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
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.17K+ 27.48% |
$2.59M - $2.79M
|
19.3K
$13.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-348- 8.53% |
$216K - $233K
|
3.73K
$2.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-16.1K- 27.49% |
$9.96M - $10.8M
|
42.3K
$28.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
12+ 1.98% |
$7.45K - $8.04K
|
618
$417K
|
|
|
Nov 13, 2025
Q3 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
21.2K+ 44.42% |
$13.2M - $14.2M
|
69K
$46.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-106- 20.62% |
$65.8K - $71K
|
408
$276K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-138K- 5.81% |
$85.6M - $92.4M
|
2.23M
$1.51B
|
|
|
Nov 13, 2025
Q3 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.16% |
$1.86K - $2.01K
|
1.92K
$1.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-63- 6.16% |
$39.1K - $42.2K
|
959
$648K
|
|
|
Nov 13, 2025
Q3 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
3.85M+ 346.11% |
$2.39B - $2.58B
|
4.96M
$3.35B
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-215- 19.58% |
$133K - $144K
|
883
$596K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-72.8K- 9.92% |
$45.2M - $48.8M
|
660K
$446M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
61.7K+ 6.49% |
$38.3M - $41.4M
|
1.01M
$684M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Ozk
|
BUY
|
- |
115+ 3.37% |
$71.4K - $77.1K
|
3.53K
$2.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-272- 2.9% |
$169K - $182K
|
9.11K
$6.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-258- 1.47% |
$160K - $173K
|
17.3K
$11.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
51.4K+ 0.99% |
$31.9M - $34.4M
|
5.26M
$3.55B
|
|
|
Nov 13, 2025
Q3 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-28- 10.45% |
$17.4K - $18.8K
|
240
$162K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.81K- 0.81% |
$1.12M - $1.21M
|
222K
$150M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
105K+ 36.74% |
$65.1M - $70.3M
|
390K
$264M
|
|
|
Nov 13, 2025
Q3 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
22.8K+ 3.11% |
$14.2M - $15.3M
|
758K
$512M
|
|
|
Nov 13, 2025
Q3 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.2K- 22.4% |
$744K - $803K
|
4.15K
$2.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
44.1K+ 12.23% |
$27.4M - $29.5M
|
405K
$273M
|
|
|
Nov 13, 2025
Q3 2025
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
1+ 0.29% |
$621 - $670
|
342
$231K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.46KNew |
$1.53M - $1.65M
|
2.46K
$1.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
871K+ 813.83% |
$540M - $584M
|
978K
$660M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
97+ 1.21% |
$60.2K - $65K
|
8.12K
$5.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
761+ 7.14% |
$472K - $510K
|
11.4K
$7.72M
|
|
|
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
|
|