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 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
137+ 6.51% |
$89.9K - $94.6K
|
2.24K
$1.51M
|
|
|
Jan 26, 2026
Q4 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
134+ 2.99% |
$87.9K - $92.6K
|
4.62K
$3.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
134+ 0.97% |
$87.9K - $92.6K
|
14K
$9.42M
|
|
|
Jan 27, 2026
Q4 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
132+ 1.21% |
$86.6K - $91.2K
|
11K
$7.45M
|
|
|
Jan 23, 2026
Q4 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
130+ 2.15% |
$85.3K - $89.8K
|
6.16K
$4.16M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
129+ 0.58% |
$84.6K - $89.1K
|
22.5K
$15.2M
|
|
|
Jan 28, 2026
Q4 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
128+ 32.9% |
$84K - $88.4K
|
517
$349K
|
|
|
Jan 23, 2026
Q4 2025
|
Steph & CO
|
BUY
|
- |
127+ 1.27% |
$83.3K - $87.7K
|
10.2K
$6.86M
|
|
|
Jan 26, 2026
Q4 2025
|
Wbh Advisory Inc
|
BUY
|
- |
126+ 0.38% |
$82.7K - $87K
|
33K
$22.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
125+ 16.71% |
$82K - $86.3K
|
873
$590K
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
120+ 1.57% |
$78.7K - $82.9K
|
7.79K
$5.26M
|
|
|
Jan 23, 2026
Q4 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
115+ 1.99% |
$75.5K - $79.4K
|
5.88K
$3.97M
|
|
|
Jan 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
115+ 1.85% |
$75.5K - $79.4K
|
6.32K
$4.27M
|
|
|
Jan 28, 2026
Q4 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
114+ 1.55% |
$74.8K - $78.7K
|
7.46K
$5.04M
|
|
|
Jan 28, 2026
Q4 2025
|
Mcia Inc
|
BUY
|
- |
114+ 23.75% |
$74.8K - $78.7K
|
594
$401K
|
|
|
Jan 27, 2026
Q4 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
112+ 8.86% |
$73.5K - $77.4K
|
1.38K
$929K
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
110+ 10.79% |
$72.2K - $76K
|
1.13K
$762K
|
|
|
Jan 27, 2026
Q4 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
106+ 2.56% |
$69.6K - $73.2K
|
4.25K
$2.87M
|
|
|
Jan 27, 2026
Q4 2025
|
Krilogy Financial LLC
|
BUY
|
- |
105+ 0.85% |
$68.9K - $72.5K
|
12.4K
$8.38M
|
|
|
Jan 20, 2026
Q4 2025
|
J2 Capital Management Inc
|
BUY
|
- |
105+ 3.61% |
$68.9K - $72.5K
|
3.01K
$2.04M
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
100+ 18.76% |
$65.6K - $69.1K
|
633
$427K
|
|
|
Jan 26, 2026
Q4 2025
|
Covenant Partners, LLC
|
BUY
|
- |
99+ 11.83% |
$65K - $68.4K
|
936
$632K
|
|
|
Jan 26, 2026
Q4 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
98+ 9.98% |
$64.3K - $67.7K
|
1.08K
$729K
|
|
|
Jan 27, 2026
Q4 2025
|
Highview Capital Management LLC
|
BUY
|
- |
96+ 0.39% |
$63K - $66.3K
|
24.6K
$16.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
93+ 2.22% |
$61K - $64.2K
|
4.28K
$2.89M
|
|
|
Jan 20, 2026
Q4 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
92+ 3.19% |
$60.4K - $63.5K
|
2.98K
$2.01M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
92+ 0.19% |
$60.4K - $63.5K
|
48.4K
$32.7M
|
|
|
Jan 28, 2026
Q4 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
90+ 0.41% |
$59.1K - $62.2K
|
22.1K
$14.9M
|
|
|
Jan 28, 2026
Q4 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
90+ 28.3% |
$59.1K - $62.2K
|
408
$276K
|
|
|
Jan 27, 2026
Q4 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
90+ 11.84% |
$59.1K - $62.2K
|
850
$574K
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
90+ 11.07% |
$59.1K - $62.2K
|
903
$610K
|
|
|
Jan 23, 2026
Q4 2025
|
Bowman & CO S.C.
|
BUY
|
- |
88+ 8.92% |
$57.7K - $60.8K
|
1.07K
$725K
|
|
|
Jan 21, 2026
Q4 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
88+ 7.41% |
$57.7K - $60.8K
|
1.28K
$862K
|
|
|
Jan 29, 2026
Q4 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
87+ 6.88% |
$57.1K - $60.1K
|
1.35K
$912K
|
|
|
Jan 29, 2026
Q4 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
86+ 4.52% |
$56.4K - $59.4K
|
1.99K
$1.34M
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
85+ 0.22% |
$55.8K - $58.7K
|
38.3K
$25.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
85+ 1.66% |
$55.8K - $58.7K
|
5.2K
$3.51M
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
84+ 1.0% |
$55.1K - $58K
|
8.49K
$5.74M
|
|
|
Jan 21, 2026
Q4 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
84+ 13.75% |
$55.1K - $58K
|
695
$469K
|
|
|
Jan 26, 2026
Q4 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
82+ 1.59% |
$53.8K - $56.6K
|
5.23K
$3.53M
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
81+ 1.17% |
$53.2K - $55.9K
|
7.02K
$4.74M
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
81+ 1.32% |
$53.2K - $55.9K
|
6.22K
$4.2M
|
|
|
Jan 28, 2026
Q4 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
80+ 0.42% |
$52.5K - $55.3K
|
18.9K
$12.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
80New |
$52.5K - $55.3K
|
80
$54K
|
|
|
Jan 15, 2026
Q4 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
80+ 6.22% |
$52.5K - $55.3K
|
1.37K
$923K
|
|
|
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 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
79+ 9.31% |
$51.8K - $54.6K
|
928
$627K
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
79+ 3.81% |
$51.8K - $54.6K
|
2.15K
$1.45M
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
79+ 2.5% |
$51.8K - $54.6K
|
3.24K
$2.19M
|
|
|
Jan 29, 2026
Q4 2025
|
S.A. Mason LLC
|
BUY
|
- |
78+ 0.73% |
$51.2K - $53.9K
|
10.7K
$7.23M
|
|