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 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
21.6K+ 152.27% |
$10.8M - $13.4M
|
35.8K
$22.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
26.1K+ 7.11% |
$13M - $16.2M
|
393K
$244M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-724- 2.65% |
$361K - $450K
|
26.6K
$16.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
334+ 4.93% |
$167K - $207K
|
7.11K
$4.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
34.8K+ 26.07% |
$17.4M - $21.6M
|
168K
$104M
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
350New |
$175K - $217K
|
350
$217K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-11.4K- 10.37% |
$5.69M - $7.08M
|
98.6K
$61.2M
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-204- 4.35% |
$102K - $127K
|
4.49K
$2.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
45+ 0.25% |
$22.4K - $27.9K
|
18.3K
$11.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-156- 1.89% |
$77.8K - $96.9K
|
8.09K
$5.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
10+ 2.36% |
$4.99K - $6.21K
|
434
$269K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-33.3K- 9.95% |
$16.6M - $20.7M
|
302K
$187M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
232+ 1.42% |
$116K - $144K
|
16.6K
$10.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-290- 0.08% |
$145K - $180K
|
374K
$232M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
19+ 4.92% |
$9.48K - $11.8K
|
405
$251K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
447+ 0.49% |
$223K - $278K
|
92.5K
$57.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-169- 9.79% |
$84.3K - $105K
|
1.56K
$966K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.13K- 2.04% |
$1.06M - $1.32M
|
102K
$63.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-297- 8.44% |
$148K - $184K
|
3.22K
$2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
12+ 0.29% |
$5.99K - $7.45K
|
4.14K
$2.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-41- 0.64% |
$20.5K - $25.5K
|
6.34K
$3.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
33+ 5.02% |
$16.5K - $20.5K
|
691
$429K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.08K+ 6.84% |
$2.04M - $2.54M
|
63.8K
$39.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
80+ 3.76% |
$39.9K - $49.7K
|
2.21K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
358New |
$179K - $222K
|
358
$222K
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
SELL
|
- |
-344- 6.01% |
$172K - $214K
|
5.38K
$3.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Mount Vernon Associates Inc
|
SELL
|
- |
-50- 9.75% |
$24.9K - $31K
|
463
$287K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.34K- 14.1% |
$1.17M - $1.46M
|
14.3K
$8.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-22.3K- 52.87% |
$11.1M - $13.9M
|
19.9K
$12.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3- 0.11% |
$1.5K - $1.86K
|
2.84K
$1.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-122- 8.45% |
$60.9K - $75.7K
|
1.32K
$821K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-38- 7.52% |
$19K - $23.6K
|
467
$290K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-56- 8.72% |
$27.9K - $34.8K
|
586
$364K
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
4.19K+ 7.9% |
$2.09M - $2.6M
|
57.3K
$35.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-49- 3.99% |
$24.4K - $30.4K
|
1.18K
$731K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-1.92K- 3.63% |
$958K - $1.19M
|
50.9K
$31.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-321- 9.32% |
$160K - $199K
|
3.12K
$1.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.57K+ 85.46% |
$783K - $974K
|
3.41K
$2.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-9.33K- 57.38% |
$4.65M - $5.79M
|
6.93K
$4.3M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-114- 9.52% |
$56.9K - $70.8K
|
1.08K
$672K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-5- 0.15% |
$2.49K - $3.1K
|
3.23K
$2.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-26- 1.24% |
$13K - $16.1K
|
2.07K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-706- 3.51% |
$352K - $438K
|
19.4K
$12M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
4+ 0.35% |
$2K - $2.48K
|
1.16K
$719K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-9- 8.49% |
$4.49K - $5.59K
|
97
$60.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
1+ 0.22% |
$499 - $621
|
454
$282K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.9K+ 45.61% |
$6.91M - $8.6M
|
44.2K
$27.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.54K- 24.74% |
$1.27M - $1.58M
|
7.72K
$4.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-73- 15.21% |
$36.4K - $45.3K
|
407
$253K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
145+ 4.42% |
$72.3K - $90K
|
3.43K
$2.13M
|