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
|
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
|
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
|
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
|
|
|
Oct 09, 2025
Q3 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-960- 4.96% |
$596K - $643K
|
18.4K
$12.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
357New |
$222K - $239K
|
357
$241K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
588+ 22.84% |
$365K - $394K
|
3.16K
$2.14M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
3.74K+ 21.35% |
$2.32M - $2.5M
|
21.2K
$14.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
96+ 10.97% |
$59.6K - $64.3K
|
971
$656K
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
BUY
|
- |
300+ 27.12% |
$186K - $201K
|
1.41K
$949K
|
|
|
Oct 09, 2025
Q3 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
117+ 2.24% |
$72.6K - $78.4K
|
5.34K
$3.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-133- 1.11% |
$82.5K - $89.1K
|
11.9K
$8.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
18.7K+ 16.98% |
$11.6M - $12.5M
|
129K
$87.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-82- 1.11% |
$50.9K - $54.9K
|
7.33K
$4.95M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-259- 1.42% |
$161K - $174K
|
18K
$12.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
SELL
|
- |
-92- 1.07% |
$57.1K - $61.6K
|
8.54K
$5.76M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-118- 7.04% |
$73.2K - $79.1K
|
1.56K
$1.05M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
59+ 2.58% |
$36.6K - $39.5K
|
2.35K
$1.59M
|
|
|
Oct 08, 2025
Q3 2025
|
Flower City Capital
|
SELL
|
- |
-325- 2.54% |
$202K - $218K
|
12.5K
$8.44M
|
|
|
Oct 08, 2025
Q3 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
1.01KNew |
$624K - $674K
|
1.01K
$679K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.99K+ 9.65% |
$1.23M - $1.33M
|
22.6K
$15.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-7- 1.87% |
$4.34K - $4.69K
|
368
$249K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-42.4K- 57.83% |
$26.3M - $28.4M
|
30.9K
$20.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-1.33K- 0.71% |
$825K - $891K
|
187K
$126M
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
4+ 0.23% |
$2.48K - $2.68K
|
1.72K
$1.16M
|
|
|
Oct 08, 2025
Q3 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
388+ 7.03% |
$241K - $260K
|
5.91K
$3.99M
|
|
|
Oct 08, 2025
Q3 2025
|
Vista Finance, LLC
|
SELL
|
- |
-15- 0.72% |
$9.31K - $10.1K
|
2.07K
$1.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
1.59KNew |
$985K - $1.06M
|
1.59K
$1.07M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-445- 11.65% |
$276K - $298K
|
3.38K
$2.28M
|
|