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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1+ 0.3% |
$621 - $670
|
333
$221K
|
|
|
Oct 31, 2025
Q3 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-10.5K- 8.91% |
$6.49M - $7M
|
107K
$70.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3.01K+ 28.52% |
$1.87M - $2.02M
|
13.6K
$9.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-60.3K- 22.33% |
$37.4M - $40.4M
|
210K
$139M
|
|
|
Oct 31, 2025
Q3 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
187+ 20.96% |
$116K - $125K
|
1.08K
$716K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
121+ 13.18% |
$75.1K - $81.1K
|
1.04K
$690K
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-994- 4.57% |
$617K - $666K
|
20.8K
$13.8M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-38- 1.13% |
$23.6K - $25.5K
|
3.32K
$2.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
891+ 12.11% |
$553K - $597K
|
8.25K
$5.48M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.82K+ 4.75% |
$1.75M - $1.89M
|
62.1K
$41.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-29- 1.22% |
$18K - $19.4K
|
2.35K
$1.56M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.06K- 54.19% |
$1.28M - $1.38M
|
1.74K
$1.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-17- 1.85% |
$10.6K - $11.4K
|
901
$598K
|
|
|
Oct 31, 2025
Q3 2025
|
Tufton Capital Management
|
SELL
|
- |
-134- 1.82% |
$83.2K - $89.8K
|
7.24K
$4.81M
|
|
|
Oct 31, 2025
Q3 2025
|
Parthenon LLC
|
SELL
|
- |
-50- 1.7% |
$31K - $33.5K
|
2.89K
$1.92M
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-102- 0.48% |
$63.3K - $68.3K
|
21.3K
$14.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-14- 0.6% |
$8.69K - $9.38K
|
2.31K
$1.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
3+ 0.1% |
$1.86K - $2.01K
|
3.08K
$2.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-165- 2.29% |
$102K - $111K
|
7.03K
$4.67M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.06K+ 632.62% |
$1.28M - $1.38M
|
2.38K
$1.58M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
308New |
$191K - $206K
|
308
$205K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.09K+ 2.36% |
$677K - $731K
|
47.3K
$31.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1+ 0.27% |
$621 - $670
|
369
$245K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-29- 2.6% |
$18K - $19.4K
|
1.09K
$721K
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
401+ 2.8% |
$249K - $269K
|
14.7K
$9.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-17- 0.52% |
$10.6K - $11.4K
|
3.27K
$2.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.85K+ 6.96% |
$1.77M - $1.91M
|
43.9K
$29.1M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
8+ 1.06% |
$4.97K - $5.36K
|
766
$509K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-13- 0.55% |
$8.07K - $8.71K
|
2.34K
$1.55M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.03K+ 21.22% |
$1.88M - $2.03M
|
17.3K
$11.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-9- 1.63% |
$5.59K - $6.03K
|
542
$360K
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
155+ 5.03% |
$96.2K - $104K
|
3.24K
$2.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
2+ 0.29% |
$1.24K - $1.34K
|
693
$460K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-2.05K- 9.88% |
$1.27M - $1.38M
|
18.7K
$12.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-67- 0.99% |
$41.6K - $44.9K
|
6.68K
$4.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-102- 1.33% |
$63.3K - $68.3K
|
7.55K
$5.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
471+ 1.71% |
$292K - $316K
|
28K
$18.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.45K+ 6.8% |
$1.52M - $1.64M
|
38.4K
$25.5M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-778K- 7.78% |
$483M - $521M
|
9.23M
$6.13B
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
1.2K+ 25.65% |
$743K - $802K
|
5.86K
$3.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
79.1K+ 18745.73% |
$49.1M - $53M
|
79.5K
$52.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.72K+ 2.83% |
$2.31M - $2.49M
|
135K
$89.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-956- 28.61% |
$593K - $641K
|
2.39K
$1.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.96K- 2.58% |
$1.22M - $1.32M
|
74K
$49.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4+ 0.14% |
$2.48K - $2.68K
|
2.83K
$1.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.04% |
$621 - $670
|
2.61K
$1.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
78+ 3.31% |
$48.4K - $52.3K
|
2.44K
$1.62M
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-133- 1.52% |
$82.5K - $89.1K
|
8.62K
$5.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
1.29K+ 7.02% |
$798K - $862K
|
19.6K
$13M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
50+ 3.3% |
$31K - $33.5K
|
1.57K
$1.04M
|