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 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-723- 0.42% |
$449K - $484K
|
169K
$114M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.63K+ 42.41% |
$1.01M - $1.09M
|
5.48K
$3.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-5- 0.53% |
$3.1K - $3.35K
|
933
$630K
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
47+ 8.17% |
$29.2K - $31.5K
|
622
$420K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
68+ 5.87% |
$42.2K - $45.6K
|
1.23K
$828K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-530- 33.95% |
$329K - $355K
|
1.03K
$696K
|
|
|
Oct 15, 2025
Q3 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.95K- 0.87% |
$1.21M - $1.31M
|
223K
$151M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4.54K- 5.82% |
$2.82M - $3.04M
|
73.4K
$49.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.92K- 1.82% |
$1.19M - $1.28M
|
103K
$69.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
499New |
$310K - $334K
|
499
$337K
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
12.2K+ 2428.23% |
$7.58M - $8.18M
|
12.7K
$8.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
SELL
|
- |
-244- 4.54% |
$151K - $163K
|
5.13K
$3.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
1+ 0.25% |
$621 - $670
|
396
$267K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-62- 1.69% |
$38.5K - $41.5K
|
3.61K
$2.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
389+ 6.57% |
$241K - $261K
|
6.31K
$4.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
20+ 0.52% |
$12.4K - $13.4K
|
3.83K
$2.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
102+ 10.03% |
$63.3K - $68.3K
|
1.12K
$756K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
7+ 0.79% |
$4.34K - $4.69K
|
895
$604K
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.59KNew |
$986K - $1.06M
|
1.59K
$1.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.15K- 16.62% |
$714K - $771K
|
5.77K
$3.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-9- 0.58% |
$5.59K - $6.03K
|
1.55K
$1.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-605- 3.11% |
$376K - $405K
|
18.9K
$12.7M
|
|
|
Oct 15, 2025
Q3 2025
|
My Wealth Management Inc.
|
BUY
|
- |
2.52K+ 19.55% |
$1.56M - $1.69M
|
15.4K
$10.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-49- 0.59% |
$30.4K - $32.8K
|
8.22K
$5.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
263+ 30.58% |
$163K - $176K
|
1.12K
$758K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-6- 0.19% |
$3.72K - $4.02K
|
3.08K
$2.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
42+ 7.66% |
$26.1K - $28.1K
|
590
$398K
|
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-304- 1.94% |
$189K - $204K
|
15.4K
$10.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
6.77K+ 3.63% |
$4.2M - $4.53M
|
193K
$130M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
244+ 73.94% |
$151K - $163K
|
574
$388K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
125K+ 10.17% |
$77.6M - $83.8M
|
1.35M
$914M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-159- 1.38% |
$98.7K - $107K
|
11.3K
$7.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-195- 2.7% |
$121K - $131K
|
7.02K
$4.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-200- 1.07% |
$124K - $134K
|
18.5K
$12.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
679+ 1.13% |
$421K - $455K
|
60.9K
$41.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2.33K- 47.37% |
$1.45M - $1.56M
|
2.59K
$1.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
95+ 8.37% |
$59K - $63.7K
|
1.23K
$831K
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
303+ 5.05% |
$188K - $203K
|
6.3K
$4.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-193- 4.29% |
$120K - $129K
|
4.31K
$2.91M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
7.15K+ 23.47% |
$4.44M - $4.79M
|
37.6K
$25.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
5+ 0.22% |
$3.1K - $3.35K
|
2.29K
$1.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
842+ 1.83% |
$523K - $564K
|
46.8K
$31.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-100- 11.21% |
$62.1K - $67K
|
792
$535K
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
304New |
$189K - $204K
|
304
$205K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-47- 0.4% |
$29.2K - $31.5K
|
11.6K
$7.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
SELL
|
- |
-99- 19.34% |
$61.4K - $66.3K
|
413
$279K
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
SELL
|
- |
-7- 0.61% |
$4.34K - $4.69K
|
1.14K
$771K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-703- 19.46% |
$436K - $471K
|
2.91K
$1.96M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.62K- 4.07% |
$1.62M - $1.75M
|
61.7K
$41.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-26- 0.2% |
$16.1K - $17.4K
|
13.2K
$8.9M
|
|