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 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
924+ 9.03% |
$461K - $574K
|
11.2K
$7.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
922+ 2.33% |
$460K - $572K
|
40.4K
$25.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
904+ 65.22% |
$451K - $561K
|
2.29K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
901+ 2.65% |
$449K - $559K
|
34.9K
$22.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
899+ 3.59% |
$448K - $558K
|
25.9K
$16.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
893+ 22.63% |
$445K - $554K
|
4.84K
$3.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
891+ 10.47% |
$444K - $553K
|
9.4K
$5.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
884+ 10.36% |
$441K - $549K
|
9.41K
$5.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
870+ 36.17% |
$434K - $540K
|
3.28K
$2.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
857+ 3.29% |
$427K - $532K
|
26.9K
$17M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
830+ 2.37% |
$414K - $515K
|
35.8K
$22.6M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
825+ 16.14% |
$412K - $512K
|
5.94K
$3.75M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
816+ 51.55% |
$407K - $507K
|
2.4K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
794+ 9.92% |
$396K - $493K
|
8.8K
$5.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
793+ 2.02% |
$396K - $492K
|
40K
$25.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
782+ 0.66% |
$390K - $486K
|
120K
$75.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
774+ 2.18% |
$386K - $481K
|
36.3K
$22.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
761+ 32.92% |
$380K - $473K
|
3.07K
$1.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
758+ 16.46% |
$378K - $471K
|
5.36K
$3.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
747+ 32.92% |
$373K - $464K
|
3.02K
$1.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
745New |
$372K - $463K
|
745
$471K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
726+ 3.89% |
$362K - $451K
|
19.4K
$12.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
720New |
$359K - $447K
|
720
$455K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
715+ 74.48% |
$357K - $444K
|
1.68K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
703+ 1.85% |
$351K - $436K
|
38.7K
$24.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
702+ 5400.0% |
$350K - $436K
|
715
$452K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
697+ 2.25% |
$348K - $433K
|
31.7K
$20M
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
697+ 193.61% |
$348K - $433K
|
1.06K
$668K
|
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
681+ 10.29% |
$340K - $423K
|
7.3K
$4.61M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
675+ 0.62% |
$337K - $419K
|
110K
$69.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
651+ 11.37% |
$325K - $404K
|
6.38K
$4.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
649+ 75.2% |
$324K - $403K
|
1.51K
$955K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
646+ 4.8% |
$322K - $401K
|
14.1K
$8.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
645+ 43.64% |
$322K - $400K
|
2.12K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
642New |
$320K - $399K
|
642
$406K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
640+ 1.8% |
$319K - $397K
|
36.2K
$22.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
636+ 0.47% |
$317K - $395K
|
135K
$85M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
635New |
$317K - $394K
|
635
$401K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
629+ 1.19% |
$314K - $391K
|
53.5K
$33.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
626+ 4.19% |
$312K - $389K
|
15.6K
$9.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
624+ 33.49% |
$311K - $387K
|
2.49K
$1.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
623+ 6.47% |
$311K - $387K
|
10.3K
$6.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
622+ 7.35% |
$310K - $386K
|
9.08K
$5.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
618+ 1.2% |
$308K - $384K
|
52.2K
$33M
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
609+ 1.64% |
$304K - $378K
|
37.7K
$23.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
598+ 1.92% |
$298K - $371K
|
31.7K
$20M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
597+ 1.1% |
$298K - $371K
|
55.1K
$34.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
585+ 27.61% |
$292K - $363K
|
2.7K
$1.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
583+ 95.73% |
$291K - $362K
|
1.19K
$753K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
579+ 11.9% |
$289K - $360K
|
5.44K
$3.44M
|