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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
340New |
$211K - $228K
|
340
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
258+ 5.76% |
$160K - $173K
|
4.74K
$3.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
332+ 1.54% |
$206K - $222K
|
21.8K
$14.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-193K- 4.57% |
$120M - $129M
|
4.03M
$2.72B
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1+ 0.22% |
$621 - $670
|
457
$309K
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
344K+ 76.05% |
$213M - $230M
|
796K
$537M
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-22.3K- 90.7% |
$13.9M - $15M
|
2.29K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
991KNew |
$615M - $664M
|
991K
$669M
|
|
|
Nov 14, 2025
Q3 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
138+ 3.46% |
$85.7K - $92.5K
|
4.13K
$2.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
301KNew |
$187M - $201M
|
301K
$203M
|
|
|
Nov 14, 2025
Q3 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-21- 2.67% |
$13K - $14.1K
|
766
$517K
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
11.5K+ 13.44% |
$7.15M - $7.72M
|
97.2K
$65.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.02K+ 6.88% |
$631K - $681K
|
15.8K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
15.4K+ 9.44% |
$9.55M - $10.3M
|
178K
$120M
|
|
|
Nov 14, 2025
Q3 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
119+ 5.68% |
$73.9K - $79.7K
|
2.21K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
296+ 2.57% |
$184K - $198K
|
11.8K
$7.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
430+ 0.84% |
$267K - $288K
|
51.4K
$34.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
SELL
|
- |
-106K- 21.65% |
$66M - $71.2M
|
385K
$260M
|
|
|
Nov 14, 2025
Q3 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
200+ 13.15% |
$124K - $134K
|
1.72K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
476New |
$295K - $319K
|
476
$321K
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
6+ 0.32% |
$3.72K - $4.02K
|
1.87K
$1.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-15.2K- 12.66% |
$9.42M - $10.2M
|
105K
$70.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-38- 10.38% |
$23.6K - $25.5K
|
328
$222K
|
|
|
Nov 14, 2025
Q3 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-3- 0.45% |
$1.86K - $2.01K
|
658
$444K
|
|
|
Nov 14, 2025
Q3 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-17- 2.01% |
$10.6K - $11.4K
|
827
$558K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
54.2K+ 8.33% |
$33.6M - $36.3M
|
705K
$476M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.65K- 1.57% |
$2.89M - $3.12M
|
292K
$197M
|
|
|
Nov 14, 2025
Q3 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
14+ 0.01% |
$8.69K - $9.38K
|
135K
$91.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
1.5M+ 32.24% |
$931M - $1.01B
|
6.15M
$4.16B
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-49- 33.11% |
$30.4K - $32.8K
|
99
$66.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.25% |
$621 - $670
|
406
$274K
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-6.03K- 12.34% |
$3.74M - $4.04M
|
42.8K
$28.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-92.1K- 99.98% |
$57.2M - $61.7M
|
20
$13.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Revere Asset Management, Inc
Dallas, TX |
BUY
|
- |
876New |
$544K - $587K
|
876
$592K
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.41K+ 28.41% |
$873K - $942K
|
6.36K
$4.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-24- 0.14% |
$14.9K - $16.1K
|
17.3K
$11.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
SELL
|
- |
-4.99K- 76.92% |
$3.09M - $3.34M
|
1.5K
$1.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.13K+ 28.07% |
$1.94M - $2.1M
|
14.3K
$9.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
4.13K+ 80.8% |
$2.57M - $2.77M
|
9.25K
$6.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
843K+ 62.25% |
$523M - $565M
|
2.2M
$1.48B
|
|
|
Nov 13, 2025
Q3 2025
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
82K+ 91.11% |
$50.9M - $54.9M
|
172K
$116M
|
|
|
Nov 13, 2025
Q3 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
810+ 11.82% |
$503K - $543K
|
7.67K
$5.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-786- 11.34% |
$488K - $527K
|
6.15K
$4.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-85- 3.38% |
$52.8K - $57K
|
2.43K
$1.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.06K- 88.33% |
$658K - $710K
|
140
$94.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
457+ 4.74% |
$284K - $306K
|
10.1K
$6.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-115- 4.05% |
$71.4K - $77.1K
|
2.73K
$1.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
12+ 3.67% |
$7.45K - $8.04K
|
339
$229K
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-171K- 24.17% |
$106M - $115M
|
537K
$362M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.67M+ 62.2% |
$1.04B - $1.12B
|
4.35M
$2.94B
|
|