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 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 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 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 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 12, 2026
Q4 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
51+ 9.83% |
$33.5K - $35.2K
|
570
$385K
|
|
|
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 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
49+ 0.63% |
$32.2K - $33.8K
|
7.87K
$5.31M
|
|
|
Jan 21, 2026
Q4 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
47+ 1.08% |
$30.8K - $32.5K
|
4.4K
$2.97M
|
|
|
Jan 23, 2026
Q4 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
46+ 2.73% |
$30.2K - $31.8K
|
1.73K
$1.17M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
46+ 0.7% |
$30.2K - $31.8K
|
6.59K
$4.45M
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
45+ 13.76% |
$29.5K - $31.1K
|
372
$251K
|
|
|
Jan 15, 2026
Q4 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
43+ 1.28% |
$28.2K - $29.7K
|
3.4K
$2.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
BUY
|
- |
41+ 5.39% |
$26.9K - $28.3K
|
801
$541K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
41+ 0.7% |
$26.9K - $28.3K
|
5.88K
$3.97M
|
|
|
Jan 22, 2026
Q4 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
40+ 0.19% |
$26.2K - $27.6K
|
20.8K
$14.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Bath Savings Trust CO
|
BUY
|
- |
40+ 1.36% |
$26.2K - $27.6K
|
2.98K
$2.01M
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
38+ 0.82% |
$24.9K - $26.2K
|
4.66K
$3.14M
|
|
|
Jan 05, 2026
Q4 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
37+ 3.5% |
$24.3K - $25.6K
|
1.09K
$739K
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
35+ 1.86% |
$23K - $24.2K
|
1.92K
$1.3M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
35+ 1.51% |
$23K - $24.2K
|
2.36K
$1.59M
|
|
|
Jan 06, 2026
Q4 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
35+ 6.34% |
$23K - $24.2K
|
587
$396K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
34+ 0.15% |
$22.3K - $23.5K
|
22.3K
$15.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
34+ 0.89% |
$22.3K - $23.5K
|
3.87K
$2.62M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
33+ 0.05% |
$21.7K - $22.8K
|
71.7K
$48.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
32+ 0.51% |
$21K - $22.1K
|
6.26K
$4.23M
|
|
|
Jan 21, 2026
Q4 2025
|
Daytona Street Capital LLC
Saint Louis, MO |
BUY
|
- |
30New |
$19.7K - $20.7K
|
30
$20.3K
|
|
|
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 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 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
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
23+ 1.95% |
$15.1K - $15.9K
|
1.2K
$811K
|
|
|
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
|
|