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 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
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-9- 1.32% |
$5.59K - $6.03K
|
675
$456K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-502- 3.96% |
$312K - $336K
|
12.2K
$8.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5K+ 4.6% |
$3.11M - $3.35M
|
114K
$76.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.48K- 40.55% |
$2.16M - $2.33M
|
5.1K
$3.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Verde Capital Management
|
SELL
|
- |
-13- 2.16% |
$8.07K - $8.71K
|
589
$398K
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
956+ 28.13% |
$593K - $641K
|
4.36K
$2.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.66K+ 2.73% |
$1.65M - $1.78M
|
100K
$67.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
42+ 0.49% |
$26.1K - $28.1K
|
8.63K
$5.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.2K+ 2.33% |
$6.31M - $6.81M
|
446K
$301M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.56K- 0.3% |
$2.83M - $3.06M
|
1.52M
$1.03B
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-9.98K- 18.22% |
$6.19M - $6.68M
|
44.8K
$30.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-314- 4.2% |
$195K - $210K
|
7.17K
$4.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
15.4K+ 0.88% |
$9.55M - $10.3M
|
1.77M
$1.19B
|
|
|
Nov 12, 2025
Q3 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.59K+ 208.2% |
$1.61M - $1.74M
|
3.83K
$2.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
309+ 0.8% |
$192K - $207K
|
38.9K
$26.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.3K- 25.13% |
$1.43M - $1.54M
|
6.85K
$4.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-1.1K- 51.84% |
$682K - $736K
|
1.02K
$689K
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
33+ 0.43% |
$20.5K - $22.1K
|
7.67K
$5.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-288- 0.24% |
$179K - $193K
|
120K
$80.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-278- 18.71% |
$173K - $186K
|
1.21K
$816K
|
|
|
Nov 12, 2025
Q3 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-394- 1.28% |
$245K - $264K
|
30.5K
$20.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
299+ 12.71% |
$186K - $200K
|
2.65K
$1.79M
|
|
|
Nov 12, 2025
Q3 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
33+ 10.22% |
$20.5K - $22.1K
|
356
$240K
|
|
|
Nov 12, 2025
Q3 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-4.65K- 70.03% |
$2.89M - $3.12M
|
1.99K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.8K+ 1.08% |
$6.71M - $7.24M
|
1.01M
$681M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
235+ 1.08% |
$146K - $157K
|
22K
$14.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
BUY
|
- |
6+ 0.32% |
$3.72K - $4.02K
|
1.86K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-199- 9.25% |
$124K - $133K
|
1.95K
$1.32M
|
|