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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
261+ 17.45% |
$130K - $162K
|
1.76K
$1.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-2- 0.03% |
$998 - $1.24K
|
6.62K
$4.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
SELL
|
- |
-75- 4.03% |
$37.4K - $46.6K
|
1.79K
$1.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-613- 3.27% |
$306K - $381K
|
18.2K
$12.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-30- 6.11% |
$15K - $18.6K
|
461
$311K
|
|
|
Jul 30, 2025
Q2 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-14- 1.72% |
$6.98K - $8.69K
|
802
$542K
|
|
|
Jul 30, 2025
Q2 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
12+ 1.97% |
$5.99K - $7.45K
|
621
$419K
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
237+ 14.6% |
$118K - $147K
|
1.86K
$1.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.9K+ 29.27% |
$946K - $1.18M
|
8.38K
$5.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
40+ 10.13% |
$20K - $24.8K
|
435
$294K
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
335New |
$167K - $208K
|
335
$226K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
49+ 5.17% |
$24.4K - $30.4K
|
997
$673K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
375New |
$187K - $233K
|
375
$253K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.02K- 37.95% |
$3.5M - $4.36M
|
11.5K
$7.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
2+ 0.2% |
$998 - $1.24K
|
987
$667K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-87- 1.71% |
$43.4K - $54K
|
5.01K
$3.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-27- 0.96% |
$13.5K - $16.8K
|
2.77K
$1.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.31KNew |
$653K - $813K
|
1.31K
$884K
|
|
|
Jul 29, 2025
Q2 2025
|
Strategic Investment Management, LLC
|
SELL
|
- |
-280- 67.96% |
$140K - $174K
|
132
$89.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
45+ 0.8% |
$22.4K - $27.9K
|
5.66K
$3.82M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-406- 9.95% |
$203K - $252K
|
3.68K
$2.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
343New |
$171K - $213K
|
343
$232K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.77KNew |
$883K - $1.1M
|
1.77K
$1.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-372- 28.75% |
$186K - $231K
|
922
$623K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
48+ 8.81% |
$23.9K - $29.8K
|
593
$400K
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-669- 19.15% |
$334K - $415K
|
2.82K
$1.91M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3- 0.67% |
$1.5K - $1.86K
|
442
$298K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-6- 0.13% |
$2.99K - $3.73K
|
4.48K
$3.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-96- 6.15% |
$47.9K - $59.6K
|
1.47K
$990K
|
|
|
Jul 25, 2025
Q2 2025
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-44- 8.89% |
$21.9K - $27.3K
|
451
$305K
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-32- 4.64% |
$16K - $19.9K
|
657
$444K
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
BUY
|
- |
35+ 8.43% |
$17.5K - $21.7K
|
450
$304K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4.02K- 88.65% |
$2.01M - $2.5M
|
515
$348K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.66K+ 38.18% |
$828K - $1.03M
|
6K
$4.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
325New |
$162K - $202K
|
325
$219K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.11KNew |
$553K - $689K
|
1.11K
$749K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-231K- 54.07% |
$115M - $144M
|
196K
$133M
|
|
|
Jul 24, 2025
Q2 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
56+ 7.62% |
$27.9K - $34.8K
|
791
$534K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
341New |
$170K - $212K
|
341
$230K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-977- 60.76% |
$487K - $607K
|
631
$426K
|
|
|
Jul 24, 2025
Q2 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-30- 6.25% |
$15K - $18.6K
|
450
$304K
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.65KNew |
$824K - $1.03M
|
1.65K
$1.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-116- 21.4% |
$57.9K - $72K
|
426
$288K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-51- 8.07% |
$25.4K - $31.7K
|
581
$392K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-84- 20.24% |
$41.9K - $52.2K
|
331
$224K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
76+ 19.59% |
$37.9K - $47.2K
|
464
$313K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
5+ 4.42% |
$2.49K - $3.1K
|
118
$79.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
55+ 3.14% |
$27.4K - $34.1K
|
1.81K
$1.22M
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.26% |
$499 - $621
|
387
$261K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.32KNew |
$658K - $819K
|
1.32K
$891K
|
|