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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
179K+ 379.06% |
$89.1M - $111M
|
226K
$144M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
175KNew |
$87M - $108M
|
175K
$111M
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
164KNew |
$82M - $102M
|
164K
$105M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
163K+ 2.58% |
$81.1M - $101M
|
6.46M
$4.11B
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
153K+ 38.18% |
$76.3M - $95M
|
554K
$353M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
115K+ 194.95% |
$57.5M - $71.5M
|
174K
$111M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
75.8K+ 38.96% |
$37.8M - $47.1M
|
270K
$172M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
75.5KNew |
$37.7M - $46.9M
|
75.5K
$48M
|
|
|
Jul 18, 2025
Q2 2025
|
Wealth Navi Inc.
|
BUY
|
- |
68K+ 18.77% |
$33.9M - $42.2M
|
430K
$274M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
66.7K+ 3.36% |
$33.3M - $41.4M
|
2.05M
$1.31B
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
48.4K+ 7.89% |
$24.1M - $30M
|
661K
$421M
|
|
|
Jul 14, 2025
Q2 2025
|
Century Link Investment Management CO
|
BUY
|
- |
47.9K+ 41.55% |
$23.9M - $29.7M
|
163K
$104M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
46.4K+ 9.52% |
$23.1M - $28.8M
|
534K
$340M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
43.3K+ 17.29% |
$21.6M - $26.9M
|
293K
$187M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
35.6K+ 824.06% |
$17.7M - $22.1M
|
39.9K
$25.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
34.9K+ 46.38% |
$17.4M - $21.7M
|
110K
$70.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
34.8K+ 26.07% |
$17.4M - $21.6M
|
168K
$107M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
34.2K+ 4455.54% |
$17M - $21.2M
|
34.9K
$22.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
33.4K+ 75.02% |
$16.7M - $20.8M
|
78K
$49.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
32.1K+ 78.88% |
$16M - $19.9M
|
72.7K
$46.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
32K+ 4.57% |
$16M - $19.9M
|
732K
$466M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
30.2K+ 7.08% |
$15M - $18.7M
|
456K
$290M
|
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
27.6KNew |
$13.8M - $17.1M
|
27.6K
$17.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
BUY
|
- |
27.1K+ 23.48% |
$13.5M - $16.8M
|
142K
$90.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
26.1K+ 7.11% |
$13M - $16.2M
|
393K
$250M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
24.8K+ 63.56% |
$12.4M - $15.4M
|
63.9K
$40.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
24.6K+ 11.08% |
$12.3M - $15.3M
|
247K
$157M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
24.1K+ 248.31% |
$12M - $15M
|
33.8K
$21.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
23.6K+ 4.86% |
$11.8M - $14.7M
|
510K
$324M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
23.4K+ 1.8% |
$11.7M - $14.5M
|
1.32M
$843M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
22.4K+ 4.42% |
$11.2M - $13.9M
|
530K
$337M
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
21.6K+ 152.27% |
$10.8M - $13.4M
|
35.8K
$22.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
21.5K+ 25.58% |
$10.7M - $13.3M
|
105K
$67.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
21.2K+ 17.5% |
$10.5M - $13.1M
|
142K
$90.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
21K+ 12.0% |
$10.5M - $13.1M
|
196K
$125M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
20.5K+ 24.64% |
$10.2M - $12.7M
|
104K
$65.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
18.4K+ 7.62% |
$9.2M - $11.5M
|
260K
$166M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
16.7K+ 8.07% |
$8.31M - $10.3M
|
223K
$142M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
15.9KNew |
$7.94M - $9.89M
|
15.9K
$10.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
15.6KNew |
$7.77M - $9.67M
|
15.6K
$9.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
15.1KNew |
$7.55M - $9.4M
|
15.1K
$9.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
14.1K+ 24.6% |
$7.04M - $8.76M
|
71.5K
$45.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.9K+ 45.61% |
$6.91M - $8.6M
|
44.2K
$28.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
13.2K+ 9.49% |
$6.61M - $8.23M
|
153K
$97.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
13.2K+ 48.1% |
$6.59M - $8.21M
|
40.7K
$25.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
12.8K+ 7.8% |
$6.37M - $7.93M
|
177K
$112M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
12.2K+ 37.03% |
$6.07M - $7.56M
|
45.1K
$28.7M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
12.1K+ 50.65% |
$6.01M - $7.49M
|
35.9K
$22.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
11.8K+ 6.79% |
$5.91M - $7.35M
|
186K
$119M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
11.6K+ 3.56% |
$5.8M - $7.22M
|
338K
$215M
|