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 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
440New |
$219K - $273K
|
440
$280K
|
|
Jul 18, 2025
Q2 2025
|
Sicart Associates LLC
|
BUY
|
- |
436New |
$217K - $271K
|
436
$277K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
436+ 4.6% |
$217K - $271K
|
9.91K
$6.31M
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
422+ 2.28% |
$210K - $262K
|
19K
$12.1M
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
413+ 11.73% |
$206K - $256K
|
3.93K
$2.5M
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
405+ 3.03% |
$202K - $251K
|
13.8K
$8.75M
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
405New |
$202K - $251K
|
405
$258K
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
400New |
$200K - $248K
|
400
$255K
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
392+ 0.34% |
$196K - $243K
|
116K
$73.6M
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
390+ 27.08% |
$195K - $242K
|
1.83K
$1.16M
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
384+ 55.33% |
$192K - $238K
|
1.08K
$686K
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
382New |
$191K - $237K
|
382
$243K
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
380+ 3.93% |
$190K - $236K
|
10K
$6.39M
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
380+ 7.87% |
$190K - $236K
|
5.21K
$3.32M
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
371+ 59.65% |
$185K - $230K
|
993
$632K
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
366New |
$183K - $227K
|
366
$233K
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
365+ 52.44% |
$182K - $227K
|
1.06K
$675K
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
359New |
$179K - $223K
|
359
$228K
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
358New |
$179K - $222K
|
358
$228K
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
357+ 42.0% |
$178K - $222K
|
1.21K
$768K
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
352New |
$176K - $219K
|
352
$224K
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
352New |
$176K - $219K
|
352
$224K
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
350New |
$175K - $217K
|
350
$223K
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
350+ 30.73% |
$175K - $217K
|
1.49K
$948K
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
349+ 10.43% |
$174K - $217K
|
3.7K
$2.35M
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
347+ 1.9% |
$173K - $215K
|
18.7K
$11.9M
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
347+ 1.29% |
$173K - $215K
|
27.3K
$17.4M
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
346New |
$173K - $215K
|
346
$220K
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
346New |
$173K - $215K
|
346
$220K
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
345New |
$172K - $214K
|
345
$220K
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
345+ 19.93% |
$172K - $214K
|
2.08K
$1.32M
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
343+ 5.75% |
$171K - $213K
|
6.31K
$4.02M
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
342New |
$171K - $212K
|
342
$218K
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
339New |
$169K - $210K
|
339
$216K
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
338+ 7.77% |
$169K - $210K
|
4.69K
$2.98M
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
337+ 0.77% |
$168K - $209K
|
43.9K
$27.9M
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
336New |
$168K - $209K
|
336
$214K
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
334+ 1.53% |
$167K - $207K
|
22.1K
$14.1M
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
334+ 4.93% |
$167K - $207K
|
7.11K
$4.52M
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
331New |
$165K - $206K
|
331
$211K
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
330+ 11.03% |
$165K - $205K
|
3.32K
$2.11M
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
329New |
$164K - $204K
|
329
$209K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
328+ 3.19% |
$164K - $204K
|
10.6K
$6.75M
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
328New |
$164K - $204K
|
328
$209K
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
327New |
$163K - $203K
|
327
$208K
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
320+ 1.7% |
$160K - $199K
|
19.2K
$12.2M
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
319+ 0.16% |
$159K - $198K
|
195K
$124M
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
316+ 2.12% |
$158K - $196K
|
15.2K
$9.69M
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
315+ 4.42% |
$157K - $196K
|
7.44K
$4.73M
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
309+ 1.67% |
$154K - $192K
|
18.8K
$12M
|