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 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
13.2K+ 5.08% |
$8.21M - $8.87M
|
274K
$185M
|
|
|
Oct 17, 2025
Q3 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
7+ 1.42% |
$4.34K - $4.69K
|
499
$337K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-35- 0.37% |
$21.7K - $23.5K
|
9.39K
$6.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-5- 1.28% |
$3.1K - $3.35K
|
386
$261K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
20+ 2.83% |
$12.4K - $13.4K
|
727
$491K
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
93+ 0.15% |
$57.7K - $62.3K
|
60.2K
$40.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
589+ 42.74% |
$366K - $395K
|
1.97K
$1.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
2+ 0.13% |
$1.24K - $1.34K
|
1.53K
$1.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-265- 3.83% |
$164K - $178K
|
6.65K
$4.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.13K+ 51.36% |
$703K - $759K
|
3.34K
$2.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-172- 23.09% |
$107K - $115K
|
573
$387K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-225- 2.28% |
$140K - $151K
|
9.66K
$6.52M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.18K- 3.03% |
$1.35M - $1.46M
|
69.6K
$47M
|
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-2.2K- 6.83% |
$1.37M - $1.48M
|
30K
$20.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
198+ 49.01% |
$123K - $133K
|
602
$407K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.74K+ 5.64% |
$1.08M - $1.17M
|
32.6K
$22M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-279- 1.26% |
$173K - $187K
|
21.8K
$14.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
6.32K+ 12.45% |
$3.92M - $4.23M
|
57K
$38.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2- 0.16% |
$1.24K - $1.34K
|
1.22K
$822K
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
726+ 29.26% |
$451K - $486K
|
3.21K
$2.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-63- 1.56% |
$39.1K - $42.2K
|
3.97K
$2.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
2+ 0.08% |
$1.24K - $1.34K
|
2.48K
$1.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
13+ 0.55% |
$8.07K - $8.71K
|
2.39K
$1.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-14.4K- 3.65% |
$8.92M - $9.63M
|
380K
$256M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
260+ 5.38% |
$161K - $174K
|
5.09K
$3.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-2.42K- 26.81% |
$1.5M - $1.62M
|
6.61K
$4.46M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.8K+ 13.35% |
$3.6M - $3.89M
|
49.2K
$33.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.24K+ 1.86% |
$2.01M - $2.17M
|
178K
$120M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.35K- 2.33% |
$837K - $903K
|
56.4K
$38.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
223+ 0.38% |
$138K - $149K
|
58.8K
$39.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-748- 14.41% |
$464K - $501K
|
4.44K
$3M
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
89+ 23.0% |
$55.2K - $59.6K
|
476
$321K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-34K- 72.11% |
$21.1M - $22.8M
|
13.2K
$8.89M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
290+ 8.85% |
$180K - $194K
|
3.57K
$2.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-66- 2.99% |
$41K - $44.2K
|
2.14K
$1.45M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-5- 0.01% |
$3.1K - $3.35K
|
92.5K
$62.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.44K- 0.63% |
$895K - $966K
|
227K
$153M
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
21+ 0.31% |
$13K - $14.1K
|
6.74K
$4.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-24.9K- 33.75% |
$15.5M - $16.7M
|
48.9K
$33M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
9+ 0.32% |
$5.59K - $6.03K
|
2.81K
$1.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-50- 9.29% |
$31K - $33.5K
|
488
$330K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
111+ 17.7% |
$68.9K - $74.4K
|
738
$498K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.91K+ 5.14% |
$2.43M - $2.62M
|
80.1K
$54.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
5.25K+ 4.98% |
$3.26M - $3.52M
|
111K
$74.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.3% |
$1.86K - $2.01K
|
1.01K
$679K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
915+ 3.28% |
$568K - $613K
|
28.8K
$19.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
475+ 0.84% |
$295K - $318K
|
57.4K
$38.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-18- 30.51% |
$11.2K - $12.1K
|
41
$27.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-59- 2.39% |
$36.6K - $39.5K
|
2.41K
$1.63M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-156- 1.4% |
$96.8K - $105K
|
11K
$7.41M
|
|