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
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
30+ 3.02% |
$19.7K - $20.7K
|
1.02K
$691K
|
|
|
Jan 15, 2026
Q4 2025
|
Independent Investors Inc
|
BUY
|
- |
30+ 1.45% |
$19.7K - $20.7K
|
2.11K
$1.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
30+ 0.23% |
$19.7K - $20.7K
|
13.1K
$8.88M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
30+ 2.71% |
$19.7K - $20.7K
|
1.14K
$766K
|
|
|
Jan 28, 2026
Q4 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
29+ 0.11% |
$19K - $20K
|
26K
$17.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
29+ 0.24% |
$19K - $20K
|
12.1K
$8.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
28+ 2.01% |
$18.4K - $19.3K
|
1.42K
$960K
|
|
|
Jan 28, 2026
Q4 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
27+ 0.36% |
$17.7K - $18.6K
|
7.44K
$5.02M
|
|
|
Jan 27, 2026
Q4 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
27+ 1.03% |
$17.7K - $18.6K
|
2.65K
$1.79M
|
|
|
Jan 06, 2026
Q4 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
27+ 3.9% |
$17.7K - $18.6K
|
720
$486K
|
|
|
Jan 16, 2026
Q4 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
26+ 3.13% |
$17.1K - $18K
|
856
$578K
|
|
|
Jan 12, 2026
Q4 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
25+ 2.32% |
$16.4K - $17.3K
|
1.1K
$746K
|
|
|
Jan 23, 2026
Q4 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
24+ 0.35% |
$15.7K - $16.6K
|
6.93K
$4.68M
|
|
|
Jan 28, 2026
Q4 2025
|
Tufton Capital Management
|
BUY
|
- |
23+ 0.32% |
$15.1K - $15.9K
|
7.26K
$4.9M
|
|
|
Jan 27, 2026
Q4 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
23+ 4.93% |
$15.1K - $15.9K
|
490
$331K
|
|
|
Jan 23, 2026
Q4 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
23+ 1.95% |
$15.1K - $15.9K
|
1.2K
$811K
|
|
|
Jan 23, 2026
Q4 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
22+ 0.03% |
$14.4K - $15.2K
|
85.3K
$57.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
22+ 0.67% |
$14.4K - $15.2K
|
3.32K
$2.24M
|
|
|
Jan 20, 2026
Q4 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
22+ 3.06% |
$14.4K - $15.2K
|
741
$500K
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
22+ 0.78% |
$14.4K - $15.2K
|
2.83K
$1.91M
|
|
|
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 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
22+ 1.71% |
$14.4K - $15.2K
|
1.31K
$883K
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
22+ 0.33% |
$14.4K - $15.2K
|
6.76K
$4.56M
|
|
|
Jan 20, 2026
Q4 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
21+ 0.52% |
$13.8K - $14.5K
|
4.1K
$2.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
21+ 0.82% |
$13.8K - $14.5K
|
2.6K
$1.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
21+ 0.19% |
$13.8K - $14.5K
|
11.4K
$7.67M
|
|
|
Jan 26, 2026
Q4 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
20+ 2.23% |
$13.1K - $13.8K
|
916
$619K
|
|
|
Jan 23, 2026
Q4 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
20+ 3.85% |
$13.1K - $13.8K
|
540
$365K
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
BUY
|
- |
18+ 0.2% |
$11.8K - $12.4K
|
9.13K
$6.17M
|
|
|
Jan 28, 2026
Q4 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
17+ 0.89% |
$11.2K - $11.7K
|
1.92K
$1.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
17+ 0.02% |
$11.2K - $11.7K
|
108K
$73M
|
|
|
Jan 23, 2026
Q4 2025
|
Lansing Street Advisors
|
BUY
|
- |
17+ 0.32% |
$11.2K - $11.7K
|
5.37K
$3.63M
|
|
|
Jan 21, 2026
Q4 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
17+ 0.74% |
$11.2K - $11.7K
|
2.32K
$1.57M
|
|
|
Jan 20, 2026
Q4 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
17+ 2.38% |
$11.2K - $11.7K
|
730
$493K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
17+ 2.91% |
$11.2K - $11.7K
|
601
$406K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
17+ 0.23% |
$11.2K - $11.7K
|
7.39K
$4.99M
|
|
|
Jan 12, 2026
Q4 2025
|
Tl Private Wealth
|
BUY
|
- |
17+ 2.6% |
$11.2K - $11.7K
|
671
$453K
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
17+ 0.21% |
$11.2K - $11.7K
|
7.93K
$5.36M
|
|
|
Jan 27, 2026
Q4 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
16+ 1.79% |
$10.5K - $11.1K
|
911
$615K
|
|
|
Jan 20, 2026
Q4 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
16+ 0.63% |
$10.5K - $11.1K
|
2.58K
$1.74M
|
|
|
Jan 15, 2026
Q4 2025
|
Meyer Handelman CO
|
BUY
|
- |
16+ 0.35% |
$10.5K - $11.1K
|
4.61K
$3.11M
|
|
|
Jan 28, 2026
Q4 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
15+ 0.24% |
$9.84K - $10.4K
|
6.18K
$4.17M
|
|
|
Jan 27, 2026
Q4 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
15+ 2.86% |
$9.84K - $10.4K
|
539
$364K
|
|
|
Jan 26, 2026
Q4 2025
|
Wealth Effects LLC
|
BUY
|
- |
15+ 0.35% |
$9.84K - $10.4K
|
4.28K
$2.89M
|
|
|
Jan 26, 2026
Q4 2025
|
West Wealth Group, LLC
|
BUY
|
- |
15+ 1.05% |
$9.84K - $10.4K
|
1.44K
$972K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
15+ 0.25% |
$9.84K - $10.4K
|
6K
$4.05M
|
|
|
Jan 28, 2026
Q4 2025
|
Nvest Wealth Strategies, Inc.
Powell, OH |
BUY
|
- |
14New |
$9.19K - $9.67K
|
14
$9.45K
|
|
|
Jan 27, 2026
Q4 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
14+ 0.17% |
$9.19K - $9.67K
|
8.47K
$5.72M
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
14+ 0.93% |
$9.19K - $9.67K
|
1.53K
$1.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
14+ 0.37% |
$9.19K - $9.67K
|
3.83K
$2.59M
|
|