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 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
|
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
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
782+ 0.66% |
$390K - $486K
|
120K
$81.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-118- 18.64% |
$58.9K - $73.3K
|
515
$348K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
64+ 1.85% |
$31.9K - $39.7K
|
3.52K
$2.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-20- 4.77% |
$9.98K - $12.4K
|
399
$269K
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-38- 5.36% |
$19K - $23.6K
|
671
$453K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
99New |
$49.4K - $61.5K
|
99
$66.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-5- 0.39% |
$2.49K - $3.1K
|
1.26K
$853K
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-14- 0.5% |
$6.98K - $8.69K
|
2.76K
$1.86M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
660+ 167.51% |
$329K - $410K
|
1.05K
$712K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-86- 17.17% |
$42.9K - $53.4K
|
415
$280K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-100- 18.59% |
$49.9K - $62.1K
|
438
$296K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.07% |
$499 - $621
|
1.35K
$911K
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
350New |
$175K - $217K
|
350
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-169- 9.79% |
$84.3K - $105K
|
1.56K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Mount Vernon Associates Inc
|
SELL
|
- |
-50- 9.75% |
$24.9K - $31K
|
463
$313K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-38- 7.52% |
$19K - $23.6K
|
467
$315K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-9- 8.49% |
$4.49K - $5.59K
|
97
$65.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-73- 15.21% |
$36.4K - $45.3K
|
407
$275K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.38% |
$499 - $621
|
267
$180K
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
202+ 4.32% |
$101K - $125K
|
4.88K
$3.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
34+ 3.4% |
$17K - $21.1K
|
1.04K
$699K
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-12- 2.55% |
$5.99K - $7.45K
|
458
$309K
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
17+ 3.67% |
$8.48K - $10.6K
|
480
$324K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
41+ 10.17% |
$20.5K - $25.5K
|
444
$300K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-16- 3.4% |
$7.98K - $9.93K
|
455
$307K
|
|