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 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
|
|
|
Aug 12, 2025
Q2 2025
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-4.09K- 5.87% |
$2.04M - $2.54M
|
65.6K
$44.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
352New |
$176K - $219K
|
352
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
24+ 2.55% |
$12K - $14.9K
|
965
$652K
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
330New |
$165K - $205K
|
330
$223K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
1.34KNew |
$666K - $829K
|
1.34K
$902K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
706+ 113.5% |
$352K - $438K
|
1.33K
$897K
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.03K+ 285.28% |
$512K - $638K
|
1.39K
$937K
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-64- 3.41% |
$31.9K - $39.7K
|
1.82K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
9.44KNew |
$4.71M - $5.86M
|
9.44K
$6.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
627New |
$313K - $389K
|
627
$423K
|
|
|
Aug 11, 2025
Q2 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-189- 1.23% |
$94.3K - $117K
|
15.2K
$10.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1+ 0.07% |
$499 - $621
|
1.37K
$924K
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
BUY
|
- |
115+ 9.5% |
$57.4K - $71.4K
|
1.33K
$895K
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-46- 5.27% |
$22.9K - $28.6K
|
827
$558K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
51+ 28.98% |
$25.4K - $31.7K
|
227
$153K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-12.2K- 55.23% |
$6.09M - $7.58M
|
9.9K
$6.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-227- 26.93% |
$113K - $141K
|
616
$416K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-80- 7.94% |
$39.9K - $49.7K
|
927
$626K
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
461+ 1.09% |
$230K - $286K
|
42.9K
$29M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-42- 51.22% |
$20.9K - $26.1K
|
40
$27K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-231- 4.04% |
$115K - $143K
|
5.48K
$3.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
730+ 16.74% |
$364K - $453K
|
5.09K
$3.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-3- 0.17% |
$1.5K - $1.86K
|
1.74K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.04K+ 5.88% |
$1.51M - $1.89M
|
54.7K
$36.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6.79K- 5.8% |
$3.39M - $4.22M
|
110K
$74.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-27- 8.57% |
$13.5K - $16.8K
|
288
$194K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-35- 0.14% |
$17.5K - $21.7K
|
24.4K
$16.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-146- 1.46% |
$72.8K - $90.7K
|
9.88K
$6.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
329New |
$164K - $204K
|
329
$222K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-24.4K- 1.31% |
$12.2M - $15.1M
|
1.84M
$1.24B
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
60+ 6.89% |
$29.9K - $37.3K
|
931
$629K
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
3+ 0.2% |
$1.5K - $1.86K
|
1.49K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
PUT |
700New |
$349K - $435K
|
700
$473K
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
359New |
$179K - $223K
|
359
$242K
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
344New |
$172K - $214K
|
344
$232K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-7- 16.28% |
$3.49K - $4.35K
|
36
$24.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
227+ 206.36% |
$113K - $141K
|
337
$228K
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
BUY
|
- |
80+ 2.5% |
$39.9K - $49.7K
|
3.27K
$2.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-12.8K- 25.96% |
$6.37M - $7.93M
|
36.4K
$24.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.46KNew |
$728K - $906K
|
1.46K
$985K
|
|
|
Aug 07, 2025
Q2 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-152- 16.36% |
$75.8K - $94.4K
|
777
$525K
|
|
|
Aug 07, 2025
Q2 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-34- 0.09% |
$17K - $21.1K
|
37.9K
$25.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1- 0.03% |
$499 - $621
|
3.08K
$2.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Waverton Investment Management LTD
|
BUY
|
- |
175+ 27.13% |
$87.3K - $109K
|
820
$554K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-12.7K- 5.66% |
$6.34M - $7.9M
|
212K
$143M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
365+ 5.31% |
$182K - $227K
|
7.25K
$4.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
402New |
$201K - $250K
|
402
$271K
|
|