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
|
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
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
BUY
|
- |
127+ 19.97% |
$78.8K - $85.1K
|
763
$515K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-344- 32.18% |
$214K - $231K
|
725
$490K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.25% |
$4.97K - $5.36K
|
3.25K
$2.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-20.5K- 5.53% |
$12.8M - $13.8M
|
351K
$237M
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-32- 1.96% |
$19.9K - $21.4K
|
1.6K
$1.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
24+ 0.19% |
$14.9K - $16.1K
|
12.6K
$8.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
304+ 26.23% |
$189K - $204K
|
1.46K
$988K
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
BUY
|
- |
7.49K+ 3.81% |
$4.65M - $5.02M
|
204K
$138M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.13K+ 3.55% |
$1.32M - $1.42M
|
62.1K
$41.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-96- 2.6% |
$59.6K - $64.3K
|
3.6K
$2.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
BUY
|
- |
12+ 0.6% |
$7.45K - $8.04K
|
2.01K
$1.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8+ 0.26% |
$4.97K - $5.36K
|
3.09K
$2.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1+ 0.18% |
$621 - $670
|
564
$381K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
609+ 2.12% |
$378K - $408K
|
29.3K
$19.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
889+ 80.16% |
$552K - $596K
|
2K
$1.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
47+ 1.74% |
$29.2K - $31.5K
|
2.74K
$1.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-12- 0.45% |
$7.45K - $8.04K
|
2.65K
$1.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
41+ 11.65% |
$25.4K - $27.5K
|
393
$265K
|
|
|
Oct 23, 2025
Q3 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
7.34KNew |
$4.55M - $4.92M
|
7.34K
$4.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.27% |
$621 - $670
|
368
$249K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
259+ 0.13% |
$161K - $174K
|
198K
$134M
|
|
|
Oct 22, 2025
Q3 2025
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-3.09K- 1.54% |
$1.92M - $2.07M
|
198K
$134M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
13.2K+ 0.41% |
$8.17M - $8.82M
|
3.24M
$2.19B
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.02K+ 8.57% |
$632K - $682K
|
12.9K
$8.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
11.8K+ 18.71% |
$7.34M - $7.92M
|
75K
$50.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.66K+ 51.87% |
$2.27M - $2.45M
|
10.7K
$7.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
80.6K+ 47.86% |
$50M - $54M
|
249K
$168M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.61K- 0.34% |
$5.96M - $6.44M
|
2.85M
$1.92B
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
629+ 1.34% |
$390K - $421K
|
47.5K
$32.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
73+ 0.92% |
$45.3K - $48.9K
|
8K
$5.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-112- 3.26% |
$69.5K - $75K
|
3.32K
$2.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-148- 11.34% |
$91.9K - $99.2K
|
1.16K
$781K
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-5.07K- 6.56% |
$3.15M - $3.4M
|
72.2K
$48.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
45+ 2.95% |
$27.9K - $30.2K
|
1.57K
$1.06M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-68- 0.93% |
$42.2K - $45.6K
|
7.24K
$4.89M
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
5+ 5.49% |
$3.1K - $3.35K
|
96
$64.8K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-82- 12.08% |
$50.9K - $54.9K
|
597
$403K
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-30- 0.65% |
$18.6K - $20.1K
|
4.58K
$3.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
17+ 0.81% |
$10.6K - $11.4K
|
2.12K
$1.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4.95K+ 3.61% |
$3.07M - $3.31M
|
142K
$96M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
343+ 5.42% |
$213K - $230K
|
6.67K
$4.51M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
261+ 33.08% |
$162K - $175K
|
1.05K
$709K
|
|