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 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-145- 12.4% |
$90K - $97.2K
|
1.02K
$680K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.4K+ 2.05% |
$7.71M - $8.33M
|
619K
$411M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-314- 5.49% |
$195K - $210K
|
5.4K
$3.59M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.98K+ 3.64% |
$3.71M - $4M
|
170K
$113M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
36+ 1.95% |
$22.3K - $24.1K
|
1.89K
$1.25M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.51K+ 2.07% |
$940K - $1.01M
|
74.6K
$49.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-25- 0.86% |
$15.5K - $16.8K
|
2.87K
$1.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-70.3K- 40.26% |
$43.6M - $47.1M
|
104K
$69.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-17K- 3.25% |
$10.6M - $11.4M
|
507K
$337M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-647- 0.91% |
$402K - $434K
|
70.5K
$46.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
19+ 1.98% |
$11.8K - $12.7K
|
981
$651K
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
2.79K+ 3.26% |
$1.73M - $1.87M
|
88.3K
$58.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
202+ 0.57% |
$125K - $135K
|
35.3K
$23.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-13.5K- 13.04% |
$8.38M - $9.05M
|
90K
$59.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
2.36K+ 79.84% |
$1.46M - $1.58M
|
5.32K
$3.53M
|
|
|
Oct 30, 2025
Q3 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
795New |
$493K - $533K
|
795
$528K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-15- 0.5% |
$9.31K - $10.1K
|
3K
$1.99M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
332+ 2.57% |
$206K - $222K
|
13.2K
$8.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.95K+ 63.12% |
$1.21M - $1.31M
|
5.04K
$3.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
4.59K+ 13.87% |
$2.85M - $3.08M
|
37.7K
$25M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$621 - $670
|
3.56K
$2.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.38K+ 5.37% |
$2.72M - $2.93M
|
85.9K
$57M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
1.06K+ 1.07% |
$660K - $713K
|
100K
$66.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
18+ 1.44% |
$11.2K - $12.1K
|
1.27K
$843K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.19K+ 21.31% |
$1.98M - $2.14M
|
18.2K
$12.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-18- 0.79% |
$11.2K - $12.1K
|
2.25K
$1.49M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
277+ 0.21% |
$172K - $186K
|
129K
$85.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-933- 2.82% |
$579K - $625K
|
32.1K
$21.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
36+ 16.59% |
$22.3K - $24.1K
|
253
$168K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
335+ 4.07% |
$208K - $224K
|
8.56K
$5.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.53K- 3.18% |
$951K - $1.03M
|
46.7K
$31M
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
161+ 1.95% |
$99.9K - $108K
|
8.41K
$5.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-396- 0.95% |
$246K - $265K
|
41.3K
$27.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
790+ 8.89% |
$490K - $529K
|
9.67K
$6.42M
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-9.31K- 5.84% |
$5.78M - $6.24M
|
150K
$99.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
11+ 0.1% |
$6.83K - $7.37K
|
11.4K
$7.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.4K+ 37.9% |
$1.49M - $1.61M
|
8.73K
$5.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
292+ 0.74% |
$181K - $196K
|
39.9K
$26.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-96- 6.89% |
$59.6K - $64.3K
|
1.3K
$862K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-60- 31.75% |
$37.2K - $40.2K
|
129
$85.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-15- 5.19% |
$9.31K - $10.1K
|
274
$182K
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.1K+ 2.76% |
$685K - $740K
|
41K
$27.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-415- 0.85% |
$258K - $278K
|
48.3K
$32.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-6- 0.39% |
$3.72K - $4.02K
|
1.53K
$1.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
95+ 0.75% |
$59K - $63.7K
|
12.8K
$8.49M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
372+ 1.14% |
$231K - $249K
|
32.9K
$21.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-115- 3.33% |
$71.4K - $77.1K
|
3.33K
$2.21M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-479- 7.34% |
$297K - $321K
|
6.05K
$4.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-2.34K- 37.79% |
$1.45M - $1.57M
|
3.85K
$2.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-100- 18.45% |
$62.1K - $67K
|
442
$293K
|