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 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
21.2K+ 17.5% |
$10.5M - $13.1M
|
142K
$88.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.17K+ 1.22% |
$584K - $726K
|
97.1K
$60.3M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
241+ 2.36% |
$120K - $150K
|
10.5K
$6.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-21- 0.98% |
$10.5K - $13K
|
2.12K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-422- 47.15% |
$210K - $262K
|
473
$294K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-313- 1.12% |
$156K - $194K
|
27.7K
$17.2M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1- 0.27% |
$499 - $621
|
363
$225K
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$2K - $2.48K
|
5.14K
$3.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
57+ 1.64% |
$28.4K - $35.4K
|
3.53K
$2.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
2.41K+ 5.59% |
$1.2M - $1.5M
|
45.6K
$28.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-34.6K- 13.35% |
$17.3M - $21.5M
|
225K
$139M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.22K- 61.75% |
$1.11M - $1.38M
|
1.38K
$853K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
39+ 1.14% |
$19.5K - $24.2K
|
3.45K
$2.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-112- 16.97% |
$55.9K - $69.5K
|
548
$340K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
512New |
$255K - $318K
|
512
$318K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-6- 1.47% |
$2.99K - $3.73K
|
403
$250K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-172- 18.92% |
$85.8K - $107K
|
737
$457K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.48K+ 5.6% |
$737K - $918K
|
27.9K
$17.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
26+ 1.33% |
$13K - $16.1K
|
1.98K
$1.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
392+ 0.34% |
$196K - $243K
|
116K
$71.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.3K+ 45.35% |
$1.15M - $1.43M
|
7.36K
$4.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
382New |
$191K - $237K
|
382
$237K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-493- 3.03% |
$246K - $306K
|
15.8K
$9.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.09% |
$499 - $621
|
1.15K
$715K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
626+ 4.19% |
$312K - $389K
|
15.6K
$9.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-39- 1.13% |
$19.5K - $24.2K
|
3.43K
$2.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-160- 6.88% |
$79.8K - $99.3K
|
2.17K
$1.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-123- 4.66% |
$61.4K - $76.4K
|
2.51K
$1.56M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-123- 5.19% |
$61.4K - $76.4K
|
2.25K
$1.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-57.5K- 40.54% |
$28.7M - $35.7M
|
84.3K
$52.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
274+ 32.81% |
$137K - $170K
|
1.11K
$688K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
2.51K+ 2.46% |
$1.25M - $1.56M
|
104K
$64.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Century Link Investment Management CO
|
BUY
|
- |
47.9K+ 41.55% |
$23.9M - $29.7M
|
163K
$101M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-12.5K- 26.22% |
$6.24M - $7.76M
|
35.2K
$21.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-979- 3.06% |
$488K - $608K
|
31K
$19.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
4.01K+ 4.38% |
$2M - $2.49M
|
95.5K
$59.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-19- 0.47% |
$9.48K - $11.8K
|
4.02K
$2.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-212- 2.23% |
$106K - $132K
|
9.31K
$5.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-2- 0.19% |
$998 - $1.24K
|
1.07K
$661K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
715+ 74.48% |
$357K - $444K
|
1.68K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-13.4K- 23.52% |
$6.66M - $8.29M
|
43.4K
$27M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-11- 1.56% |
$5.49K - $6.83K
|
696
$432K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
93+ 3.66% |
$46.4K - $57.7K
|
2.63K
$1.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-31- 6.02% |
$15.5K - $19.2K
|
484
$300K
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
8.95K+ 4.14% |
$4.47M - $5.56M
|
225K
$140M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
58+ 0.11% |
$28.9K - $36K
|
51.1K
$31.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-17- 0.57% |
$8.48K - $10.6K
|
2.96K
$1.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3.19K+ 6.37% |
$1.59M - $1.98M
|
53.3K
$33.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-2.11K- 22.57% |
$1.05M - $1.31M
|
7.25K
$4.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-109- 3.0% |
$54.4K - $67.7K
|
3.52K
$2.18M
|