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
|
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
|
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
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-399- 17.66% |
$248K - $267K
|
1.86K
$1.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-86- 13.4% |
$53.4K - $57.6K
|
556
$375K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.45K+ 1.7% |
$902K - $974K
|
87.1K
$58.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.49% |
$18.6K - $20.1K
|
2.05K
$1.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
978+ 4.46% |
$607K - $655K
|
22.9K
$15.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-14- 1.36% |
$8.69K - $9.38K
|
1.02K
$688K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-32- 0.09% |
$19.9K - $21.4K
|
36.8K
$24.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
3.61K+ 82.02% |
$2.24M - $2.42M
|
8.01K
$5.41M
|
|
|
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
|
|