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
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
309+ 2.86% |
$154K - $192K
|
11.1K
$7.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
309+ 0.54% |
$154K - $192K
|
57.8K
$36.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
306+ 74.09% |
$153K - $190K
|
719
$458K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
298+ 20.69% |
$149K - $185K
|
1.74K
$1.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
297+ 9.1% |
$148K - $184K
|
3.56K
$2.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
297+ 52.47% |
$148K - $184K
|
863
$549K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
293+ 2.81% |
$146K - $182K
|
10.7K
$6.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
293+ 22.91% |
$146K - $182K
|
1.57K
$1M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
292+ 9.68% |
$146K - $181K
|
3.31K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
291+ 9.11% |
$145K - $181K
|
3.49K
$2.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
291+ 0.95% |
$145K - $181K
|
30.9K
$19.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
280+ 168.67% |
$140K - $174K
|
446
$284K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
279+ 12.46% |
$139K - $173K
|
2.52K
$1.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Schwab Charitable Fund
|
BUY
|
- |
275+ 4.29% |
$137K - $171K
|
6.69K
$4.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
274+ 32.81% |
$137K - $170K
|
1.11K
$706K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
271+ 0.99% |
$135K - $168K
|
27.5K
$17.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
269+ 38.26% |
$134K - $167K
|
972
$619K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
267+ 3.91% |
$133K - $166K
|
7.1K
$4.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
248+ 3.1% |
$124K - $154K
|
8.26K
$5.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
243+ 1.87% |
$121K - $151K
|
13.2K
$8.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
241+ 16.68% |
$120K - $150K
|
1.69K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
241+ 2.36% |
$120K - $150K
|
10.5K
$6.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
238+ 2.98% |
$119K - $148K
|
8.23K
$5.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
236+ 3.08% |
$118K - $147K
|
7.91K
$5.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
232+ 1.42% |
$116K - $144K
|
16.6K
$10.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
227+ 0.7% |
$113K - $141K
|
32.7K
$20.8M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
BUY
|
- |
219+ 7.14% |
$109K - $136K
|
3.29K
$2.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
217+ 8.84% |
$108K - $135K
|
2.67K
$1.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
207+ 3.5% |
$103K - $129K
|
6.12K
$3.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
203+ 1.24% |
$101K - $126K
|
16.5K
$10.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
202+ 4.32% |
$101K - $125K
|
4.88K
$3.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
196+ 3.9% |
$97.8K - $122K
|
5.23K
$3.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
194+ 18.93% |
$96.8K - $120K
|
1.22K
$776K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
190+ 8.9% |
$94.8K - $118K
|
2.33K
$1.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
184+ 1.63% |
$91.8K - $114K
|
11.4K
$7.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
176+ 3.2% |
$87.8K - $109K
|
5.67K
$3.61M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
173+ 1.0% |
$86.3K - $107K
|
17.5K
$11.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
170+ 41.98% |
$84.8K - $106K
|
575
$366K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
169+ 1.83% |
$84.3K - $105K
|
9.43K
$6M
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
168+ 2.38% |
$83.8K - $104K
|
7.22K
$4.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
167+ 13.73% |
$83.3K - $104K
|
1.38K
$880K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
166+ 0.23% |
$82.8K - $103K
|
73.4K
$46.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
163+ 6.76% |
$81.3K - $101K
|
2.57K
$1.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
161+ 1.53% |
$80.3K - $100K
|
10.7K
$6.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
158+ 2.49% |
$78.8K - $98.1K
|
6.5K
$4.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
153+ 2.04% |
$76.3K - $95K
|
7.65K
$4.87M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
147+ 23.48% |
$73.3K - $91.3K
|
773
$492K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
145+ 4.42% |
$72.3K - $90K
|
3.43K
$2.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
144+ 3.65% |
$71.8K - $89.4K
|
4.09K
$2.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
141+ 3.53% |
$70.3K - $87.5K
|
4.13K
$2.63M
|