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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-445- 49.5% |
$292K - $307K
|
454
$307K
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-3.41K- 9.52% |
$2.24M - $2.36M
|
32.4K
$21.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.17K- 10.66% |
$2.74M - $2.88M
|
35K
$23.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8.32K+ 310.22% |
$5.46M - $5.74M
|
11K
$7.43M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
641+ 0.55% |
$421K - $443K
|
118K
$79.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
221+ 71.75% |
$145K - $153K
|
529
$357K
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
350+ 30.38% |
$230K - $242K
|
1.5K
$1.01M
|
|
|
Jan 13, 2026
Q4 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-30- 7.21% |
$19.7K - $20.7K
|
386
$261K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
927+ 1.63% |
$608K - $640K
|
57.7K
$38.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8+ 0.68% |
$5.25K - $5.53K
|
1.18K
$794K
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
159+ 23.42% |
$104K - $110K
|
838
$566K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.29K- 10.78% |
$843K - $888K
|
10.6K
$7.18M
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-23- 1.19% |
$15.1K - $15.9K
|
1.9K
$1.29M
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-2- 0.34% |
$1.31K - $1.38K
|
589
$398K
|
|
|
Jan 13, 2026
Q4 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
333New |
$219K - $230K
|
333
$225K
|
|
|
Jan 13, 2026
Q4 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-255- 17.06% |
$167K - $176K
|
1.24K
$837K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
771+ 7.7% |
$506K - $533K
|
10.8K
$7.28M
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$656 - $691
|
485
$328K
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-188- 16.35% |
$123K - $130K
|
962
$650K
|
|
|
Jan 13, 2026
Q4 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
78.4K+ 1203.11% |
$51.5M - $54.2M
|
84.9K
$57.4M
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
10New |
$6.56K - $6.91K
|
10
$6.75K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8+ 0.38% |
$5.25K - $5.53K
|
2.11K
$1.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-5.95K- 17.39% |
$3.9M - $4.11M
|
28.2K
$19.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.72K+ 16.06% |
$3.75M - $3.95M
|
41.3K
$27.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
837+ 3.5% |
$549K - $578K
|
24.7K
$16.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
26.5K+ 33.25% |
$17.4M - $18.3M
|
106K
$71.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
208+ 3.56% |
$136K - $144K
|
6.05K
$4.09M
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
SELL
|
- |
-29- 0.88% |
$19K - $20K
|
3.27K
$2.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
10.8K+ 2.12% |
$7.1M - $7.48M
|
520K
$351M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-890- 63.26% |
$584K - $615K
|
517
$349K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
866+ 33.8% |
$568K - $598K
|
3.43K
$2.31M
|
|
|
Jan 13, 2026
Q4 2025
|
Shearwater Capital LLC
|
BUY
|
- |
384+ 27.12% |
$252K - $265K
|
1.8K
$1.22M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
4.51K+ 5.28% |
$2.96M - $3.12M
|
90.1K
$60.8M
|
|
|
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
|
Capital Investment Advisors, LLC
|
BUY
|
- |
104K+ 133.08% |
$68.1M - $71.7M
|
182K
$123M
|
|
|
Jan 13, 2026
Q4 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
244+ 9.53% |
$160K - $169K
|
2.8K
$1.89M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-5- 1.25% |
$3.28K - $3.45K
|
395
$267K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
7.83K+ 2.95% |
$5.14M - $5.41M
|
274K
$185M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.06K+ 5.23% |
$2.01M - $2.11M
|
61.5K
$41.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.47K- 4.32% |
$961K - $1.01M
|
32.5K
$21.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
12+ 3.87% |
$7.87K - $8.29K
|
322
$217K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
143+ 11.52% |
$93.8K - $98.8K
|
1.38K
$935K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
30+ 0.23% |
$19.7K - $20.7K
|
13.1K
$8.88M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-36.8K- 35.62% |
$24.2M - $25.4M
|
66.6K
$45M
|
|
|
Jan 13, 2026
Q4 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
156+ 0.43% |
$102K - $108K
|
36.5K
$24.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.35K- 5.16% |
$883K - $929K
|
24.7K
$16.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.42% |
$1.31K - $1.38K
|
474
$320K
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-9- 0.47% |
$5.91K - $6.22K
|
1.92K
$1.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6.58K+ 8.7% |
$4.31M - $4.54M
|
82.2K
$55.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
75+ 2.8% |
$49.2K - $51.8K
|
2.75K
$1.86M
|
|