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
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18.7K- 9.28% |
$11.6M - $12.6M
|
183K
$124M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
781K+ 8.38% |
$484M - $523M
|
10.1M
$6.82B
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
22+ 1.66% |
$13.7K - $14.7K
|
1.34K
$908K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
87+ 2.17% |
$54K - $58.3K
|
4.09K
$2.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.73K+ 19.17% |
$3.56M - $3.84M
|
35.6K
$24.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2+ 0.14% |
$1.24K - $1.34K
|
1.48K
$998K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-567- 3.08% |
$352K - $380K
|
17.9K
$12.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
1.06K+ 0.41% |
$660K - $712K
|
259K
$175M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.74K+ 32.6% |
$1.7M - $1.84M
|
11.2K
$7.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
120+ 4.96% |
$74.5K - $80.4K
|
2.54K
$1.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-170- 4.58% |
$106K - $114K
|
3.55K
$2.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.19KNew |
$741K - $800K
|
1.19K
$806K
|
|
|
Nov 12, 2025
Q3 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
364+ 60.07% |
$226K - $244K
|
970
$655K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.97K+ 21.48% |
$1.23M - $1.32M
|
11.2K
$7.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.21K- 0.79% |
$3.24M - $3.49M
|
651K
$440M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
138K+ 6.42% |
$85.8M - $92.6M
|
2.29M
$1.55B
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
200New |
$124K - $134K
|
200
$135K
|
|
|
Nov 12, 2025
Q3 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-41- 2.58% |
$25.4K - $27.5K
|
1.55K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
201+ 62.23% |
$125K - $135K
|
524
$354K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.06K+ 96.28% |
$1.9M - $2.05M
|
6.23K
$4.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-61- 0.99% |
$37.9K - $40.9K
|
6.1K
$4.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
6+ 0.23% |
$3.72K - $4.02K
|
2.62K
$1.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
160+ 2.73% |
$99.3K - $107K
|
6.01K
$4.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
289+ 0.59% |
$179K - $194K
|
49.2K
$33.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-244- 16.8% |
$151K - $163K
|
1.21K
$816K
|
|
|
Nov 12, 2025
Q3 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-139- 6.81% |
$86.3K - $93.1K
|
1.9K
$1.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Griffith & Werner, Inc.
Canton, GA |
SELL
|
- |
-185- 31.41% |
$115K - $124K
|
404
$273K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.23K- 38.7% |
$1.38M - $1.49M
|
3.53K
$2.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-29- 0.25% |
$18K - $19.4K
|
11.4K
$7.67M
|
|