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 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
3.6K+ 60.47% |
$1.8M - $2.24M
|
9.56K
$6.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
3.6KNew |
$1.8M - $2.24M
|
3.6K
$2.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.51K+ 20.35% |
$1.75M - $2.18M
|
20.8K
$13.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
3.5K+ 13.6% |
$1.75M - $2.18M
|
29.3K
$18.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3.44K+ 27.34% |
$1.72M - $2.14M
|
16K
$10.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
3.44K+ 79.99% |
$1.72M - $2.14M
|
7.75K
$4.93M
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
3.44K+ 11.02% |
$1.71M - $2.13M
|
34.6K
$22M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.43K+ 91.78% |
$1.71M - $2.13M
|
7.16K
$4.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
3.4K+ 50.01% |
$1.69M - $2.11M
|
10.2K
$6.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.38K+ 0.65% |
$1.68M - $2.1M
|
524K
$334M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.34K+ 3.92% |
$1.67M - $2.08M
|
88.7K
$56.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.3K+ 4.77% |
$1.64M - $2.05M
|
72.3K
$46M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
3.29KNew |
$1.64M - $2.05M
|
3.29K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
3.24K+ 16.78% |
$1.62M - $2.01M
|
22.6K
$14.4M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.23K+ 4.34% |
$1.61M - $2M
|
77.6K
$49.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3.19K+ 6.37% |
$1.59M - $1.98M
|
53.3K
$33.9M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
3.16K+ 93.68% |
$1.57M - $1.96M
|
6.53K
$4.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
3.16K+ 10.3% |
$1.57M - $1.96M
|
33.8K
$21.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.14K+ 212.31% |
$1.57M - $1.95M
|
4.62K
$2.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.14K+ 55.9% |
$1.56M - $1.95M
|
8.75K
$5.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
3.13K+ 151.45% |
$1.56M - $1.94M
|
5.19K
$3.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
3.12K+ 0.38% |
$1.56M - $1.94M
|
826K
$526M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
3.04K+ 3.85% |
$1.52M - $1.89M
|
81.9K
$52.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.99K+ 2.64% |
$1.49M - $1.86M
|
116K
$74M
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2.97K+ 4.43% |
$1.48M - $1.84M
|
70K
$44.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.95K+ 1.62% |
$1.47M - $1.83M
|
186K
$118M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.88K+ 13.6% |
$1.44M - $1.79M
|
24K
$15.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.88K+ 1.61% |
$1.43M - $1.79M
|
182K
$116M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.87K+ 2.56% |
$1.43M - $1.78M
|
115K
$73.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.84K+ 10.88% |
$1.42M - $1.76M
|
28.9K
$18.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.83K+ 4.41% |
$1.41M - $1.75M
|
66.9K
$42.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.76K+ 3.51% |
$1.38M - $1.72M
|
81.5K
$51.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.72K+ 24.46% |
$1.36M - $1.69M
|
13.8K
$8.8M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
2.69K+ 44.57% |
$1.34M - $1.67M
|
8.73K
$5.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.66K+ 3.48% |
$1.33M - $1.65M
|
79.1K
$50.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.66K+ 3.08% |
$1.32M - $1.65M
|
89K
$56.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
2.54K+ 4.48% |
$1.27M - $1.58M
|
59.3K
$37.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
2.51K+ 2.46% |
$1.25M - $1.56M
|
104K
$66.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.46K+ 2.96% |
$1.23M - $1.53M
|
85.7K
$54.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
2.46K+ 5.36% |
$1.22M - $1.52M
|
48.3K
$30.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.45K+ 7.14% |
$1.22M - $1.52M
|
36.7K
$23.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
2.44K+ 8.99% |
$1.22M - $1.51M
|
29.6K
$18.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.44K+ 113.67% |
$1.22M - $1.51M
|
4.58K
$2.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
2.41K+ 7.38% |
$1.2M - $1.5M
|
35.1K
$22.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
2.41K+ 5.59% |
$1.2M - $1.5M
|
45.6K
$29M
|
|
|
Jul 16, 2025
Q2 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
2.35K+ 1.18% |
$1.17M - $1.46M
|
201K
$128M
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
2.35K+ 4.17% |
$1.17M - $1.46M
|
58.5K
$37.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.3K+ 45.35% |
$1.15M - $1.43M
|
7.36K
$4.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.27K+ 82.24% |
$1.13M - $1.41M
|
5.02K
$3.19M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.26K+ 32.85% |
$1.13M - $1.4M
|
9.14K
$5.82M
|