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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
56.4K+ 63.18% |
$37M - $39M
|
146K
$98.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
22.5K+ 2.58% |
$14.8M - $15.5M
|
895K
$605M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
15.1K+ 15.68% |
$9.93M - $10.4M
|
112K
$75.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
7.54K+ 47.51% |
$4.95M - $5.21M
|
23.4K
$15.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.59K+ 14.22% |
$4.33M - $4.55M
|
52.9K
$35.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
6.29K+ 11.29% |
$4.13M - $4.34M
|
62K
$41.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5.88K+ 6.94% |
$3.86M - $4.06M
|
90.7K
$61.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
BUY
|
- |
5.2K+ 462.81% |
$3.41M - $3.59M
|
6.33K
$4.27M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.75K+ 6.31% |
$3.12M - $3.28M
|
80K
$54M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.5K+ 3.63% |
$2.95M - $3.11M
|
128K
$86.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
3.89K+ 23.08% |
$2.55M - $2.68M
|
20.7K
$14M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.64K+ 249.76% |
$1.73M - $1.82M
|
3.7K
$2.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.65K+ 172.59% |
$1.08M - $1.14M
|
2.61K
$1.76M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
737+ 10.96% |
$484K - $509K
|
7.46K
$5.04M
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
680+ 55.88% |
$446K - $470K
|
1.9K
$1.28M
|
|
|
Jan 06, 2026
Q4 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
534+ 0.67% |
$350K - $369K
|
80K
$54M
|
|
|
Jan 02, 2026
Q4 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
362+ 6.4% |
$238K - $250K
|
6.02K
$4.06M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
323+ 80.15% |
$212K - $223K
|
726
$490K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
311+ 4.15% |
$204K - $215K
|
7.8K
$5.26M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
209New |
$137K - $144K
|
209
$141K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
205+ 34.98% |
$135K - $142K
|
791
$534K
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
155+ 14.62% |
$102K - $107K
|
1.22K
$821K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
85+ 1.66% |
$55.8K - $58.7K
|
5.2K
$3.51M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
80+ 4.84% |
$52.5K - $55.3K
|
1.73K
$1.17M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
55+ 4.2% |
$36.1K - $38K
|
1.37K
$922K
|
|
|
Jan 05, 2026
Q4 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
37+ 3.5% |
$24.3K - $25.6K
|
1.09K
$739K
|
|
|
Jan 06, 2026
Q4 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
35+ 6.34% |
$23K - $24.2K
|
587
$396K
|
|
|
Jan 06, 2026
Q4 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
27+ 3.9% |
$17.7K - $18.6K
|
720
$486K
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
22+ 1.71% |
$14.4K - $15.2K
|
1.31K
$883K
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
22+ 0.33% |
$14.4K - $15.2K
|
6.76K
$4.56M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
11+ 0.17% |
$7.22K - $7.6K
|
6.48K
$4.38M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
10+ 0.17% |
$6.56K - $6.91K
|
5.96K
$4.02M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
8+ 0.47% |
$5.25K - $5.53K
|
1.72K
$1.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Epiq Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$1.31K - $1.38K
|
2.94K
$1.98M
|
|
|
Jan 06, 2026
Q4 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2+ 0.34% |
$1.31K - $1.38K
|
592
$400K
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
1+ 0.19% |
$656 - $691
|
525
$355K
|
|
| Q3 2025 | |||||||
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.1M+ 28.48% |
$3.79B - $4.09B
|
27.5M
$18.6B
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.3M+ 56.19% |
$2.67B - $2.88B
|
12M
$8.07B
|
|
|
Nov 13, 2025
Q3 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
3.85M+ 346.11% |
$2.39B - $2.58B
|
4.96M
$3.35B
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.84M+ 26.22% |
$1.76B - $1.9B
|
13.7M
$9.23B
|
|
|
Nov 14, 2025
Q3 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.78M+ 36.25% |
$1.72B - $1.86B
|
10.4M
$7.05B
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.06M+ 111.12% |
$1.28B - $1.38B
|
3.91M
$2.64B
|
|
|
Nov 13, 2025
Q3 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.74M+ 75.31% |
$1.08B - $1.17B
|
4.05M
$2.73B
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.67M+ 53.92% |
$1.04B - $1.12B
|
4.77M
$3.22B
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.67M+ 62.2% |
$1.04B - $1.12B
|
4.35M
$2.94B
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.63M+ 203.54% |
$1.01B - $1.09B
|
2.43M
$1.64B
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.6M+ 3098.04% |
$990M - $1.07B
|
1.65M
$1.11B
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.5MNew |
$934M - $1.01B
|
1.5M
$1.02B
|
|
|
Nov 14, 2025
Q3 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
1.5M+ 32.24% |
$931M - $1.01B
|
6.15M
$4.16B
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.38M+ 27.19% |
$858M - $926M
|
6.47M
$4.37B
|
|