Purchases and Sales Made in Q4 2025 in Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P 500 ETF.
| 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
|
|