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 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-64- 12.14% |
$31.9K - $39.7K
|
463
$287K
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-29- 5.5% |
$14.5K - $18K
|
498
$309K
|
|
|
Jul 18, 2025
Q2 2025
|
Wealth Navi Inc.
|
BUY
|
- |
68K+ 18.77% |
$33.9M - $42.2M
|
430K
$267M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-569- 32.22% |
$284K - $353K
|
1.2K
$743K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-180K- 2.52% |
$89.6M - $111M
|
6.94M
$4.31B
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
18+ 3.6% |
$8.98K - $11.2K
|
518
$322K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-1.68K- 1.77% |
$840K - $1.05M
|
93.6K
$58.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-919- 26.04% |
$458K - $571K
|
2.61K
$1.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-448- 17.88% |
$223K - $278K
|
2.06K
$1.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-6- 0.1% |
$2.99K - $3.73K
|
6.03K
$3.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
1.55K+ 1.28% |
$775K - $965K
|
123K
$76.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Sicart Associates LLC
|
BUY
|
- |
436New |
$217K - $271K
|
436
$271K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-6- 0.75% |
$2.99K - $3.73K
|
789
$490K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.46K+ 2.96% |
$1.23M - $1.53M
|
85.7K
$53.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.27K+ 82.24% |
$1.13M - $1.41M
|
5.02K
$3.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-810- 0.94% |
$404K - $503K
|
85.5K
$53.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-6.72K- 17.9% |
$3.35M - $4.17M
|
30.8K
$19.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
83+ 16.77% |
$41.4K - $51.5K
|
578
$359K
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
8.38K+ 17.91% |
$4.18M - $5.2M
|
55.2K
$34.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-271- 5.61% |
$135K - $168K
|
4.56K
$2.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
34+ 0.89% |
$17K - $21.1K
|
3.87K
$2.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
26+ 2.24% |
$13K - $16.1K
|
1.19K
$737K
|
|
|
Jul 18, 2025
Q2 2025
|
Independent Investors Inc
|
SELL
|
- |
-20- 0.95% |
$9.98K - $12.4K
|
2.08K
$1.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 0.25% |
$499 - $621
|
404
$251K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-32.2K- 36.06% |
$16M - $20M
|
57K
$35.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
3.44K+ 11.02% |
$1.71M - $2.13M
|
34.6K
$21.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
37+ 0.2% |
$18.5K - $23K
|
18.3K
$11.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2+ 0.33% |
$998 - $1.24K
|
613
$380K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-814- 7.02% |
$406K - $505K
|
10.8K
$6.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-35K- 22.54% |
$17.5M - $21.7M
|
120K
$74.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-2.94K- 49.65% |
$1.47M - $1.83M
|
2.98K
$1.85M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
147+ 23.48% |
$73.3K - $91.3K
|
773
$480K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
61+ 1.62% |
$30.4K - $37.9K
|
3.82K
$2.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
153+ 2.04% |
$76.3K - $95K
|
7.65K
$4.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-988- 10.12% |
$493K - $613K
|
8.77K
$5.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-243- 5.75% |
$121K - $151K
|
3.99K
$2.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
297+ 9.1% |
$148K - $184K
|
3.56K
$2.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.66K+ 3.08% |
$1.32M - $1.65M
|
89K
$55.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-41- 2.76% |
$20.5K - $25.5K
|
1.45K
$898K
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
203+ 1.24% |
$101K - $126K
|
16.5K
$10.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
3.13K+ 151.45% |
$1.56M - $1.94M
|
5.19K
$3.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.4KNew |
$700K - $871K
|
1.4K
$871K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-29.8K- 49.11% |
$14.9M - $18.5M
|
30.9K
$19.2M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-431- 4.77% |
$215K - $268K
|
8.61K
$5.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-488- 26.57% |
$243K - $303K
|
1.35K
$837K
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
2.35K+ 4.17% |
$1.17M - $1.46M
|
58.5K
$36.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-408- 21.53% |
$204K - $253K
|
1.49K
$923K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
115K+ 194.95% |
$57.5M - $71.5M
|
174K
$108M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-92- 0.37% |
$45.9K - $57.1K
|
24.5K
$15.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.15K+ 2.84% |
$574K - $715K
|
41.7K
$25.9M
|