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
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-39- 11.47% |
$24.2K - $26.1K
|
301
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-88- 0.8% |
$54.6K - $59K
|
10.9K
$7.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-202- 0.28% |
$125K - $135K
|
72.5K
$49M
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
314+ 1.89% |
$195K - $210K
|
16.9K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
18+ 0.23% |
$11.2K - $12.1K
|
7.77K
$5.25M
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
770+ 1.51% |
$478K - $516K
|
51.7K
$34.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.16K- 0.52% |
$721K - $779K
|
224K
$151M
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
66.7K+ 109.59% |
$41.4M - $44.7M
|
128K
$86.2M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-252- 3.61% |
$156K - $169K
|
6.74K
$4.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.44K+ 1.7% |
$895K - $966K
|
86.1K
$58.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-7.87K- 9.43% |
$4.88M - $5.27M
|
75.5K
$51M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 11.15% |
$1.06M - $1.15M
|
17K
$11.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.45K+ 0.28% |
$901K - $973K
|
515K
$348M
|
|
|
Nov 12, 2025
Q3 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5.36K- 20.13% |
$3.32M - $3.59M
|
21.3K
$14.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.48K+ 5.91% |
$915K - $988K
|
26.4K
$17.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
307+ 0.84% |
$191K - $206K
|
36.9K
$24.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-275- 13.78% |
$171K - $184K
|
1.72K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
59.7K+ 28.55% |
$37.1M - $40M
|
269K
$182M
|
|
|
Nov 12, 2025
Q3 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-351- 3.35% |
$218K - $235K
|
10.1K
$6.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
198+ 30.84% |
$123K - $133K
|
840
$567K
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-55- 1.65% |
$34.1K - $36.9K
|
3.28K
$2.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.32K+ 3.95% |
$1.44M - $1.55M
|
60.9K
$41.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1+ 0.19% |
$621 - $670
|
514
$347K
|
|
|
Nov 12, 2025
Q3 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
58+ 0.28% |
$36K - $38.9K
|
20.4K
$13.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
404+ 22.14% |
$251K - $271K
|
2.23K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
632New |
$392K - $423K
|
632
$427K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-3.22K- 1.34% |
$2M - $2.15M
|
236K
$159M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-1.74K- 2.29% |
$1.08M - $1.17M
|
74.2K
$50.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
529+ 1.77% |
$328K - $354K
|
30.3K
$20.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
7.45K+ 15.04% |
$4.63M - $4.99M
|
57K
$38.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-442- 5.71% |
$274K - $296K
|
7.3K
$4.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
1.67K+ 6.06% |
$1.04M - $1.12M
|
29.3K
$19.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
257+ 7.38% |
$160K - $172K
|
3.74K
$2.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-35- 18.23% |
$21.7K - $23.5K
|
157
$106K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-5- 0.04% |
$3.1K - $3.35K
|
12.2K
$8.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Epiq Partners, LLC
|
BUY
|
- |
177+ 6.42% |
$110K - $119K
|
2.94K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-21.9K- 31.38% |
$13.6M - $14.7M
|
48K
$32.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
4+ 0.09% |
$2.48K - $2.68K
|
4.63K
$3.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-270- 1.41% |
$168K - $181K
|
18.9K
$12.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-35.9K- 9.29% |
$22.3M - $24.1M
|
350K
$237M
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-125- 0.5% |
$77.6K - $83.8K
|
24.7K
$16.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
451+ 2.85% |
$280K - $302K
|
16.3K
$11M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-320- 1.16% |
$199K - $214K
|
27.2K
$18.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-719- 1.9% |
$446K - $482K
|
37.1K
$25.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
858+ 1.25% |
$533K - $575K
|
69.4K
$46.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-364- 11.17% |
$226K - $244K
|
2.9K
$1.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
617+ 7.0% |
$383K - $413K
|
9.43K
$6.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
27+ 1.23% |
$16.8K - $18.1K
|
2.23K
$1.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.2K+ 0.51% |
$744K - $803K
|
236K
$160M
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
28+ 1.61% |
$17.4K - $18.8K
|
1.77K
$1.19M
|
|