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 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2- 0.07% |
$998 - $1.24K
|
2.71K
$1.73M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-396- 1.58% |
$198K - $246K
|
24.7K
$15.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
17+ 1.59% |
$8.48K - $10.6K
|
1.09K
$693K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-21- 22.11% |
$10.5K - $13K
|
74
$47.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
857+ 3.29% |
$427K - $532K
|
26.9K
$17.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-7- 0.84% |
$3.49K - $4.35K
|
823
$524K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3+ 0.18% |
$1.5K - $1.86K
|
1.66K
$1.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
697+ 193.61% |
$348K - $433K
|
1.06K
$673K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.24K+ 4.5% |
$620K - $771K
|
28.9K
$18.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-19- 0.16% |
$9.48K - $11.8K
|
12K
$7.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 4.21% |
$511K - $636K
|
25.4K
$16.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.11% |
$499 - $621
|
925
$589K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-33.4K- 11.16% |
$16.7M - $20.7M
|
266K
$169M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
57+ 0.54% |
$28.4K - $35.4K
|
10.6K
$6.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-6.57K- 22.59% |
$3.27M - $4.08M
|
22.5K
$14.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-82- 5.3% |
$40.9K - $50.9K
|
1.47K
$932K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
501+ 11.0% |
$250K - $311K
|
5.06K
$3.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
42+ 2.01% |
$20.9K - $26.1K
|
2.14K
$1.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-44.5K- 59.06% |
$22.2M - $27.6M
|
30.9K
$19.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
17+ 2.0% |
$8.48K - $10.6K
|
869
$553K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
514+ 11.09% |
$256K - $319K
|
5.15K
$3.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-167- 28.35% |
$83.3K - $104K
|
422
$269K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-85- 8.79% |
$42.4K - $52.8K
|
882
$561K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
72+ 4.17% |
$35.9K - $44.7K
|
1.8K
$1.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-3.26K- 15.05% |
$1.63M - $2.02M
|
18.4K
$11.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-376- 3.13% |
$188K - $233K
|
11.6K
$7.41M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-4.61K- 62.5% |
$2.3M - $2.86M
|
2.77K
$1.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.66K+ 3.48% |
$1.33M - $1.65M
|
79.1K
$50.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-50- 3.29% |
$24.9K - $31K
|
1.47K
$936K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-62- 9.12% |
$30.9K - $38.5K
|
618
$393K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-945- 11.23% |
$471K - $587K
|
7.47K
$4.75M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
5.47K+ 2.74% |
$2.73M - $3.39M
|
205K
$130M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-431- 8.55% |
$215K - $268K
|
4.61K
$2.93M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
3.5K+ 13.6% |
$1.75M - $2.18M
|
29.3K
$18.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-8- 0.75% |
$3.99K - $4.97K
|
1.06K
$672K
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
SELL
|
- |
-39- 6.08% |
$19.5K - $24.2K
|
602
$383K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
816+ 51.55% |
$407K - $507K
|
2.4K
$1.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7+ 0.26% |
$3.49K - $4.35K
|
2.72K
$1.73M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-932- 11.37% |
$465K - $579K
|
7.27K
$4.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.74K- 1.78% |
$867K - $1.08M
|
96K
$61.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
32K+ 4.57% |
$16M - $19.9M
|
732K
$466M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-165- 3.58% |
$82.3K - $102K
|
4.45K
$2.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-125- 10.57% |
$62.4K - $77.6K
|
1.06K
$673K
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
BUY
|
- |
1.48K+ 0.62% |
$739K - $920K
|
242K
$154M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
27+ 0.4% |
$13.5K - $16.8K
|
6.81K
$4.33M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
298+ 20.69% |
$149K - $185K
|
1.74K
$1.11M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-444- 31.11% |
$221K - $276K
|
983
$626K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-215- 5.77% |
$107K - $133K
|
3.51K
$2.23M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
568+ 1.68% |
$283K - $353K
|
34.4K
$21.9M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.22K+ 90.95% |
$607K - $755K
|
2.55K
$1.62M
|