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 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
67+ 1.89% |
$33.4K - $41.6K
|
3.61K
$2.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
35.6K+ 824.06% |
$17.7M - $22.1M
|
39.9K
$24.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1.05K+ 4.55% |
$525K - $653K
|
24.2K
$15M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-72- 1.01% |
$35.9K - $44.7K
|
7.04K
$4.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
166+ 0.23% |
$82.8K - $103K
|
73.4K
$45.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
41+ 10.17% |
$20.5K - $25.5K
|
444
$276K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
293+ 2.81% |
$146K - $182K
|
10.7K
$6.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-16- 3.4% |
$7.98K - $9.93K
|
455
$282K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-85- 3.27% |
$42.4K - $52.8K
|
2.51K
$1.56M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-230- 9.29% |
$115K - $143K
|
2.25K
$1.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-17- 0.05% |
$8.48K - $10.6K
|
33.9K
$21M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.14K+ 87.56% |
$569K - $708K
|
2.44K
$1.52M
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-335- 9.49% |
$167K - $208K
|
3.19K
$1.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-19- 4.69% |
$9.48K - $11.8K
|
386
$240K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
80+ 2.66% |
$39.9K - $49.7K
|
3.09K
$1.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
121+ 14.09% |
$60.4K - $75.1K
|
980
$608K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-58- 5.85% |
$28.9K - $36K
|
934
$580K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-355K- 39.15% |
$177M - $220M
|
551K
$342M
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
405+ 3.03% |
$202K - $251K
|
13.8K
$8.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
243+ 1.87% |
$121K - $151K
|
13.2K
$8.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.3K- 9.65% |
$1.65M - $2.05M
|
30.9K
$19.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-6.96K- 33.7% |
$3.47M - $4.32M
|
13.7K
$8.5M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
390+ 27.08% |
$195K - $242K
|
1.83K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-23- 2.55% |
$11.5K - $14.3K
|
880
$546K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-30- 0.88% |
$15K - $18.6K
|
3.37K
$2.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.72K+ 24.46% |
$1.36M - $1.69M
|
13.8K
$8.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
830+ 2.37% |
$414K - $515K
|
35.8K
$22.2M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
2.06K+ 2.95% |
$1.03M - $1.28M
|
71.8K
$44.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 14.95% |
$5.33M - $6.63M
|
82.1K
$51M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-9- 0.18% |
$4.49K - $5.59K
|
4.92K
$3.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6+ 1.37% |
$2.99K - $3.73K
|
443
$275K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.01K- 1.44% |
$501K - $624K
|
68.8K
$42.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-299- 9.99% |
$149K - $186K
|
2.69K
$1.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-79- 0.16% |
$39.4K - $49.1K
|
48.8K
$30.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1+ 0.13% |
$499 - $621
|
765
$475K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5+ 0.45% |
$2.49K - $3.1K
|
1.11K
$687K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
141+ 3.53% |
$70.3K - $87.5K
|
4.13K
$2.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-266- 9.42% |
$133K - $165K
|
2.56K
$1.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-267- 42.93% |
$133K - $166K
|
355
$220K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-421- 6.81% |
$210K - $261K
|
5.76K
$3.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
924+ 9.03% |
$461K - $574K
|
11.2K
$6.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-605- 0.44% |
$302K - $376K
|
138K
$85.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-597- 9.16% |
$298K - $371K
|
5.92K
$3.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.64K+ 22.54% |
$820K - $1.02M
|
8.94K
$5.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1+ 0.06% |
$499 - $621
|
1.63K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-16- 0.33% |
$7.98K - $9.93K
|
4.82K
$2.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-533- 0.24% |
$266K - $331K
|
219K
$136M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-217- 2.56% |
$108K - $135K
|
8.26K
$5.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-108- 0.55% |
$53.9K - $67.1K
|
19.6K
$12.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
487+ 115.13% |
$243K - $302K
|
910
$565K
|