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 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
28+ 0.76% |
$17.4K - $18.8K
|
3.73K
$2.52M
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-18- 2.32% |
$11.2K - $12.1K
|
759
$513K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-7- 10.14% |
$4.34K - $4.69K
|
62
$41.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
355+ 8.07% |
$220K - $238K
|
4.75K
$3.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Meyer Handelman CO
|
SELL
|
- |
-80- 1.71% |
$49.7K - $53.6K
|
4.59K
$3.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
500+ 1.35% |
$310K - $335K
|
37.5K
$25.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-48- 1.7% |
$29.8K - $32.2K
|
2.78K
$1.88M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4.7K+ 0.95% |
$2.92M - $3.15M
|
502K
$339M
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
145+ 29.18% |
$90K - $97.2K
|
642
$434K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
119+ 38.51% |
$73.9K - $79.7K
|
428
$289K
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
SELL
|
- |
-12.5K- 8.79% |
$7.77M - $8.39M
|
130K
$87.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
869+ 10.56% |
$539K - $582K
|
9.1K
$6.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
690+ 469.39% |
$428K - $462K
|
837
$565K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-17- 0.82% |
$10.6K - $11.4K
|
2.05K
$1.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5- 1.24% |
$3.1K - $3.35K
|
399
$269K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-9- 0.27% |
$5.59K - $6.03K
|
3.31K
$2.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-85- 9.29% |
$52.8K - $57K
|
830
$561K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
20.5K+ 11.3% |
$12.8M - $13.8M
|
202K
$137M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-21- 1.97% |
$13K - $14.1K
|
1.04K
$705K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-38- 0.6% |
$23.6K - $25.5K
|
6.3K
$4.25M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-3.62K- 5.67% |
$2.25M - $2.43M
|
60.2K
$40.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
384+ 2.46% |
$238K - $257K
|
16K
$10.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
337+ 8.1% |
$209K - $226K
|
4.5K
$3.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
81+ 10.8% |
$50.3K - $54.3K
|
831
$561K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.68K+ 4.57% |
$1.04M - $1.13M
|
38.4K
$25.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-608- 8.24% |
$377K - $407K
|
6.77K
$4.57M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
105+ 4.07% |
$65.2K - $70.4K
|
2.68K
$1.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-267- 1.1% |
$166K - $179K
|
24.1K
$16.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Cadinha & CO LLC
|
BUY
|
- |
48+ 0.11% |
$29.8K - $32.2K
|
42.6K
$28.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-5- 2.06% |
$3.1K - $3.35K
|
238
$161K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.82K+ 3.22% |
$6.1M - $6.58M
|
315K
$212M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
29.2K+ 102.68% |
$18.1M - $19.6M
|
57.7K
$39M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-1.78K- 38.57% |
$1.11M - $1.19M
|
2.84K
$1.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Wealth Navi Inc.
|
BUY
|
- |
70.1K+ 16.28% |
$43.5M - $47M
|
501K
$338M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
730+ 6.55% |
$453K - $489K
|
11.9K
$8.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.89K- 33.06% |
$1.79M - $1.94M
|
5.86K
$3.95M
|
|
|
Oct 15, 2025
Q3 2025
|
Tenon Financial LLC
Metuchen, NJ |
SELL
|
- |
-6- 0.48% |
$3.72K - $4.02K
|
1.25K
$841K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-8- 1.61% |
$4.97K - $5.36K
|
490
$331K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
13+ 3.08% |
$8.07K - $8.71K
|
435
$294K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-227- 1.58% |
$141K - $152K
|
14.1K
$9.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.09K- 5.56% |
$676K - $730K
|
18.5K
$12.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
108+ 47.58% |
$67K - $72.4K
|
335
$226K
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-34- 3.66% |
$21.1K - $22.8K
|
896
$605K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
3.14K+ 15.32% |
$1.95M - $2.11M
|
23.6K
$16M
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-39- 4.12% |
$24.2K - $26.1K
|
908
$613K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
15+ 0.85% |
$9.31K - $10.1K
|
1.78K
$1.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.2K+ 4.52% |
$1.36M - $1.47M
|
50.8K
$34.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
507+ 6.31% |
$315K - $340K
|
8.55K
$5.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-550- 2.91% |
$341K - $369K
|
18.4K
$12.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
353+ 92.41% |
$219K - $237K
|
735
$496K
|
|