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
|
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
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
76+ 3.22% |
$49.9K - $52.5K
|
2.44K
$1.65M
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
76+ 2.96% |
$49.9K - $52.5K
|
2.64K
$1.78M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
76+ 6.97% |
$49.9K - $52.5K
|
1.17K
$787K
|
|
|
Jan 28, 2026
Q4 2025
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
75+ 2.81% |
$49.2K - $51.8K
|
2.75K
$1.85M
|
|
|
Jan 26, 2026
Q4 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
75+ 1.13% |
$49.2K - $51.8K
|
6.7K
$4.52M
|
|
|
Jan 20, 2026
Q4 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
75+ 681.82% |
$49.2K - $51.8K
|
86
$58.1K
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
75+ 1.24% |
$49.2K - $51.8K
|
6.12K
$4.13M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
75+ 2.8% |
$49.2K - $51.8K
|
2.75K
$1.86M
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
74+ 0.34% |
$48.6K - $51.1K
|
21.9K
$14.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
72+ 2.3% |
$47.2K - $49.7K
|
3.2K
$2.16M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
71+ 0.06% |
$46.6K - $49K
|
119K
$80.2M
|
|
|
Jan 30, 2026
Q4 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
70+ 3.88% |
$45.9K - $48.3K
|
1.88K
$1.27M
|
|
|
Jan 21, 2026
Q4 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
70+ 4.01% |
$45.9K - $48.3K
|
1.81K
$1.23M
|
|
|
Jan 28, 2026
Q4 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
69+ 0.5% |
$45.3K - $47.7K
|
13.9K
$9.41M
|
|
|
Jan 27, 2026
Q4 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
69+ 0.6% |
$45.3K - $47.7K
|
11.5K
$7.76M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
69+ 0.32% |
$45.3K - $47.7K
|
21.6K
$14.6M
|
|
|
Jan 27, 2026
Q4 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
68+ 0.17% |
$44.6K - $47K
|
41K
$27.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
67+ 1.24% |
$44K - $46.3K
|
5.49K
$3.7M
|
|
|
Jan 28, 2026
Q4 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
66+ 0.53% |
$43.3K - $45.6K
|
12.4K
$8.4M
|
|
|
Jan 26, 2026
Q4 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
66+ 5.97% |
$43.3K - $45.6K
|
1.17K
$791K
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
65+ 1.82% |
$42.7K - $44.9K
|
3.63K
$2.45M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
65+ 1.3% |
$42.7K - $44.9K
|
5.06K
$3.42M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
64+ 3.19% |
$42K - $44.2K
|
2.07K
$1.4M
|
|
|
Jan 30, 2026
Q4 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
62+ 0.16% |
$40.7K - $42.8K
|
39.3K
$26.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
62+ 6.39% |
$40.7K - $42.8K
|
1.03K
$698K
|
|
|
Jan 20, 2026
Q4 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
58+ 10.39% |
$38.1K - $40.1K
|
616
$416K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
58+ 6.19% |
$38.1K - $40.1K
|
995
$672K
|
|
|
Jan 23, 2026
Q4 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
57+ 5.38% |
$37.4K - $39.4K
|
1.12K
$754K
|
|
|
Jan 22, 2026
Q4 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
56New |
$36.7K - $38.7K
|
56
$37.8K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
55+ 4.2% |
$36.1K - $38K
|
1.37K
$922K
|
|
|
Jan 27, 2026
Q4 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
53+ 10.86% |
$34.8K - $36.6K
|
541
$365K
|
|
|
Jan 23, 2026
Q4 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
53+ 6.44% |
$34.8K - $36.6K
|
876
$592K
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
53+ 0.84% |
$34.8K - $36.6K
|
6.35K
$4.29M
|
|
|
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 28, 2026
Q4 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
51+ 0.73% |
$33.5K - $35.2K
|
7.07K
$4.78M
|
|
|
Jan 12, 2026
Q4 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
51+ 9.83% |
$33.5K - $35.2K
|
570
$385K
|
|
|
Jan 28, 2026
Q4 2025
|
Old National Bancorp
|
BUY
|
- |
50+ 0.03% |
$32.8K - $34.5K
|
155K
$104M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
50+ 3.41% |
$32.8K - $34.5K
|
1.52K
$1.02M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
50+ 6.54% |
$32.8K - $34.5K
|
815
$550K
|
|
|
Jan 30, 2026
Q4 2025
|
Aries Wealth Management
|
BUY
|
- |
49+ 5.2% |
$32.2K - $33.8K
|
992
$670K
|
|
|
Jan 28, 2026
Q4 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
49+ 5.95% |
$32.2K - $33.8K
|
873
$590K
|
|
|
Jan 26, 2026
Q4 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
49+ 0.1% |
$32.2K - $33.8K
|
47.9K
$32.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
49+ 0.63% |
$32.2K - $33.8K
|
7.87K
$5.31M
|
|
|
Jan 29, 2026
Q4 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
48+ 0.64% |
$31.5K - $33.2K
|
7.56K
$5.1M
|
|