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 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-15.1K- 16.02% |
$9.36M - $10.1M
|
79.1K
$53.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
713+ 65.71% |
$443K - $478K
|
1.8K
$1.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-155- 6.76% |
$96.2K - $104K
|
2.14K
$1.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
24.1K+ 1.8% |
$15M - $16.1M
|
1.37M
$923M
|
|
|
Nov 06, 2025
Q3 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
24+ 0.24% |
$14.9K - $16.1K
|
10.1K
$6.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
11K+ 4.88% |
$6.82M - $7.37M
|
236K
$160M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
1+ 0.13% |
$621 - $670
|
746
$504K
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.17K+ 29.72% |
$1.35M - $1.45M
|
9.47K
$6.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
BUY
|
- |
1.12KNew |
$695K - $750K
|
1.12K
$756K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-631- 2.65% |
$392K - $423K
|
23.2K
$15.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
544+ 1.76% |
$338K - $365K
|
31.5K
$21.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-481- 1.64% |
$299K - $322K
|
28.9K
$19.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.98K- 11.89% |
$3.71M - $4M
|
44.3K
$29.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
64.2K+ 79.5% |
$39.9M - $43M
|
145K
$97.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-1- 0.28% |
$621 - $670
|
362
$244K
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
16+ 0.97% |
$9.93K - $10.7K
|
1.67K
$1.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
5.43K+ 100.78% |
$3.37M - $3.64M
|
10.8K
$7.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Counselors Inc
|
BUY
|
- |
534+ 3.78% |
$331K - $358K
|
14.6K
$9.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-892- 3.39% |
$554K - $598K
|
25.4K
$17.1M
|
|
|
Nov 06, 2025
Q3 2025
|
University Of Chicago
Chicago, IL |
BUY
|
- |
119K+ 154.59% |
$73.8M - $79.7M
|
196K
$132M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-1.44K- 2.83% |
$896K - $967K
|
49.5K
$33.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
1.74K+ 1.96% |
$1.08M - $1.17M
|
90.7K
$61.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
979+ 3.81% |
$608K - $656K
|
26.7K
$18M
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-197- 2.14% |
$122K - $132K
|
9.02K
$6.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
123+ 0.53% |
$76.3K - $82.4K
|
23.3K
$15.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
25.9K+ 22.91% |
$16.1M - $17.4M
|
139K
$94M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
7.48K+ 9.2% |
$4.64M - $5.01M
|
88.8K
$60M
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-180- 1.67% |
$112K - $121K
|
10.6K
$7.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-795- 2.75% |
$493K - $533K
|
28.1K
$19M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.8K+ 5.53% |
$11M - $11.9M
|
339K
$229M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
151+ 2.5% |
$93.7K - $101K
|
6.18K
$4.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-17- 0.78% |
$10.6K - $11.4K
|
2.17K
$1.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
14.3K+ 23.95% |
$8.86M - $9.56M
|
73.8K
$49.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-730- 16.01% |
$453K - $489K
|
3.83K
$2.59M
|
|
|
Nov 06, 2025
Q3 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
30+ 3.98% |
$18.6K - $20.1K
|
784
$529K
|
|
|
Nov 06, 2025
Q3 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-587- 1.36% |
$364K - $393K
|
42.5K
$28.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
12.3KNew |
$7.64M - $8.25M
|
12.3K
$8.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-50- 0.69% |
$31K - $33.5K
|
7.19K
$4.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-181- 2.23% |
$112K - $121K
|
7.92K
$5.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-360- 2.46% |
$223K - $241K
|
14.3K
$9.66M
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
990+ 0.33% |
$614K - $663K
|
303K
$205M
|
|
|
Nov 06, 2025
Q3 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
102+ 17.44% |
$63.3K - $68.3K
|
687
$464K
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
131+ 0.82% |
$81.3K - $87.8K
|
16.2K
$10.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.38K+ 4.29% |
$855K - $923K
|
33.5K
$22.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
18.1K+ 12.33% |
$11.2M - $12.1M
|
165K
$111M
|
|
|
Nov 06, 2025
Q3 2025
|
Mechanics Financial Corp
|
BUY
|
- |
771+ 5.61% |
$479K - $517K
|
14.5K
$9.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-741- 38.78% |
$460K - $497K
|
1.17K
$790K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
233+ 5.98% |
$145K - $156K
|
4.13K
$2.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
21.9K+ 27.83% |
$13.6M - $14.7M
|
100K
$67.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
78+ 7.05% |
$48.4K - $52.3K
|
1.18K
$800K
|
|