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 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
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-230- 2.43% |
$143K - $154K
|
9.22K
$6.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
166New |
$103K - $111K
|
166
$112K
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
176+ 6.93% |
$109K - $118K
|
2.72K
$1.83M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-28.6K- 2.16% |
$17.8M - $19.2M
|
1.3M
$877M
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
23.1K+ 31.81% |
$14.3M - $15.5M
|
95.6K
$64.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-7.46K- 53.75% |
$4.63M - $5M
|
6.42K
$4.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-28.7K- 4.83% |
$17.8M - $19.2M
|
566K
$382M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
319+ 4.37% |
$198K - $214K
|
7.62K
$5.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
122K+ 20.35% |
$75.5M - $81.5M
|
719K
$486M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
190+ 2.4% |
$118K - $127K
|
8.11K
$5.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
939K+ 2.89% |
$583M - $629M
|
33.4M
$22.6B
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.5K+ 286.31% |
$7.77M - $8.39M
|
16.9K
$11.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
395+ 11.06% |
$245K - $265K
|
3.97K
$2.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.3K+ 3.07% |
$3.91M - $4.22M
|
212K
$143M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
92.6K+ 20.38% |
$57.5M - $62M
|
547K
$369M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
589K+ 7.7% |
$366M - $395M
|
8.24M
$5.56B
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-11- 0.04% |
$6.83K - $7.37K
|
30.8K
$20.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
183K+ 54.0% |
$114M - $123M
|
522K
$352M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-61- 0.25% |
$37.9K - $40.9K
|
24.5K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
545+ 74.45% |
$338K - $365K
|
1.28K
$862K
|
|
|
Nov 14, 2025
Q3 2025
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
2.89K+ 19.37% |
$1.79M - $1.94M
|
17.8K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.84K+ 94.37% |
$2.38M - $2.57M
|
7.9K
$5.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Rptc Inc.
Jackson, WY |
BUY
|
- |
721+ 0.33% |
$448K - $483K
|
217K
$146M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-275- 0.08% |
$171K - $184K
|
356K
$240M
|
|
|
Nov 14, 2025
Q3 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
21+ 0.24% |
$13K - $14.1K
|
8.68K
$5.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-356- 3.52% |
$221K - $239K
|
9.75K
$6.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-32K- 87.16% |
$19.9M - $21.5M
|
4.72K
$3.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-1- 0.06% |
$621 - $670
|
1.8K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Cim, LLC
|
SELL
|
- |
-45- 0.77% |
$27.9K - $30.2K
|
5.78K
$3.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-37.3K- 4.91% |
$23.1M - $25M
|
722K
$487M
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-8- 0.18% |
$4.97K - $5.36K
|
4.42K
$2.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.82K+ 24.53% |
$2.37M - $2.56M
|
19.4K
$13.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
BUY
|
- |
18+ 0.04% |
$11.2K - $12.1K
|
47.1K
$31.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
4.06K+ 54.42% |
$2.52M - $2.72M
|
11.5K
$7.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-36- 0.41% |
$22.3K - $24.1K
|
8.73K
$5.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
587+ 1.68% |
$364K - $393K
|
35.5K
$24M
|
|
|
Nov 14, 2025
Q3 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
20.1K+ 1022.83% |
$12.5M - $13.5M
|
22.1K
$14.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-5.43K- 3.37% |
$3.37M - $3.64M
|
156K
$105M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-4.59K- 0.71% |
$2.85M - $3.07M
|
638K
$431M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
1.12K+ 13.91% |
$693K - $748K
|
9.15K
$6.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.22K+ 3.55% |
$759K - $820K
|
35.7K
$24.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.04K- 2.88% |
$5.61M - $6.06M
|
305K
$206M
|
|
|
Nov 14, 2025
Q3 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
224K+ 185.24% |
$139M - $150M
|
346K
$233M
|
|
|
Nov 14, 2025
Q3 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
101+ 1.73% |
$62.7K - $67.7K
|
5.93K
$4M
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-26- 0.95% |
$16.1K - $17.4K
|
2.71K
$1.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
737+ 10.37% |
$457K - $494K
|
7.85K
$5.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-419- 6.44% |
$260K - $281K
|
6.09K
$4.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.7K- 0.74% |
$7.86M - $8.48M
|
1.71M
$1.15B
|
|