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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-166- 2.3% |
$82.8K - $103K
|
7.04K
$4.75M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-52.1K- 67.39% |
$26M - $32.4M
|
25.2K
$17M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-248- 69.47% |
$124K - $154K
|
109
$73.6K
|
|
|
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
|
|