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
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.16K- 17.78% |
$717K - $775K
|
5.35K
$3.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
22+ 0.61% |
$13.7K - $14.7K
|
3.65K
$2.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-88- 1.53% |
$54.6K - $59K
|
5.68K
$3.83M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-162- 0.28% |
$101K - $109K
|
57.7K
$39M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.72K+ 14.45% |
$1.69M - $1.82M
|
21.6K
$14.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
61+ 0.05% |
$37.9K - $40.9K
|
132K
$88.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
514+ 9.31% |
$319K - $344K
|
6.03K
$4.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
983+ 191.99% |
$610K - $659K
|
1.5K
$1.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-28K- 42.42% |
$17.4M - $18.8M
|
38K
$25.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-240- 0.21% |
$149K - $161K
|
113K
$76M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-17- 1.34% |
$10.6K - $11.4K
|
1.25K
$844K
|
|
|
Nov 07, 2025
Q3 2025
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-21- 3.64% |
$13K - $14.1K
|
556
$375K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.22KNew |
$755K - $815K
|
1.22K
$822K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.04% |
$621 - $670
|
2.48K
$1.68M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-10.7K- 94.89% |
$6.65M - $7.17M
|
576
$389K
|
|
|
Nov 07, 2025
Q3 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
1+ 0.08% |
$621 - $670
|
1.21K
$819K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-72- 1.18% |
$44.7K - $48.2K
|
6.05K
$4.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-3- 0.24% |
$1.86K - $2.01K
|
1.26K
$850K
|
|
|
Nov 06, 2025
Q3 2025
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
SELL
|
- |
-19.8K- 15.43% |
$12.3M - $13.3M
|
109K
$73.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-551- 1.88% |
$342K - $369K
|
28.7K
$19.4M
|
|
|
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
|
|