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 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33.9K+ 0.52% |
$22.3M - $23.4M
|
6.54M
$4.41B
|
|
|
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 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
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
12.6K+ 2.05% |
$8.24M - $8.67M
|
625K
$422M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
11.7KNew |
$7.66M - $8.07M
|
11.7K
$7.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
10.8K+ 2.52% |
$7.07M - $7.45M
|
438K
$296M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
9.89K+ 1.81% |
$6.49M - $6.83M
|
557K
$376M
|
|
|
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 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 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
6.29K+ 11.29% |
$4.13M - $4.34M
|
62K
$41.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5.91K+ 29.57% |
$3.88M - $4.08M
|
25.9K
$17.5M
|
|
|
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 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
4.99K+ 9.25% |
$3.27M - $3.44M
|
58.9K
$39.8M
|
|
|
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 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.71K+ 1.13% |
$2.44M - $2.56M
|
333K
$225M
|
|
|
Jan 07, 2026
Q4 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
3.55K+ 16.53% |
$2.33M - $2.45M
|
25K
$16.9M
|
|
|
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
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.11K+ 90.76% |
$1.39M - $1.46M
|
4.44K
$3M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.78K+ 7.03% |
$1.17M - $1.23M
|
27.1K
$18.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.65K+ 172.59% |
$1.08M - $1.14M
|
2.61K
$1.76M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.48K+ 3.34% |
$972K - $1.02M
|
45.8K
$30.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.12K+ 5.9% |
$736K - $775K
|
20.2K
$13.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
1.1K+ 2.93% |
$723K - $761K
|
38.7K
$26.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
973+ 3.61% |
$638K - $672K
|
27.9K
$18.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
829+ 70.61% |
$544K - $573K
|
2K
$1.35M
|
|
|
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 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
644+ 4.2% |
$423K - $445K
|
16K
$10.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
576+ 2.35% |
$378K - $398K
|
25.1K
$16.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
534+ 0.67% |
$350K - $369K
|
80K
$54M
|
|
|
Jan 08, 2026
Q4 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
504+ 5.5% |
$331K - $348K
|
9.67K
$6.53M
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
502New |
$329K - $347K
|
502
$339K
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
390New |
$256K - $269K
|
390
$263K
|
|
|
Jan 02, 2026
Q4 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
362+ 6.4% |
$238K - $250K
|
6.02K
$4.06M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
360+ 1.51% |
$236K - $249K
|
24.1K
$16.3M
|
|
|
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 08, 2026
Q4 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
290+ 31.05% |
$190K - $200K
|
1.22K
$827K
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
285+ 24.63% |
$187K - $197K
|
1.44K
$974K
|
|
|
Jan 07, 2026
Q4 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
257+ 0.45% |
$169K - $178K
|
57K
$38.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
247+ 1.95% |
$162K - $171K
|
12.9K
$8.73M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
209New |
$137K - $144K
|
209
$141K
|
|