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 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
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
1.54K+ 262.56% |
$953K - $1.03M
|
2.12K
$1.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
1.29K+ 1.98% |
$801K - $865K
|
66.4K
$44.8M
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
SELL
|
- |
-175- 3.01% |
$109K - $117K
|
5.65K
$3.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-91- 9.24% |
$56.5K - $61K
|
894
$604K
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
9.9K+ 27.66% |
$6.15M - $6.64M
|
45.7K
$30.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
235+ 19.09% |
$146K - $157K
|
1.47K
$990K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.14K+ 10.87% |
$1.95M - $2.1M
|
32K
$21.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
171+ 8.09% |
$106K - $115K
|
2.29K
$1.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.49K- 1.2% |
$924K - $998K
|
123K
$82.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-6.14K- 6.33% |
$3.81M - $4.12M
|
91K
$61.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-227- 1.46% |
$141K - $152K
|
15.3K
$10.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-20- 0.21% |
$12.4K - $13.4K
|
9.57K
$6.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.13K+ 1.56% |
$703K - $759K
|
73.5K
$49.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
579+ 16.91% |
$359K - $388K
|
4K
$2.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-92- 3.43% |
$57.1K - $61.6K
|
2.59K
$1.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
628New |
$390K - $421K
|
628
$424K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
5.04KNew |
$3.13M - $3.38M
|
5.04K
$3.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
418+ 0.82% |
$259K - $280K
|
51.5K
$34.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2- 0.43% |
$1.24K - $1.34K
|
464
$313K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
279+ 47.29% |
$173K - $187K
|
869
$587K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.3M+ 56.19% |
$2.67B - $2.88B
|
12M
$8.07B
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-137- 3.63% |
$85K - $91.8K
|
3.64K
$2.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
403+ 23.55% |
$250K - $270K
|
2.11K
$1.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-766- 5.24% |
$475K - $513K
|
13.8K
$9.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
12+ 1.31% |
$7.45K - $8.04K
|
929
$627K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-357- 11.86% |
$222K - $239K
|
2.65K
$1.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
171+ 38.0% |
$106K - $115K
|
621
$419K
|
|
|
Oct 23, 2025
Q3 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
20.9K+ 14.24% |
$13M - $14M
|
168K
$113M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-131- 0.5% |
$81.3K - $87.8K
|
25.9K
$17.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Cortland Associates Inc
|
BUY
|
- |
145+ 7.8% |
$90K - $97.2K
|
2.01K
$1.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-2.77K- 3.33% |
$1.72M - $1.86M
|
80.5K
$54.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
35+ 7.87% |
$21.7K - $23.5K
|
480
$324K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-39- 1.08% |
$24.2K - $26.1K
|
3.57K
$2.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
492+ 31.02% |
$305K - $330K
|
2.08K
$1.4M
|
|