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
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.14K+ 87.56% |
$569K - $708K
|
2.44K
$1.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
BUY
|
- |
1.13K+ 6.97% |
$563K - $701K
|
17.3K
$11M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
1.13K+ 3.96% |
$562K - $699K
|
29.5K
$18.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.12K+ 2.87% |
$560K - $697K
|
40.2K
$25.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.08K+ 18.94% |
$540K - $672K
|
6.79K
$4.32M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.06KNew |
$531K - $661K
|
1.06K
$677K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 2.96% |
$528K - $658K
|
36.8K
$23.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1.05K+ 4.55% |
$525K - $653K
|
24.2K
$15.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 2.92% |
$523K - $651K
|
37K
$23.5M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
1.03K+ 39.81% |
$515K - $641K
|
3.63K
$2.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 4.21% |
$511K - $636K
|
25.4K
$16.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.02K+ 2.64% |
$511K - $636K
|
39.8K
$25.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 3.38% |
$506K - $630K
|
31K
$19.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
996+ 1.1% |
$497K - $618K
|
91.6K
$58.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
986+ 20.12% |
$492K - $612K
|
5.89K
$3.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
983+ 8.87% |
$490K - $610K
|
12.1K
$7.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
974+ 2.03% |
$486K - $605K
|
48.9K
$31.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
946+ 7.5% |
$472K - $587K
|
13.6K
$8.63M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
944+ 27.33% |
$471K - $586K
|
4.4K
$2.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
924+ 9.03% |
$461K - $574K
|
11.2K
$7.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
922+ 2.33% |
$460K - $572K
|
40.4K
$25.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
904+ 65.22% |
$451K - $561K
|
2.29K
$1.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
901+ 2.65% |
$449K - $559K
|
34.9K
$22.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
899+ 3.59% |
$448K - $558K
|
25.9K
$16.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
893+ 22.63% |
$445K - $554K
|
4.84K
$3.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
891+ 10.47% |
$444K - $553K
|
9.4K
$5.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
884+ 10.36% |
$441K - $549K
|
9.41K
$5.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
870+ 36.17% |
$434K - $540K
|
3.28K
$2.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
857+ 3.29% |
$427K - $532K
|
26.9K
$17.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
830+ 2.37% |
$414K - $515K
|
35.8K
$22.8M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
825+ 16.14% |
$412K - $512K
|
5.94K
$3.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
816+ 51.55% |
$407K - $507K
|
2.4K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
808+ 0.58% |
$403K - $502K
|
140K
$89.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
795+ 5.59% |
$397K - $494K
|
15K
$9.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
794+ 9.92% |
$396K - $493K
|
8.8K
$5.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
793+ 2.02% |
$396K - $492K
|
40K
$25.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
782+ 0.66% |
$390K - $486K
|
120K
$76.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
774+ 2.18% |
$386K - $481K
|
36.3K
$23.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
761+ 32.92% |
$380K - $473K
|
3.07K
$1.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
758+ 16.46% |
$378K - $471K
|
5.36K
$3.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
747+ 32.92% |
$373K - $464K
|
3.02K
$1.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
745New |
$372K - $463K
|
745
$474K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
726+ 3.89% |
$362K - $451K
|
19.4K
$12.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
720New |
$359K - $447K
|
720
$458K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
715+ 74.48% |
$357K - $444K
|
1.68K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
703+ 1.85% |
$351K - $436K
|
38.7K
$24.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
702+ 5400.0% |
$350K - $436K
|
715
$455K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
697+ 2.25% |
$348K - $433K
|
31.7K
$20.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
697+ 193.61% |
$348K - $433K
|
1.06K
$673K
|
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
681+ 10.29% |
$340K - $423K
|
7.3K
$4.65M
|