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 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
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
140+ 2.81% |
$69.8K - $86.9K
|
5.13K
$3.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
134+ 1.3% |
$66.8K - $83.2K
|
10.5K
$6.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
131+ 1.06% |
$65.3K - $81.3K
|
12.5K
$7.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
129New |
$64.3K - $80.1K
|
129
$82.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
129+ 0.91% |
$64.3K - $80.1K
|
14.3K
$9.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
127+ 74.27% |
$63.3K - $78.9K
|
298
$190K
|
|
|
Jul 22, 2025
Q2 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
124+ 0.1% |
$61.9K - $77K
|
125K
$79.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
122+ 0.61% |
$60.9K - $75.7K
|
20.2K
$12.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
121+ 14.09% |
$60.4K - $75.1K
|
980
$624K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
120+ 4.66% |
$59.9K - $74.5K
|
2.7K
$1.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
117+ 1.46% |
$58.4K - $72.6K
|
8.13K
$5.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
117+ 1.16% |
$58.4K - $72.6K
|
10.2K
$6.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
116+ 4.91% |
$57.9K - $72K
|
2.48K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
108+ 25.41% |
$53.9K - $67.1K
|
533
$339K
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
107+ 0.84% |
$53.4K - $66.4K
|
12.8K
$8.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
105+ 0.11% |
$52.4K - $65.2K
|
98.4K
$62.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
100+ 0.51% |
$49.9K - $62.1K
|
19.9K
$12.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
99New |
$49.4K - $61.5K
|
99
$63K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
98+ 1.08% |
$48.9K - $60.8K
|
9.15K
$5.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
BUY
|
- |
98+ 3.68% |
$48.9K - $60.8K
|
2.76K
$1.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
93+ 3.66% |
$46.4K - $57.7K
|
2.63K
$1.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
91+ 4.12% |
$45.4K - $56.5K
|
2.3K
$1.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
83+ 16.77% |
$41.4K - $51.5K
|
578
$368K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
80+ 3.76% |
$39.9K - $49.7K
|
2.21K
$1.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
80+ 2.66% |
$39.9K - $49.7K
|
3.09K
$1.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
72+ 4.17% |
$35.9K - $44.7K
|
1.8K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
70+ 11.69% |
$34.9K - $43.5K
|
669
$426K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
68+ 2.11% |
$33.9K - $42.2K
|
3.29K
$2.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
68+ 2.16% |
$33.9K - $42.2K
|
3.22K
$2.05M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
67+ 1.89% |
$33.4K - $41.6K
|
3.61K
$2.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
67+ 0.06% |
$33.4K - $41.6K
|
120K
$76.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
66+ 7.77% |
$32.9K - $41K
|
915
$582K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
64+ 1.85% |
$31.9K - $39.7K
|
3.52K
$2.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
63+ 2.76% |
$31.4K - $39.1K
|
2.34K
$1.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
61+ 1.62% |
$30.4K - $37.9K
|
3.82K
$2.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
58+ 0.11% |
$28.9K - $36K
|
51.1K
$32.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
57+ 1.64% |
$28.4K - $35.4K
|
3.53K
$2.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
57+ 6.83% |
$28.4K - $35.4K
|
892
$568K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
57+ 0.54% |
$28.4K - $35.4K
|
10.6K
$6.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
55+ 3.14% |
$27.4K - $34.1K
|
1.81K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Flower City Capital
|
BUY
|
- |
54+ 0.42% |
$26.9K - $33.5K
|
12.8K
$8.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
54+ 4.03% |
$26.9K - $33.5K
|
1.39K
$887K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
51+ 5.88% |
$25.4K - $31.7K
|
918
$584K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
49+ 9.86% |
$24.4K - $30.4K
|
546
$347K
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
46+ 6.29% |
$22.9K - $28.6K
|
777
$494K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
45+ 0.25% |
$22.4K - $27.9K
|
18.3K
$11.6M
|