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 14, 2025
Q3 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
SELL
|
- |
-63- 15.83% |
$39.1K - $42.2K
|
335
$226K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
76+ 2.8% |
$47.2K - $50.9K
|
2.79K
$1.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-165- 0.55% |
$102K - $111K
|
30K
$20.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
70.4KNew |
$43.7M - $47.1M
|
70.4K
$47.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
SELL
|
- |
-31- 4.05% |
$19.2K - $20.8K
|
735
$496K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-566- 0.66% |
$351K - $379K
|
84.7K
$57.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-914K- 99.71% |
$568M - $613M
|
2.65K
$1.79M
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
40+ 9.93% |
$24.8K - $26.8K
|
443
$299K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.77K- 5.07% |
$2.34M - $2.53M
|
70.7K
$47.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
302New |
$187K - $202K
|
302
$204K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
41.9K+ 7.57% |
$26M - $28.1M
|
596K
$402M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
10+ 0.48% |
$6.21K - $6.7K
|
2.11K
$1.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-29- 0.32% |
$18K - $19.4K
|
9.07K
$6.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
44+ 0.41% |
$27.3K - $29.5K
|
10.8K
$7.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-1.56K- 15.01% |
$970K - $1.05M
|
8.85K
$5.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-861- 1.89% |
$534K - $577K
|
44.8K
$30.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
461New |
$286K - $309K
|
461
$311K
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
164+ 4.6% |
$102K - $110K
|
3.73K
$2.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Kirr Marbach & CO LLC
|
BUY
|
- |
654New |
$406K - $438K
|
654
$442K
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$621 - $670
|
12.1K
$8.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
181+ 19.46% |
$112K - $121K
|
1.11K
$750K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
1.78K+ 1.17% |
$1.11M - $1.19M
|
155K
$104M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
41+ 3.61% |
$25.4K - $27.5K
|
1.18K
$796K
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-11.5K- 3.81% |
$7.13M - $7.7M
|
290K
$196M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
619+ 3.51% |
$384K - $415K
|
18.3K
$12.3M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
288+ 14.77% |
$179K - $193K
|
2.24K
$1.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
128+ 10.19% |
$79.4K - $85.8K
|
1.38K
$935K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-429- 0.54% |
$266K - $287K
|
78.7K
$53.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.02K+ 5.56% |
$635K - $685K
|
19.4K
$13.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
18+ 1.82% |
$11.2K - $12.1K
|
1.01K
$679K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.55K+ 1.11% |
$961K - $1.04M
|
141K
$95.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
6.69K+ 147.52% |
$4.15M - $4.48M
|
11.2K
$7.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Fort Henry Capital, LLC
|
SELL
|
- |
-725- 1.15% |
$450K - $486K
|
62.3K
$42.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-52- 1.85% |
$32.3K - $34.8K
|
2.76K
$1.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-279- 2.45% |
$173K - $187K
|
11.1K
$7.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-75- 4.73% |
$46.6K - $50.3K
|
1.51K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1+ 0.25% |
$621 - $670
|
406
$274K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-51- 2.19% |
$31.7K - $34.2K
|
2.27K
$1.54M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4+ 0.38% |
$2.48K - $2.68K
|
1.07K
$721K
|
|
|
Oct 14, 2025
Q3 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
20+ 2.14% |
$12.4K - $13.4K
|
955
$645K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
502+ 1.74% |
$312K - $336K
|
29.4K
$19.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
5.14KNew |
$3.19M - $3.45M
|
5.14K
$3.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-41- 4.75% |
$25.4K - $27.5K
|
823
$556K
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-2.53K- 4.27% |
$1.57M - $1.69M
|
56.7K
$38.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
316+ 1.59% |
$196K - $212K
|
20.2K
$13.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-898- 53.61% |
$557K - $602K
|
777
$525K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1.03K+ 1266.67% |
$637K - $688K
|
1.11K
$748K
|
|
|
Oct 10, 2025
Q3 2025
|
Sara Bay Financial
|
BUY
|
- |
80+ 5.09% |
$49.7K - $53.6K
|
1.65K
$1.12M
|
|
|
Oct 10, 2025
Q3 2025
|
Bank Of Finland
|
BUY
|
- |
1.56K+ 0.3% |
$968K - $1.05M
|
520K
$351M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
15+ 0.36% |
$9.31K - $10.1K
|
4.14K
$2.8M
|
|