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 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
637+ 27.61% |
$395K - $427K
|
2.94K
$1.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-203- 14.94% |
$126K - $136K
|
1.16K
$781K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-86- 1.74% |
$53.4K - $57.6K
|
4.85K
$3.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-30- 1.98% |
$18.6K - $20.1K
|
1.48K
$1M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
12+ 0.56% |
$7.45K - $8.04K
|
2.15K
$1.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
42+ 3.6% |
$26.1K - $28.1K
|
1.21K
$816K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
7+ 0.06% |
$4.34K - $4.69K
|
12.2K
$8.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
229+ 57.39% |
$142K - $153K
|
628
$424K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.19K+ 21.79% |
$737K - $795K
|
6.64K
$4.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
547+ 65.27% |
$340K - $367K
|
1.39K
$935K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
168K+ 22.81% |
$104M - $113M
|
906K
$612M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-435- 1.12% |
$270K - $291K
|
38.3K
$25.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
SELL
|
- |
-3.17K- 6.32% |
$1.97M - $2.13M
|
47K
$31.8M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-475- 0.24% |
$295K - $318K
|
201K
$136M
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
11+ 2.14% |
$6.83K - $7.37K
|
524
$354K
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-3.8K- 36.01% |
$2.36M - $2.55M
|
6.75K
$4.56M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
BUY
|
- |
752+ 0.79% |
$467K - $504K
|
96.3K
$65M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.76K+ 29.85% |
$1.71M - $1.85M
|
12K
$8.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-11.7K- 49.32% |
$7.26M - $7.84M
|
12K
$8.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-15- 1.59% |
$9.31K - $10.1K
|
927
$626K
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
107+ 0.71% |
$66.4K - $71.7K
|
15.2K
$10.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
102+ 0.72% |
$63.3K - $68.3K
|
14.2K
$9.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.83K+ 1.71% |
$1.75M - $1.89M
|
168K
$114M
|
|
|
Oct 29, 2025
Q3 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-21- 1.99% |
$13K - $14.1K
|
1.04K
$699K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
877+ 1.46% |
$544K - $588K
|
60.8K
$41.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-785- 1.81% |
$487K - $526K
|
42.5K
$28.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.08K- 3.53% |
$1.29M - $1.39M
|
56.8K
$38.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-646- 1.68% |
$401K - $433K
|
37.7K
$25.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
13+ 0.13% |
$8.07K - $8.71K
|
10.1K
$6.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-8- 0.26% |
$4.97K - $5.36K
|
3.11K
$2.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-44- 20.18% |
$27.3K - $29.5K
|
174
$118K
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-12- 1.44% |
$7.45K - $8.04K
|
824
$556K
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.24% |
$621 - $670
|
422
$285K
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-703- 17.85% |
$436K - $471K
|
3.24K
$2.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-28- 0.59% |
$17.4K - $18.8K
|
4.69K
$3.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.28K+ 124.15% |
$1.41M - $1.53M
|
4.11K
$2.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
50+ 2.04% |
$31K - $33.5K
|
2.5K
$1.69M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
10+ 5.88% |
$6.21K - $6.7K
|
180
$122K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-131- 0.58% |
$81.3K - $87.8K
|
22.5K
$15.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
663+ 14.01% |
$412K - $444K
|
5.39K
$3.64M
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-28- 0.58% |
$17.4K - $18.8K
|
4.76K
$3.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-7.65K- 48.98% |
$4.75M - $5.13M
|
7.97K
$5.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
1.42K+ 1.04% |
$878K - $948K
|
137K
$92.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 0.4% |
$621 - $670
|
251
$170K
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
SELL
|
- |
-1.97K- 7.38% |
$1.22M - $1.32M
|
24.7K
$16.7M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
385+ 15.32% |
$239K - $258K
|
2.9K
$1.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
11.1K+ 28.15% |
$6.88M - $7.43M
|
50.5K
$34.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-75- 13.64% |
$46.6K - $50.3K
|
475
$321K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
10.9K+ 2.05% |
$6.79M - $7.33M
|
545K
$368M
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
318New |
$197K - $213K
|
318
$215K
|
|