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 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.85M+ 40.6% |
$3.19B - $3.35B
|
16.8M
$11.4B
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
104K+ 133.08% |
$68.1M - $71.7M
|
182K
$123M
|
|
|
Jan 12, 2026
Q4 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
103K+ 155.55% |
$67.4M - $71M
|
169K
$114M
|
|
|
Jan 13, 2026
Q4 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
78.4K+ 1203.11% |
$51.5M - $54.2M
|
84.9K
$57.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Wealth Navi Inc.
|
BUY
|
- |
62.6K+ 12.51% |
$41.1M - $43.2M
|
563K
$380M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
56.4K+ 63.18% |
$37M - $39M
|
146K
$98.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
51.9K+ 1324.04% |
$34.1M - $35.9M
|
55.9K
$37.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
45.4KNew |
$29.8M - $31.4M
|
45.4K
$30.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
43.3KNew |
$28.4M - $29.9M
|
43.3K
$29.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
42.7K+ 28.35% |
$28M - $29.5M
|
193K
$130M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33.9K+ 0.52% |
$22.3M - $23.4M
|
6.54M
$4.41B
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
31.2K+ 60.2% |
$20.5M - $21.6M
|
83K
$56.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
27.7K+ 12.39% |
$18.2M - $19.1M
|
251K
$170M
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
26.5K+ 33.25% |
$17.4M - $18.3M
|
106K
$71.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
23.4KNew |
$15.4M - $16.2M
|
23.4K
$15.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
22.5K+ 2.58% |
$14.8M - $15.5M
|
895K
$605M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
20.2KNew |
$13.3M - $14M
|
20.2K
$13.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
18K+ 12.83% |
$11.8M - $12.4M
|
158K
$107M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
17.7K+ 6.23% |
$11.6M - $12.2M
|
301K
$203M
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
15.2K+ 1509.24% |
$9.97M - $10.5M
|
16.2K
$10.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
15.1K+ 15.68% |
$9.93M - $10.4M
|
112K
$75.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
14.5K+ 61.1% |
$9.54M - $10M
|
38.3K
$25.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
14.3K+ 5.56% |
$9.39M - $9.88M
|
272K
$183M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13.4K+ 2.71% |
$8.78M - $9.24M
|
507K
$342M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
12.6K+ 2.05% |
$8.24M - $8.67M
|
625K
$422M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
12K+ 4.52% |
$7.88M - $8.29M
|
278K
$188M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
11.7KNew |
$7.66M - $8.07M
|
11.7K
$7.89M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
10.8K+ 2.12% |
$7.1M - $7.48M
|
520K
$351M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
10.8K+ 2.52% |
$7.07M - $7.45M
|
438K
$296M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
10.1K+ 13.47% |
$6.63M - $6.98M
|
85.1K
$57.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
9.96K+ 10.06% |
$6.54M - $6.88M
|
109K
$73.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
9.89K+ 1.81% |
$6.49M - $6.83M
|
557K
$376M
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8.32K+ 310.22% |
$5.46M - $5.74M
|
11K
$7.43M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
7.83K+ 2.95% |
$5.14M - $5.41M
|
274K
$185M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
7.64K+ 41.22% |
$5.01M - $5.27M
|
26.2K
$17.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
7.54K+ 47.51% |
$4.95M - $5.21M
|
23.4K
$15.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7.28K+ 3.15% |
$4.77M - $5.03M
|
238K
$161M
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7.26K+ 3.71% |
$4.76M - $5.01M
|
203K
$137M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.23K+ 4.26% |
$4.74M - $4.99M
|
177K
$119M
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
6.62K+ 6.81% |
$4.35M - $4.58M
|
104K
$70.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
6.62K+ 7.69% |
$4.35M - $4.57M
|
92.8K
$62.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.61K+ 36.94% |
$4.34M - $4.57M
|
24.5K
$16.5M
|
|
|
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 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6.58K+ 8.7% |
$4.31M - $4.54M
|
82.2K
$55.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
6.55KNew |
$4.3M - $4.52M
|
6.55K
$4.42M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
6.5K+ 6.73% |
$4.27M - $4.49M
|
103K
$69.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
6.46KNew |
$4.24M - $4.46M
|
6.46K
$4.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.37K+ 22.1% |
$4.18M - $4.4M
|
35.2K
$23.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
6.29K+ 11.29% |
$4.13M - $4.34M
|
62K
$41.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
5.97K+ 91.5% |
$3.91M - $4.12M
|
12.5K
$8.43M
|
|