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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-94- 0.75% |
$58.3K - $63K
|
12.4K
$8.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
11.6K+ 4.65% |
$7.17M - $7.74M
|
260K
$175M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-64- 3.4% |
$39.7K - $42.9K
|
1.82K
$1.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
4.26K+ 103.88% |
$2.64M - $2.85M
|
8.35K
$5.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.13K- 11.41% |
$703K - $759K
|
8.8K
$5.94M
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
173+ 1.61% |
$107K - $116K
|
10.9K
$7.36M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.93K- 2.94% |
$3.06M - $3.31M
|
163K
$110M
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-232K- 44.3% |
$144M - $156M
|
292K
$197M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
2.56K+ 0.6% |
$1.59M - $1.71M
|
426K
$288M
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-386- 1.31% |
$240K - $259K
|
29K
$19.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
882+ 27.35% |
$547K - $591K
|
4.11K
$2.77M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
418+ 1.05% |
$259K - $280K
|
40.3K
$27.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-31- 0.68% |
$19.2K - $20.8K
|
4.51K
$3.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
100+ 2.07% |
$62.1K - $67K
|
4.94K
$3.34M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.21K- 2.61% |
$751K - $811K
|
45.2K
$30.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1+ 0.3% |
$621 - $670
|
333
$225K
|
|
|
Oct 31, 2025
Q3 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-10.5K- 8.91% |
$6.49M - $7M
|
107K
$72.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3.01K+ 28.52% |
$1.87M - $2.02M
|
13.6K
$9.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-60.3K- 22.33% |
$37.4M - $40.4M
|
210K
$142M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
121+ 13.18% |
$75.1K - $81.1K
|
1.04K
$702K
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-994- 4.57% |
$617K - $666K
|
20.8K
$14M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-38- 1.13% |
$23.6K - $25.5K
|
3.32K
$2.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
891+ 12.11% |
$553K - $597K
|
8.25K
$5.57M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.82K+ 4.75% |
$1.75M - $1.89M
|
62.1K
$41.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-29- 1.22% |
$18K - $19.4K
|
2.35K
$1.59M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.06K- 54.19% |
$1.28M - $1.38M
|
1.74K
$1.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-17- 1.85% |
$10.6K - $11.4K
|
901
$608K
|
|
|
Oct 31, 2025
Q3 2025
|
Tufton Capital Management
|
SELL
|
- |
-134- 1.82% |
$83.2K - $89.8K
|
7.24K
$4.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Parthenon LLC
|
SELL
|
- |
-50- 1.7% |
$31K - $33.5K
|
2.89K
$1.95M
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-102- 0.48% |
$63.3K - $68.3K
|
21.3K
$14.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-14- 0.6% |
$8.69K - $9.38K
|
2.31K
$1.56M
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
3+ 0.1% |
$1.86K - $2.01K
|
3.08K
$2.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-165- 2.29% |
$102K - $111K
|
7.03K
$4.74M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.06K+ 632.62% |
$1.28M - $1.38M
|
2.38K
$1.61M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
308New |
$191K - $206K
|
308
$208K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.09K+ 2.36% |
$677K - $731K
|
47.3K
$31.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1+ 0.27% |
$621 - $670
|
369
$249K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-29- 2.6% |
$18K - $19.4K
|
1.09K
$733K
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
401+ 2.8% |
$249K - $269K
|
14.7K
$9.94M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-17- 0.52% |
$10.6K - $11.4K
|
3.27K
$2.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.85K+ 6.96% |
$1.77M - $1.91M
|
43.9K
$29.6M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
8+ 1.06% |
$4.97K - $5.36K
|
766
$517K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-13- 0.55% |
$8.07K - $8.71K
|
2.34K
$1.58M
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-9- 1.63% |
$5.59K - $6.03K
|
542
$366K
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
155+ 5.03% |
$96.2K - $104K
|
3.24K
$2.19M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-2.05K- 9.88% |
$1.27M - $1.38M
|
18.7K
$12.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-67- 0.99% |
$41.6K - $44.9K
|
6.68K
$4.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-102- 1.33% |
$63.3K - $68.3K
|
7.55K
$5.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.45K+ 6.8% |
$1.52M - $1.64M
|
38.4K
$25.9M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-778K- 7.78% |
$483M - $521M
|
9.23M
$6.23B
|
|