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
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-14.2K- 14.58% |
$8.79M - $9.49M
|
82.9K
$56M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.31K+ 102.9% |
$1.43M - $1.55M
|
4.55K
$3.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
46+ 5.03% |
$28.6K - $30.8K
|
961
$649K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
77.7K+ 0.51% |
$48.2M - $52.1M
|
15.5M
$10.4B
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-122- 4.3% |
$75.7K - $81.7K
|
2.71K
$1.83M
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
SELL
|
- |
-97- 0.29% |
$60.2K - $65K
|
33.8K
$22.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
592+ 2.1% |
$367K - $397K
|
28.8K
$19.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
212+ 0.36% |
$132K - $142K
|
59.6K
$40.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
24+ 3.05% |
$14.9K - $16.1K
|
812
$548K
|
|
|
Nov 07, 2025
Q3 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
7+ 0.75% |
$4.34K - $4.69K
|
945
$638K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-481- 3.17% |
$299K - $322K
|
14.7K
$9.94M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
589New |
$366K - $395K
|
589
$398K
|
|
|
Nov 07, 2025
Q3 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
1.81K+ 2.92% |
$1.12M - $1.21M
|
63.9K
$43.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
947+ 11.83% |
$588K - $635K
|
8.96K
$6.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
14+ 3.2% |
$8.69K - $9.38K
|
452
$305K
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
8+ 0.59% |
$4.97K - $5.36K
|
1.37K
$924K
|
|
|
Nov 07, 2025
Q3 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2+ 0.48% |
$1.24K - $1.34K
|
416
$281K
|
|
|
Nov 07, 2025
Q3 2025
|
Riverstone Advisors, LLC
|
BUY
|
- |
315+ 0.38% |
$196K - $211K
|
84.3K
$56.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
472+ 4.9% |
$293K - $316K
|
10.1K
$6.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3.51K+ 6.58% |
$2.18M - $2.35M
|
56.8K
$38.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.79M- 7.48% |
$1.11B - $1.2B
|
22.1M
$14.9B
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2+ 0.08% |
$1.24K - $1.34K
|
2.57K
$1.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Hardy Reed LLC
|
SELL
|
- |
-214- 0.84% |
$133K - $143K
|
25.4K
$17.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
278+ 22.44% |
$173K - $186K
|
1.52K
$1.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-3- 0.27% |
$1.86K - $2.01K
|
1.11K
$747K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
335+ 58.57% |
$208K - $224K
|
907
$613K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
38.3K+ 2.27% |
$23.8M - $25.7M
|
1.72M
$1.16B
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-156K- 9.95% |
$96.5M - $104M
|
1.41M
$950M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-982- 1.12% |
$609K - $658K
|
86.9K
$58.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.64K+ 2.66% |
$1.02M - $1.1M
|
63.1K
$42.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-25- 0.52% |
$15.5K - $16.8K
|
4.77K
$3.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-61- 0.46% |
$37.9K - $40.9K
|
13.3K
$8.96M
|
|
|
Nov 07, 2025
Q3 2025
|
Providence Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
34.1KNew |
$21.2M - $22.8M
|
34.1K
$23M
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
10+ 0.63% |
$6.21K - $6.7K
|
1.6K
$1.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
846+ 2.79% |
$525K - $567K
|
31.2K
$21.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.2K+ 28.69% |
$1.99M - $2.14M
|
14.4K
$9.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-472- 2.18% |
$293K - $316K
|
21.2K
$14.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.42K- 17.51% |
$5.22M - $5.64M
|
39.6K
$26.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.61K- 0.53% |
$1M - $1.08M
|
305K
$206M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.47K+ 1.2% |
$910K - $982K
|
124K
$83.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
681+ 34.66% |
$423K - $456K
|
2.65K
$1.79M
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-275- 8.83% |
$171K - $184K
|
2.84K
$1.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-180- 7.68% |
$112K - $121K
|
2.16K
$1.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-150- 5.13% |
$93.1K - $101K
|
2.77K
$1.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1+ 0.05% |
$621 - $670
|
1.9K
$1.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-1.03K- 0.14% |
$637K - $688K
|
727K
$491M
|
|
|
Nov 07, 2025
Q3 2025
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
169New |
$105K - $113K
|
169
$114K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-21- 0.26% |
$13K - $14.1K
|
8.21K
$5.54M
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
9+ 0.51% |
$5.59K - $6.03K
|
1.77K
$1.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
174+ 1.59% |
$108K - $117K
|
11.1K
$7.51M
|
|