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 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.26K+ 32.85% |
$1.13M - $1.4M
|
9.14K
$5.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
2.21KNew |
$1.1M - $1.37M
|
2.21K
$1.41M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.14K+ 19.86% |
$1.07M - $1.33M
|
12.9K
$8.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
2.09K+ 23.11% |
$1.04M - $1.3M
|
11.1K
$7.07M
|
|
|
Jul 24, 2025
Q2 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
2.08K+ 6.98% |
$1.04M - $1.29M
|
31.8K
$20.3M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
2.06K+ 2.95% |
$1.03M - $1.28M
|
71.8K
$45.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
2.04K+ 25.48% |
$1.02M - $1.27M
|
10K
$6.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.99K+ 1.07% |
$992K - $1.23M
|
188K
$120M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.95K+ 1.48% |
$973K - $1.21M
|
133K
$84.8M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.93K+ 2.74% |
$960K - $1.2M
|
72.2K
$45.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.92K+ 7.97% |
$960K - $1.19M
|
26.1K
$16.6M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1.89K+ 38.31% |
$941K - $1.17M
|
6.81K
$4.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.88K+ 1.44% |
$939K - $1.17M
|
133K
$84.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
1.88KNew |
$939K - $1.17M
|
1.88K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
1.87K+ 1.72% |
$933K - $1.16M
|
110K
$70.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.87K+ 27.87% |
$933K - $1.16M
|
8.58K
$5.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.86K+ 107.44% |
$930K - $1.16M
|
3.6K
$2.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
1.85K+ 1.64% |
$924K - $1.15M
|
115K
$72.9M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.8K+ 14.8% |
$896K - $1.12M
|
13.9K
$8.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.74KNew |
$866K - $1.08M
|
1.74K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.7K+ 29.65% |
$845K - $1.05M
|
7.41K
$4.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.69K+ 73.75% |
$843K - $1.05M
|
3.98K
$2.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.68K+ 4.39% |
$837K - $1.04M
|
39.9K
$25.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.64K+ 22.54% |
$820K - $1.02M
|
8.94K
$5.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.57K+ 85.46% |
$783K - $974K
|
3.41K
$2.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
1.55K+ 1.28% |
$775K - $965K
|
123K
$78.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.54K+ 3.07% |
$770K - $959K
|
51.8K
$33M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.52K+ 18.64% |
$759K - $945K
|
9.69K
$6.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
1.51K+ 1.77% |
$754K - $939K
|
87K
$55.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
1.51KNew |
$752K - $936K
|
1.51K
$959K
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
BUY
|
- |
1.48K+ 0.62% |
$739K - $920K
|
242K
$154M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.48K+ 5.6% |
$737K - $918K
|
27.9K
$17.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.46K+ 7.89% |
$726K - $904K
|
19.9K
$12.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.41K+ 3.57% |
$703K - $875K
|
40.9K
$26M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.4KNew |
$700K - $871K
|
1.4K
$893K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.35K+ 22.67% |
$674K - $839K
|
7.31K
$4.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.34K+ 2.4% |
$667K - $831K
|
57K
$36.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.32K+ 323.77% |
$659K - $820K
|
1.73K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.32KNew |
$658K - $819K
|
1.32K
$839K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.28K+ 2.51% |
$638K - $795K
|
52.2K
$33.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.26K+ 5.95% |
$626K - $780K
|
22.4K
$14.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.24K+ 4.5% |
$620K - $771K
|
28.9K
$18.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.24K+ 13.35% |
$616K - $767K
|
10.5K
$6.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.22K+ 0.91% |
$608K - $757K
|
135K
$85.7M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.22K+ 90.95% |
$607K - $755K
|
2.55K
$1.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.2K+ 26.8% |
$600K - $747K
|
5.69K
$3.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.19K+ 29.72% |
$595K - $740K
|
5.2K
$3.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.18K+ 34.61% |
$591K - $735K
|
4.61K
$2.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.17K+ 1.22% |
$584K - $726K
|
97.1K
$61.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.15K+ 2.84% |
$574K - $715K
|
41.7K
$26.6M
|