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 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
1.27K+ 173.84% |
$788K - $850K
|
2K
$1.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-7- 0.7% |
$4.34K - $4.69K
|
986
$666K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
29+ 1.39% |
$18K - $19.4K
|
2.11K
$1.43M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-22- 2.36% |
$13.7K - $14.7K
|
912
$616K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
886+ 0.15% |
$550K - $594K
|
581K
$393M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-471- 4.12% |
$292K - $316K
|
11K
$7.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
6.54KNew |
$4.06M - $4.39M
|
6.54K
$4.42M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
33.3K+ 2.83% |
$20.7M - $22.3M
|
1.21M
$816M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-38- 0.83% |
$23.6K - $25.5K
|
4.52K
$3.05M
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-3- 0.82% |
$1.86K - $2.01K
|
363
$245K
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
6K+ 8.25% |
$3.72M - $4.02M
|
78.7K
$53.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-7- 1.69% |
$4.34K - $4.69K
|
408
$276K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-160- 0.87% |
$99.3K - $107K
|
18.1K
$12.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
17.9K+ 13.44% |
$11.1M - $12M
|
151K
$102M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.65K+ 29.14% |
$1.64M - $1.77M
|
11.7K
$7.92M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-400- 1.32% |
$248K - $268K
|
30K
$20.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
567+ 115.01% |
$352K - $380K
|
1.06K
$716K
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
7.49K+ 1.41% |
$4.65M - $5.02M
|
538K
$363M
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.06K+ 243.91% |
$659K - $711K
|
1.5K
$1.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.16K+ 5.11% |
$2.58M - $2.78M
|
85.4K
$57.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
50+ 4.56% |
$31K - $33.5K
|
1.15K
$775K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-405- 16.35% |
$251K - $271K
|
2.07K
$1.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
8+ 2.36% |
$4.97K - $5.36K
|
347
$234K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
157+ 0.18% |
$97.4K - $105K
|
86.5K
$58.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
1.9K+ 24.57% |
$1.18M - $1.28M
|
9.65K
$6.52M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
1.73K+ 18.83% |
$1.07M - $1.16M
|
10.9K
$7.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
757New |
$470K - $507K
|
757
$511K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
298+ 2.74% |
$185K - $200K
|
11.2K
$7.54M
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-23- 0.37% |
$14.3K - $15.4K
|
6.11K
$4.13M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.01K- 25.25% |
$624K - $674K
|
2.98K
$2.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-930- 10.87% |
$577K - $623K
|
7.63K
$5.15M
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
BUY
|
- |
12.1K+ 5036.93% |
$7.53M - $8.13M
|
12.4K
$8.36M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.35% |
$4.34K - $4.69K
|
1.98K
$1.34M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.6K+ 48.91% |
$2.85M - $3.08M
|
14K
$9.46M
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-42- 6.8% |
$26.1K - $28.1K
|
576
$389K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
945New |
$587K - $633K
|
945
$638K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.57% |
$621 - $670
|
177
$120K
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
1+ 0.11% |
$621 - $670
|
914
$617K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-231- 6.16% |
$143K - $155K
|
3.52K
$2.38M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-376- 2.41% |
$233K - $252K
|
15.3K
$10.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
165+ 30.11% |
$102K - $111K
|
713
$481K
|
|
|
Oct 09, 2025
Q3 2025
|
Verisail Partners, LLC
Chamblee, GA |
SELL
|
- |
-69- 15.07% |
$42.8K - $46.2K
|
389
$263K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.87K+ 9.4% |
$1.16M - $1.26M
|
21.8K
$14.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-8.23K- 11.67% |
$5.11M - $5.52M
|
62.3K
$42.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
33+ 1.74% |
$20.5K - $22.1K
|
1.93K
$1.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
56+ 9.59% |
$34.8K - $37.5K
|
640
$432K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.58K+ 12.51% |
$4.08M - $4.41M
|
59.1K
$39.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8+ 1.13% |
$4.97K - $5.36K
|
719
$486K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-20- 1.43% |
$12.4K - $13.4K
|
1.38K
$934K
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
320+ 2.01% |
$199K - $214K
|
16.2K
$10.9M
|
|