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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
1.5KNew |
$747K - $930K
|
1.5K
$1.01M
|
|
|
Sep 03, 2025
Q2 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-37- 5.48% |
$18.5K - $23K
|
638
$431K
|
|
|
Aug 28, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
4+ 0.16% |
$2K - $2.48K
|
2.54K
$1.71M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
CALL |
-9.2K- 71.88% |
$4.59M - $5.71M
|
3.6K
$2.43M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
SELL
|
- |
-783Closed |
$391K - $486K
|
0
$0
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
270+ 2.47% |
$135K - $168K
|
11.2K
$7.58M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-221- 15.1% |
$110K - $137K
|
1.24K
$839K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-549- 1.5% |
$274K - $341K
|
36K
$24.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-43- 8.72% |
$21.4K - $26.7K
|
450
$304K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
18+ 6.1% |
$8.98K - $11.2K
|
313
$211K
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
465+ 0.58% |
$232K - $289K
|
80K
$54M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
444+ 2.69% |
$221K - $276K
|
16.9K
$11.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-200- 11.59% |
$99.8K - $124K
|
1.53K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
9.91KNew |
$4.94M - $6.15M
|
9.91K
$6.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
1.31KNew |
$651K - $810K
|
1.31K
$881K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-89- 8.87% |
$44.4K - $55.3K
|
914
$617K
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
40+ 2.82% |
$20K - $24.8K
|
1.46K
$985K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-1.26K- 41.31% |
$627K - $780K
|
1.79K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-109- 20.64% |
$54.4K - $67.7K
|
419
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-113- 15.89% |
$56.4K - $70.2K
|
598
$404K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
9.14KNew |
$4.56M - $5.67M
|
9.14K
$6.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
115+ 3.19% |
$57.4K - $71.4K
|
3.72K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
130+ 7.48% |
$64.8K - $80.7K
|
1.87K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
323New |
$161K - $201K
|
323
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2+ 0.56% |
$998 - $1.24K
|
359
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-195- 3.52% |
$97.3K - $121K
|
5.35K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
579+ 1.39% |
$289K - $360K
|
42.2K
$28.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
36+ 7.11% |
$18K - $22.4K
|
542
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-30- 1.08% |
$15K - $18.6K
|
2.74K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Cobler Capital Management, LLC
Silver Lake, KS |
BUY
|
- |
2.3KNew |
$1.15M - $1.43M
|
2.3K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
841New |
$419K - $522K
|
841
$568K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
55.8K+ 9.77% |
$27.8M - $34.6M
|
627K
$423M
|
|
|
Aug 14, 2025
Q2 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
25K+ 41.67% |
$12.5M - $15.5M
|
85K
$57.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-221- 9.5% |
$110K - $137K
|
2.11K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
394K+ 42.64% |
$197M - $245M
|
1.32M
$890M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
91.3K+ 104.28% |
$45.5M - $56.7M
|
179K
$121M
|
|
|
Aug 14, 2025
Q2 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
300New |
$150K - $186K
|
300
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1+ 0.05% |
$499 - $621
|
1.85K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
7+ 0.29% |
$3.49K - $4.35K
|
2.4K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Qalhat Capital LTD
St Helier, Y9 |
BUY
|
- |
23.7K+ 13.5% |
$11.8M - $14.7M
|
199K
$134M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
6.1KNew |
$3.04M - $3.79M
|
6.1K
$4.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
35+ 6.26% |
$17.5K - $21.7K
|
594
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-7- 1.13% |
$3.49K - $4.35K
|
613
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
10.9KNew |
$5.44M - $6.77M
|
10.9K
$7.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Progeny 3, Inc.
Seattle, WA |
BUY
|
- |
60.3K+ 76.55% |
$30.1M - $37.4M
|
139K
$93.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-400- 20.79% |
$200K - $248K
|
1.52K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Michael & Susan Dell Foundation
New York, NY |
BUY
|
- |
147K+ 4.91% |
$73.4M - $91.3M
|
3.15M
$2.12B
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
324New |
$162K - $201K
|
324
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
PUT |
300New |
$150K - $186K
|
300
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
112+ 53.59% |
$55.9K - $69.5K
|
321
$217K
|
|