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 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
111+ 0.35% |
$68.9K - $74.4K
|
31.8K
$21.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
312New |
$194K - $209K
|
312
$211K
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
97+ 1.34% |
$60.2K - $65K
|
7.35K
$4.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-358- 23.99% |
$222K - $240K
|
1.13K
$766K
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.16K- 12.82% |
$718K - $775K
|
7.87K
$5.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6+ 0.12% |
$3.72K - $4.02K
|
4.93K
$3.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-826K- 95.67% |
$513M - $553M
|
37.4K
$25.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-440- 17.79% |
$273K - $295K
|
2.03K
$1.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-79- 0.58% |
$49K - $52.9K
|
13.5K
$9.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.52K+ 3.02% |
$942K - $1.02M
|
51.8K
$35M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-156- 1.66% |
$96.8K - $105K
|
9.27K
$6.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
1.2K+ 0.55% |
$745K - $804K
|
221K
$149M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
44+ 1.27% |
$27.3K - $29.5K
|
3.5K
$2.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-49- 9.55% |
$30.4K - $32.8K
|
464
$313K
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
234+ 65.36% |
$145K - $157K
|
592
$400K
|
|
|
Oct 20, 2025
Q3 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
46+ 7.97% |
$28.6K - $30.8K
|
623
$421K
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.94K+ 10.07% |
$1.2M - $1.3M
|
21.2K
$14.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1+ 0.14% |
$621 - $670
|
721
$487K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
410New |
$254K - $275K
|
410
$277K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
99+ 0.72% |
$61.4K - $66.3K
|
13.9K
$9.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1+ 0.41% |
$621 - $670
|
243
$164K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
33+ 0.22% |
$20.5K - $22.1K
|
15.1K
$10.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-53- 10.71% |
$32.9K - $35.5K
|
442
$298K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-158- 34.05% |
$98.1K - $106K
|
306
$207K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
81+ 3.94% |
$50.3K - $54.3K
|
2.14K
$1.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-3- 0.07% |
$1.86K - $2.01K
|
4.46K
$3.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
318New |
$197K - $213K
|
318
$215K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-13.8K- 49.94% |
$8.55M - $9.23M
|
13.8K
$9.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
314New |
$195K - $210K
|
314
$212K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
SELL
|
- |
-477- 6.36% |
$296K - $320K
|
7.03K
$4.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
3+ 0.4% |
$1.86K - $2.01K
|
744
$502K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
986+ 1.98% |
$612K - $661K
|
50.7K
$34.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.3K- 31.82% |
$804K - $868K
|
2.78K
$1.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
77+ 5.05% |
$47.8K - $51.6K
|
1.6K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-52- 0.69% |
$32.3K - $34.8K
|
7.51K
$5.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-20- 0.16% |
$12.4K - $13.4K
|
12.7K
$8.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
1.12K+ 1.21% |
$696K - $751K
|
94K
$63.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10K+ 9.81% |
$6.24M - $6.73M
|
113K
$76M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-980- 0.89% |
$608K - $657K
|
109K
$73.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-297- 1.38% |
$184K - $199K
|
21.2K
$14.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-247K- 41.71% |
$154M - $166M
|
346K
$234M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-156- 2.8% |
$96.8K - $105K
|
5.42K
$3.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
SELL
|
- |
-75- 0.67% |
$46.6K - $50.3K
|
11K
$7.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
21.3K+ 8.49% |
$13.2M - $14.3M
|
272K
$184M
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
309New |
$192K - $207K
|
309
$209K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
218+ 0.65% |
$135K - $146K
|
34K
$23M
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
402+ 2.38% |
$250K - $269K
|
17.3K
$11.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-371- 1.63% |
$230K - $249K
|
22.4K
$15.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-65- 4.48% |
$40.3K - $43.6K
|
1.39K
$935K
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
5.65KNew |
$3.51M - $3.79M
|
5.65K
$3.82M
|
|