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 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-65- 7.81% |
$40.3K - $43.6K
|
767
$518K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-702- 98.18% |
$436K - $470K
|
13
$8.78K
|
|
|
Oct 21, 2025
Q3 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-213- 3.15% |
$132K - $143K
|
6.55K
$4.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.03K+ 2.35% |
$636K - $687K
|
44.6K
$30.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7.33K+ 24.87% |
$4.55M - $4.91M
|
36.8K
$24.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9.47K+ 8.38% |
$5.88M - $6.34M
|
123K
$82.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
780New |
$484K - $523K
|
780
$527K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
72+ 5.04% |
$44.7K - $48.2K
|
1.5K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
215+ 1.23% |
$133K - $144K
|
17.7K
$11.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.1K+ 15.95% |
$5.64M - $6.09M
|
66.1K
$44.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
172+ 5.51% |
$107K - $115K
|
3.3K
$2.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1+ 0.12% |
$621 - $670
|
867
$585K
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
102+ 18.28% |
$63.3K - $68.3K
|
660
$446K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20.2K+ 45.69% |
$12.5M - $13.5M
|
64.3K
$43.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.14K+ 4.4% |
$3.81M - $4.12M
|
146K
$98.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-10- 7.41% |
$6.21K - $6.7K
|
125
$84.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-234- 15.74% |
$145K - $157K
|
1.25K
$846K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-7- 0.27% |
$4.34K - $4.69K
|
2.63K
$1.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
500New |
$310K - $335K
|
500
$338K
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
2+ 0.08% |
$1.24K - $1.34K
|
2.37K
$1.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-837- 1.77% |
$520K - $561K
|
46.4K
$31.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-632- 1.16% |
$392K - $423K
|
53.7K
$36.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
50+ 15.15% |
$31K - $33.5K
|
380
$257K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
162+ 15.76% |
$101K - $109K
|
1.19K
$804K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.08K+ 27.19% |
$2.53M - $2.74M
|
19.1K
$12.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.7K- 8.97% |
$1.06M - $1.14M
|
17.3K
$11.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
29.6K+ 6.38% |
$18.4M - $19.8M
|
493K
$333M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
73+ 2.62% |
$45.3K - $48.9K
|
2.85K
$1.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-26- 2.84% |
$16.1K - $17.4K
|
891
$602K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
271+ 1.98% |
$168K - $182K
|
14K
$9.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-3- 0.2% |
$1.86K - $2.01K
|
1.47K
$989K
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
681+ 1.81% |
$423K - $456K
|
38.2K
$25.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
18New |
$11.2K - $12.1K
|
18
$12.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-203- 0.47% |
$126K - $136K
|
42.7K
$28.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-12.2K- 17.63% |
$7.57M - $8.17M
|
57K
$38.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
5+ 0.3% |
$3.1K - $3.35K
|
1.66K
$1.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-120K- 10.74% |
$74.2M - $80.1M
|
994K
$671M
|
|
|
Oct 20, 2025
Q3 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-68- 3.72% |
$42.2K - $45.6K
|
1.76K
$1.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-176- 2.16% |
$109K - $118K
|
7.96K
$5.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
640+ 13.27% |
$397K - $429K
|
5.46K
$3.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
290+ 1933.33% |
$180K - $194K
|
305
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-302- 2.7% |
$187K - $202K
|
10.9K
$7.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
2.76K+ 1.26% |
$1.71M - $1.85M
|
221K
$150M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-5.39K- 36.07% |
$3.34M - $3.61M
|
9.55K
$6.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-212- 1.42% |
$132K - $142K
|
14.8K
$9.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.55K+ 1.0% |
$1.58M - $1.71M
|
259K
$175M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
69+ 2.29% |
$42.8K - $46.2K
|
3.09K
$2.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
51+ 3.86% |
$31.7K - $34.2K
|
1.37K
$927K
|
|
|
Oct 20, 2025
Q3 2025
|
Benin Management Corp
|
BUY
|
- |
30+ 1.04% |
$18.6K - $20.1K
|
2.92K
$1.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.13% |
$1.24K - $1.34K
|
1.5K
$1.01M
|
|