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
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-25- 3.43% |
$15.5K - $16.8K
|
703
$475K
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
84+ 15.44% |
$52.1K - $56.3K
|
628
$424K
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-84- 1.86% |
$52.1K - $56.3K
|
4.44K
$3M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-42- 6.76% |
$26.1K - $28.1K
|
579
$391K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-2- 0.38% |
$1.24K - $1.34K
|
524
$354K
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
2.57K+ 29.59% |
$1.59M - $1.72M
|
11.2K
$7.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
405+ 65.96% |
$251K - $271K
|
1.02K
$688K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
90+ 4.0% |
$55.9K - $60.3K
|
2.34K
$1.58M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
17.1K+ 521.71% |
$10.6M - $11.4M
|
20.4K
$13.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
14+ 0.21% |
$8.69K - $9.38K
|
6.84K
$4.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-52- 1.34% |
$32.3K - $34.8K
|
3.82K
$2.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-14- 2.41% |
$8.69K - $9.38K
|
566
$382K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
55+ 0.61% |
$34.1K - $36.9K
|
9.12K
$6.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-964- 7.17% |
$598K - $646K
|
12.5K
$8.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-86- 8.08% |
$53.4K - $57.6K
|
979
$661K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-2.11K- 8.66% |
$1.31M - $1.42M
|
22.3K
$15.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
11+ 1.87% |
$6.83K - $7.37K
|
598
$404K
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-39- 8.42% |
$24.2K - $26.1K
|
424
$286K
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
5+ 0.06% |
$3.1K - $3.35K
|
8.31K
$5.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-296- 1.43% |
$184K - $198K
|
20.4K
$13.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-684- 9.2% |
$425K - $458K
|
6.75K
$4.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
9.45K+ 5.25% |
$5.86M - $6.33M
|
190K
$128M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
486+ 5.08% |
$302K - $326K
|
10K
$6.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-416- 7.98% |
$258K - $279K
|
4.8K
$3.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-2- 0.07% |
$1.24K - $1.34K
|
2.73K
$1.84M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
73+ 3.44% |
$45.3K - $48.9K
|
2.2K
$1.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
594+ 1.64% |
$369K - $398K
|
36.9K
$24.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
249+ 4.86% |
$155K - $167K
|
5.37K
$3.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.1K- 8.75% |
$9.97M - $10.8M
|
168K
$113M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
195+ 3.83% |
$121K - $131K
|
5.29K
$3.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.03K- 2.35% |
$1.26M - $1.36M
|
84.2K
$56.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.28K+ 8.41% |
$795K - $858K
|
16.5K
$11.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
446+ 0.34% |
$277K - $299K
|
133K
$90M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
14+ 0.15% |
$8.69K - $9.38K
|
9.13K
$6.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-199- 5.81% |
$124K - $133K
|
3.23K
$2.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-363- 0.59% |
$225K - $243K
|
60.9K
$41.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
12+ 0.45% |
$7.45K - $8.04K
|
2.65K
$1.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1- 0.02% |
$621 - $670
|
4.28K
$2.89M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.37% |
$7.45K - $8.04K
|
3.28K
$2.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.2KNew |
$742K - $801K
|
1.2K
$808K
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-87- 1.64% |
$54K - $58.3K
|
5.22K
$3.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
SELL
|
- |
-10- 0.14% |
$6.21K - $6.7K
|
6.9K
$4.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
13+ 0.5% |
$8.07K - $8.71K
|
2.62K
$1.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-155- 3.18% |
$96.2K - $104K
|
4.71K
$3.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.46K+ 3.0% |
$2.15M - $2.32M
|
119K
$80.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
20+ 0.06% |
$12.4K - $13.4K
|
36K
$24.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
89+ 2.18% |
$55.2K - $59.6K
|
4.17K
$2.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-3- 0.09% |
$1.86K - $2.01K
|
3.48K
$2.35M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
519+ 5.01% |
$322K - $348K
|
10.9K
$7.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-109- 1.34% |
$67.7K - $73K
|
8.02K
$5.42M
|
|