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 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
6+ 0.39% |
$2.99K - $3.73K
|
1.53K
$974K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
2.09K+ 23.11% |
$1.04M - $1.3M
|
11.1K
$7.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
98+ 1.08% |
$48.9K - $60.8K
|
9.15K
$5.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-207- 0.27% |
$103K - $129K
|
77.7K
$49.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
184+ 1.63% |
$91.8K - $114K
|
11.4K
$7.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-45- 5.59% |
$22.4K - $27.9K
|
760
$484K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-151- 1.63% |
$75.3K - $93.8K
|
9.12K
$5.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
352New |
$176K - $219K
|
352
$224K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-235- 3.58% |
$117K - $146K
|
6.34K
$4.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
702+ 5400.0% |
$350K - $436K
|
715
$455K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.38K+ 0.65% |
$1.68M - $2.1M
|
524K
$334M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
32+ 0.24% |
$16K - $19.9K
|
13.1K
$8.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-225- 7.41% |
$112K - $140K
|
2.81K
$1.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
339New |
$169K - $210K
|
339
$216K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
500+ 101.63% |
$249K - $310K
|
992
$631K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
46.4K+ 9.52% |
$23.1M - $28.8M
|
534K
$340M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-516- 18.87% |
$257K - $320K
|
2.22K
$1.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-784- 8.79% |
$391K - $487K
|
8.13K
$5.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-253- 1.02% |
$126K - $157K
|
24.6K
$15.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.54K+ 3.07% |
$770K - $959K
|
51.8K
$33M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.02K+ 2.64% |
$511K - $636K
|
39.8K
$25.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
561+ 0.66% |
$280K - $348K
|
86.1K
$54.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
175KNew |
$87M - $108M
|
175K
$111M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-148- 38.05% |
$73.8K - $91.9K
|
241
$153K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-479- 1.01% |
$239K - $297K
|
46.8K
$29.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
15.1KNew |
$7.55M - $9.4M
|
15.1K
$9.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-425- 26.25% |
$212K - $264K
|
1.19K
$760K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-23.7K- 42.77% |
$11.8M - $14.7M
|
31.8K
$20.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-202- 2.2% |
$101K - $125K
|
8.97K
$5.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-238- 2.41% |
$119K - $148K
|
9.62K
$6.12M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.06KNew |
$531K - $661K
|
1.06K
$677K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-53- 0.45% |
$26.4K - $32.9K
|
11.7K
$7.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-493- 34.65% |
$246K - $306K
|
930
$592K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-15- 1.5% |
$7.48K - $9.31K
|
988
$629K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
291+ 9.11% |
$145K - $181K
|
3.49K
$2.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
371+ 59.65% |
$185K - $230K
|
993
$632K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-4- 0.07% |
$2K - $2.48K
|
6.14K
$3.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-112- 23.14% |
$55.9K - $69.5K
|
372
$237K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
758+ 16.46% |
$378K - $471K
|
5.36K
$3.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
4.26K+ 171.47% |
$2.13M - $2.65M
|
6.75K
$4.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
4.21K+ 77.88% |
$2.1M - $2.61M
|
9.6K
$6.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2.97K+ 4.43% |
$1.48M - $1.84M
|
70K
$44.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-115- 14.13% |
$57.4K - $71.4K
|
699
$445K
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
1+ 0.17% |
$499 - $621
|
588
$374K
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
BUY
|
- |
98+ 3.68% |
$48.9K - $60.8K
|
2.76K
$1.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-269- 1.25% |
$134K - $167K
|
21.3K
$13.6M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
825+ 16.14% |
$412K - $512K
|
5.94K
$3.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.28K+ 1.54% |
$3.13M - $3.9M
|
415K
$264M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
904+ 65.22% |
$451K - $561K
|
2.29K
$1.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-3- 0.02% |
$1.5K - $1.86K
|
13.2K
$8.37M
|