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 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.84K+ 10.88% |
$1.42M - $1.76M
|
28.9K
$18M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-1- 0.14% |
$499 - $621
|
730
$453K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
11.6K+ 3.56% |
$5.8M - $7.22M
|
338K
$210M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
11.8K+ 6.79% |
$5.91M - $7.35M
|
186K
$116M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
24+ 2.22% |
$12K - $14.9K
|
1.11K
$686K
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-453- 18.72% |
$226K - $281K
|
1.97K
$1.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-231- 8.88% |
$115K - $143K
|
2.37K
$1.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
509+ 14.25% |
$254K - $316K
|
4.08K
$2.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
117+ 1.46% |
$58.4K - $72.6K
|
8.13K
$5.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
345New |
$172K - $214K
|
345
$214K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.86K- 0.47% |
$926K - $1.15M
|
392K
$243M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-209- 28.91% |
$104K - $130K
|
514
$319K
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
9+ 0.44% |
$4.49K - $5.59K
|
2.07K
$1.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-4.07K- 47.25% |
$2.03M - $2.53M
|
4.54K
$2.82M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
3.12K+ 0.38% |
$1.56M - $1.94M
|
826K
$513M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-589- 1.88% |
$294K - $366K
|
30.7K
$19M
|
|
|
Jul 18, 2025
Q2 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
511+ 11.08% |
$255K - $317K
|
5.12K
$3.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.9K- 7.34% |
$2.94M - $3.66M
|
74.4K
$46.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-20- 2.55% |
$9.98K - $12.4K
|
765
$475K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
134+ 1.3% |
$66.8K - $83.2K
|
10.5K
$6.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
23.6K+ 4.86% |
$11.8M - $14.7M
|
510K
$316M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
2.04K+ 25.48% |
$1.02M - $1.27M
|
10K
$6.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
4.62K+ 8.82% |
$2.31M - $2.87M
|
57K
$35.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.26K+ 5.95% |
$626K - $780K
|
22.4K
$13.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-683- 15.17% |
$341K - $424K
|
3.82K
$2.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-326- 5.14% |
$163K - $202K
|
6.01K
$3.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-275- 8.11% |
$137K - $171K
|
3.12K
$1.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.44K- 5.04% |
$1.22M - $1.52M
|
46.1K
$28.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-286- 1.49% |
$143K - $178K
|
18.9K
$11.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
893+ 22.63% |
$445K - $554K
|
4.84K
$3M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
9+ 1.34% |
$4.49K - $5.59K
|
679
$421K
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-93- 15.68% |
$46.4K - $57.7K
|
500
$310K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
22+ 0.72% |
$11K - $13.7K
|
3.09K
$1.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-2.5K- 75.13% |
$1.24M - $1.55M
|
826
$513K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
747+ 32.92% |
$373K - $464K
|
3.02K
$1.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-314- 8.63% |
$157K - $195K
|
3.32K
$2.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
4+ 0.31% |
$2K - $2.48K
|
1.31K
$810K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.19K- 3.77% |
$596K - $741K
|
30.5K
$18.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-590- 0.97% |
$294K - $366K
|
60.1K
$37.3M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-82- 1.3% |
$40.9K - $50.9K
|
6.24K
$3.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.7K+ 29.65% |
$845K - $1.05M
|
7.41K
$4.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-6.74K- 5.92% |
$3.36M - $4.18M
|
107K
$66.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
622+ 7.35% |
$310K - $386K
|
9.08K
$5.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-823- 6.99% |
$411K - $511K
|
10.9K
$6.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
33+ 0.48% |
$16.5K - $20.5K
|
6.97K
$4.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
41+ 1.16% |
$20.5K - $25.5K
|
3.57K
$2.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.68% |
$1.5K - $1.86K
|
445
$276K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
28+ 1.23% |
$14K - $17.4K
|
2.31K
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-50- 8.33% |
$24.9K - $31K
|
550
$341K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-365- 11.6% |
$182K - $227K
|
2.78K
$1.73M
|