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 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-118- 0.37% |
$73.2K - $79.1K
|
31.6K
$21.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Alternative Capital
|
SELL
|
- |
-324- 44.75% |
$201K - $217K
|
400
$270K
|
|
|
Nov 03, 2025
Q3 2025
|
Matson Money. Inc.
|
BUY
|
- |
6.45K+ 1.04% |
$4M - $4.32M
|
627K
$423M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 0.11% |
$2.48K - $2.68K
|
3.61K
$2.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.9K- 3.27% |
$1.8M - $1.94M
|
85.8K
$57.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
224+ 1.19% |
$139K - $150K
|
19K
$12.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-118- 7.0% |
$73.2K - $79.1K
|
1.57K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-12.7K- 0.18% |
$7.91M - $8.54M
|
6.93M
$4.68B
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.77K+ 2.59% |
$1.1M - $1.19M
|
70.1K
$47.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.02% |
$3.72K - $4.02K
|
26K
$17.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
25+ 0.51% |
$15.5K - $16.8K
|
4.88K
$3.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-896- 20.09% |
$556K - $600K
|
3.56K
$2.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11.3K+ 5.05% |
$7.01M - $7.57M
|
235K
$159M
|
|
|
Nov 03, 2025
Q3 2025
|
Australian Super Pty LTD
|
BUY
|
- |
404KNew |
$251M - $271M
|
404K
$273M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-60.6K- 11.0% |
$37.6M - $40.6M
|
491K
$331M
|
|
|
Nov 03, 2025
Q3 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-26.3K- 6.63% |
$16.4M - $17.7M
|
371K
$251M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.88K- 0.78% |
$1.79M - $1.93M
|
365K
$247M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
19K+ 26.79% |
$11.8M - $12.7M
|
89.9K
$60.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-41- 9.15% |
$25.4K - $27.5K
|
407
$275K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-126- 9.66% |
$78.2K - $84.4K
|
1.18K
$796K
|
|
|
Nov 03, 2025
Q3 2025
|
Field & Main Bank
|
SELL
|
- |
-77- 6.91% |
$47.8K - $51.6K
|
1.04K
$701K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
2.76K+ 24.34% |
$1.71M - $1.85M
|
14.1K
$9.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-6.45K- 4.89% |
$4M - $4.32M
|
126K
$84.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-180- 8.2% |
$112K - $121K
|
2.02K
$1.36M
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1+ 0.09% |
$621 - $670
|
1.15K
$773K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
10.8K+ 941.94% |
$6.71M - $7.24M
|
12K
$8.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.01K+ 1.45% |
$1.25M - $1.35M
|
141K
$94.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.63K+ 2.2% |
$1.01M - $1.09M
|
75.8K
$51.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
6+ 0.26% |
$3.72K - $4.02K
|
2.29K
$1.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1+ 0.13% |
$621 - $670
|
745
$503K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12+ 2.13% |
$7.45K - $8.04K
|
576
$389K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
69.9K+ 103.84% |
$43.4M - $46.8M
|
137K
$92.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.07K- 31.42% |
$1.29M - $1.39M
|
4.53K
$3.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
956+ 3.14% |
$593K - $641K
|
31.4K
$21.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
63.3K+ 15.68% |
$39.3M - $42.4M
|
467K
$315M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.45K+ 6.98% |
$898K - $970K
|
22.2K
$15M
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
364+ 0.51% |
$226K - $244K
|
71.5K
$48.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-15.1K- 16.93% |
$9.39M - $10.1M
|
74.3K
$50.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
SELL
|
- |
-525- 26.41% |
$326K - $352K
|
1.46K
$988K
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.13K- 2.45% |
$700K - $756K
|
44.9K
$30.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-19- 0.31% |
$11.8K - $12.7K
|
6.03K
$4.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.4K- 45.78% |
$866K - $935K
|
1.65K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-504- 0.51% |
$313K - $338K
|
98K
$66.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
77+ 2.17% |
$47.8K - $51.6K
|
3.63K
$2.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
SELL
|
- |
-50.8K- 60.37% |
$31.5M - $34M
|
33.3K
$22.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-219- 4.44% |
$136K - $147K
|
4.71K
$3.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-31- 1.27% |
$19.2K - $20.8K
|
2.42K
$1.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.51K+ 1.77% |
$1.56M - $1.68M
|
144K
$97.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-285- 47.11% |
$177K - $191K
|
320
$216K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-196- 7.71% |
$122K - $131K
|
2.35K
$1.58M
|
|