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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-234- 5.7% |
$117K - $145K
|
3.87K
$2.48M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.28K+ 23.02% |
$639K - $796K
|
6.85K
$4.39M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.62M- 6.13% |
$807M - $1B
|
24.8M
$15.9B
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
168+ 0.03% |
$83.8K - $104K
|
624K
$400M
|
|
|
Aug 15, 2025
Q2 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
3.04K+ 45.06% |
$1.51M - $1.89M
|
9.77K
$6.26M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.12M- 41.11% |
$1.06B - $1.31B
|
3.03M
$1.94B
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3+ 1.4% |
$1.5K - $1.86K
|
218
$140K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
523New |
$261K - $325K
|
523
$335K
|
|
|
Aug 15, 2025
Q2 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-43- 8.72% |
$21.4K - $26.7K
|
450
$288K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
18+ 6.1% |
$8.98K - $11.2K
|
313
$200K
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-4.39K- 10.24% |
$2.19M - $2.72M
|
38.4K
$24.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.87K+ 1.2% |
$934K - $1.16M
|
158K
$101M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-1.78K- 51.49% |
$887K - $1.1M
|
1.68K
$1.07M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
236+ 14.31% |
$118K - $147K
|
1.89K
$1.21M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
465+ 0.58% |
$232K - $289K
|
80K
$51.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
444+ 2.69% |
$221K - $276K
|
16.9K
$10.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-2- 0.74% |
$998 - $1.24K
|
268
$172K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-230- 14.87% |
$115K - $143K
|
1.32K
$843K
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-338- 60.9% |
$169K - $210K
|
217
$139K
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
16+ 2.48% |
$7.98K - $9.93K
|
661
$423K
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-200- 11.59% |
$99.8K - $124K
|
1.53K
$976K
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-1.15K- 55.2% |
$572K - $712K
|
930
$595K
|
|
|
Aug 15, 2025
Q2 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.22K+ 17.2% |
$1.11M - $1.38M
|
15.1K
$9.69M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
4.2K+ 213.97% |
$2.09M - $2.61M
|
6.16K
$3.94M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.33K- 20.49% |
$1.16M - $1.45M
|
9.05K
$5.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
9.92K+ 250.63% |
$4.95M - $6.16M
|
13.9K
$8.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-673- 44.45% |
$336K - $418K
|
841
$538K
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
8.11K+ 2.12% |
$4.04M - $5.03M
|
391K
$250M
|
|
|
Aug 14, 2025
Q2 2025
|
Rptc Inc.
Jackson, WY |
BUY
|
- |
365+ 0.17% |
$182K - $227K
|
216K
$138M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.05K+ 3.19% |
$1.02M - $1.27M
|
66.4K
$42.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
9.91KNew |
$4.94M - $6.15M
|
9.91K
$6.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-10.8K- 14.6% |
$5.4M - $6.72M
|
63.3K
$40.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
29.6K+ 12.5% |
$14.8M - $18.4M
|
267K
$171M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-18.5K- 3.91% |
$9.22M - $11.5M
|
454K
$291M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
62.9K+ 11.75% |
$31.4M - $39M
|
598K
$383M
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
139+ 4.05% |
$69.3K - $86.3K
|
3.57K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
234+ 6.22% |
$117K - $145K
|
3.99K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
38.1K+ 6.85% |
$19M - $23.7M
|
595K
$381M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.5K- 75.43% |
$6.22M - $7.75M
|
4.07K
$2.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
1.31KNew |
$651K - $810K
|
1.31K
$836K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
55.3K+ 398.44% |
$27.6M - $34.3M
|
69.1K
$44.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
PUT |
74.3K+ 101.78% |
$37.1M - $46.1M
|
147K
$94.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-714K- 18.71% |
$356M - $443M
|
3.1M
$1.99B
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
88+ 8.13% |
$43.9K - $54.6K
|
1.17K
$750K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.18K+ 9.21% |
$1.09M - $1.36M
|
25.9K
$16.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
79.2K+ 7.72% |
$39.5M - $49.2M
|
1.11M
$707M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-364K- 51.81% |
$182M - $226M
|
339K
$217M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.99K+ 8.83% |
$994K - $1.24M
|
24.5K
$15.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-620- 5.34% |
$309K - $385K
|
11K
$7.03M
|
|
|
Aug 14, 2025
Q2 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-18.6K- 55.55% |
$9.29M - $11.6M
|
14.9K
$9.54M
|