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 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
|
|
|
Aug 06, 2025
Q2 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
SELL
|
- |
-91- 93.81% |
$45.4K - $56.5K
|
6
$4.05K
|
|
|
Aug 06, 2025
Q2 2025
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
4.93KNew |
$2.46M - $3.06M
|
4.93K
$3.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
405+ 9.22% |
$202K - $251K
|
4.8K
$3.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
25+ 1.35% |
$12.5K - $15.5K
|
1.87K
$1.27M
|
|
|
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
|
|