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 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
11.6K+ 47.68% |
$5.79M - $7.21M
|
36K
$22.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 14.95% |
$5.33M - $6.63M
|
82.1K
$52.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
10.6KNew |
$5.28M - $6.57M
|
10.6K
$6.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9.64K+ 2.51% |
$4.81M - $5.98M
|
394K
$251M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.45K+ 262.32% |
$4.72M - $5.87M
|
13.1K
$8.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
9.37K+ 8.31% |
$4.68M - $5.82M
|
122K
$77.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
9.19KNew |
$4.59M - $5.71M
|
9.19K
$5.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
9.14K+ 5.89% |
$4.56M - $5.68M
|
164K
$105M
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
8.95K+ 4.14% |
$4.47M - $5.56M
|
225K
$143M
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
8.38K+ 17.91% |
$4.18M - $5.2M
|
55.2K
$35.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
7.57K+ 56.81% |
$3.78M - $4.7M
|
20.9K
$13.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
7.47K+ 10.27% |
$3.73M - $4.64M
|
80.2K
$51M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.43K+ 160.42% |
$3.71M - $4.62M
|
12.1K
$7.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
7.13K+ 95.56% |
$3.56M - $4.43M
|
14.6K
$9.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
6.96K+ 79.55% |
$3.47M - $4.32M
|
15.7K
$9.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.63K+ 28.91% |
$3.31M - $4.11M
|
29.5K
$18.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6.63K+ 238.6% |
$3.31M - $4.11M
|
9.4K
$5.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
6.6K+ 2.64% |
$3.29M - $4.1M
|
257K
$163M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
6.58K+ 5.6% |
$3.28M - $4.09M
|
124K
$79M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
6.54K+ 36.27% |
$3.26M - $4.06M
|
24.6K
$15.6M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
6.51K+ 570.7% |
$3.25M - $4.04M
|
7.65K
$4.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.28K+ 1.54% |
$3.13M - $3.9M
|
415K
$264M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5.72K+ 205.35% |
$2.85M - $3.55M
|
8.5K
$5.41M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
5.47K+ 2.74% |
$2.73M - $3.39M
|
205K
$130M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5.1K+ 6.36% |
$2.54M - $3.17M
|
85.3K
$54.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.08K+ 269.99% |
$2.54M - $3.16M
|
6.97K
$4.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
5.03K+ 40.33% |
$2.51M - $3.12M
|
17.5K
$11.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5.01K+ 3.79% |
$2.5M - $3.11M
|
137K
$87.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.9K+ 500.31% |
$2.45M - $3.04M
|
5.88K
$3.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.87K+ 9.18% |
$2.43M - $3.02M
|
57.9K
$36.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
4.75K+ 11.03% |
$2.37M - $2.95M
|
47.8K
$30.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.64K+ 6.06% |
$2.32M - $2.88M
|
81.3K
$51.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
4.62K+ 8.82% |
$2.31M - $2.87M
|
57K
$36.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
4.48K+ 1.38% |
$2.23M - $2.78M
|
329K
$210M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.34K+ 31.01% |
$2.17M - $2.7M
|
18.3K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
4.3K+ 4.96% |
$2.15M - $2.67M
|
91.2K
$58M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
4.26K+ 171.47% |
$2.13M - $2.65M
|
6.75K
$4.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
4.21K+ 77.88% |
$2.1M - $2.61M
|
9.6K
$6.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
4.19K+ 7.9% |
$2.09M - $2.6M
|
57.3K
$36.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.11K+ 38.46% |
$2.05M - $2.55M
|
14.8K
$9.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
4.09K+ 4.98% |
$2.04M - $2.54M
|
86.2K
$54.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.08K+ 6.84% |
$2.04M - $2.54M
|
63.8K
$40.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
4.01K+ 4.38% |
$2M - $2.49M
|
95.5K
$60.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
4K+ 7.57% |
$2M - $2.48M
|
56.9K
$36.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
3.84K+ 1.81% |
$1.92M - $2.38M
|
216K
$137M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.83K+ 7.45% |
$1.91M - $2.38M
|
55.3K
$35.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.82K+ 1.7% |
$1.9M - $2.37M
|
229K
$145M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.77K+ 4.04% |
$1.88M - $2.34M
|
97.1K
$61.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
3.7K+ 74.8% |
$1.85M - $2.3M
|
8.65K
$5.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
3.66K+ 4.62% |
$1.82M - $2.27M
|
82.8K
$52.7M
|