
$2.35M - $2.54M
|
12.1K
$8.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
3.76K+ 5.9% |
$2.33M - $2.52M
|
67.4K
$45.5M
|
|