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 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
483+ 4.43% |
$300K - $324K
|
11.4K
$7.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-3.31K- 21.39% |
$2.05M - $2.22M
|
12.2K
$8.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-4- -0.0% |
$2.48K - $2.68K
|
264K
$178M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-66- 1.59% |
$41K - $44.2K
|
4.08K
$2.75M
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-17- 0.27% |
$10.6K - $11.4K
|
6.33K
$4.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.41K+ 2.21% |
$876K - $946K
|
65.2K
$44M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-24- 1.37% |
$14.9K - $16.1K
|
1.73K
$1.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-5.26K- 3.27% |
$3.26M - $3.52M
|
156K
$105M
|
|
|
Nov 07, 2025
Q3 2025
|
Kassira Wealth Management LLC
Knoxville, TN |
BUY
|
- |
1.27KNew |
$790K - $853K
|
1.27K
$860K
|
|
|
Nov 07, 2025
Q3 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
458+ 28.7% |
$284K - $307K
|
2.05K
$1.39M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-70- 0.91% |
$43.4K - $46.9K
|
7.63K
$5.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-9.62K- 44.14% |
$5.97M - $6.44M
|
12.2K
$8.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
101K+ 77.84% |
$63M - $68M
|
232K
$157M
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
176+ 0.54% |
$109K - $118K
|
32.9K
$22.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.83K+ 4.2% |
$1.76M - $1.89M
|
70.1K
$47.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-110- 0.98% |
$68.3K - $73.7K
|
11.1K
$7.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
173+ 1.44% |
$107K - $116K
|
12.2K
$8.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-96- 1.64% |
$59.6K - $64.3K
|
5.77K
$3.89M
|
|
|
Nov 07, 2025
Q3 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
680+ 0.89% |
$422K - $456K
|
77.4K
$52.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-358- 1.4% |
$222K - $240K
|
25.3K
$17.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-412- 29.22% |
$256K - $276K
|
998
$674K
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-4- 0.2% |
$2.48K - $2.68K
|
2K
$1.35M
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
69+ 0.7% |
$42.8K - $46.2K
|
9.94K
$6.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-92- 3.78% |
$57.1K - $61.6K
|
2.34K
$1.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
3.57K+ 18.71% |
$2.21M - $2.39M
|
22.6K
$15.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-38- 0.02% |
$23.6K - $25.5K
|
189K
$128M
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.62K+ 3.21% |
$1.63M - $1.76M
|
84.3K
$56.9M
|
|
|
Nov 07, 2025
Q3 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
5.13K+ 3.14% |
$3.18M - $3.44M
|
169K
$114M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
13.3K+ 8.41% |
$8.25M - $8.91M
|
171K
$116M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.28K- 1.15% |
$796K - $860K
|
111K
$74.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-14- 0.03% |
$8.69K - $9.38K
|
51.5K
$34.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
30+ 2.43% |
$18.6K - $20.1K
|
1.26K
$854K
|
|
|
Nov 07, 2025
Q3 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
594K+ 12.75% |
$369M - $398M
|
5.25M
$3.55B
|
|
|
Nov 07, 2025
Q3 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-346- 2.75% |
$215K - $232K
|
12.2K
$8.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
1.08KNew |
$672K - $726K
|
1.08K
$731K
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
300+ 9.74% |
$186K - $201K
|
3.38K
$2.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.31K+ 3.47% |
$811K - $876K
|
39K
$26.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
2.9KNew |
$1.8M - $1.94M
|
2.9K
$1.96M
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3+ 0.08% |
$1.86K - $2.01K
|
3.84K
$2.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.5K+ 13.04% |
$1.55M - $1.67M
|
21.7K
$14.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
95+ 3.41% |
$59K - $63.7K
|
2.88K
$1.94M
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-1.17K- 3.43% |
$724K - $781K
|
32.9K
$22.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
BUY
|
- |
2.35K+ 5.34% |
$1.46M - $1.58M
|
46.4K
$31.3M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.7K+ 73.44% |
$9.13M - $9.86M
|
34.7K
$23.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.27K+ 3.37% |
$785K - $848K
|
38.8K
$26.2M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5.24K- 20.2% |
$3.25M - $3.51M
|
20.7K
$14M
|
|
|
Nov 07, 2025
Q3 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.51K+ 3.58% |
$1.56M - $1.68M
|
72.6K
$49.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
59+ 1.79% |
$36.6K - $39.5K
|
3.36K
$2.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
19+ 2.04% |
$11.8K - $12.7K
|
950
$642K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-5- 0.39% |
$3.1K - $3.35K
|
1.26K
$854K
|
|