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 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
726+ 2.51% |
$476K - $501K
|
29.6K
$20M
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
722+ 3.15% |
$474K - $499K
|
23.6K
$16M
|
|
|
Jan 21, 2026
Q4 2025
|
Provident Living Financial Services, Inc.
Lehi, UT |
BUY
|
- |
699New |
$459K - $483K
|
699
$472K
|
|
|
Jan 20, 2026
Q4 2025
|
Buffalo Business & Estate Services LTD
Orchard Park, NY |
BUY
|
- |
687New |
$451K - $475K
|
687
$464K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
680+ 17.75% |
$446K - $470K
|
4.51K
$3.05M
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
680+ 55.88% |
$446K - $470K
|
1.9K
$1.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
645+ 14.33% |
$423K - $446K
|
5.15K
$3.47M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
644+ 4.2% |
$423K - $445K
|
16K
$10.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
641+ 0.55% |
$421K - $443K
|
118K
$79.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
632+ 2.2% |
$415K - $437K
|
29.4K
$19.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
620+ 1.12% |
$407K - $428K
|
56.2K
$38M
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
608+ 31.45% |
$399K - $420K
|
2.54K
$1.72M
|
|
|
Jan 22, 2026
Q4 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
602+ 18.55% |
$395K - $416K
|
3.85K
$2.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
598+ 16.5% |
$392K - $413K
|
4.22K
$2.85M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
598New |
$392K - $413K
|
598
$404K
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
594+ 4.55% |
$390K - $410K
|
13.7K
$9.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
591+ 3.87% |
$388K - $408K
|
15.8K
$10.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
580New |
$381K - $401K
|
580
$392K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
576+ 2.35% |
$378K - $398K
|
25.1K
$16.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Split Rock Private Trading & Wealth Management, LLC
Cloquet, MN |
BUY
|
- |
571New |
$375K - $394K
|
571
$386K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
559+ 0.53% |
$367K - $386K
|
106K
$71.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
558+ 33.76% |
$366K - $385K
|
2.21K
$1.49M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
554+ 56.47% |
$364K - $383K
|
1.54K
$1.04M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
546+ 8.72% |
$358K - $377K
|
6.81K
$4.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
540+ 4.99% |
$354K - $373K
|
11.4K
$7.67M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
538+ 91.19% |
$353K - $372K
|
1.13K
$762K
|
|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
534New |
$350K - $369K
|
534
$361K
|
|
|
Jan 06, 2026
Q4 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
534+ 0.67% |
$350K - $369K
|
80K
$54M
|
|
|
Jan 26, 2026
Q4 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
514+ 21.55% |
$337K - $355K
|
2.9K
$1.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
504+ 5.5% |
$331K - $348K
|
9.67K
$6.53M
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
502New |
$329K - $347K
|
502
$339K
|
|
|
Jan 20, 2026
Q4 2025
|
Cooke Wealth Management, LLC
Irvine, CA |
BUY
|
- |
493New |
$324K - $341K
|
493
$333K
|
|
|
Jan 20, 2026
Q4 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
482+ 3.77% |
$316K - $333K
|
13.3K
$8.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
470+ 5.29% |
$308K - $325K
|
9.35K
$6.32M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
467+ 3.17% |
$306K - $323K
|
15.2K
$10.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Natural Investments, LLC
|
BUY
|
- |
464New |
$304K - $320K
|
464
$313K
|
|
|
Jan 21, 2026
Q4 2025
|
Country Trust Bank
|
BUY
|
- |
447+ 0.33% |
$293K - $309K
|
138K
$93M
|
|
|
Jan 23, 2026
Q4 2025
|
Calder Financial LLC
Downingtown, PA |
BUY
|
- |
428New |
$281K - $296K
|
428
$289K
|
|
|
Jan 21, 2026
Q4 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
425New |
$279K - $294K
|
425
$287K
|
|
|
Jan 23, 2026
Q4 2025
|
Single Point Partners, LLC
|
BUY
|
- |
421+ 0.19% |
$276K - $291K
|
222K
$150M
|
|
|
Jan 15, 2026
Q4 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
418+ 4.97% |
$274K - $289K
|
8.83K
$5.96M
|
|
|
Jan 26, 2026
Q4 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
417+ 3.01% |
$274K - $288K
|
14.3K
$9.63M
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
404+ 70.38% |
$265K - $279K
|
978
$660K
|
|
|
Jan 12, 2026
Q4 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
404+ 3.8% |
$265K - $279K
|
11K
$7.45M
|
|
|
Jan 26, 2026
Q4 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
399+ 83.65% |
$262K - $276K
|
876
$592K
|
|
|
Jan 12, 2026
Q4 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
397+ 17.5% |
$261K - $274K
|
2.67K
$1.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
395+ 31.7% |
$259K - $273K
|
1.64K
$1.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
390New |
$256K - $269K
|
390
$263K
|
|
|
Jan 20, 2026
Q4 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
387New |
$254K - $267K
|
387
$261K
|
|
|
Jan 12, 2026
Q4 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
385+ 1.19% |
$253K - $266K
|
32.8K
$22.2M
|
|