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
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
1.44K+ 13.48% |
$894K - $966K
|
12.1K
$8.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
1.38K+ 14.51% |
$858K - $927K
|
10.9K
$7.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
BUY
|
- |
204+ 17.88% |
$127K - $137K
|
1.35K
$908K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
33+ 1.16% |
$20.5K - $22.1K
|
2.88K
$1.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-15- 0.48% |
$9.31K - $10.1K
|
3.13K
$2.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-317- 0.08% |
$197K - $212K
|
420K
$284M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-284- 25.07% |
$176K - $190K
|
849
$573K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
626+ 1.52% |
$389K - $419K
|
41.7K
$28.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
184+ 10.93% |
$114K - $123K
|
1.87K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-52- 0.09% |
$32.3K - $34.8K
|
57.7K
$39M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9.05K+ 1.39% |
$5.61M - $6.06M
|
661K
$447M
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.67K+ 10.14% |
$1.04M - $1.12M
|
18.2K
$12.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2+ 0.03% |
$1.24K - $1.34K
|
6.61K
$4.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
66+ 2.53% |
$41K - $44.2K
|
2.67K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
19+ 0.23% |
$11.8K - $12.7K
|
8.15K
$5.51M
|
|
|
Nov 12, 2025
Q3 2025
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
319New |
$198K - $214K
|
319
$215K
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
538New |
$334K - $361K
|
538
$363K
|
|
|
Nov 12, 2025
Q3 2025
|
Security Benefit Life Insurance CO
Topeka, KS |
SELL
|
- |
-1K- 14.71% |
$621K - $670K
|
5.8K
$3.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
180+ 0.24% |
$112K - $121K
|
74.7K
$50.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Mkp Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-254K- 11.58% |
$158M - $170M
|
1.94M
$1.31B
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
8+ 0.14% |
$4.97K - $5.36K
|
5.8K
$3.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
773+ 6.05% |
$480K - $518K
|
13.5K
$9.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.25K+ 35.96% |
$3.26M - $3.52M
|
19.8K
$13.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
17.1KNew |
$10.6M - $11.5M
|
17.1K
$11.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.81K- 1.88% |
$1.12M - $1.21M
|
94.4K
$63.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-37- 3.27% |
$23K - $24.8K
|
1.09K
$739K
|
|
|
Nov 12, 2025
Q3 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-19- 1.86% |
$11.8K - $12.7K
|
1K
$678K
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-39- 0.14% |
$24.2K - $26.1K
|
27K
$18.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
3+ 0.25% |
$1.86K - $2.01K
|
1.18K
$798K
|
|
|
Nov 12, 2025
Q3 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
4.9K+ 9.11% |
$3.04M - $3.28M
|
58.7K
$39.6M
|
|