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
|
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
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.65K+ 9.01% |
$2.88M - $3.11M
|
56.2K
$38M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
8+ 2.38% |
$4.97K - $5.36K
|
344
$232K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-193K- 57.03% |
$120M - $129M
|
145K
$98.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-325Closed |
$202K - $218K
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
248+ 0.47% |
$154K - $166K
|
52.5K
$35.5M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
3.31K+ 5.96% |
$2.06M - $2.22M
|
58.8K
$39.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
304K+ 976.85% |
$189M - $204M
|
335K
$226M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
2.85K+ 8.95% |
$1.77M - $1.91M
|
34.7K
$23.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2+ 0.39% |
$1.24K - $1.34K
|
510
$344K
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-693- 0.65% |
$430K - $464K
|
106K
$71.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-30- 0.93% |
$18.6K - $20.1K
|
3.19K
$2.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
533+ 2.9% |
$331K - $357K
|
18.9K
$12.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-6- 1.12% |
$3.72K - $4.02K
|
529
$357K
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
3+ 0.13% |
$1.86K - $2.01K
|
2.4K
$1.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
13+ 0.39% |
$8.07K - $8.71K
|
3.32K
$2.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-38- 1.04% |
$23.6K - $25.5K
|
3.6K
$2.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
451+ 0.49% |
$280K - $302K
|
91.7K
$61.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
602+ 2.42% |
$374K - $403K
|
25.5K
$17.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
1.1K+ 50.46% |
$682K - $736K
|
3.28K
$2.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.31K+ 2.63% |
$3.3M - $3.56M
|
207K
$140M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
2.1K+ 7.88% |
$1.3M - $1.4M
|
28.7K
$19.4M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
32.6KNew |
$20.3M - $21.9M
|
32.6K
$22M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
42+ 11.38% |
$26.1K - $28.1K
|
411
$278K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-69- 1.41% |
$42.8K - $46.2K
|
4.83K
$3.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-18- 3.2% |
$11.2K - $12.1K
|
545
$368K
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
SELL
|
- |
-138- 1.02% |
$85.7K - $92.5K
|
13.4K
$9.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
261+ 8.83% |
$162K - $175K
|
3.22K
$2.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-92- 10.19% |
$57.1K - $61.6K
|
811
$548K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
926+ 7.14% |
$575K - $620K
|
13.9K
$9.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
15+ 2.66% |
$9.31K - $10.1K
|
578
$390K
|
|
|
Oct 23, 2025
Q3 2025
|
Kedalion Capital Management LLP
London, X0 |
SELL
|
- |
-911K- 27.64% |
$565M - $610M
|
2.39M
$1.61B
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-280- 0.68% |
$174K - $188K
|
40.9K
$27.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.13K+ 2.52% |
$700K - $756K
|
45.8K
$31M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.08K+ 22.7% |
$1.91M - $2.07M
|
16.7K
$11.3M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-51- 13.01% |
$31.7K - $34.2K
|
341
$230K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-94- 1.05% |
$58.3K - $63K
|
8.86K
$5.98M
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
SELL
|
- |
-37- 1.88% |
$23K - $24.8K
|
1.93K
$1.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-10- 0.31% |
$6.21K - $6.7K
|
3.21K
$2.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
404+ 1.4% |
$251K - $271K
|
29.3K
$19.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.3K+ 299.54% |
$807K - $871K
|
1.73K
$1.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-57- 11.2% |
$35.4K - $38.2K
|
452
$305K
|
|