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
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
41+ 0.07% |
$25.4K - $27.5K
|
59.9K
$40.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-746K- 82.18% |
$463M - $500M
|
162K
$109M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.71K- 0.77% |
$1.06M - $1.15M
|
221K
$149M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
7+ 1.75% |
$4.34K - $4.69K
|
406
$274K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-393- 11.83% |
$244K - $263K
|
2.93K
$1.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
721+ 2.54% |
$448K - $483K
|
29.1K
$19.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
395New |
$245K - $265K
|
395
$267K
|
|
|
Nov 06, 2025
Q3 2025
|
Connable Office Inc
|
BUY
|
- |
20+ 1.29% |
$12.4K - $13.4K
|
1.57K
$1.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4K- 26.14% |
$2.48M - $2.68M
|
11.3K
$7.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2+ 0.33% |
$1.24K - $1.34K
|
615
$415K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-73- 2.8% |
$45.3K - $48.9K
|
2.53K
$1.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-9- 0.5% |
$5.59K - $6.03K
|
1.79K
$1.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-725- 3.22% |
$450K - $486K
|
21.8K
$14.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
199+ 2.66% |
$124K - $133K
|
7.68K
$5.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.6K- 63.23% |
$9.06M - $9.78M
|
8.49K
$5.73M
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-1.88K- 9.38% |
$1.17M - $1.26M
|
18.2K
$12.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
66.9K+ 362.31% |
$41.5M - $44.8M
|
85.4K
$57.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.69K+ 6.67% |
$1.05M - $1.13M
|
27K
$18.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.1K+ 3.54% |
$682K - $736K
|
32.1K
$21.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
138+ 10.43% |
$85.7K - $92.5K
|
1.46K
$987K
|
|
|
Nov 06, 2025
Q3 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
209+ 2.33% |
$130K - $140K
|
9.19K
$6.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
344+ 0.68% |
$214K - $231K
|
51.2K
$34.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Asset Planning Corporation
|
SELL
|
- |
-30- 0.37% |
$18.6K - $20.1K
|
8.05K
$5.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
159+ 6.67% |
$98.7K - $107K
|
2.54K
$1.72M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-20- 0.52% |
$12.4K - $13.4K
|
3.84K
$2.59M
|
|
|
Nov 06, 2025
Q3 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-32- 3.25% |
$19.9K - $21.4K
|
954
$644K
|
|
|
Nov 06, 2025
Q3 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
4+ 0.44% |
$2.48K - $2.68K
|
906
$612K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-161- 1.23% |
$99.9K - $108K
|
13K
$8.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Fusion Family Wealth LLC
|
SELL
|
- |
-139- 0.37% |
$86.3K - $93.1K
|
37K
$25M
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
13+ 0.21% |
$8.07K - $8.71K
|
6.11K
$4.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-69.2K- 97.57% |
$43M - $46.4M
|
1.73K
$1.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-332- 1.13% |
$206K - $222K
|
29.1K
$19.6M
|
|
|
Nov 06, 2025
Q3 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
462+ 0.55% |
$287K - $310K
|
83.9K
$56.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
1.69K+ 19.5% |
$1.05M - $1.13M
|
10.4K
$6.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
65+ 3.35% |
$40.3K - $43.6K
|
2.01K
$1.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.81K+ 4.71% |
$1.75M - $1.89M
|
62.5K
$42.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2+ 0.13% |
$1.24K - $1.34K
|
1.5K
$1.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
320+ 9.95% |
$199K - $214K
|
3.54K
$2.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Fortress Financial Group, LLC
Rochester, MN |
SELL
|
- |
-100- 3.12% |
$62.1K - $67K
|
3.11K
$2.1M
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-14- 0.67% |
$8.69K - $9.38K
|
2.07K
$1.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
7+ 0.54% |
$4.34K - $4.69K
|
1.3K
$878K
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
664New |
$412K - $445K
|
664
$448K
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-258- 6.67% |
$160K - $173K
|
3.61K
$2.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Leisure Capital Management
|
BUY
|
- |
35+ 6.55% |
$21.7K - $23.5K
|
569
$384K
|
|
|
Nov 06, 2025
Q3 2025
|
Carson Advisory Inc.
|
BUY
|
- |
12+ 2.01% |
$7.45K - $8.04K
|
608
$411K
|
|
|
Nov 06, 2025
Q3 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
690+ 1.25% |
$428K - $462K
|
55.8K
$37.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
BUY
|
- |
168+ 0.56% |
$104K - $113K
|
30.1K
$20.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
898+ 1.99% |
$557K - $602K
|
46.1K
$31.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
SELL
|
- |
-272- 1.13% |
$169K - $182K
|
23.7K
$16M
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-47- 0.95% |
$29.2K - $31.5K
|
4.9K
$3.31M
|
|