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 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
214+ 4.54% |
$133K - $143K
|
4.93K
$3.33M
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
408New |
$253K - $273K
|
408
$276K
|
|
|
Nov 20, 2025
Q3 2025
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1- 0.02% |
$621 - $670
|
4.52K
$3.05M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.08K- 10.62% |
$1.91M - $2.06M
|
25.9K
$17.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
1.12M+ 270181.5% |
$698M - $753M
|
1.12M
$759M
|
|
|
Nov 19, 2025
Q3 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
20+ 2.28% |
$12.4K - $13.4K
|
899
$607K
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
225+ 7.94% |
$140K - $151K
|
3.06K
$2.07M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.56K+ 0.88% |
$4.07M - $4.4M
|
751K
$507M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
107K+ 2.75% |
$66.3M - $71.6M
|
3.99M
$2.69B
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-105- 3.87% |
$65.2K - $70.4K
|
2.61K
$1.76M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-7.25K- 19.83% |
$4.5M - $4.86M
|
29.3K
$19.8M
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-47- 6.52% |
$29.2K - $31.5K
|
674
$455K
|
|
|
Nov 19, 2025
Q3 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
529+ 2.3% |
$328K - $354K
|
23.6K
$15.9M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
168KNew |
$104M - $113M
|
168K
$114M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-50- 0.56% |
$31K - $33.5K
|
8.83K
$5.96M
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
30.7K+ 43.82% |
$19.1M - $20.6M
|
101K
$68.1M
|
|
|
Nov 18, 2025
Q3 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-46- 9.87% |
$28.6K - $30.8K
|
420
$284K
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.85K+ 18.2% |
$1.77M - $1.91M
|
18.5K
$12.5M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.27KNew |
$791K - $854K
|
1.27K
$860K
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-33- 0.44% |
$20.5K - $22.1K
|
7.55K
$5.1M
|
|
|
Nov 18, 2025
Q3 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-316- 0.25% |
$196K - $212K
|
124K
$83.8M
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
462+ 208.11% |
$287K - $310K
|
684
$462K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
20.5K+ 11.87% |
$12.7M - $13.7M
|
193K
$130M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.14K+ 25.44% |
$2.57M - $2.78M
|
20.4K
$13.8M
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-56- 2.09% |
$34.8K - $37.5K
|
2.62K
$1.77M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.39K- 30.97% |
$2.11M - $2.27M
|
7.56K
$5.11M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
851+ 13.75% |
$528K - $570K
|
7.04K
$4.75M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
83+ 14.54% |
$51.5K - $55.6K
|
654
$442K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-750- 0.87% |
$466K - $503K
|
85.5K
$57.7M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
655+ 5.36% |
$407K - $439K
|
12.9K
$8.69M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-167- 6.63% |
$104K - $112K
|
2.35K
$1.59M
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-49- 0.69% |
$30.4K - $32.8K
|
7.05K
$4.76M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-233- 10.5% |
$145K - $156K
|
1.99K
$1.34M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.5K- 3.67% |
$5.28M - $5.7M
|
223K
$151M
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.88KNew |
$1.79M - $1.93M
|
2.88K
$1.94M
|
|
|
Nov 17, 2025
Q3 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
47+ 0.2% |
$29.2K - $31.5K
|
23.9K
$16.2M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.19K- 0.31% |
$739K - $797K
|
379K
$256M
|
|
|
Nov 17, 2025
Q3 2025
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-263K- 13.9% |
$163M - $176M
|
1.63M
$1.1B
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.69K- 18.32% |
$1.05M - $1.13M
|
7.54K
$5.09M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-184- 3.31% |
$114K - $123K
|
5.37K
$3.63M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
163+ 4.41% |
$101K - $109K
|
3.86K
$2.61M
|
|
|
Nov 17, 2025
Q3 2025
|
Avondale Wealth Management
|
SELL
|
- |
-25- 0.04% |
$15.5K - $16.8K
|
58.3K
$39.4M
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-493- 24.67% |
$306K - $330K
|
1.51K
$1.02M
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-66- 9.15% |
$41K - $44.2K
|
655
$442K
|
|
|
Nov 17, 2025
Q3 2025
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-21- 4.4% |
$13K - $14.1K
|
456
$308K
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
1.61KNew |
$999K - $1.08M
|
1.61K
$1.09M
|
|
|
Nov 17, 2025
Q3 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-26- 3.3% |
$16.1K - $17.4K
|
763
$515K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
380+ 3.72% |
$236K - $255K
|
10.6K
$7.15M
|
|
|
Nov 17, 2025
Q3 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-768- 38.36% |
$477K - $515K
|
1.23K
$833K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
10.7K+ 2.72% |
$6.65M - $7.18M
|
404K
$273M
|
|