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 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-335- 6.62% |
$167K - $208K
|
4.72K
$2.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-154- 2.33% |
$76.8K - $95.6K
|
6.47K
$4.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.45K+ 262.32% |
$4.72M - $5.87M
|
13.1K
$8.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
6.96K+ 79.55% |
$3.47M - $4.32M
|
15.7K
$9.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-476- 3.53% |
$237K - $296K
|
13K
$8.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-30- 0.35% |
$15K - $18.6K
|
8.63K
$5.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.19% |
$2K - $2.48K
|
2.08K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4.54K- 3.14% |
$2.26M - $2.82M
|
140K
$86.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
549+ 0.88% |
$274K - $341K
|
63K
$39.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-346- 2.09% |
$173K - $215K
|
16.2K
$10M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.87K+ 2.56% |
$1.43M - $1.78M
|
115K
$71.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-8- 2.1% |
$3.99K - $4.97K
|
373
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-5.41K- 36.96% |
$2.7M - $3.36M
|
9.23K
$5.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
279+ 12.46% |
$139K - $173K
|
2.52K
$1.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-523- 29.72% |
$261K - $325K
|
1.24K
$768K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-66- 2.52% |
$32.9K - $41K
|
2.55K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
2.41K+ 7.38% |
$1.2M - $1.5M
|
35.1K
$21.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-552- 8.36% |
$275K - $343K
|
6.05K
$3.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
3.4K+ 50.01% |
$1.69M - $2.11M
|
10.2K
$6.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-925- 3.05% |
$461K - $574K
|
29.4K
$18.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.59K- 4.98% |
$1.79M - $2.23M
|
68.5K
$42.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.37K- 61.34% |
$681K - $848K
|
861
$534K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
1+ 0.12% |
$499 - $621
|
847
$526K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
12+ 2.84% |
$5.99K - $7.45K
|
435
$270K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-159K- 71.23% |
$79.5M - $98.9M
|
64.3K
$39.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
309+ 0.54% |
$154K - $192K
|
57.8K
$35.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.64K- 0.22% |
$1.81M - $2.26M
|
1.69M
$1.05B
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-887- 1.01% |
$442K - $551K
|
86.6K
$53.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-72- 6.1% |
$35.9K - $44.7K
|
1.11K
$688K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-290- 6.03% |
$145K - $180K
|
4.52K
$2.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
15.6KNew |
$7.77M - $9.67M
|
15.6K
$9.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-27- 34.18% |
$13.5K - $16.8K
|
52
$32.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5.1K+ 6.36% |
$2.54M - $3.17M
|
85.3K
$52.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
983+ 8.87% |
$490K - $610K
|
12.1K
$7.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-53- 1.86% |
$26.4K - $32.9K
|
2.8K
$1.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
336New |
$168K - $209K
|
336
$209K
|
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
1+ 0.24% |
$499 - $621
|
424
$263K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-68- 8.28% |
$33.9K - $42.2K
|
753
$467K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-336- 2.73% |
$168K - $209K
|
12K
$7.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-20- 0.42% |
$9.98K - $12.4K
|
4.75K
$2.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
1.51KNew |
$752K - $936K
|
1.51K
$935K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-3- 0.21% |
$1.5K - $1.86K
|
1.42K
$879K
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
36+ 6.88% |
$18K - $22.4K
|
559
$347K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
3.84K+ 1.81% |
$1.92M - $2.38M
|
216K
$134M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-67- 1.92% |
$33.4K - $41.6K
|
3.42K
$2.13M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
169+ 1.83% |
$84.3K - $105K
|
9.43K
$5.85M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.06K- 27.66% |
$1.53M - $1.9M
|
8.01K
$4.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
SELL
|
- |
-494- 23.9% |
$246K - $307K
|
1.57K
$976K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.63K- 0.98% |
$1.81M - $2.26M
|
368K
$228M
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-188- 0.08% |
$93.8K - $117K
|
225K
$140M
|