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 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11- 1.11% |
$6.83K - $7.37K
|
982
$663K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.25K- 4.65% |
$775K - $836K
|
25.6K
$17.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.18K- 1.72% |
$731K - $789K
|
67.4K
$45.5M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-590- 6.85% |
$366K - $395K
|
8.02K
$5.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Burt Wealth Advisors
|
BUY
|
- |
315New |
$196K - $211K
|
315
$213K
|
|
|
Nov 05, 2025
Q3 2025
|
Fidato Wealth LLC
|
SELL
|
- |
-240- 1.77% |
$149K - $161K
|
13.3K
$9M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
519+ 2.36% |
$322K - $348K
|
22.5K
$15.2M
|
|
|
Nov 05, 2025
Q3 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
703+ 1.25% |
$436K - $471K
|
57K
$38.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12.8K+ 55.86% |
$7.95M - $8.58M
|
35.7K
$24.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
634+ 0.81% |
$394K - $425K
|
79.1K
$53.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
22.3K+ 14.41% |
$13.8M - $14.9M
|
177K
$119M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
359+ 9.24% |
$223K - $241K
|
4.24K
$2.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Strategic Equity Management
|
BUY
|
- |
71+ 2.0% |
$44.1K - $47.6K
|
3.62K
$2.45M
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
354+ 10.41% |
$220K - $237K
|
3.75K
$2.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-166- 16.24% |
$103K - $111K
|
856
$578K
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
SELL
|
- |
-223- 1.21% |
$138K - $149K
|
18.2K
$12.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
194+ 0.15% |
$120K - $130K
|
130K
$88M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-15- 0.04% |
$9.31K - $10.1K
|
33.8K
$22.8M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
33+ 3.05% |
$20.5K - $22.1K
|
1.12K
$754K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
159+ 6.69% |
$98.7K - $107K
|
2.54K
$1.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
50+ 1.35% |
$31K - $33.5K
|
3.74K
$2.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
719+ 1.73% |
$446K - $482K
|
42.2K
$28.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.39K- 5.52% |
$863K - $931K
|
23.8K
$16.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-24- 0.9% |
$14.9K - $16.1K
|
2.63K
$1.77M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
256+ 2.96% |
$159K - $172K
|
8.9K
$6.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.77K- 11.97% |
$2.34M - $2.53M
|
27.7K
$18.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-832- 0.69% |
$516K - $558K
|
120K
$81.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-95- 48.72% |
$59K - $63.7K
|
100
$67.5K
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-12.7K- 53.37% |
$7.9M - $8.53M
|
11.1K
$7.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-44- 12.75% |
$27.3K - $29.5K
|
301
$203K
|
|
|
Nov 05, 2025
Q3 2025
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-550- 14.24% |
$341K - $369K
|
3.31K
$2.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-46- 1.17% |
$28.6K - $30.8K
|
3.9K
$2.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3+ 0.3% |
$1.86K - $2.01K
|
999
$675K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.46K+ 9.29% |
$903K - $975K
|
17.1K
$11.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.01K+ 94.77% |
$629K - $679K
|
2.08K
$1.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-138- 12.32% |
$85.7K - $92.5K
|
982
$663K
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-7- 1.02% |
$4.34K - $4.69K
|
681
$460K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-124- 2.5% |
$77K - $83.1K
|
4.83K
$3.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
104K+ 430.97% |
$64.7M - $69.9M
|
129K
$86.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-1.37K- 1.81% |
$852K - $919K
|
74.3K
$50.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1+ 0.13% |
$621 - $670
|
797
$538K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
6+ 0.55% |
$3.72K - $4.02K
|
1.09K
$735K
|
|
|
Nov 05, 2025
Q3 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-10- 0.21% |
$6.21K - $6.7K
|
4.8K
$3.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
157+ 3.35% |
$97.4K - $105K
|
4.84K
$3.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-5.89K- 23.9% |
$3.65M - $3.94M
|
18.7K
$12.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10.1K+ 1435.27% |
$6.29M - $6.79M
|
10.8K
$7.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
130K+ 4.35% |
$80.6M - $87M
|
3.12M
$2.1B
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-272- 31.85% |
$169K - $182K
|
582
$393K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.33K+ 22.23% |
$1.45M - $1.56M
|
12.8K
$8.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
246+ 0.8% |
$153K - $165K
|
31.1K
$21M
|
|