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
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-73- 2.96% |
$45.3K - $48.9K
|
2.39K
$1.61M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48.3K+ 1.88% |
$30M - $32.3M
|
2.62M
$1.77B
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.57K+ 8.35% |
$1.59M - $1.72M
|
33.3K
$22.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-675- 6.67% |
$419K - $452K
|
9.45K
$6.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-69- 0.15% |
$42.8K - $46.2K
|
45K
$30.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
10+ 0.41% |
$6.21K - $6.7K
|
2.43K
$1.64M
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-845- 10.54% |
$524K - $566K
|
7.17K
$4.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-57- 4.33% |
$35.4K - $38.2K
|
1.26K
$851K
|
|
|
Nov 06, 2025
Q3 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-145- 5.59% |
$90K - $97.2K
|
2.45K
$1.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
313New |
$194K - $210K
|
313
$211K
|
|
|
Nov 06, 2025
Q3 2025
|
Warner Group LLC
Madison, CT |
BUY
|
- |
405New |
$251K - $271K
|
405
$274K
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
59+ 0.18% |
$36.6K - $39.5K
|
32.5K
$22M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
23.5K+ 2.34% |
$14.6M - $15.7M
|
1.03M
$695M
|
|
|
Nov 05, 2025
Q3 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1- 0.17% |
$621 - $670
|
603
$407K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
8+ 2.12% |
$4.97K - $5.36K
|
385
$260K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
3.39K+ 5.37% |
$2.1M - $2.27M
|
66.5K
$44.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.36K- 1.39% |
$2.71M - $2.92M
|
310K
$210M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
188K+ 5370.64% |
$117M - $126M
|
191K
$129M
|
|
|
Nov 05, 2025
Q3 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
13.6K+ 59.1% |
$8.43M - $9.1M
|
36.6K
$24.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
220+ 3.91% |
$137K - $147K
|
5.85K
$3.95M
|
|
|
Nov 05, 2025
Q3 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-420- 1.78% |
$261K - $281K
|
23.2K
$15.7M
|
|
|
Nov 05, 2025
Q3 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-47- 11.24% |
$29.2K - $31.5K
|
371
$251K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
522+ 6.12% |
$324K - $350K
|
9.05K
$6.11M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
490+ 11.02% |
$304K - $328K
|
4.94K
$3.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
180+ 1.07% |
$112K - $121K
|
17K
$11.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-39- 9.35% |
$24.2K - $26.1K
|
378
$255K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
776+ 1.05% |
$482K - $520K
|
74.5K
$50.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-20- 0.35% |
$12.4K - $13.4K
|
5.65K
$3.81M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.13% |
$621 - $670
|
764
$516K
|
|
|
Nov 05, 2025
Q3 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
324New |
$201K - $217K
|
324
$219K
|
|
|
Nov 05, 2025
Q3 2025
|
Daido Life Insurance CO
Tokyo, M0 |
BUY
|
- |
18.1K+ 5.15% |
$11.2M - $12.1M
|
370K
$250M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-464- 1.22% |
$288K - $311K
|
37.6K
$25.4M
|
|
|
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
|
|