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 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-216- 0.4% |
$134K - $145K
|
53.4K
$36.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.18K- 13.27% |
$732K - $791K
|
7.71K
$5.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-466- 10.72% |
$289K - $312K
|
3.88K
$2.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
29.5K+ 284.53% |
$18.3M - $19.8M
|
39.8K
$26.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-363- 0.49% |
$225K - $243K
|
73.1K
$49.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
4+ 0.04% |
$2.48K - $2.68K
|
9.14K
$6.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
197+ 1.05% |
$122K - $132K
|
19K
$12.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-868- 5.27% |
$539K - $582K
|
15.6K
$10.5M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-1.43K- 7.72% |
$889K - $960K
|
17.1K
$11.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.12% |
$621 - $670
|
803
$542K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
642+ 3.12% |
$398K - $430K
|
21.2K
$14.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
384+ 1.77% |
$238K - $257K
|
22.1K
$14.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5- 0.47% |
$3.1K - $3.35K
|
1.07K
$723K
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
403+ 1.96% |
$250K - $270K
|
21K
$14.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
90+ 1.81% |
$55.9K - $60.3K
|
5.06K
$3.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
910+ 3.61% |
$565K - $610K
|
26.1K
$17.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
232+ 61.05% |
$144K - $155K
|
612
$413K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
86+ 3.72% |
$53.4K - $57.6K
|
2.4K
$1.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
1.05K+ 10.26% |
$649K - $701K
|
11.2K
$7.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-200- 36.04% |
$124K - $134K
|
355
$240K
|
|
|
Oct 27, 2025
Q3 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-284- 2.71% |
$176K - $190K
|
10.2K
$6.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-293- 0.22% |
$182K - $196K
|
134K
$90.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
30.9KNew |
$19.2M - $20.7M
|
30.9K
$20.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
524+ 3.56% |
$325K - $351K
|
15.3K
$10.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
43+ 8.88% |
$26.7K - $28.8K
|
527
$356K
|
|
|
Oct 27, 2025
Q3 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-280- 1.24% |
$174K - $188K
|
22.3K
$15M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.58K+ 90.73% |
$978K - $1.06M
|
3.31K
$2.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-894- 4.79% |
$555K - $599K
|
17.8K
$12M
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
716+ 1.4% |
$444K - $480K
|
51.9K
$35.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-1.28K- 1.26% |
$796K - $859K
|
101K
$67.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-6- 1.2% |
$3.72K - $4.02K
|
494
$334K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
172+ 0.89% |
$107K - $115K
|
19.5K
$13.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
5+ 0.12% |
$3.1K - $3.35K
|
4.26K
$2.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
919+ 20.06% |
$570K - $616K
|
5.5K
$3.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-5- 0.03% |
$3.1K - $3.35K
|
15.1K
$10.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-70- 3.33% |
$43.4K - $46.9K
|
2.03K
$1.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
409+ 1.91% |
$254K - $274K
|
21.8K
$14.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-4- 0.58% |
$2.48K - $2.68K
|
687
$464K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-5- 0.1% |
$3.1K - $3.35K
|
4.86K
$3.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
308New |
$191K - $206K
|
308
$208K
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-486- 0.97% |
$302K - $326K
|
49.4K
$33.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-436- 13.12% |
$271K - $292K
|
2.89K
$1.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
3.22K+ 121.29% |
$2M - $2.16M
|
5.88K
$3.97M
|
|
|
Oct 27, 2025
Q3 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
13+ 0.78% |
$8.07K - $8.71K
|
1.68K
$1.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-25- 2.15% |
$15.5K - $16.8K
|
1.14K
$768K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
2.3KNew |
$1.43M - $1.54M
|
2.3K
$1.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-192- 12.21% |
$119K - $129K
|
1.38K
$932K
|
|
|
Oct 27, 2025
Q3 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-94- 0.68% |
$58.3K - $63K
|
13.7K
$9.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
SELL
|
- |
-7- 0.23% |
$4.34K - $4.69K
|
2.99K
$2.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
79+ 4.51% |
$49K - $52.9K
|
1.83K
$1.24M
|
|