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 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
44+ 0.98% |
$27.3K - $29.5K
|
4.54K
$3.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
SELL
|
- |
-12- 0.19% |
$7.45K - $8.04K
|
6.17K
$4.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
218+ 8.81% |
$135K - $146K
|
2.69K
$1.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3+ 0.19% |
$1.86K - $2.01K
|
1.6K
$1.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.73K+ 0.4% |
$1.07M - $1.16M
|
437K
$295M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35.7K- 31.5% |
$22.2M - $23.9M
|
77.7K
$52.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-47- 2.25% |
$29.2K - $31.5K
|
2.04K
$1.38M
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1- 0.28% |
$621 - $670
|
362
$244K
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.31K- 26.82% |
$814K - $879K
|
3.58K
$2.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1K- 6.06% |
$621K - $670K
|
15.5K
$10.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
2K+ 3.14% |
$1.24M - $1.34M
|
65.6K
$44.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.57K+ 16.17% |
$2.84M - $3.06M
|
32.9K
$22.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.74K- 8.04% |
$1.08M - $1.16M
|
19.8K
$13.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-75- 1.25% |
$46.6K - $50.3K
|
5.95K
$4.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
2+ 0.04% |
$1.24K - $1.34K
|
4.86K
$3.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.36K+ 3.8% |
$844K - $911K
|
37.1K
$25.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.02K+ 3.89% |
$1.88M - $2.02M
|
80.7K
$54.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
656+ 59.26% |
$407K - $440K
|
1.76K
$1.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
8.47K+ 977.48% |
$5.25M - $5.67M
|
9.33K
$6.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.44K+ 3.41% |
$895K - $966K
|
43.7K
$29.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-6.74K- 3.57% |
$4.18M - $4.52M
|
182K
$123M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
90.6K+ 5.51% |
$56.2M - $60.7M
|
1.73M
$1.17B
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-19- 0.38% |
$11.8K - $12.7K
|
4.99K
$3.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
20+ 0.42% |
$12.4K - $13.4K
|
4.77K
$3.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
3+ 0.27% |
$1.86K - $2.01K
|
1.11K
$752K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-389- 0.99% |
$241K - $261K
|
39.1K
$26.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
SELL
|
- |
-97- 0.36% |
$60.2K - $65K
|
26.5K
$17.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-61- 0.55% |
$37.9K - $40.9K
|
11K
$7.44M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-180- 5.15% |
$112K - $121K
|
3.31K
$2.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.75K- 2.26% |
$1.09M - $1.17M
|
75.6K
$51.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.72K- 1.38% |
$2.31M - $2.5M
|
266K
$180M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
500New |
$310K - $335K
|
500
$338K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-24- 0.33% |
$14.9K - $16.1K
|
7.28K
$4.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
157+ 1.91% |
$97.4K - $105K
|
8.39K
$5.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.68K+ 13.41% |
$2.28M - $2.46M
|
31.1K
$21M
|
|
|
Nov 10, 2025
Q3 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.94K- 18.36% |
$1.2M - $1.3M
|
8.61K
$5.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
18.9K+ 16.24% |
$11.7M - $12.6M
|
135K
$91.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
207+ 76.95% |
$128K - $139K
|
476
$321K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1+ 0.1% |
$621 - $670
|
1.01K
$679K
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
24+ 1.3% |
$14.9K - $16.1K
|
1.87K
$1.26M
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
5+ 0.06% |
$3.1K - $3.35K
|
8.23K
$5.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
116+ 0.58% |
$72K - $77.7K
|
20K
$13.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-45- 0.89% |
$27.9K - $30.2K
|
5.03K
$3.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
2.15K+ 3.95% |
$1.34M - $1.44M
|
56.5K
$38.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
34+ 30.36% |
$21.1K - $22.8K
|
146
$98.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
126+ 10.76% |
$78.2K - $84.4K
|
1.3K
$876K
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.38K- 41.12% |
$853K - $921K
|
1.97K
$1.33M
|
|
|
Nov 10, 2025
Q3 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
8.12K+ 204.59% |
$5.04M - $5.44M
|
12.1K
$8.16M
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
SELL
|
- |
-355- 5.74% |
$220K - $238K
|
5.83K
$3.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-226- 0.94% |
$140K - $151K
|
23.7K
$16M
|
|