Latest Institutional Transactions on Ishares Core S&P 500 ETF (IVV)
This table provides information on the latest institutional transactions involving Ishares Core S&P 500 ETF (IVV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
518+ 18.45% |
$322K - $347K
|
3.33K
$2.25M
|
|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.61K- 83.55% |
$1.62M - $1.75M
|
514
$347K
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
113K+ 5.06% |
$70.4M - $76M
|
2.35M
$1.59B
|
|
|
Dec 18, 2025
Q3 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-32- 7.66% |
$19.9K - $21.4K
|
386
$261K
|
|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-4- 0.12% |
$2.48K - $2.68K
|
3.33K
$2.25M
|
|
|
Dec 17, 2025
Q3 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
6.9K+ 3.51% |
$4.29M - $4.63M
|
203K
$137M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
951+ 13.89% |
$590K - $637K
|
7.8K
$5.26M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-193- 10.28% |
$120K - $129K
|
1.68K
$1.14M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
63+ 3.86% |
$39.1K - $42.2K
|
1.7K
$1.14M
|
|
|
Dec 15, 2025
Q3 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
973New |
$604K - $652K
|
973
$657K
|
|
|
Dec 10, 2025
Q3 2025
|
Ams Capital Ltda
|
SELL
|
- |
-16.2K- 28.49% |
$10.1M - $10.9M
|
40.7K
$27.5M
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-46- 0.94% |
$28.6K - $30.8K
|
4.82K
$3.26M
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
32K+ 48.33% |
$19.9M - $21.5M
|
98.4K
$66.4M
|
|
|
Dec 03, 2025
Q3 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-50- 10.1% |
$31K - $33.5K
|
445
$301K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-52- 1.61% |
$32.3K - $34.8K
|
3.17K
$2.14M
|
|
|
Dec 02, 2025
Q3 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
39+ 0.12% |
$24.2K - $26.1K
|
33.1K
$22.4M
|
|
|
Dec 02, 2025
Q3 2025
|
Tevis Investment Management
|
SELL
|
- |
-49- 12.73% |
$30.4K - $32.8K
|
336
$227K
|
|
|
Dec 02, 2025
Q3 2025
|
Innova Wealth Partners
|
BUY
|
- |
145+ 13.46% |
$90K - $97.2K
|
1.22K
$825K
|
|
|
Dec 02, 2025
Q3 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.58K+ 2.62% |
$1.6M - $1.73M
|
101K
$68.2M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.25K+ 4.35% |
$1.4M - $1.51M
|
54.1K
$36.5M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.41K+ 2.01% |
$1.5M - $1.62M
|
123K
$82.9M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
12.8KNew |
$7.97M - $8.6M
|
12.8K
$8.67M
|
|
|
Dec 01, 2025
Q3 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
SELL
|
- |
-475- 0.8% |
$295K - $318K
|
58.8K
$39.7M
|
|
|
Dec 01, 2025
Q3 2025
|
Ltg Capital LLC
|
BUY
|
- |
31+ 1.24% |
$19.2K - $20.8K
|
2.54K
$1.71M
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
21+ 1.02% |
$13K - $14.1K
|
2.08K
$1.41M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
336New |
$209K - $225K
|
336
$227K
|
|
|
Nov 25, 2025
Q3 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
90+ 2.48% |
$55.9K - $60.3K
|
3.72K
$2.51M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
381+ 11.44% |
$236K - $255K
|
3.71K
$2.51M
|
|
|
Nov 25, 2025
Q3 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-3.38K- 49.28% |
$2.1M - $2.27M
|
3.48K
$2.35M
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
314New |
$195K - $210K
|
314
$212K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
3.04KNew |
$1.89M - $2.04M
|
3.04K
$2.05M
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.64K+ 2.94% |
$1.02M - $1.1M
|
57.2K
$38.7M
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-208- 1.25% |
$129K - $139K
|
16.4K
$11.1M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
414+ 1.8% |
$257K - $277K
|
23.4K
$15.8M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.36K- 1.69% |
$843K - $911K
|
79K
$53.4M
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
BUY
|
- |
1New |
$621 - $670
|
1
$675
|
|
|
Nov 21, 2025
Q3 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-2.38K- 77.27% |
$1.48M - $1.6M
|
701
$473K
|
|
|
Nov 21, 2025
Q3 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
11+ 0.32% |
$6.83K - $7.37K
|
3.49K
$2.36M
|
|
|
Nov 21, 2025
Q3 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-373- 8.44% |
$232K - $250K
|
4.05K
$2.73M
|
|
|
Nov 21, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-206K- 99.73% |
$128M - $138M
|
565
$382K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
367+ 162.39% |
$228K - $246K
|
593
$400K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-427K- 96.32% |
$265M - $286M
|
16.3K
$11M
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1+ 0.04% |
$621 - $670
|
2.43K
$1.64M
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
34+ 1.16% |
$21.1K - $22.8K
|
2.97K
$2M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.13K- 0.73% |
$1.94M - $2.1M
|
426K
$288M
|
|
|
Nov 20, 2025
Q3 2025
|
Mayport, LLC
|
SELL
|
- |
-6- 0.24% |
$3.72K - $4.02K
|
2.52K
$1.7M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-593- 10.37% |
$368K - $397K
|
5.13K
$3.46M
|
|
|
Nov 20, 2025
Q3 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
182+ 0.18% |
$113K - $122K
|
103K
$69.4M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-17.6K- 11.28% |
$10.9M - $11.8M
|
138K
$93.3M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
214+ 4.54% |
$133K - $143K
|
4.93K
$3.33M
|
|