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 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
13K+ 4.81% |
$8.08M - $8.72M
|
283K
$191M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
387New |
$240K - $259K
|
387
$261K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
51.4KNew |
$31.9M - $34.5M
|
51.4K
$34.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-41- 0.01% |
$25.4K - $27.5K
|
335K
$226M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-52- 4.34% |
$32.3K - $34.8K
|
1.15K
$774K
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-1- 0.02% |
$621 - $670
|
5.59K
$3.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.42K+ 3.95% |
$883K - $954K
|
37.4K
$25.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
53+ 3.67% |
$32.9K - $35.5K
|
1.5K
$1.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.38K+ 41.8% |
$1.48M - $1.59M
|
8.07K
$5.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.45K+ 0.39% |
$902K - $974K
|
375K
$253M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-64- 1.39% |
$39.7K - $42.9K
|
4.54K
$3.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-4- 0.27% |
$2.48K - $2.68K
|
1.46K
$985K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-54- 0.8% |
$33.5K - $36.2K
|
6.68K
$4.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
6.82K+ 2.76% |
$4.23M - $4.57M
|
253K
$171M
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
54+ 8.67% |
$33.5K - $36.2K
|
677
$457K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-143- 1.56% |
$88.8K - $95.8K
|
9.05K
$6.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2.22K+ 681.85% |
$1.38M - $1.48M
|
2.54K
$1.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
7.28K+ 6.05% |
$4.52M - $4.88M
|
128K
$86.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-20- 1.41% |
$12.4K - $13.4K
|
1.4K
$945K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.5K+ 1.98% |
$2.17M - $2.34M
|
180K
$122M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
687+ 2.81% |
$426K - $460K
|
25.1K
$17M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
201+ 26.87% |
$125K - $135K
|
949
$641K
|
|
|
Oct 24, 2025
Q3 2025
|
Covenant Partners, LLC
|
BUY
|
- |
29+ 3.59% |
$18K - $19.4K
|
837
$565K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1+ 0.07% |
$621 - $670
|
1.51K
$1.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1+ 0.13% |
$621 - $670
|
754
$509K
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
BUY
|
- |
1.44K+ 15.28% |
$892K - $963K
|
10.8K
$7.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Nationwide Fund Advisors
|
SELL
|
- |
-54.1K- 5.71% |
$33.6M - $36.2M
|
892K
$603M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-12- 1.08% |
$7.45K - $8.04K
|
1.1K
$741K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
85+ 0.14% |
$52.8K - $57K
|
59.6K
$40.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
183+ 2.58% |
$114K - $123K
|
7.29K
$4.92M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
311+ 0.49% |
$193K - $208K
|
63.8K
$43.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.87K+ 4.92% |
$2.4M - $2.59M
|
82.5K
$55.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
405+ 1.82% |
$251K - $271K
|
22.7K
$15.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.56K+ 3.69% |
$2.21M - $2.39M
|
100K
$67.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-26.3K- 4.21% |
$16.3M - $17.6M
|
598K
$404M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-3- 0.18% |
$1.86K - $2.01K
|
1.63K
$1.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
245+ 0.3% |
$152K - $164K
|
82.4K
$55.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
9.52K+ 10.91% |
$5.91M - $6.38M
|
96.8K
$65.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
2.03K+ 5.07% |
$1.26M - $1.36M
|
42.1K
$28.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
1.57K+ 5.31% |
$973K - $1.05M
|
31.1K
$21M
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
55+ 1.68% |
$34.1K - $36.9K
|
3.33K
$2.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
15.5KNew |
$9.61M - $10.4M
|
15.5K
$10.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
127+ 15.58% |
$78.8K - $85.1K
|
942
$636K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
50+ 1.15% |
$31K - $33.5K
|
4.38K
$2.96M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-19- 2.85% |
$11.8K - $12.7K
|
647
$437K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
10.2K+ 2.4% |
$6.35M - $6.85M
|
437K
$295M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-127- 42.62% |
$78.8K - $85.1K
|
171
$115K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
464+ 4.68% |
$288K - $311K
|
10.4K
$7.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Toews Corp
|
BUY
|
- |
6.05K+ 1.47% |
$3.76M - $4.05M
|
417K
$282M
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
51+ 41.8% |
$31.7K - $34.2K
|
173
$117K
|
|