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
|
Century Link Investment Management CO
|
BUY
|
- |
47.9K+ 41.55% |
$23.9M - $29.7M
|
163K
$103M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-12.5K- 26.22% |
$6.24M - $7.76M
|
35.2K
$22.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-979- 3.06% |
$488K - $608K
|
31K
$19.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
4.01K+ 4.38% |
$2M - $2.49M
|
95.5K
$60.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-19- 0.47% |
$9.48K - $11.8K
|
4.02K
$2.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-212- 2.23% |
$106K - $132K
|
9.31K
$5.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-2- 0.19% |
$998 - $1.24K
|
1.07K
$673K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
715+ 74.48% |
$357K - $444K
|
1.68K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-13.4K- 23.52% |
$6.66M - $8.29M
|
43.4K
$27.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-11- 1.56% |
$5.49K - $6.83K
|
696
$440K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
93+ 3.66% |
$46.4K - $57.7K
|
2.63K
$1.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-31- 6.02% |
$15.5K - $19.2K
|
484
$306K
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
8.95K+ 4.14% |
$4.47M - $5.56M
|
225K
$142M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
58+ 0.11% |
$28.9K - $36K
|
51.1K
$32.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-17- 0.57% |
$8.48K - $10.6K
|
2.96K
$1.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3.19K+ 6.37% |
$1.59M - $1.98M
|
53.3K
$33.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-2.11K- 22.57% |
$1.05M - $1.31M
|
7.25K
$4.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-109- 3.0% |
$54.4K - $67.7K
|
3.52K
$2.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
2.46K+ 5.36% |
$1.22M - $1.52M
|
48.3K
$30.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-38- 4.08% |
$19K - $23.6K
|
894
$565K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-672- 2.16% |
$335K - $417K
|
30.4K
$19.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-178- 2.04% |
$88.8K - $111K
|
8.56K
$5.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.99K+ 1.07% |
$992K - $1.23M
|
188K
$119M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
345+ 19.93% |
$172K - $214K
|
2.08K
$1.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
794+ 9.92% |
$396K - $493K
|
8.8K
$5.56M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.55K- 9.75% |
$775K - $964K
|
14.4K
$9.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-8.75K- 17.42% |
$4.36M - $5.43M
|
41.5K
$26.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-5- 0.1% |
$2.49K - $3.1K
|
4.93K
$3.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
33New |
$16.5K - $20.5K
|
33
$20.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
436+ 4.6% |
$217K - $271K
|
9.91K
$6.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
315+ 4.42% |
$157K - $196K
|
7.44K
$4.7M
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-646- 1.47% |
$322K - $401K
|
43.4K
$27.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
10+ 8.26% |
$4.99K - $6.21K
|
131
$82.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.34K+ 2.4% |
$667K - $831K
|
57K
$36M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
207+ 3.5% |
$103K - $129K
|
6.12K
$3.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
48.4K+ 7.89% |
$24.1M - $30M
|
661K
$418M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.41K- 1.52% |
$702K - $874K
|
91.2K
$57.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-35- 0.94% |
$17.5K - $21.7K
|
3.7K
$2.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
986+ 20.12% |
$492K - $612K
|
5.89K
$3.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-178- 1.53% |
$88.8K - $111K
|
11.5K
$7.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.66K- 19.28% |
$1.33M - $1.65M
|
11.1K
$7.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
1+ 0.08% |
$499 - $621
|
1.26K
$793K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
153K+ 38.18% |
$76.3M - $95M
|
554K
$350M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-740- 13.2% |
$369K - $459K
|
4.87K
$3.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
901+ 2.65% |
$449K - $559K
|
34.9K
$22.1M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-20- 0.54% |
$9.98K - $12.4K
|
3.67K
$2.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-65- 15.08% |
$32.4K - $40.4K
|
366
$231K
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-856- 67.72% |
$427K - $531K
|
408
$258K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-25- 0.1% |
$12.5K - $15.5K
|
25.9K
$16.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.95K+ 1.48% |
$973K - $1.21M
|
133K
$84.2M
|