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 13, 2025
Q3 2025
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
173+ 34.95% |
$107K - $116K
|
668
$451K
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
17.2K+ 2251.24% |
$10.7M - $11.5M
|
18K
$12.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-20- 0.21% |
$12.4K - $13.4K
|
9.68K
$6.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
54+ 11.09% |
$33.5K - $36.2K
|
541
$365K
|
|
|
Nov 13, 2025
Q3 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
17+ 0.87% |
$10.6K - $11.4K
|
1.98K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-251- 0.34% |
$156K - $168K
|
74K
$50M
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-349- 39.3% |
$217K - $234K
|
539
$364K
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
160KNew |
$99.3M - $107M
|
160K
$108M
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
4.37K+ 4.78% |
$2.71M - $2.93M
|
95.8K
$64.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Close Asset Management LTD
|
BUY
|
- |
133+ 7.18% |
$82.5K - $89.1K
|
1.99K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
210KNew |
$130M - $141M
|
210K
$142M
|
|
|
Nov 12, 2025
Q3 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
466+ 3.04% |
$289K - $312K
|
15.8K
$10.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-883- 3.67% |
$548K - $592K
|
23.2K
$15.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
1.81K+ 5.88% |
$1.13M - $1.22M
|
32.7K
$22.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.76K- 6.32% |
$1.71M - $1.85M
|
40.9K
$27.6M
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
SELL
|
- |
-187- 5.02% |
$116K - $125K
|
3.54K
$2.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Creek Group, LP
|
SELL
|
- |
-735- 1.89% |
$456K - $493K
|
38.1K
$25.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-41- 0.9% |
$25.4K - $27.5K
|
4.52K
$3.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-11.2K- 1.74% |
$6.97M - $7.53M
|
636K
$429M
|
|
|
Nov 12, 2025
Q3 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
3+ 0.26% |
$1.86K - $2.01K
|
1.16K
$781K
|
|
|
Nov 12, 2025
Q3 2025
|
Warm Springs Advisors Inc.
Larkspur, CA |
SELL
|
- |
-32- 0.48% |
$19.9K - $21.4K
|
6.63K
$4.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-235- 2.27% |
$146K - $157K
|
10.1K
$6.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
56.5K+ 3.56% |
$35M - $37.8M
|
1.64M
$1.11B
|
|
|
Nov 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
79+ 15.8% |
$49K - $52.9K
|
579
$391K
|
|
|
Nov 12, 2025
Q3 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
13+ 0.1% |
$8.07K - $8.71K
|
12.8K
$8.64M
|
|
|
Nov 12, 2025
Q3 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-127- 23.56% |
$78.8K - $85.1K
|
412
$278K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-570- 13.52% |
$354K - $382K
|
3.65K
$2.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-252- 14.09% |
$156K - $169K
|
1.54K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-9.57K- 3.34% |
$5.94M - $6.41M
|
276K
$187M
|
|
|
Nov 12, 2025
Q3 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-146- 0.59% |
$90.6K - $97.8K
|
24.8K
$16.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
962+ 2.52% |
$597K - $645K
|
39.2K
$26.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-144- 20.31% |
$89.4K - $96.5K
|
565
$382K
|
|
|
Nov 12, 2025
Q3 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
375+ 5.56% |
$233K - $251K
|
7.12K
$4.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-319- 4.04% |
$198K - $214K
|
7.57K
$5.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-618- 5.61% |
$384K - $414K
|
10.4K
$7.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcia Inc
|
SELL
|
- |
-254- 34.6% |
$158K - $170K
|
480
$324K
|
|
|
Nov 12, 2025
Q3 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-23- 0.19% |
$14.3K - $15.4K
|
12K
$8.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
29+ 1.28% |
$18K - $19.4K
|
2.3K
$1.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-698- 0.7% |
$433K - $468K
|
99.5K
$67.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-64- 6.48% |
$39.7K - $42.9K
|
923
$623K
|
|
|
Nov 12, 2025
Q3 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
36.9K+ 30.01% |
$22.9M - $24.7M
|
160K
$108M
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-82- 1.6% |
$50.9K - $54.9K
|
5.04K
$3.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-15- 1.59% |
$9.31K - $10.1K
|
929
$627K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1+ 0.12% |
$621 - $670
|
858
$579K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
6+ 0.57% |
$3.72K - $4.02K
|
1.06K
$712K
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3+ 0.35% |
$1.86K - $2.01K
|
870
$588K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-168- 1.55% |
$104K - $113K
|
10.7K
$7.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-120- 2.22% |
$74.5K - $80.4K
|
5.29K
$3.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-6- 1.09% |
$3.72K - $4.02K
|
542
$366K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
10.1K+ 7302.17% |
$6.25M - $6.75M
|
10.2K
$6.9M
|
|