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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-11- 0.04% |
$6.83K - $7.37K
|
30.8K
$20.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
183K+ 54.0% |
$114M - $123M
|
522K
$352M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-61- 0.25% |
$37.9K - $40.9K
|
24.5K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
545+ 74.45% |
$338K - $365K
|
1.28K
$862K
|
|
|
Nov 14, 2025
Q3 2025
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
2.89K+ 19.37% |
$1.79M - $1.94M
|
17.8K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.84K+ 94.37% |
$2.38M - $2.57M
|
7.9K
$5.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Rptc Inc.
Jackson, WY |
BUY
|
- |
721+ 0.33% |
$448K - $483K
|
217K
$146M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-275- 0.08% |
$171K - $184K
|
356K
$240M
|
|
|
Nov 14, 2025
Q3 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
21+ 0.24% |
$13K - $14.1K
|
8.68K
$5.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-356- 3.52% |
$221K - $239K
|
9.75K
$6.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-32K- 87.16% |
$19.9M - $21.5M
|
4.72K
$3.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-1- 0.06% |
$621 - $670
|
1.8K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Cim, LLC
|
SELL
|
- |
-45- 0.77% |
$27.9K - $30.2K
|
5.78K
$3.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-37.3K- 4.91% |
$23.1M - $25M
|
722K
$487M
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-8- 0.18% |
$4.97K - $5.36K
|
4.42K
$2.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.82K+ 24.53% |
$2.37M - $2.56M
|
19.4K
$13.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
BUY
|
- |
18+ 0.04% |
$11.2K - $12.1K
|
47.1K
$31.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
4.06K+ 54.42% |
$2.52M - $2.72M
|
11.5K
$7.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-36- 0.41% |
$22.3K - $24.1K
|
8.73K
$5.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
587+ 1.68% |
$364K - $393K
|
35.5K
$24M
|
|
|
Nov 14, 2025
Q3 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
20.1K+ 1022.83% |
$12.5M - $13.5M
|
22.1K
$14.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-5.43K- 3.37% |
$3.37M - $3.64M
|
156K
$105M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-4.59K- 0.71% |
$2.85M - $3.07M
|
638K
$431M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
1.12K+ 13.91% |
$693K - $748K
|
9.15K
$6.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.22K+ 3.55% |
$759K - $820K
|
35.7K
$24.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.04K- 2.88% |
$5.61M - $6.06M
|
305K
$206M
|
|
|
Nov 14, 2025
Q3 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
224K+ 185.24% |
$139M - $150M
|
346K
$233M
|
|
|
Nov 14, 2025
Q3 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
101+ 1.73% |
$62.7K - $67.7K
|
5.93K
$4M
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-26- 0.95% |
$16.1K - $17.4K
|
2.71K
$1.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
737+ 10.37% |
$457K - $494K
|
7.85K
$5.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-419- 6.44% |
$260K - $281K
|
6.09K
$4.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.7K- 0.74% |
$7.86M - $8.48M
|
1.71M
$1.15B
|
|
|
Nov 14, 2025
Q3 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
14.4K+ 28.55% |
$8.91M - $9.62M
|
64.6K
$43.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-8.69K- 6.09% |
$5.39M - $5.82M
|
134K
$90.4M
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-21- 1.58% |
$13K - $14.1K
|
1.31K
$881K
|
|
|
Nov 14, 2025
Q3 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
19+ 4.01% |
$11.8K - $12.7K
|
493
$333K
|
|
|
Nov 14, 2025
Q3 2025
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
45.5K+ 43.33% |
$28.2M - $30.5M
|
151K
$102M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-67.6K- 53.15% |
$42M - $45.3M
|
59.6K
$40.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1.32M- 99.42% |
$820M - $885M
|
7.66K
$5.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.71K+ 0.93% |
$1.06M - $1.15M
|
185K
$125M
|
|
|
Nov 14, 2025
Q3 2025
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
200+ 8.0% |
$124K - $134K
|
2.7K
$1.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-816- 18.05% |
$506K - $547K
|
3.71K
$2.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-664- 1.97% |
$412K - $445K
|
33.1K
$22.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
320+ 38.83% |
$199K - $214K
|
1.14K
$773K
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
766New |
$475K - $513K
|
766
$517K
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.68K+ 0.17% |
$1.66M - $1.8M
|
1.58M
$1.07B
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
33.8K+ 7.69% |
$21M - $22.7M
|
474K
$320M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-203K- 10.22% |
$126M - $136M
|
1.78M
$1.2B
|
|
|
Nov 14, 2025
Q3 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-120- 24.59% |
$74.5K - $80.4K
|
368
$249K
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-863- 1.18% |
$536K - $578K
|
72K
$48.6M
|
|