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 06, 2025
Q2 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
502New |
$250K - $312K
|
502
$339K
|
|
|
Aug 06, 2025
Q2 2025
|
Jcsd Capital, LLC
|
BUY
|
- |
30.5KNew |
$15.2M - $18.9M
|
30.5K
$20.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
27New |
$13.5K - $16.8K
|
27
$18.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-248- 42.76% |
$124K - $154K
|
332
$224K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-121- 10.93% |
$60.4K - $75.1K
|
986
$666K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-5- 0.55% |
$2.49K - $3.1K
|
912
$616K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.62K+ 785.92% |
$808K - $1.01M
|
1.83K
$1.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
202+ 20.3% |
$101K - $125K
|
1.2K
$808K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
11+ 0.38% |
$5.49K - $6.83K
|
2.88K
$1.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
SELL
|
- |
-326- 4.17% |
$163K - $202K
|
7.49K
$5.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.94K+ 10.99% |
$969K - $1.21M
|
19.6K
$13.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
1.03K+ 92.3% |
$514K - $640K
|
2.15K
$1.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-100- 10.22% |
$49.9K - $62.1K
|
878
$593K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-300- 4.33% |
$150K - $186K
|
6.63K
$4.48M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
57+ 8.46% |
$28.4K - $35.4K
|
731
$494K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-94- 10.59% |
$46.9K - $58.4K
|
794
$536K
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-164- 12.3% |
$81.8K - $102K
|
1.17K
$789K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-30- 5.92% |
$15K - $18.6K
|
477
$322K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
423New |
$211K - $263K
|
423
$286K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17.3K- 8.57% |
$8.62M - $10.7M
|
185K
$125M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
2.33K+ 59.05% |
$1.16M - $1.45M
|
6.28K
$4.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
30.9K+ 2.13% |
$15.4M - $19.2M
|
1.48M
$1B
|
|
|
Aug 04, 2025
Q2 2025
|
Shorepath Capital Management LLC
Evanston, IL |
BUY
|
- |
2.08K+ 25.55% |
$1.04M - $1.29M
|
10.2K
$6.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
1+ 0.17% |
$499 - $621
|
590
$398K
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
10+ 12.5% |
$4.99K - $6.21K
|
90
$60.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
52+ 0.12% |
$25.9K - $32.3K
|
44.2K
$29.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
328New |
$164K - $204K
|
328
$222K
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-67- 12.88% |
$33.4K - $41.6K
|
453
$306K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-210- 7.12% |
$105K - $130K
|
2.74K
$1.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.03KNew |
$2.01M - $2.5M
|
4.03K
$2.72M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.08KNew |
$539K - $671K
|
1.08K
$729K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-5- 29.41% |
$2.49K - $3.1K
|
12
$8.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 10.0% |
$499 - $621
|
11
$7.43K
|
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
334New |
$167K - $207K
|
334
$226K
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
1.19K+ 197.5% |
$591K - $736K
|
1.79K
$1.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
177New |
$88.3K - $110K
|
177
$120K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-243- 0.26% |
$121K - $151K
|
92.9K
$62.7M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
25+ 2.51% |
$12.5K - $15.5K
|
1.02K
$690K
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-16- 0.62% |
$7.98K - $9.93K
|
2.57K
$1.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Nat West Group PLC
|
SELL
|
- |
-16- 0.11% |
$7.98K - $9.93K
|
14K
$9.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-48- 9.01% |
$23.9K - $29.8K
|
485
$328K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
27+ 2700.0% |
$13.5K - $16.8K
|
28
$18.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-58- 9.78% |
$28.9K - $36K
|
535
$361K
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2+ 0.16% |
$998 - $1.24K
|
1.28K
$865K
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
349New |
$174K - $217K
|
349
$236K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-136- 2.28% |
$67.8K - $84.4K
|
5.83K
$3.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-116- 0.42% |
$57.9K - $72K
|
27.7K
$18.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-27- 5.01% |
$13.5K - $16.8K
|
512
$346K
|
|
|
Jul 30, 2025
Q2 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
8+ 1.15% |
$3.99K - $4.97K
|
705
$476K
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-1.06K- 67.69% |
$528K - $657K
|
505
$341K
|
|