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
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-111- 7.93% |
$55.4K - $68.9K
|
1.29K
$799K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
3.7K+ 74.8% |
$1.85M - $2.3M
|
8.65K
$5.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
32.1K+ 78.88% |
$16M - $19.9M
|
72.7K
$45.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.75K- 50.17% |
$872K - $1.09M
|
1.74K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-249- 0.94% |
$124K - $155K
|
26.3K
$16.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
349+ 10.43% |
$174K - $217K
|
3.7K
$2.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-145- 0.63% |
$72.3K - $90K
|
22.8K
$14.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-52- 1.11% |
$25.9K - $32.3K
|
4.62K
$2.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
884+ 10.36% |
$441K - $549K
|
9.41K
$5.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.01K- 3.17% |
$3M - $3.73M
|
184K
$114M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
70+ 11.69% |
$34.9K - $43.5K
|
669
$415K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-188- 1.23% |
$93.8K - $117K
|
15.1K
$9.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
456+ 1.43% |
$227K - $283K
|
32.2K
$20M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
293+ 22.91% |
$146K - $182K
|
1.57K
$976K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.08K+ 18.94% |
$540K - $672K
|
6.79K
$4.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-17- 1.19% |
$8.48K - $10.6K
|
1.42K
$879K
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-29- 3.95% |
$14.5K - $18K
|
705
$438K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.46K+ 7.89% |
$726K - $904K
|
19.9K
$12.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-598K- 41.28% |
$298M - $371M
|
851K
$528M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-42- 6.94% |
$20.9K - $26.1K
|
563
$349K
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
30+ 1.55% |
$15K - $18.6K
|
1.97K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-879- 2.31% |
$438K - $546K
|
37.1K
$23M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
116+ 4.91% |
$57.9K - $72K
|
2.48K
$1.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
3.04K+ 3.85% |
$1.52M - $1.89M
|
81.9K
$50.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-4- 0.46% |
$2K - $2.48K
|
860
$534K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
2.44K+ 8.99% |
$1.22M - $1.51M
|
29.6K
$18.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9.64K+ 2.51% |
$4.81M - $5.98M
|
394K
$245M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.37K- 4.32% |
$1.18M - $1.47M
|
52.6K
$32.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-727- 1.17% |
$363K - $451K
|
61.3K
$38.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
49+ 9.86% |
$24.4K - $30.4K
|
546
$339K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
6+ 1.68% |
$2.99K - $3.73K
|
363
$225K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-5- 0.16% |
$2.49K - $3.1K
|
3.13K
$1.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-21.3K- 52.53% |
$10.6M - $13.2M
|
19.3K
$12M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-35- 0.71% |
$17.5K - $21.7K
|
4.87K
$3.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
34.9K+ 46.38% |
$17.4M - $21.7M
|
110K
$68.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-8.92K- 15.86% |
$4.45M - $5.54M
|
47.3K
$29.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-170- 4.8% |
$84.8K - $106K
|
3.37K
$2.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
163+ 6.76% |
$81.3K - $101K
|
2.57K
$1.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
25+ 5.12% |
$12.5K - $15.5K
|
513
$318K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
346New |
$173K - $215K
|
346
$215K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
720New |
$359K - $447K
|
720
$447K
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-8.73K- 96.36% |
$4.35M - $5.42M
|
330
$205K
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-16- 0.21% |
$7.98K - $9.93K
|
7.77K
$4.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-450- 17.61% |
$224K - $279K
|
2.11K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-401- 4.48% |
$200K - $249K
|
8.54K
$5.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
3.66K+ 4.62% |
$1.82M - $2.27M
|
82.8K
$51.4M
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-7.43K- 36.59% |
$3.71M - $4.61M
|
12.9K
$7.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-306- 16.72% |
$153K - $190K
|
1.52K
$946K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
11+ 0.07% |
$5.49K - $6.83K
|
15.6K
$9.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-645- 8.81% |
$322K - $400K
|
6.68K
$4.14M
|