Purchases and Sales Made in Q4 2025 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P 500 ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jan 15, 2026 Q4 2025
Nisa Investment Advisors, LLC

BUY
 -
4.85M
+ 40.6%
$3.19B - $3.35B
16.8M $11.4B
Jan 26, 2026 Q4 2025
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
892K
+ 33715.31%
$585M - $616M
894K $604M
Jan 23, 2026 Q4 2025
Assetmark, Inc

BUY
 -
826K
+ 511.14%
$542M - $571M
988K $667M
Jan 21, 2026 Q4 2025
Kedalion Capital Management LLP

London, X0
BUY
 -
505K
+ 21.15%
$331M - $348M
2.89M $1.95B
Jan 21, 2026 Q4 2025
Constellation Investments, Inc.

Montgomery, OH
BUY
 -
495K
+ 48.96%
$325M - $342M
1.51M $1.02B
Jan 21, 2026 Q4 2025
Robinhood Asset Management, LLC

Menlo Park, CA
BUY
 -
413K
New
$271M - $285M
413K $279M
Jan 23, 2026 Q4 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
164K
+ 27.53%
$108M - $113M
760K $513M
Jan 26, 2026 Q4 2025
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
125K
+ 1240.67%
$82M - $86.3M
135K $91.1M
Jan 13, 2026 Q4 2025
Capital Investment Advisors, LLC

BUY
 -
104K
+ 133.08%
$68.1M - $71.7M
182K $123M
Jan 12, 2026 Q4 2025
Hwg Holdings LP

Houston, TX
BUY
 -
103K
+ 155.55%
$67.4M - $71M
169K $114M
Jan 13, 2026 Q4 2025
Riverbridge Partners LLC

BUY
 -
78.4K
+ 1203.11%
$51.5M - $54.2M
84.9K $57.4M
Jan 21, 2026 Q4 2025
Ervin Investment Management, LLC

BUY
 -
76.9K
+ 3433.24%
$50.5M - $53.1M
79.2K $53.5M
Jan 15, 2026 Q4 2025
Wealth Navi Inc.

BUY
 -
62.6K
+ 12.51%
$41.1M - $43.2M
563K $380M
Jan 06, 2026 Q4 2025
Unique Wealth, LLC

Tampa, FL
BUY
 -
56.4K
+ 63.18%
$37M - $39M
146K $98.4M
Jan 26, 2026 Q4 2025
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
52.7K
+ 260.8%
$34.6M - $36.4M
73K $49.3M
Jan 09, 2026 Q4 2025
Sg Americas Securities, LLC

BUY
 -
51.9K
+ 1324.04%
$34.1M - $35.9M
55.9K $37.7M
Jan 15, 2026 Q4 2025
Pfg Private Wealth Management, LLC

BUY
 -
45.4K
New
$29.8M - $31.4M
45.4K $30.7M
Jan 15, 2026 Q4 2025
Powerhouse Assets LLC

Lincoln, MA
BUY
 -
43.3K
New
$28.4M - $29.9M
43.3K $29.3M
Jan 23, 2026 Q4 2025
Sumitomo Mitsui Trust Holdings, Inc.

BUY
 -
42.7K
+ 15.79%
$28M - $29.5M
313K $211M
Jan 14, 2026 Q4 2025
Eastern Bank

BUY
 -
42.7K
+ 28.35%
$28M - $29.5M
193K $130M
Jan 26, 2026 Q4 2025
Ae Wealth Management LLC

BUY
 -
40K
+ 8.57%
$26.3M - $27.6M
507K $342M
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
33.9K
+ 0.52%
$22.3M - $23.4M
6.54M $4.41B
Jan 26, 2026 Q4 2025
Midland Wealth Advisors LLC

Rockford, IL
BUY
 -
33.1K
+ 7.06%
$21.7M - $22.9M
502K $339M
Jan 14, 2026 Q4 2025
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
31.2K
+ 60.2%
$20.5M - $21.6M
83K $56.1M
Jan 20, 2026 Q4 2025
Aspiriant, LLC

BUY
 -
29.5K
+ 4.93%
$19.3M - $20.4M
628K $424M
Jan 20, 2026 Q4 2025
Savvy Advisors, Inc.

New York, NY
BUY
 -
28.2K
+ 28.07%
$18.5M - $19.5M
129K $86.9M
Jan 08, 2026 Q4 2025
Leverty Financial Group, LLC

BUY
 -
27.7K
+ 12.39%
$18.2M - $19.1M
251K $170M
Jan 13, 2026 Q4 2025
Waller Financial Planning Group, Inc

BUY
 -
26.5K
+ 33.25%
$17.4M - $18.3M
106K $71.6M
Jan 26, 2026 Q4 2025
Merit Financial Group, LLC

BUY
 -
24.6K
+ 9.31%
$16.1M - $17M
289K $195M
Jan 21, 2026 Q4 2025
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
23.7K
+ 11.14%
$15.5M - $16.4M
236K $159M
Jan 08, 2026 Q4 2025
Genesis Private Wealth, LLC

Ashburn, VA
BUY
 -
23.4K
New
$15.4M - $16.2M
23.4K $15.8M
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
22.5K
+ 2.58%
$14.8M - $15.5M
895K $605M
Jan 15, 2026 Q4 2025
Polaris Investment Advisors, LLC

Framingham, MA
BUY
 -
20.2K
New
$13.3M - $14M
20.2K $13.7M
Jan 16, 2026 Q4 2025
Asl Financial, LLC

Los Gatos, CA
BUY
 -
19K
New
$12.5M - $13.1M
19K $12.8M
Jan 12, 2026 Q4 2025
Jgp Wealth Management, LLC

BUY
 -
18K
+ 12.83%
$11.8M - $12.4M
158K $107M
Jan 21, 2026 Q4 2025
Asio Capital, LLC

BUY
 -
17.9K
+ 16.18%
$11.8M - $12.4M
129K $86.8M
Jan 20, 2026 Q4 2025
Flp Wealth Management, LLC

Bentonville, AR
BUY
 -
17.8K
New
$11.7M - $12.3M
17.8K $12M
Jan 16, 2026 Q4 2025
Heck Capital Advisors, LLC

Rhinelander, WI
BUY
 -
17.7K
+ 6.23%
$11.6M - $12.2M
301K $203M
Jan 23, 2026 Q4 2025
Reyes Financial Architecture, Inc.

San Diego, CA
BUY
 -
15.9K
+ 1705.59%
$10.4M - $11M
16.8K $11.3M
Jan 09, 2026 Q4 2025
Congress Asset Management CO

BUY
 -
15.2K
+ 1509.24%
$9.97M - $10.5M
16.2K $10.9M
Jan 07, 2026 Q4 2025
Kfa Private Wealth Group, LLC

BUY
 -
15.1K
+ 15.68%
$9.93M - $10.4M
112K $75.4M
Jan 21, 2026 Q4 2025
Capital Advisors, Ltd. LLC

BUY
 -
14.7K
+ 529.59%
$9.65M - $10.2M
17.5K $11.8M
Jan 14, 2026 Q4 2025
Exchange Traded Concepts, LLC

BUY
 -
14.5K
+ 61.1%
$9.54M - $10M
38.3K $25.9M
Jan 14, 2026 Q4 2025
Goelzer Investment Management, Inc.

BUY
 -
14.3K
+ 5.56%
$9.39M - $9.88M
272K $183M
Jan 20, 2026 Q4 2025
Matson Money. Inc.

BUY
 -
13.9K
+ 2.22%
$9.12M - $9.6M
640K $432M
Jan 15, 2026 Q4 2025
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
13.4K
+ 2.71%
$8.78M - $9.24M
507K $342M
Jan 07, 2026 Q4 2025
Cahaba Wealth Management, Inc.

BUY
 -
12.6K
+ 2.05%
$8.24M - $8.67M
625K $422M
Jan 26, 2026 Q4 2025
Hixon Zuercher, LLC

BUY
 -
12.3K
+ 1628.8%
$8.09M - $8.52M
13.1K $8.84M
Jan 26, 2026 Q4 2025
De Larme Wealth Management, Inc.

Palos Verdes Estates, CA
BUY
 -
12.2K
New
$8.02M - $8.44M
12.2K $8.25M

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