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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
644+ 4.2% |
$423K - $445K
|
16K
$10.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33.9K+ 0.52% |
$22.3M - $23.4M
|
6.54M
$4.41B
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.52K- 0.84% |
$1.65M - $1.74M
|
298K
$201M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.48K+ 3.34% |
$972K - $1.02M
|
45.8K
$30.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7.28K+ 3.15% |
$4.77M - $5.03M
|
238K
$161M
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2+ 0.13% |
$1.31K - $1.38K
|
1.5K
$1.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.71K+ 1.13% |
$2.44M - $2.56M
|
333K
$225M
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-103- 5.81% |
$67.6K - $71.1K
|
1.67K
$1.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-182- 5.46% |
$119K - $126K
|
3.15K
$2.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
93+ 2.22% |
$61K - $64.2K
|
4.28K
$2.89M
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
285+ 24.63% |
$187K - $197K
|
1.44K
$974K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-627- 11.45% |
$411K - $433K
|
4.85K
$3.27M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.78K+ 7.03% |
$1.17M - $1.23M
|
27.1K
$18.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-11- 0.3% |
$7.22K - $7.6K
|
3.61K
$2.44M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
30+ 2.71% |
$19.7K - $20.7K
|
1.14K
$766K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
1.1K+ 2.93% |
$723K - $761K
|
38.7K
$26.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
SELL
|
- |
-784- 0.85% |
$514K - $542K
|
91.5K
$61.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-5- 4.85% |
$3.28K - $3.45K
|
98
$66.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Kearns & Associates LLC
|
SELL
|
- |
-1- 0.17% |
$656 - $691
|
604
$408K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-276- 2.64% |
$181K - $191K
|
10.2K
$6.86M
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-132- 5.76% |
$86.6K - $91.2K
|
2.16K
$1.46M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5.91K+ 29.57% |
$3.88M - $4.08M
|
25.9K
$17.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
4.99K+ 9.25% |
$3.27M - $3.44M
|
58.9K
$39.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-460- 12.1% |
$302K - $318K
|
3.34K
$2.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
390New |
$256K - $269K
|
390
$263K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
11.7KNew |
$7.66M - $8.07M
|
11.7K
$7.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
14+ 0.37% |
$9.19K - $9.67K
|
3.83K
$2.59M
|
|
|
Jan 08, 2026
Q4 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-666- 11.2% |
$437K - $460K
|
5.28K
$3.56M
|
|
|
Jan 08, 2026
Q4 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
504+ 5.5% |
$331K - $348K
|
9.67K
$6.53M
|
|
|
Jan 08, 2026
Q4 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
SELL
|
- |
-380- 0.65% |
$249K - $262K
|
58.5K
$39.5M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-123- 8.66% |
$80.7K - $85K
|
1.3K
$877K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
6.5K+ 6.73% |
$4.27M - $4.49M
|
103K
$69.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
27.7K+ 12.39% |
$18.2M - $19.1M
|
251K
$170M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-337- 1.35% |
$221K - $233K
|
24.7K
$16.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.09K- 5.15% |
$1.37M - $1.45M
|
38.6K
$26.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-37- 1.07% |
$24.3K - $25.6K
|
3.43K
$2.32M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
225+ 16.38% |
$148K - $155K
|
1.6K
$1.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.5K- 19.45% |
$7.57M - $7.96M
|
47.7K
$32.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-765- 23.52% |
$502K - $528K
|
2.49K
$1.68M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-294- 1.09% |
$193K - $203K
|
26.7K
$18.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-15- 0.16% |
$9.84K - $10.4K
|
9.66K
$6.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
211+ 0.86% |
$138K - $146K
|
24.9K
$16.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-361- 28.25% |
$237K - $249K
|
917
$619K
|
|
|
Jan 08, 2026
Q4 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
360+ 0.63% |
$236K - $249K
|
57.1K
$38.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
608+ 31.45% |
$399K - $420K
|
2.54K
$1.72M
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.87K+ 10.56% |
$1.23M - $1.29M
|
19.6K
$13.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
904New |
$593K - $624K
|
904
$610K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
134+ 0.97% |
$87.9K - $92.6K
|
14K
$9.42M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
10+ 0.17% |
$6.56K - $6.91K
|
5.96K
$4.02M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.65K+ 172.59% |
$1.08M - $1.14M
|
2.61K
$1.76M
|
|