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
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.44K+ 28.65% |
$893K - $964K
|
6.46K
$4.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.19K- 0.85% |
$737K - $796K
|
139K
$94M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
99+ 2.08% |
$61.4K - $66.3K
|
4.85K
$3.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-34- 9.14% |
$21.1K - $22.8K
|
338
$228K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-18.3K- 0.89% |
$11.3M - $12.2M
|
2.03M
$1.37B
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-820- 7.86% |
$509K - $549K
|
9.61K
$6.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-156- 0.32% |
$96.8K - $105K
|
47.9K
$32.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
75+ 1.02% |
$46.6K - $50.3K
|
7.46K
$5.04M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-578- 2.55% |
$359K - $387K
|
22K
$14.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Verger Capital Management LLC
|
BUY
|
- |
139+ 0.3% |
$86.3K - $93.1K
|
46.4K
$31.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
SELL
|
- |
-628- 0.91% |
$390K - $421K
|
68.2K
$46M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-168- 11.86% |
$104K - $113K
|
1.25K
$843K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.29K+ 4.01% |
$2.04M - $2.2M
|
85.3K
$57.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
10.3K+ 10.58% |
$6.37M - $6.87M
|
107K
$72.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-439- 5.92% |
$272K - $294K
|
6.98K
$4.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-3.5K- 1.79% |
$2.17M - $2.34M
|
191K
$129M
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-18.3K- 92.66% |
$11.3M - $12.2M
|
1.45K
$977K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
24+ 1.63% |
$14.9K - $16.1K
|
1.5K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-5- 0.2% |
$3.1K - $3.35K
|
2.48K
$1.67M
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
257+ 3.38% |
$160K - $172K
|
7.86K
$5.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
2+ 0.26% |
$1.24K - $1.34K
|
767
$518K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
21.8K+ 56.93% |
$13.6M - $14.6M
|
60.2K
$40.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
SELL
|
- |
-22- 4.38% |
$13.7K - $14.7K
|
480
$324K
|
|
|
Oct 22, 2025
Q3 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
328New |
$204K - $220K
|
328
$222K
|
|
|
Oct 22, 2025
Q3 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-858- 0.62% |
$533K - $575K
|
137K
$92.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
33+ 0.65% |
$20.5K - $22.1K
|
5.12K
$3.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
9.9KNew |
$6.14M - $6.63M
|
9.9K
$6.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-174- 2.39% |
$108K - $117K
|
7.12K
$4.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-20- 5.06% |
$12.4K - $13.4K
|
375
$253K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
247+ 2.01% |
$153K - $166K
|
12.6K
$8.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.01K- 12.27% |
$629K - $679K
|
7.24K
$4.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
45.3K+ 2.0% |
$28.1M - $30.4M
|
2.31M
$1.56B
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-40- 4.55% |
$24.8K - $26.8K
|
840
$567K
|
|
|
Oct 22, 2025
Q3 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
1.87KNew |
$1.16M - $1.26M
|
1.87K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-78- 0.4% |
$48.4K - $52.3K
|
19.4K
$13.1M
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-617- 8.07% |
$383K - $413K
|
7.03K
$4.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-5- 0.4% |
$3.1K - $3.35K
|
1.23K
$832K
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
324New |
$201K - $217K
|
324
$219K
|
|
|
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
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-2.19K- 5.05% |
$1.36M - $1.47M
|
41.2K
$27.8M
|
|