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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
238+ 10.21% |
$119K - $148K
|
2.57K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
416New |
$208K - $258K
|
416
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
2.08K+ 6.98% |
$1.04M - $1.29M
|
31.8K
$21.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
354New |
$177K - $220K
|
354
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-65- 11.21% |
$32.4K - $40.4K
|
515
$348K
|
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-9- 0.77% |
$4.49K - $5.59K
|
1.15K
$779K
|
|
|
Aug 13, 2025
Q2 2025
|
Independent Family Office, LLC
|
BUY
|
- |
5+ 0.32% |
$2.49K - $3.1K
|
1.57K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-18- 1.86% |
$8.98K - $11.2K
|
948
$640K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
315+ 14.91% |
$157K - $196K
|
2.43K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
5.79KNew |
$2.89M - $3.6M
|
5.79K
$3.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-500- 4.45% |
$249K - $310K
|
10.7K
$7.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
429+ 34.38% |
$214K - $266K
|
1.68K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
518New |
$258K - $322K
|
518
$350K
|
|
|
Aug 13, 2025
Q2 2025
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
27.5KNew |
$13.7M - $17.1M
|
27.5K
$18.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
8+ 0.17% |
$3.99K - $4.97K
|
4.58K
$3.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
355New |
$177K - $220K
|
355
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
331New |
$165K - $206K
|
331
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4New |
$2K - $2.48K
|
4
$2.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-126- 24.14% |
$62.8K - $78.2K
|
396
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Nearwater Capital Markets, LTD
New York, NY |
BUY
|
- |
250K+ 25.0% |
$125M - $155M
|
1.25M
$844M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
5.47K+ 612.3% |
$2.73M - $3.4M
|
6.37K
$4.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-1.17K- 20.4% |
$582K - $725K
|
4.55K
$3.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.24K+ 6.52% |
$1.12M - $1.39M
|
36.6K
$24.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
329New |
$164K - $204K
|
329
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-15- 0.51% |
$7.48K - $9.31K
|
2.92K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-26.1K- 47.52% |
$13M - $16.2M
|
28.9K
$19.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
647New |
$323K - $402K
|
647
$437K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2+ 0.34% |
$998 - $1.24K
|
584
$394K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-45- 49.45% |
$22.4K - $27.9K
|
46
$31.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.2KNew |
$599K - $745K
|
1.2K
$810K
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
400+ 5.97% |
$200K - $248K
|
7.1K
$4.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-35- 3.89% |
$17.5K - $21.7K
|
865
$584K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-145- 7.7% |
$72.3K - $90K
|
1.74K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-64- 1.69% |
$31.9K - $39.7K
|
3.72K
$2.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-126- 7.65% |
$62.8K - $78.2K
|
1.52K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
1.3K+ 66.24% |
$647K - $805K
|
3.26K
$2.2M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.36KNew |
$1.18M - $1.47M
|
2.36K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-40- 0.62% |
$20K - $24.8K
|
6.45K
$4.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-8- 0.47% |
$3.99K - $4.97K
|
1.7K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
American Asset Management Inc.
|
BUY
|
- |
400New |
$200K - $248K
|
400
$270K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-128- 3.95% |
$63.8K - $79.5K
|
3.11K
$2.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-232- 35.15% |
$116K - $144K
|
428
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
BUY
|
- |
2.02K+ 2.43% |
$1.01M - $1.25M
|
84.9K
$57.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
PUT |
-100- 20.0% |
$49.9K - $62.1K
|
400
$270K
|
|
|
Aug 12, 2025
Q2 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-2- 0.42% |
$998 - $1.24K
|
479
$323K
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
65+ 3.09% |
$32.4K - $40.4K
|
2.17K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.11K- 32.85% |
$2.05M - $2.55M
|
8.4K
$5.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-388- 27.17% |
$194K - $241K
|
1.04K
$702K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
214+ 5.21% |
$107K - $133K
|
4.32K
$2.92M
|
|