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
|
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
|
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
|
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
|
|
|
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
|
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
|
|