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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
304New |
$189K - $204K
|
304
$202K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.35K+ 0.87% |
$839K - $905K
|
156K
$104M
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
23.3K+ 5.45% |
$14.4M - $15.6M
|
451K
$299M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.07% |
$1.86K - $2.01K
|
4.49K
$2.98M
|
|
|
Oct 31, 2025
Q3 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
393New |
$244K - $263K
|
393
$261K
|
|
|
Oct 31, 2025
Q3 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
2+ 0.02% |
$1.24K - $1.34K
|
8.65K
$5.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-3.03K- 15.59% |
$1.88M - $2.03M
|
16.4K
$10.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-2.09K- 25.76% |
$1.3M - $1.4M
|
6.02K
$4M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.36K- 1.62% |
$2.7M - $2.92M
|
265K
$176M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-98- 5.65% |
$60.8K - $65.7K
|
1.64K
$1.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
234+ 2.21% |
$145K - $157K
|
10.8K
$7.19M
|
|
|
Oct 31, 2025
Q3 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
304New |
$189K - $204K
|
304
$202K
|
|
|
Oct 31, 2025
Q3 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-7- 0.88% |
$4.34K - $4.69K
|
790
$525K
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
243+ 16.89% |
$151K - $163K
|
1.68K
$1.12M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-94- 0.58% |
$58.3K - $63K
|
16K
$10.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-43- 1.06% |
$26.7K - $28.8K
|
4.02K
$2.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-5- 1.17% |
$3.1K - $3.35K
|
421
$280K
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-45.8K- 5.61% |
$28.4M - $30.7M
|
769K
$511M
|
|
|
Oct 31, 2025
Q3 2025
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-1.11K- 9.11% |
$689K - $744K
|
11.1K
$7.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-356- 0.67% |
$221K - $239K
|
53K
$35.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
442+ 95.46% |
$274K - $296K
|
905
$601K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.89K+ 13.37% |
$1.79M - $1.93M
|
24.5K
$16.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-36- 1.03% |
$22.3K - $24.1K
|
3.46K
$2.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
123New |
$76.3K - $82.4K
|
123
$81.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-475- 8.64% |
$295K - $318K
|
5.03K
$3.34M
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2- 0.04% |
$1.24K - $1.34K
|
5.11K
$3.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
SELL
|
- |
-68- 1.11% |
$42.2K - $45.6K
|
6.07K
$4.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-63- 4.09% |
$39.1K - $42.2K
|
1.48K
$981K
|
|
|
Oct 31, 2025
Q3 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-138- 1.66% |
$85.7K - $92.5K
|
8.2K
$5.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-208- 6.03% |
$129K - $139K
|
3.24K
$2.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-38- 3.83% |
$23.6K - $25.5K
|
953
$633K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3.39K+ 8.89% |
$2.1M - $2.27M
|
41.5K
$27.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
14.9K+ 4.14% |
$9.27M - $10M
|
375K
$249M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.37K+ 1.28% |
$852K - $920K
|
109K
$72.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
23+ 3.62% |
$14.3K - $15.4K
|
658
$437K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-94- 0.75% |
$58.3K - $63K
|
12.4K
$8.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
11.6K+ 4.65% |
$7.17M - $7.74M
|
260K
$173M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-64- 3.4% |
$39.7K - $42.9K
|
1.82K
$1.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
4.26K+ 103.88% |
$2.64M - $2.85M
|
8.35K
$5.55M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.13K- 11.41% |
$703K - $759K
|
8.8K
$5.84M
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
173+ 1.61% |
$107K - $116K
|
10.9K
$7.24M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.93K- 2.94% |
$3.06M - $3.31M
|
163K
$108M
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-232K- 44.3% |
$144M - $156M
|
292K
$194M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
2.56K+ 0.6% |
$1.59M - $1.71M
|
426K
$283M
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-386- 1.31% |
$240K - $259K
|
29K
$19.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
882+ 27.35% |
$547K - $591K
|
4.11K
$2.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
418+ 1.05% |
$259K - $280K
|
40.3K
$26.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-31- 0.68% |
$19.2K - $20.8K
|
4.51K
$3M
|
|
|
Oct 31, 2025
Q3 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
100+ 2.07% |
$62.1K - $67K
|
4.94K
$3.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.21K- 2.61% |
$751K - $811K
|
45.2K
$30M
|