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 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.82K+ 3.61% |
$1.75M - $1.89M
|
81K
$54.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
40.2K+ 1.33% |
$25M - $26.9M
|
3.07M
$2.07B
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-526- 1.45% |
$326K - $352K
|
35.9K
$24.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
224+ 1.09% |
$139K - $150K
|
20.9K
$14.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Dash Acquisitions Inc.
|
SELL
|
- |
-135- 11.94% |
$83.8K - $90.5K
|
996
$673K
|
|
|
Oct 30, 2025
Q3 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-138- 0.85% |
$85.7K - $92.5K
|
16K
$10.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-146- 3.48% |
$90.6K - $97.8K
|
4.05K
$2.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.59K- 7.75% |
$2.23M - $2.4M
|
42.7K
$28.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-721- 2.45% |
$448K - $483K
|
28.7K
$19.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
44.8K+ 28.35% |
$27.8M - $30M
|
203K
$137M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-6- 0.13% |
$3.72K - $4.02K
|
4.78K
$3.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-43- 1.73% |
$26.7K - $28.8K
|
2.44K
$1.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-230- 19.69% |
$143K - $154K
|
938
$633K
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.83K+ 3.73% |
$1.13M - $1.22M
|
50.7K
$34.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
30+ 1.03% |
$18.6K - $20.1K
|
2.95K
$1.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
SELL
|
- |
-473- 7.93% |
$294K - $317K
|
5.49K
$3.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
SELL
|
- |
-10- 2.16% |
$6.21K - $6.7K
|
452
$305K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-47- 10.71% |
$29.2K - $31.5K
|
392
$265K
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-12- 3.51% |
$7.45K - $8.04K
|
330
$223K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-202- 2.48% |
$125K - $135K
|
7.94K
$5.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
SELL
|
- |
-5- 0.36% |
$3.1K - $3.35K
|
1.37K
$922K
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
16.4KNew |
$10.2M - $11M
|
16.4K
$11.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.56K+ 16.68% |
$1.59M - $1.71M
|
17.9K
$12.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-93- 2.47% |
$57.7K - $62.3K
|
3.67K
$2.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
583+ 10.37% |
$362K - $391K
|
6.2K
$4.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-4.26K- 9.86% |
$2.64M - $2.85M
|
38.9K
$26.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
45+ 1.36% |
$27.9K - $30.2K
|
3.36K
$2.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-2.08K- 1.69% |
$1.29M - $1.39M
|
121K
$81.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
7+ 1.48% |
$4.34K - $4.69K
|
480
$324K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-103- 0.91% |
$63.9K - $69K
|
11.2K
$7.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
18+ 1.54% |
$11.2K - $12.1K
|
1.19K
$801K
|
|
|
Oct 29, 2025
Q3 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
138+ 6.41% |
$85.7K - $92.5K
|
2.29K
$1.55M
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
164+ 0.46% |
$102K - $110K
|
35.6K
$24M
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
205K+ 277.62% |
$127M - $138M
|
279K
$189M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-5- 0.04% |
$3.1K - $3.35K
|
13.5K
$9.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-230- 6.39% |
$143K - $154K
|
3.37K
$2.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
402+ 10.32% |
$250K - $269K
|
4.3K
$2.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
127K+ 75.03% |
$78.9M - $85.2M
|
297K
$200M
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
6+ 0.4% |
$3.72K - $4.02K
|
1.52K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-672- 0.87% |
$417K - $450K
|
77K
$52M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-104- 0.6% |
$64.5K - $69.7K
|
17.1K
$11.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-324- 11.4% |
$201K - $217K
|
2.52K
$1.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
6.09K+ 45.17% |
$3.78M - $4.08M
|
19.6K
$13.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
651+ 7.19% |
$404K - $436K
|
9.71K
$6.56M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
74+ 0.25% |
$45.9K - $49.6K
|
29.8K
$20.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
19.6K+ 18.15% |
$12.2M - $13.1M
|
127K
$86M
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-247- 4.62% |
$153K - $166K
|
5.1K
$3.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
664+ 10.3% |
$412K - $445K
|
7.11K
$4.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-111- 9.49% |
$68.9K - $74.4K
|
1.06K
$715K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.12K- 39.51% |
$697K - $752K
|
1.72K
$1.16M
|
|