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
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
67+ 0.06% |
$33.4K - $41.6K
|
120K
$75.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
66+ 7.77% |
$32.9K - $41K
|
915
$578K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
64+ 1.85% |
$31.9K - $39.7K
|
3.52K
$2.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
63+ 2.76% |
$31.4K - $39.1K
|
2.34K
$1.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
61+ 1.62% |
$30.4K - $37.9K
|
3.82K
$2.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
58+ 0.11% |
$28.9K - $36K
|
51.1K
$32.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
57+ 1.64% |
$28.4K - $35.4K
|
3.53K
$2.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
57+ 6.83% |
$28.4K - $35.4K
|
892
$564K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
57+ 0.54% |
$28.4K - $35.4K
|
10.6K
$6.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
55+ 3.14% |
$27.4K - $34.1K
|
1.81K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Flower City Capital
|
BUY
|
- |
54+ 0.42% |
$26.9K - $33.5K
|
12.8K
$8.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
54+ 4.03% |
$26.9K - $33.5K
|
1.39K
$881K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
51+ 5.88% |
$25.4K - $31.7K
|
918
$580K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
49+ 9.86% |
$24.4K - $30.4K
|
546
$345K
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
46+ 6.29% |
$22.9K - $28.6K
|
777
$491K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
45+ 0.25% |
$22.4K - $27.9K
|
18.3K
$11.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
42+ 2.76% |
$20.9K - $26.1K
|
1.56K
$986K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
42+ 2.01% |
$20.9K - $26.1K
|
2.14K
$1.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
41+ 10.17% |
$20.5K - $25.5K
|
444
$280K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
41+ 1.16% |
$20.5K - $25.5K
|
3.57K
$2.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
40+ 11.02% |
$20K - $24.8K
|
403
$255K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
39+ 0.58% |
$19.5K - $24.2K
|
6.73K
$4.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
39+ 1.14% |
$19.5K - $24.2K
|
3.45K
$2.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
37+ 0.2% |
$18.5K - $23K
|
18.3K
$11.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
36+ 0.11% |
$18K - $22.4K
|
33.4K
$21.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
36+ 6.88% |
$18K - $22.4K
|
559
$353K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
34+ 3.4% |
$17K - $21.1K
|
1.04K
$654K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
34+ 0.89% |
$17K - $21.1K
|
3.87K
$2.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
33+ 5.02% |
$16.5K - $20.5K
|
691
$437K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
33+ 0.48% |
$16.5K - $20.5K
|
6.97K
$4.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
33+ 33.0% |
$16.5K - $20.5K
|
133
$84K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
33New |
$16.5K - $20.5K
|
33
$20.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
32+ 0.24% |
$16K - $19.9K
|
13.1K
$8.29M
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
30+ 1.55% |
$15K - $18.6K
|
1.97K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
28+ 1.23% |
$14K - $17.4K
|
2.31K
$1.46M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
27+ 0.4% |
$13.5K - $16.8K
|
6.81K
$4.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
26+ 2.92% |
$13K - $16.1K
|
917
$579K
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
26+ 2.24% |
$13K - $16.1K
|
1.19K
$751K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
26+ 1.33% |
$13K - $16.1K
|
1.98K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
25+ 5.12% |
$12.5K - $15.5K
|
513
$324K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
25+ 2.33% |
$12.5K - $15.5K
|
1.1K
$693K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
24+ 2.22% |
$12K - $14.9K
|
1.11K
$699K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
23+ 2.25% |
$11.5K - $14.3K
|
1.04K
$659K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
22+ 0.72% |
$11K - $13.7K
|
3.09K
$1.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
20+ 8.0% |
$9.98K - $12.4K
|
270
$171K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
19+ 4.92% |
$9.48K - $11.8K
|
405
$256K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
18+ 0.25% |
$8.98K - $11.2K
|
7.25K
$4.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
18+ 3.67% |
$8.98K - $11.2K
|
508
$321K
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
18+ 3.6% |
$8.98K - $11.2K
|
518
$327K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
18+ 0.03% |
$8.98K - $11.2K
|
57.4K
$36.2M
|