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 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
3.6KNew |
$1.8M - $2.24M
|
3.6K
$2.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
6+ 0.39% |
$2.99K - $3.73K
|
1.53K
$1.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
352New |
$176K - $219K
|
352
$238K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-516- 18.87% |
$257K - $320K
|
2.22K
$1.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
175KNew |
$87M - $108M
|
175K
$118M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-493- 34.65% |
$246K - $306K
|
930
$628K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
4.26K+ 171.47% |
$2.13M - $2.65M
|
6.75K
$4.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-115- 14.13% |
$57.4K - $71.4K
|
699
$472K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
346New |
$173K - $215K
|
346
$234K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-503- 33.4% |
$251K - $312K
|
1K
$677K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
91+ 4.12% |
$45.4K - $56.5K
|
2.3K
$1.55M
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
11+ 0.52% |
$5.49K - $6.83K
|
2.13K
$1.44M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-67- 1.16% |
$33.4K - $41.6K
|
5.7K
$3.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-4.61K- 62.5% |
$2.3M - $2.86M
|
2.77K
$1.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7+ 0.26% |
$3.49K - $4.35K
|
2.72K
$1.83M
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
329New |
$164K - $204K
|
329
$222K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-9- 1.22% |
$4.49K - $5.59K
|
731
$494K
|
|
| Q1 2025 | |||||||
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-300- 42.86% |
$166K - $185K
|
400
$270K
|
|
|
Nov 12, 2025
Q1 2025
|
Alpha Zero LLC
Boca Raton, FL |
SELL
|
- |
-4- 0.46% |
$2.22K - $2.46K
|
860
$581K
|
|
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
255+ 11.53% |
$141K - $157K
|
2.47K
$1.67M
|
|
|
Aug 27, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
267+ 5.73% |
$148K - $164K
|
4.92K
$3.32M
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-331- 16.93% |
$183K - $204K
|
1.62K
$1.1M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12.5KNew |
$6.95M - $7.72M
|
12.5K
$8.47M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-52- 34.21% |
$28.8K - $32K
|
100
$67.5K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
194New |
$107K - $119K
|
194
$131K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-9- 9.47% |
$4.99K - $5.54K
|
86
$58.1K
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-140- 2.85% |
$77.6K - $86.2K
|
4.77K
$3.22M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
50New |
$27.7K - $30.8K
|
50
$33.8K
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
54.1KNew |
$30M - $33.3M
|
54.1K
$36.6M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
27+ 19.42% |
$15K - $16.6K
|
166
$112K
|
|
|
May 19, 2025
Q1 2025
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
1.17MNew |
$649M - $721M
|
1.17M
$791M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.87K- 6.0% |
$1.04M - $1.15M
|
29.3K
$19.8M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-43- 5.37% |
$23.8K - $26.5K
|
758
$512K
|
|
|
May 16, 2025
Q1 2025
|
Hancock Prospecting Pty LTD
West Perth, C3 |
BUY
|
- |
255K+ 233.07% |
$141M - $157M
|
364K
$246M
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
4+ 16.67% |
$2.22K - $2.46K
|
28
$18.9K
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-42- 1.02% |
$23.3K - $25.9K
|
4.08K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
24.7M+ 53779.25% |
$13.7B - $15.2B
|
24.8M
$16.7B
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
284K+ 109.11% |
$157M - $175M
|
544K
$367M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-84- 6.49% |
$46.5K - $51.7K
|
1.21K
$818K
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-302- 30.44% |
$167K - $186K
|
690
$466K
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.7KNew |
$1.49M - $1.66M
|
2.7K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
7New |
$3.88K - $4.31K
|
7
$4.73K
|
|
|
May 15, 2025
Q1 2025
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
368New |
$204K - $227K
|
368
$249K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.22K- 1.77% |
$1.23M - $1.37M
|
123K
$83.1M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
850KNew |
$471M - $523M
|
850K
$574M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
18.4KNew |
$10.2M - $11.3M
|
18.4K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-4- 0.22% |
$2.22K - $2.46K
|
1.83K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
65.2K+ 37.81% |
$36.1M - $40.2M
|
238K
$161M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-221- 99.55% |
$122K - $136K
|
1
$675
|
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
540New |
$299K - $333K
|
540
$365K
|
|