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
|
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 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
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
30+ 2.06% |
$18.6K - $20.1K
|
1.48K
$1M
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
550+ 11.07% |
$341K - $369K
|
5.52K
$3.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.4K- 7.2% |
$868K - $937K
|
18K
$12.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-384- 2.82% |
$238K - $257K
|
13.2K
$8.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
821+ 2.27% |
$510K - $550K
|
37K
$25M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.56% |
$3.1K - $3.35K
|
891
$602K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
643K+ 225.2% |
$399M - $431M
|
928K
$627M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-25- 4.05% |
$15.5K - $16.8K
|
593
$400K
|
|
|
Nov 04, 2025
Q3 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-108- 20.26% |
$67K - $72.4K
|
425
$287K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.59K+ 10.02% |
$1.61M - $1.74M
|
28.5K
$19.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-655- 1.64% |
$407K - $439K
|
39.2K
$26.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.31K+ 83.47% |
$1.43M - $1.55M
|
5.07K
$3.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
8.67K+ 3.15% |
$5.38M - $5.81M
|
284K
$192M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
1+ 0.02% |
$621 - $670
|
5.13K
$3.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-63- 0.85% |
$39.1K - $42.2K
|
7.35K
$4.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-39- 5.44% |
$24.2K - $26.1K
|
678
$458K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.82K+ 10.11% |
$2.37M - $2.56M
|
41.6K
$28.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-78- 1.53% |
$48.4K - $52.3K
|
5.02K
$3.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2+ 0.04% |
$1.24K - $1.34K
|
5.6K
$3.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
4.31K+ 740.21% |
$2.67M - $2.89M
|
4.89K
$3.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-5.98K- 0.9% |
$3.71M - $4.01M
|
655K
$443M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
25.9K+ 13.55% |
$16M - $17.3M
|
217K
$146M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-180- 1.9% |
$112K - $121K
|
9.31K
$6.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-941- 18.79% |
$584K - $631K
|
4.07K
$2.75M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-530- 5.06% |
$329K - $355K
|
9.95K
$6.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-17- 0.16% |
$10.6K - $11.4K
|
10.4K
$7.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
290+ 1.82% |
$180K - $194K
|
16.2K
$11M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-810- 1.72% |
$503K - $543K
|
46.2K
$31.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2- 0.03% |
$1.24K - $1.34K
|
6.08K
$4.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-36.5K- 4.39% |
$22.6M - $24.5M
|
795K
$537M
|
|