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
|
Trust CO
|
BUY
|
- |
277+ 2.42% |
$182K - $191K
|
11.7K
$7.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
272+ 1.95% |
$178K - $188K
|
14.2K
$9.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
270+ 1.9% |
$177K - $186K
|
14.5K
$9.78M
|
|
|
Jan 16, 2026
Q4 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
269+ 1.39% |
$177K - $186K
|
19.7K
$13.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
263+ 0.7% |
$173K - $182K
|
37.9K
$25.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
257+ 0.45% |
$169K - $178K
|
57K
$38.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
255+ 1.2% |
$167K - $176K
|
21.5K
$14.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
250+ 5.26% |
$164K - $173K
|
5K
$3.38M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
250+ 47.44% |
$164K - $173K
|
777
$525K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
247+ 1.95% |
$162K - $171K
|
12.9K
$8.73M
|
|
|
Jan 09, 2026
Q4 2025
|
Community Trust & Investment CO
|
BUY
|
- |
245+ 5.68% |
$161K - $169K
|
4.56K
$3.08M
|
|
|
Jan 13, 2026
Q4 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
244+ 9.53% |
$160K - $169K
|
2.8K
$1.89M
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
242+ 18.17% |
$159K - $167K
|
1.57K
$1.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
234+ 0.46% |
$154K - $162K
|
51.1K
$34.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
231+ 0.89% |
$152K - $160K
|
26.2K
$17.7M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
230+ 32.08% |
$151K - $159K
|
947
$640K
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
225+ 16.38% |
$148K - $155K
|
1.6K
$1.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
224+ 1.04% |
$147K - $155K
|
21.9K
$14.8M
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
223+ 0.57% |
$146K - $154K
|
39.6K
$26.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
221+ 71.75% |
$145K - $153K
|
529
$357K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
211+ 1.52% |
$138K - $146K
|
14.1K
$9.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
211+ 0.86% |
$138K - $146K
|
24.9K
$16.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
210+ 13.14% |
$138K - $145K
|
1.81K
$1.22M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
209New |
$137K - $144K
|
209
$141K
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
208+ 3.56% |
$136K - $144K
|
6.05K
$4.09M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
205+ 34.98% |
$135K - $142K
|
791
$534K
|
|
|
Jan 23, 2026
Q4 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
200+ 8.01% |
$131K - $138K
|
2.7K
$1.82M
|
|
|
Jan 21, 2026
Q4 2025
|
South Shore Capital Advisors
|
BUY
|
- |
198+ 30.84% |
$130K - $137K
|
840
$567K
|
|
|
Jan 20, 2026
Q4 2025
|
Sara Bay Financial
|
BUY
|
- |
198+ 11.98% |
$130K - $137K
|
1.85K
$1.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
194+ 59.15% |
$127K - $134K
|
522
$353K
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
193+ 40.55% |
$127K - $133K
|
669
$452K
|
|
|
Jan 21, 2026
Q4 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
188+ 1.47% |
$123K - $130K
|
13K
$8.77M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
188+ 5.37% |
$123K - $130K
|
3.69K
$2.49M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
183+ 3.77% |
$120K - $126K
|
5.03K
$3.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
177+ 5.27% |
$116K - $122K
|
3.54K
$2.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
177+ 10.13% |
$116K - $122K
|
1.92K
$1.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
175+ 0.62% |
$115K - $121K
|
28.3K
$19.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
174+ 1.32% |
$114K - $120K
|
13.4K
$9.02M
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
171+ 11.42% |
$112K - $118K
|
1.67K
$1.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
BUY
|
- |
167+ 3.64% |
$110K - $115K
|
4.76K
$3.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
165+ 0.47% |
$108K - $114K
|
35.5K
$24M
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
159+ 3.01% |
$104K - $110K
|
5.45K
$3.68M
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
159+ 23.42% |
$104K - $110K
|
838
$566K
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
157+ 1.02% |
$103K - $108K
|
15.5K
$10.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
156+ 0.43% |
$102K - $108K
|
36.5K
$24.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
155+ 12.8% |
$102K - $107K
|
1.37K
$922K
|
|
|
Jan 16, 2026
Q4 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
155+ 1.88% |
$102K - $107K
|
8.38K
$5.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Sky Investment Group LLC
|
BUY
|
- |
155+ 11.61% |
$102K - $107K
|
1.49K
$1.01M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
155+ 14.62% |
$102K - $107K
|
1.22K
$821K
|
|
|
Jan 22, 2026
Q4 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
154+ 40.53% |
$101K - $106K
|
534
$361K
|
|