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
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
11+ 0.28% |
$6.83K - $7.37K
|
3.9K
$2.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
17+ 0.8% |
$10.6K - $11.4K
|
2.13K
$1.44M
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-2- 0.13% |
$1.24K - $1.34K
|
1.5K
$1.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-290- 26.06% |
$180K - $194K
|
823
$556K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.05% |
$1.24K - $1.34K
|
3.72K
$2.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-1.24K- 9.4% |
$768K - $829K
|
11.9K
$8.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-200- 0.42% |
$124K - $134K
|
47.8K
$32.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.14K+ 17.33% |
$1.33M - $1.44M
|
14.5K
$9.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-57- 1.82% |
$35.4K - $38.2K
|
3.07K
$2.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
BUY
|
- |
4.55K+ 7.09% |
$2.82M - $3.05M
|
68.7K
$46.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
230+ 1.04% |
$143K - $154K
|
22.3K
$15.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Client First Capital LLC
|
SELL
|
- |
-2.43K- 6.35% |
$1.51M - $1.63M
|
35.9K
$24.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
16+ 0.05% |
$9.93K - $10.7K
|
34.6K
$23.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-2.66K- 5.44% |
$1.65M - $1.78M
|
46.2K
$31.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.7K- 3.06% |
$4.16M - $4.49M
|
213K
$144M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-26- 3.77% |
$16.1K - $17.4K
|
663
$448K
|
|
|
Nov 05, 2025
Q3 2025
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-1.22K- 2.26% |
$757K - $817K
|
52.7K
$35.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
80+ 3.68% |
$49.7K - $53.6K
|
2.25K
$1.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.18% |
$1.24K - $1.34K
|
1.11K
$750K
|
|
|
Nov 05, 2025
Q3 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
121+ 2.37% |
$75.1K - $81.1K
|
5.23K
$3.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.81K- 10.33% |
$1.12M - $1.21M
|
15.7K
$10.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-14- 0.52% |
$8.69K - $9.38K
|
2.66K
$1.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-1.24M- 81.91% |
$767M - $828M
|
273K
$184M
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-10- 0.15% |
$6.21K - $6.7K
|
6.84K
$4.62M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-86- 3.18% |
$53.4K - $57.6K
|
2.62K
$1.77M
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
SELL
|
- |
-1.65K- 1.36% |
$1.02M - $1.11M
|
120K
$81M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
783+ 1.15% |
$486K - $525K
|
68.9K
$46.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
BUY
|
- |
466+ 37.28% |
$289K - $312K
|
1.72K
$1.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
41+ 0.29% |
$25.4K - $27.5K
|
14.2K
$9.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
546+ 2.47% |
$339K - $366K
|
22.6K
$15.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-66- 0.64% |
$41K - $44.2K
|
10.2K
$6.91M
|
|
|
Nov 05, 2025
Q3 2025
|
First National Bank Of Hutchinson
|
SELL
|
- |
-2.22K- 4.85% |
$1.38M - $1.49M
|
43.6K
$29.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.96K- 1.1% |
$1.21M - $1.31M
|
175K
$118M
|
|
|
Nov 05, 2025
Q3 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
381K+ 1151.4% |
$237M - $255M
|
414K
$280M
|
|
|
Nov 05, 2025
Q3 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
147+ 0.03% |
$91.2K - $98.5K
|
463K
$313M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
9.94K+ 3.86% |
$6.17M - $6.66M
|
268K
$181M
|
|
|
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
|
|