Latest Institutional Transactions on Ishares Core S&P 500 ETF (IVV)
This table provides information on the latest institutional transactions involving Ishares Core S&P 500 ETF (IVV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
296+ 0.95% |
$194K - $204K
|
31.5K
$21.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-71- 0.36% |
$46.6K - $49K
|
19.4K
$13.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
18K+ 12.83% |
$11.8M - $12.4M
|
158K
$107M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
58+ 6.19% |
$38.1K - $40.1K
|
995
$672K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
6.62K+ 7.69% |
$4.35M - $4.57M
|
92.8K
$62.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.2K+ 22.96% |
$1.44M - $1.52M
|
11.8K
$7.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.77K+ 61.89% |
$1.82M - $1.91M
|
7.24K
$4.89M
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-120- 27.84% |
$78.7K - $82.9K
|
311
$210K
|
|
|
Jan 12, 2026
Q4 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
11+ 0.36% |
$7.22K - $7.6K
|
3.07K
$2.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-14.1K- 8.19% |
$9.25M - $9.73M
|
158K
$107M
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-59- 3.8% |
$38.7K - $40.8K
|
1.5K
$1.01M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
559+ 0.53% |
$367K - $386K
|
106K
$71.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
28+ 2.01% |
$18.4K - $19.3K
|
1.42K
$960K
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
3+ 0.43% |
$1.97K - $2.07K
|
693
$468K
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-44- 3.34% |
$28.9K - $30.4K
|
1.28K
$861K
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
6.55KNew |
$4.3M - $4.52M
|
6.55K
$4.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-3.22K- 3.79% |
$2.11M - $2.22M
|
81.5K
$55.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
53+ 0.92% |
$34.8K - $36.6K
|
5.8K
$3.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
591+ 3.87% |
$388K - $408K
|
15.8K
$10.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-125- 0.72% |
$82K - $86.3K
|
17.1K
$11.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
46+ 0.7% |
$30.2K - $31.8K
|
6.59K
$4.45M
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
22+ 1.68% |
$14.4K - $15.2K
|
1.33K
$899K
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.28K+ 14.29% |
$839K - $883K
|
10.2K
$6.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Tl Private Wealth
|
BUY
|
- |
17+ 2.6% |
$11.2K - $11.7K
|
671
$453K
|
|
|
Jan 12, 2026
Q4 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-2.17K- 7.49% |
$1.42M - $1.5M
|
26.8K
$18.1M
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
223+ 0.57% |
$146K - $154K
|
39.6K
$26.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
SELL
|
- |
-5.87K- 12.96% |
$3.85M - $4.06M
|
39.4K
$26.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Bath Savings Trust CO
|
BUY
|
- |
40+ 1.36% |
$26.2K - $27.6K
|
2.98K
$2.01M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
632+ 2.2% |
$415K - $437K
|
29.4K
$19.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-128- 8.1% |
$84K - $88.4K
|
1.45K
$981K
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
279+ 6.53% |
$183K - $193K
|
4.55K
$3.08M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
149+ 3.9% |
$97.8K - $103K
|
3.97K
$2.68M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
726+ 2.51% |
$476K - $501K
|
29.6K
$20M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
165+ 0.47% |
$108K - $114K
|
35.5K
$24M
|
|
|
Jan 12, 2026
Q4 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
103K+ 155.55% |
$67.4M - $71M
|
169K
$114M
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-249- 3.89% |
$163K - $172K
|
6.15K
$4.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
385+ 1.19% |
$253K - $266K
|
32.8K
$22.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
BUY
|
- |
41+ 5.39% |
$26.9K - $28.3K
|
801
$541K
|
|
|
Jan 12, 2026
Q4 2025
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-873- 5.55% |
$573K - $603K
|
14.8K
$10M
|
|
|
Jan 12, 2026
Q4 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
125+ 16.71% |
$82K - $86.3K
|
873
$590K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.2K- 6.95% |
$789K - $830K
|
16.1K
$10.9M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-956- 10.88% |
$627K - $660K
|
7.83K
$5.29M
|
|
|
Jan 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-63- 6.88% |
$41.3K - $43.5K
|
853
$576K
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
BUY
|
- |
140+ 4.39% |
$91.9K - $96.7K
|
3.33K
$2.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
1.62KNew |
$1.06M - $1.12M
|
1.62K
$1.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.12K- 12.54% |
$737K - $776K
|
7.83K
$5.29M
|
|
|
Jan 12, 2026
Q4 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1+ 0.26% |
$656 - $691
|
380
$257K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
7+ 0.2% |
$4.59K - $4.83K
|
3.53K
$2.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
294+ 8.31% |
$193K - $203K
|
3.83K
$2.59M
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9+ 1.05% |
$5.91K - $6.22K
|
870
$588K
|
|