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
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
79+ 3.28% |
$49K - $52.9K
|
2.49K
$1.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-12.4K- 99.53% |
$7.69M - $8.3M
|
58
$39.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-29- 2.08% |
$18K - $19.4K
|
1.36K
$920K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
486+ 2.65% |
$302K - $326K
|
18.8K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-9- 1.01% |
$5.59K - $6.03K
|
879
$594K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15+ 3.07% |
$9.31K - $10.1K
|
503
$340K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.17% |
$621 - $670
|
577
$390K
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
252+ 28.97% |
$156K - $169K
|
1.12K
$758K
|
|
|
Nov 14, 2025
Q3 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
982+ 1.96% |
$609K - $658K
|
51.1K
$34.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-82- 9.03% |
$50.9K - $54.9K
|
826
$558K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-741- 8.0% |
$460K - $497K
|
8.52K
$5.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Ironclad Investments LLC
Maitland, FL |
SELL
|
- |
-1.45K- 0.91% |
$900K - $972K
|
158K
$106M
|
|
|
Nov 14, 2025
Q3 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
15.2KNew |
$9.45M - $10.2M
|
15.2K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
328+ 58.89% |
$204K - $220K
|
885
$598K
|
|
|
Nov 14, 2025
Q3 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-925- 21.6% |
$574K - $620K
|
3.36K
$2.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-4.94K- 26.12% |
$3.07M - $3.31M
|
14K
$9.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
34+ 2.58% |
$21.1K - $22.8K
|
1.35K
$914K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
329+ 1.78% |
$204K - $220K
|
18.8K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
301+ 20.95% |
$187K - $202K
|
1.74K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
11.1KNew |
$6.9M - $7.45M
|
11.1K
$7.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-22.4K- 43.73% |
$13.9M - $15M
|
28.8K
$19.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
340New |
$211K - $228K
|
340
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
258+ 5.76% |
$160K - $173K
|
4.74K
$3.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
332+ 1.54% |
$206K - $222K
|
21.8K
$14.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-193K- 4.57% |
$120M - $129M
|
4.03M
$2.72B
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1+ 0.22% |
$621 - $670
|
457
$309K
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
344K+ 76.05% |
$213M - $230M
|
796K
$537M
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-22.3K- 90.7% |
$13.9M - $15M
|
2.29K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
991KNew |
$615M - $664M
|
991K
$669M
|
|
|
Nov 14, 2025
Q3 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
138+ 3.46% |
$85.7K - $92.5K
|
4.13K
$2.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
301KNew |
$187M - $201M
|
301K
$203M
|
|
|
Nov 14, 2025
Q3 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-21- 2.67% |
$13K - $14.1K
|
766
$517K
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
11.5K+ 13.44% |
$7.15M - $7.72M
|
97.2K
$65.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.02K+ 6.88% |
$631K - $681K
|
15.8K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
15.4K+ 9.44% |
$9.55M - $10.3M
|
178K
$120M
|
|
|
Nov 14, 2025
Q3 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
119+ 5.68% |
$73.9K - $79.7K
|
2.21K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
296+ 2.57% |
$184K - $198K
|
11.8K
$7.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
430+ 0.84% |
$267K - $288K
|
51.4K
$34.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
SELL
|
- |
-106K- 21.65% |
$66M - $71.2M
|
385K
$260M
|
|
|
Nov 14, 2025
Q3 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
200+ 13.15% |
$124K - $134K
|
1.72K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
476New |
$295K - $319K
|
476
$321K
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
6+ 0.32% |
$3.72K - $4.02K
|
1.87K
$1.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-15.2K- 12.66% |
$9.42M - $10.2M
|
105K
$70.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-38- 10.38% |
$23.6K - $25.5K
|
328
$222K
|
|
|
Nov 14, 2025
Q3 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-3- 0.45% |
$1.86K - $2.01K
|
658
$444K
|
|
|
Nov 14, 2025
Q3 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-17- 2.01% |
$10.6K - $11.4K
|
827
$558K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
54.2K+ 8.33% |
$33.6M - $36.3M
|
705K
$476M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.65K- 1.57% |
$2.89M - $3.12M
|
292K
$197M
|
|
|
Nov 14, 2025
Q3 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
14+ 0.01% |
$8.69K - $9.38K
|
135K
$91.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
1.5M+ 32.24% |
$931M - $1.01B
|
6.15M
$4.16B
|
|