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 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.36K+ 71.0% |
$1.46M - $1.58M
|
5.67K
$3.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-13.4K- 7.24% |
$8.31M - $8.97M
|
172K
$116M
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-56- 4.96% |
$34.8K - $37.5K
|
1.07K
$724K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
920+ 9.26% |
$571K - $616K
|
10.9K
$7.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-40- 9.01% |
$24.8K - $26.8K
|
404
$273K
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.45K- 2.96% |
$898K - $970K
|
47.5K
$32.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
755+ 0.56% |
$469K - $506K
|
135K
$91.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-219- 14.94% |
$136K - $147K
|
1.25K
$842K
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.97K- 3.43% |
$1.85M - $1.99M
|
83.6K
$56.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
55+ 33.33% |
$34.1K - $36.9K
|
220
$149K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
511+ 3.6% |
$317K - $342K
|
14.7K
$9.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-25- 3.42% |
$15.5K - $16.8K
|
705
$476K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-246- 38.02% |
$153K - $165K
|
401
$271K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-1.52K- 3.1% |
$945K - $1.02M
|
47.6K
$32.2M
|
|
|
Nov 04, 2025
Q3 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
70+ 1.38% |
$43.4K - $46.9K
|
5.14K
$3.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-4- 0.39% |
$2.48K - $2.68K
|
1.02K
$685K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-5- 1.72% |
$3.1K - $3.35K
|
285
$192K
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-11- 0.06% |
$6.83K - $7.37K
|
19.9K
$13.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
37+ 0.47% |
$23K - $24.8K
|
7.96K
$5.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
52.9K+ 76.36% |
$32.8M - $35.4M
|
122K
$82.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.19K+ 0.94% |
$736K - $795K
|
128K
$86.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
65.8K+ 21.48% |
$40.9M - $44.1M
|
372K
$251M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
958+ 0.83% |
$595K - $642K
|
117K
$79M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.17K+ 4.16% |
$2.59M - $2.79M
|
104K
$70.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
202K+ 0.71% |
$125M - $135M
|
28.6M
$19.3B
|
|
|
Nov 04, 2025
Q3 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
326+ 0.81% |
$202K - $218K
|
40.6K
$27.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-80- 16.23% |
$49.7K - $53.6K
|
413
$279K
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$1.86K - $2.01K
|
7.76K
$5.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
72+ 12.72% |
$44.7K - $48.2K
|
638
$431K
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.42K- 3.34% |
$883K - $954K
|
41.2K
$27.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14.4K+ 22.54% |
$8.96M - $9.67M
|
78.5K
$53M
|
|
|
Nov 04, 2025
Q3 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.43K- 32.63% |
$889K - $960K
|
2.96K
$2M
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-95- 2.14% |
$59K - $63.7K
|
4.35K
$2.94M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
375+ 3.2% |
$233K - $251K
|
12.1K
$8.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
33+ 6.86% |
$20.5K - $22.1K
|
514
$347K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-906- 2.47% |
$562K - $607K
|
35.7K
$24.1M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
3.16K+ 87.1% |
$1.96M - $2.12M
|
6.79K
$4.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
1.07KNew |
$665K - $718K
|
1.07K
$724K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-174- 5.33% |
$108K - $117K
|
3.09K
$2.09M
|
|
|
Nov 03, 2025
Q3 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-455- 1.27% |
$282K - $305K
|
35.4K
$23.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
11.4K+ 30.61% |
$7.07M - $7.64M
|
48.6K
$32.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
18+ 0.28% |
$11.2K - $12.1K
|
6.47K
$4.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.83K- 5.16% |
$1.13M - $1.22M
|
33.5K
$22.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.96K+ 30.68% |
$2.46M - $2.65M
|
16.9K
$11.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-139- 11.97% |
$86.3K - $93.1K
|
1.02K
$690K
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-266- 12.35% |
$165K - $178K
|
1.89K
$1.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
16+ 0.58% |
$9.93K - $10.7K
|
2.76K
$1.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-5- 0.08% |
$3.1K - $3.35K
|
6.37K
$4.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.09% |
$621 - $670
|
1.14K
$771K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
23+ 1.76% |
$14.3K - $15.4K
|
1.33K
$897K
|
|