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
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-49- 33.11% |
$30.4K - $32.8K
|
99
$66.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.25% |
$621 - $670
|
406
$274K
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-6.03K- 12.34% |
$3.74M - $4.04M
|
42.8K
$28.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-92.1K- 99.98% |
$57.2M - $61.7M
|
20
$13.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Revere Asset Management, Inc
Dallas, TX |
BUY
|
- |
876New |
$544K - $587K
|
876
$592K
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.41K+ 28.41% |
$873K - $942K
|
6.36K
$4.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-24- 0.14% |
$14.9K - $16.1K
|
17.3K
$11.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
SELL
|
- |
-4.99K- 76.92% |
$3.09M - $3.34M
|
1.5K
$1.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.13K+ 28.07% |
$1.94M - $2.1M
|
14.3K
$9.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
4.13K+ 80.8% |
$2.57M - $2.77M
|
9.25K
$6.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
843K+ 62.25% |
$523M - $565M
|
2.2M
$1.48B
|
|
|
Nov 13, 2025
Q3 2025
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
82K+ 91.11% |
$50.9M - $54.9M
|
172K
$116M
|
|
|
Nov 13, 2025
Q3 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
810+ 11.82% |
$503K - $543K
|
7.67K
$5.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-786- 11.34% |
$488K - $527K
|
6.15K
$4.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-85- 3.38% |
$52.8K - $57K
|
2.43K
$1.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.06K- 88.33% |
$658K - $710K
|
140
$94.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
457+ 4.74% |
$284K - $306K
|
10.1K
$6.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-115- 4.05% |
$71.4K - $77.1K
|
2.73K
$1.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
12+ 3.67% |
$7.45K - $8.04K
|
339
$229K
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-171K- 24.17% |
$106M - $115M
|
537K
$362M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.67M+ 62.2% |
$1.04B - $1.12B
|
4.35M
$2.94B
|
|
|
Nov 13, 2025
Q3 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
31+ 0.52% |
$19.2K - $20.8K
|
6.05K
$4.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-741- 9.29% |
$460K - $497K
|
7.24K
$4.89M
|
|
|
Nov 13, 2025
Q3 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-309- 4.56% |
$192K - $207K
|
6.46K
$4.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-65- 15.74% |
$40.3K - $43.6K
|
348
$235K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.98K+ 71.27% |
$4.33M - $4.68M
|
16.8K
$11.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
174+ 30.47% |
$108K - $117K
|
745
$503K
|
|
|
Nov 13, 2025
Q3 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
2.72KNew |
$1.69M - $1.83M
|
2.72K
$1.84M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
8+ 0.75% |
$4.97K - $5.36K
|
1.07K
$722K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.24K+ 24.98% |
$1.39M - $1.5M
|
11.2K
$7.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
155KNew |
$96.2M - $104M
|
155K
$105M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
84+ 2.53% |
$52.1K - $56.3K
|
3.41K
$2.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-174- 0.67% |
$108K - $117K
|
26K
$17.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.18K+ 0.51% |
$735K - $793K
|
232K
$156M
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-10.7K- 5.42% |
$6.64M - $7.17M
|
187K
$126M
|
|
|
Nov 13, 2025
Q3 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
22.6K+ 5.78% |
$14M - $15.2M
|
414K
$279M
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-134- 4.0% |
$83.2K - $89.8K
|
3.22K
$2.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5.03K+ 31.55% |
$3.12M - $3.37M
|
21K
$14.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Mustico Financial Group, Inc.
Elmira, NY |
BUY
|
- |
1.46K+ 8.12% |
$907K - $980K
|
19.5K
$13.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-3- 0.11% |
$1.86K - $2.01K
|
2.65K
$1.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
645K+ 61.7% |
$400M - $432M
|
1.69M
$1.14B
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.11K- 2.47% |
$688K - $742K
|
43.7K
$29.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.04K- 7.92% |
$646K - $698K
|
12.1K
$8.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.24K+ 4.03% |
$770K - $832K
|
32K
$21.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
SELL
|
- |
-246- 0.46% |
$153K - $165K
|
53.2K
$35.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
92+ 4.21% |
$57.1K - $61.6K
|
2.28K
$1.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-530- 9.5% |
$329K - $355K
|
5.05K
$3.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.13K+ 10.15% |
$702K - $758K
|
12.3K
$8.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-773- 8.01% |
$480K - $518K
|
8.88K
$6M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
352+ 0.04% |
$218K - $236K
|
907K
$612M
|
|