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 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
36+ 3.17% |
$22.3K - $24.1K
|
1.17K
$791K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-63- 1.53% |
$39.1K - $42.2K
|
4.07K
$2.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-68- 0.36% |
$42.2K - $45.6K
|
18.8K
$12.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-281- 2.69% |
$174K - $188K
|
10.2K
$6.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.21K+ 3.21% |
$750K - $810K
|
38.9K
$26.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.35% |
$9.31K - $10.1K
|
4.29K
$2.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
322New |
$200K - $216K
|
322
$217K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.06K+ 14.34% |
$655K - $707K
|
8.41K
$5.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.38K+ 140.82% |
$857K - $925K
|
2.36K
$1.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Constellation Investments, Inc.
Montgomery, OH |
SELL
|
- |
-145K- 12.52% |
$89.8M - $96.9M
|
1.01M
$682M
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-5- 0.37% |
$3.1K - $3.35K
|
1.36K
$921K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-562- 5.04% |
$349K - $377K
|
10.6K
$7.15M
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-2.19K- 5.05% |
$1.36M - $1.47M
|
41.2K
$27.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-63- 1.16% |
$39.1K - $42.2K
|
5.38K
$3.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
8.92K+ 306.11% |
$5.54M - $5.98M
|
11.8K
$7.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-9- 1.7% |
$5.59K - $6.03K
|
520
$351K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
199+ 5.85% |
$124K - $133K
|
3.6K
$2.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-312- 5.97% |
$194K - $209K
|
4.92K
$3.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
27+ 1.06% |
$16.8K - $18.1K
|
2.58K
$1.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-80- 2.35% |
$49.7K - $53.6K
|
3.33K
$2.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.8K+ 16.96% |
$6.08M - $6.57M
|
67.6K
$45.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.09K+ 3.35% |
$2.54M - $2.74M
|
126K
$85.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
891+ 17.62% |
$553K - $597K
|
5.95K
$4.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-57- 1.43% |
$35.4K - $38.2K
|
3.93K
$2.65M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-56- 7.24% |
$34.8K - $37.5K
|
717
$484K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
49+ 1.11% |
$30.4K - $32.8K
|
4.45K
$3.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
3.76K+ 5.9% |
$2.33M - $2.52M
|
67.4K
$45.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
124+ 0.35% |
$77K - $83.1K
|
36K
$24.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.45K- 2.94% |
$897K - $968K
|
47.8K
$32.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.69K+ 10.32% |
$2.29M - $2.47M
|
39.5K
$26.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-353- 2.8% |
$219K - $237K
|
12.2K
$8.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
558+ 0.93% |
$346K - $374K
|
60.8K
$41M
|
|
|
Oct 21, 2025
Q3 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
10.9K+ 15.2% |
$6.79M - $7.33M
|
83K
$56M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
471+ 54.7% |
$292K - $316K
|
1.33K
$900K
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-480- 25.89% |
$298K - $322K
|
1.37K
$928K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
465+ 6.37% |
$289K - $312K
|
7.77K
$5.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.57K+ 5.06% |
$973K - $1.05M
|
32.6K
$22M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-404- 15.44% |
$251K - $271K
|
2.21K
$1.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
136+ 14.95% |
$84.4K - $91.1K
|
1.05K
$706K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
9+ 0.44% |
$5.59K - $6.03K
|
2.07K
$1.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
129+ 0.62% |
$80.1K - $86.4K
|
20.8K
$14M
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
243+ 54.48% |
$151K - $163K
|
689
$465K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-609- 30.19% |
$378K - $408K
|
1.41K
$951K
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-1.62K- 34.01% |
$1M - $1.08M
|
3.14K
$2.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.42K+ 1.63% |
$1.5M - $1.62M
|
151K
$102M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-23- 0.82% |
$14.3K - $15.4K
|
2.79K
$1.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
95+ 0.2% |
$59K - $63.7K
|
48.3K
$32.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1+ 0.21% |
$621 - $670
|
469
$317K
|
|
|
Oct 21, 2025
Q3 2025
|
Deere & CO
Moline, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.3K+ 3.02% |
$807K - $871K
|
44.4K
$30M
|
|