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 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-40- 3.35% |
$24.8K - $26.8K
|
1.15K
$779K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
55+ 0.17% |
$34.1K - $36.9K
|
31.8K
$21.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
4.31K+ 3.91% |
$2.68M - $2.89M
|
115K
$77.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-43- 1.81% |
$26.7K - $28.8K
|
2.33K
$1.57M
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-65- 6.03% |
$40.3K - $43.6K
|
1.01K
$684K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1- 0.3% |
$621 - $670
|
327
$221K
|
|
|
Oct 07, 2025
Q3 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1.38K+ 1.74% |
$858K - $927K
|
80.8K
$54.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
33+ 4.24% |
$20.5K - $22.1K
|
812
$548K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
135+ 0.31% |
$83.8K - $90.5K
|
44K
$29.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
SELL
|
- |
-215- 1.85% |
$133K - $144K
|
11.4K
$7.72M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
135+ 1.47% |
$83.8K - $90.5K
|
9.33K
$6.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.13K+ 8.5% |
$704K - $760K
|
14.5K
$9.78M
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-17- 1.96% |
$10.6K - $11.4K
|
852
$575K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.17K+ 5.1% |
$727K - $785K
|
24.1K
$16.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.15K+ 3.78% |
$1.34M - $1.44M
|
59.2K
$40M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
SELL
|
- |
-10- 0.1% |
$6.21K - $6.7K
|
10K
$6.78M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-137- 14.35% |
$85K - $91.8K
|
818
$552K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
506+ 22.42% |
$314K - $339K
|
2.76K
$1.87M
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
3.39K+ 461.77% |
$2.11M - $2.27M
|
4.13K
$2.79M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-96- 22.75% |
$59.6K - $64.3K
|
326
$220K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-11- 0.17% |
$6.83K - $7.37K
|
6.6K
$4.46M
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
BUY
|
- |
115+ 10.64% |
$71.4K - $77.1K
|
1.2K
$808K
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
39+ 7.07% |
$24.2K - $26.1K
|
591
$399K
|
|
|
Oct 03, 2025
Q3 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-4.45K- 2.17% |
$2.76M - $2.98M
|
200K
$135M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
12+ 0.2% |
$7.45K - $8.04K
|
5.99K
$4.04M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
711+ 14.28% |
$441K - $476K
|
5.69K
$3.84M
|
|
|
Oct 03, 2025
Q3 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
76+ 4.04% |
$47.2K - $50.9K
|
1.96K
$1.32M
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
18+ 0.06% |
$11.2K - $12.1K
|
32.7K
$22.1M
|
|
|
Oct 03, 2025
Q3 2025
|
Iowa State Bank
|
SELL
|
- |
-31- 0.96% |
$19.2K - $20.8K
|
3.2K
$2.16M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.42K+ 3.55% |
$879K - $950K
|
41.3K
$27.9M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
80+ 13.54% |
$49.7K - $53.6K
|
671
$453K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
4.15K+ 19.49% |
$2.58M - $2.78M
|
25.4K
$17.2M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1- 0.02% |
$621 - $670
|
4.15K
$2.8M
|
|
|
Oct 01, 2025
Q3 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
593New |
$368K - $397K
|
593
$400K
|
|
| Q2 2025 | |||||||
|
Jan 08, 2026
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
43+ 5.57% |
$21.4K - $26.7K
|
815
$550K
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-323- 3.25% |
$161K - $201K
|
9.6K
$6.49M
|
|
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-227- 3.63% |
$113K - $141K
|
6.02K
$4.07M
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
96+ 2.22% |
$47.9K - $59.6K
|
4.43K
$2.99M
|
|
|
Nov 24, 2025
Q2 2025
|
William Mack & Associates, Inc.
Troy, MI |
SELL
|
- |
-11- 0.72% |
$5.49K - $6.83K
|
1.53K
$1.03M
|
|
|
Nov 24, 2025
Q2 2025
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
1.15MNew |
$575M - $715M
|
1.15M
$778M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
199K+ 1.52% |
$99.3M - $124M
|
13.3M
$8.99B
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
45+ 0.64% |
$22.4K - $27.9K
|
7.13K
$4.81M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-6.05K- 24.66% |
$3.02M - $3.76M
|
18.5K
$12.5M
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-3.15K- 49.65% |
$1.57M - $1.96M
|
3.2K
$2.16M
|
|
|
Nov 07, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
1.92KNew |
$956K - $1.19M
|
1.92K
$1.29M
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
SELL
|
- |
-4.17K- 35.82% |
$2.08M - $2.59M
|
7.46K
$5.04M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-343- 4.07% |
$171K - $213K
|
8.08K
$5.46M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-82- 5.3% |
$40.9K - $50.9K
|
1.47K
$989K
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
1.85KNew |
$922K - $1.15M
|
1.85K
$1.25M
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
35+ 4.63% |
$17.5K - $21.7K
|
791
$534K
|
|