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 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
|
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
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
408New |
$253K - $273K
|
408
$276K
|
|
|
Nov 20, 2025
Q3 2025
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1- 0.02% |
$621 - $670
|
4.52K
$3.05M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.08K- 10.62% |
$1.91M - $2.06M
|
25.9K
$17.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
1.12M+ 270181.5% |
$698M - $753M
|
1.12M
$759M
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
225+ 7.94% |
$140K - $151K
|
3.06K
$2.07M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.56K+ 0.88% |
$4.07M - $4.4M
|
751K
$507M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
107K+ 2.75% |
$66.3M - $71.6M
|
3.99M
$2.69B
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-105- 3.87% |
$65.2K - $70.4K
|
2.61K
$1.76M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-7.25K- 19.83% |
$4.5M - $4.86M
|
29.3K
$19.8M
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-47- 6.52% |
$29.2K - $31.5K
|
674
$455K
|
|
|
Nov 19, 2025
Q3 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
529+ 2.3% |
$328K - $354K
|
23.6K
$15.9M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
168KNew |
$104M - $113M
|
168K
$114M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-50- 0.56% |
$31K - $33.5K
|
8.83K
$5.96M
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
30.7K+ 43.82% |
$19.1M - $20.6M
|
101K
$68.1M
|
|
|
Nov 18, 2025
Q3 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-46- 9.87% |
$28.6K - $30.8K
|
420
$284K
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.85K+ 18.2% |
$1.77M - $1.91M
|
18.5K
$12.5M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.27KNew |
$791K - $854K
|
1.27K
$860K
|
|