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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Verde Capital Management
|
SELL
|
- |
-13- 2.16% |
$8.07K - $8.71K
|
589
$398K
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
956+ 28.13% |
$593K - $641K
|
4.36K
$2.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.66K+ 2.73% |
$1.65M - $1.78M
|
100K
$67.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
42+ 0.49% |
$26.1K - $28.1K
|
8.63K
$5.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.2K+ 2.33% |
$6.31M - $6.81M
|
446K
$301M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.56K- 0.3% |
$2.83M - $3.06M
|
1.52M
$1.03B
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-9.98K- 18.22% |
$6.19M - $6.68M
|
44.8K
$30.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-314- 4.2% |
$195K - $210K
|
7.17K
$4.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
15.4K+ 0.88% |
$9.55M - $10.3M
|
1.77M
$1.19B
|
|
|
Nov 12, 2025
Q3 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.59K+ 208.2% |
$1.61M - $1.74M
|
3.83K
$2.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
309+ 0.8% |
$192K - $207K
|
38.9K
$26.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.3K- 25.13% |
$1.43M - $1.54M
|
6.85K
$4.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-1.1K- 51.84% |
$682K - $736K
|
1.02K
$689K
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
33+ 0.43% |
$20.5K - $22.1K
|
7.67K
$5.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-288- 0.24% |
$179K - $193K
|
120K
$80.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-278- 18.71% |
$173K - $186K
|
1.21K
$816K
|
|
|
Nov 12, 2025
Q3 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-394- 1.28% |
$245K - $264K
|
30.5K
$20.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
299+ 12.71% |
$186K - $200K
|
2.65K
$1.79M
|
|
|
Nov 12, 2025
Q3 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
33+ 10.22% |
$20.5K - $22.1K
|
356
$240K
|
|
|
Nov 12, 2025
Q3 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-4.65K- 70.03% |
$2.89M - $3.12M
|
1.99K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.8K+ 1.08% |
$6.71M - $7.24M
|
1.01M
$681M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
235+ 1.08% |
$146K - $157K
|
22K
$14.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
BUY
|
- |
6+ 0.32% |
$3.72K - $4.02K
|
1.86K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-199- 9.25% |
$124K - $133K
|
1.95K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2.37K+ 26.39% |
$1.47M - $1.59M
|
11.3K
$7.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
53+ 0.16% |
$32.9K - $35.5K
|
33.6K
$22.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Geneva Partners, LLC
|
BUY
|
- |
352+ 2.1% |
$218K - $236K
|
17.1K
$11.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
SELL
|
- |
-99- 0.79% |
$61.4K - $66.3K
|
12.4K
$8.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-55- 0.67% |
$34.1K - $36.9K
|
8.16K
$5.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-127- 0.04% |
$78.8K - $85.1K
|
300K
$203M
|
|
|
Nov 12, 2025
Q3 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-15- 0.05% |
$9.31K - $10.1K
|
27.4K
$18.5M
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
SELL
|
- |
-206- 0.92% |
$128K - $138K
|
22.3K
$15.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-386- 1.24% |
$240K - $259K
|
30.7K
$20.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
194K+ 45.44% |
$120M - $130M
|
620K
$418M
|
|
|
Nov 12, 2025
Q3 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-2.95K- 4.09% |
$1.83M - $1.98M
|
69.2K
$46.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
5.41K+ 22.02% |
$3.36M - $3.63M
|
30K
$20.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.64K+ 2.07% |
$2.88M - $3.11M
|
229K
$155M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.14K- 16.78% |
$704K - $761K
|
5.63K
$3.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
56.8K+ 10.68% |
$35.3M - $38.1M
|
589K
$398M
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.46K+ 66.19% |
$1.53M - $1.65M
|
6.17K
$4.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
10+ 0.39% |
$6.21K - $6.7K
|
2.6K
$1.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-296- 7.2% |
$184K - $198K
|
3.81K
$2.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.2K+ 2.35% |
$742K - $801K
|
52.1K
$35.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
602+ 1.21% |
$374K - $403K
|
50.2K
$33.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-199- 0.67% |
$124K - $133K
|
29.4K
$19.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-39- 11.47% |
$24.2K - $26.1K
|
301
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-88- 0.8% |
$54.6K - $59K
|
10.9K
$7.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-202- 0.28% |
$125K - $135K
|
72.5K
$49M
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
314+ 1.89% |
$195K - $210K
|
16.9K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
18+ 0.23% |
$11.2K - $12.1K
|
7.77K
$5.25M
|
|