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 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
544New |
$271K - $338K
|
544
$338K
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
1.13K+ 3.96% |
$562K - $699K
|
29.5K
$18.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.88K+ 13.6% |
$1.44M - $1.79M
|
24K
$14.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-69- 5.79% |
$34.4K - $42.8K
|
1.12K
$696K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-25- 0.13% |
$12.5K - $15.5K
|
19.5K
$12.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.13M- 58.28% |
$564M - $702M
|
810K
$503M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
493+ 1.45% |
$246K - $306K
|
34.4K
$21.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-5- 0.6% |
$2.49K - $3.1K
|
832
$516K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-3.84K- 58.94% |
$1.92M - $2.39M
|
2.68K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
170+ 41.98% |
$84.8K - $106K
|
575
$357K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
642New |
$320K - $399K
|
642
$398K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
20+ 8.0% |
$9.98K - $12.4K
|
270
$168K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-488- 11.2% |
$243K - $303K
|
3.87K
$2.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.3% |
$2.99K - $3.73K
|
2.02K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-3.44K- 9.41% |
$1.72M - $2.14M
|
33.2K
$20.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
703+ 1.85% |
$351K - $436K
|
38.7K
$24M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-23- 4.64% |
$11.5K - $14.3K
|
473
$294K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-304- 1.33% |
$152K - $189K
|
22.6K
$14M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-3.52K- 54.37% |
$1.75M - $2.18M
|
2.95K
$1.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
327New |
$163K - $203K
|
327
$203K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
1.85K+ 1.64% |
$924K - $1.15M
|
115K
$71.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-4.97K- 10.2% |
$2.48M - $3.09M
|
43.8K
$27.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-44- 1.13% |
$21.9K - $27.3K
|
3.86K
$2.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-14- 0.73% |
$6.98K - $8.69K
|
1.9K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-415- 14.57% |
$207K - $258K
|
2.43K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-2.53K- 4.82% |
$1.26M - $1.57M
|
49.9K
$31M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
241+ 16.68% |
$120K - $150K
|
1.69K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-6- 0.11% |
$2.99K - $3.73K
|
5.59K
$3.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
63+ 2.76% |
$31.4K - $39.1K
|
2.34K
$1.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-37- 6.98% |
$18.5K - $23K
|
493
$306K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
745New |
$372K - $463K
|
745
$462K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-127- 0.65% |
$63.3K - $78.9K
|
19.4K
$12M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.56K- 3.65% |
$777K - $967K
|
41.1K
$25.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
774+ 2.18% |
$386K - $481K
|
36.3K
$22.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-395- 36.31% |
$197K - $245K
|
693
$430K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-202- 4.53% |
$101K - $125K
|
4.26K
$2.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
23+ 2.25% |
$11.5K - $14.3K
|
1.04K
$647K
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-546- 3.49% |
$272K - $339K
|
15.1K
$9.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
33+ 33.0% |
$16.5K - $20.5K
|
133
$82.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.33K- 40.56% |
$661K - $823K
|
1.94K
$1.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.97K- 23.57% |
$1.48M - $1.84M
|
9.62K
$5.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.03K- 6.45% |
$2.51M - $3.12M
|
73K
$45.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-24- 0.1% |
$12K - $14.9K
|
24.9K
$15.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-180- 4.55% |
$89.8K - $112K
|
3.77K
$2.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
7+ 0.56% |
$3.49K - $4.35K
|
1.25K
$777K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.83K+ 4.41% |
$1.41M - $1.75M
|
66.9K
$41.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-18- 1.51% |
$8.98K - $11.2K
|
1.18K
$731K
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-118- 0.85% |
$58.9K - $73.3K
|
13.8K
$8.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
SELL
|
- |
-29- 0.18% |
$14.5K - $18K
|
16.4K
$10.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
623+ 6.47% |
$311K - $387K
|
10.3K
$6.37M
|