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 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
20+ 0.35% |
$9.98K - $12.4K
|
5.72K
$3.66M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15+ 3.51% |
$7.48K - $9.31K
|
442
$283K
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
SELL
|
- |
-22- 0.38% |
$11K - $13.7K
|
5.83K
$3.73M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
121+ 32.97% |
$60.4K - $75.1K
|
488
$312K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-42.1K- 19.61% |
$21M - $26.1M
|
172K
$110M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-60.4K- 50.49% |
$30.1M - $37.5M
|
59.3K
$37.9M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.76K+ 13.45% |
$875K - $1.09M
|
14.8K
$9.48M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
741+ 35.87% |
$370K - $460K
|
2.81K
$1.8M
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
270+ 2.47% |
$135K - $168K
|
11.2K
$7.18M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
103+ 1.69% |
$51.4K - $64K
|
6.19K
$3.96M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-3.89K- 5.18% |
$1.94M - $2.42M
|
71.2K
$45.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
43.8K+ 28.54% |
$21.9M - $27.2M
|
197K
$126M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-221- 15.1% |
$110K - $137K
|
1.24K
$796K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-259K- 95.57% |
$129M - $161M
|
12K
$7.7M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-20.8K- 36.43% |
$10.4M - $12.9M
|
36.3K
$23.2M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
996New |
$497K - $618K
|
996
$638K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-549- 1.5% |
$274K - $341K
|
36K
$23.1M
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
507+ 12.64% |
$253K - $315K
|
4.52K
$2.89M
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
3.01K+ 34.28% |
$1.5M - $1.87M
|
11.8K
$7.55M
|
|
|
Aug 18, 2025
Q2 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-21.3K- 7.63% |
$10.6M - $13.2M
|
258K
$165M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
12.6K+ 663.04% |
$6.29M - $7.83M
|
14.5K
$9.29M
|
|
|
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 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-269- 9.14% |
$134K - $167K
|
2.68K
$1.71M
|
|
|
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
|