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 26, 2026
Q4 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
13+ 2.88% |
$8.53K - $8.98K
|
465
$314K
|
|
|
Jan 16, 2026
Q4 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
13+ 0.24% |
$8.53K - $8.98K
|
5.38K
$3.64M
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
13+ 0.07% |
$8.53K - $8.98K
|
18.1K
$12.2M
|
|
|
Jan 28, 2026
Q4 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
12+ 0.97% |
$7.87K - $8.29K
|
1.26K
$848K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
12+ 3.87% |
$7.87K - $8.29K
|
322
$217K
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
12+ 0.3% |
$7.87K - $8.29K
|
4.02K
$2.72M
|
|
|
Jan 27, 2026
Q4 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
11+ 2.48% |
$7.22K - $7.6K
|
455
$307K
|
|
|
Jan 23, 2026
Q4 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11+ 0.43% |
$7.22K - $7.6K
|
2.58K
$1.74M
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
11+ 26.83% |
$7.22K - $7.6K
|
52
$35.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
11+ 0.36% |
$7.22K - $7.6K
|
3.07K
$2.07M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
11+ 0.17% |
$7.22K - $7.6K
|
6.48K
$4.38M
|
|
|
Jan 27, 2026
Q4 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
10+ 1.42% |
$6.56K - $6.91K
|
715
$483K
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
10+ 2.11% |
$6.56K - $6.91K
|
483
$326K
|
|
|
Jan 21, 2026
Q4 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
10+ 0.96% |
$6.56K - $6.91K
|
1.05K
$712K
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
10+ 1.34% |
$6.56K - $6.91K
|
754
$509K
|
|
|
Jan 14, 2026
Q4 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
10+ 0.68% |
$6.56K - $6.91K
|
1.47K
$994K
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
10New |
$6.56K - $6.91K
|
10
$6.75K
|
|
|
Jan 12, 2026
Q4 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
10+ 0.37% |
$6.56K - $6.91K
|
2.71K
$1.83M
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
10+ 0.31% |
$6.56K - $6.91K
|
3.24K
$2.19M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
10+ 0.19% |
$6.56K - $6.91K
|
5.23K
$3.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
10+ 0.17% |
$6.56K - $6.91K
|
5.96K
$4.02M
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9+ 1.05% |
$5.91K - $6.22K
|
870
$588K
|
|
|
Jan 27, 2026
Q4 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
8+ 0.66% |
$5.25K - $5.53K
|
1.23K
$827K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8+ 0.68% |
$5.25K - $5.53K
|
1.18K
$794K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8+ 0.38% |
$5.25K - $5.53K
|
2.11K
$1.42M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
8+ 0.47% |
$5.25K - $5.53K
|
1.72K
$1.16M
|
|
|
Jan 27, 2026
Q4 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.09% |
$4.59K - $4.83K
|
8.01K
$5.41M
|
|
|
Jan 27, 2026
Q4 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
7+ 1.55% |
$4.59K - $4.83K
|
459
$310K
|
|
|
Jan 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
7+ 0.62% |
$4.59K - $4.83K
|
1.14K
$773K
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
7+ 7.29% |
$4.59K - $4.83K
|
103
$69.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
7+ 0.2% |
$4.59K - $4.83K
|
3.53K
$2.39M
|
|
|
Jan 22, 2026
Q4 2025
|
Schwab Charitable Fund
|
BUY
|
- |
6+ 0.12% |
$3.94K - $4.14K
|
4.81K
$3.25M
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6+ 0.31% |
$3.94K - $4.14K
|
1.94K
$1.31M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
6+ 0.37% |
$3.94K - $4.14K
|
1.62K
$1.09M
|
|
|
Jan 28, 2026
Q4 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
5+ 0.47% |
$3.28K - $3.45K
|
1.06K
$719K
|
|
|
Jan 26, 2026
Q4 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5+ 0.13% |
$3.28K - $3.45K
|
3.75K
$2.53M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.36% |
$3.28K - $3.45K
|
1.4K
$943K
|
|
|
Jan 23, 2026
Q4 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
4+ 0.48% |
$2.62K - $2.76K
|
832
$562K
|
|
|
Jan 23, 2026
Q4 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
4+ 0.66% |
$2.62K - $2.76K
|
606
$409K
|
|
|
Jan 22, 2026
Q4 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
4+ 0.27% |
$2.62K - $2.76K
|
1.47K
$991K
|
|
|
Jan 21, 2026
Q4 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
4+ 0.33% |
$2.62K - $2.76K
|
1.23K
$831K
|
|
|
Jan 20, 2026
Q4 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
4+ 0.44% |
$2.62K - $2.76K
|
912
$616K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
4+ 0.04% |
$2.62K - $2.76K
|
10.8K
$7.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
4+ 0.41% |
$2.62K - $2.76K
|
991
$669K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
4+ 0.2% |
$2.62K - $2.76K
|
2K
$1.35M
|
|
|
Jan 23, 2026
Q4 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
3+ 0.68% |
$1.97K - $2.07K
|
446
$301K
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
3+ 0.43% |
$1.97K - $2.07K
|
693
$468K
|
|
|
Jan 26, 2026
Q4 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2+ 0.2% |
$1.31K - $1.38K
|
984
$665K
|
|
|
Jan 26, 2026
Q4 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
2+ 0.37% |
$1.31K - $1.38K
|
545
$368K
|
|
|
Jan 26, 2026
Q4 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2+ 0.4% |
$1.31K - $1.38K
|
501
$338K
|
|