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 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.43K+ 160.42% |
$3.71M - $4.62M
|
12.1K
$7.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-2.65K- 99.44% |
$1.32M - $1.64M
|
15
$9.31K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
3.16K+ 93.68% |
$1.57M - $1.96M
|
6.53K
$4.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
1.51K+ 1.77% |
$754K - $939K
|
87K
$54M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
454+ 1.07% |
$226K - $282K
|
42.9K
$26.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-424- 9.02% |
$211K - $263K
|
4.28K
$2.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.12K+ 2.87% |
$560K - $697K
|
40.2K
$25M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
4K+ 7.57% |
$2M - $2.48M
|
56.9K
$35.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-29.2K- 43.31% |
$14.6M - $18.1M
|
38.2K
$23.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-221- 9.87% |
$110K - $137K
|
2.02K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-95- 0.16% |
$47.4K - $59K
|
58.3K
$36.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-673- 0.82% |
$336K - $418K
|
81.4K
$50.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.64K+ 6.06% |
$2.32M - $2.88M
|
81.3K
$50.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-805- 4.39% |
$402K - $500K
|
17.5K
$10.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-140- 2.25% |
$69.8K - $86.9K
|
6.08K
$3.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-3- 0.43% |
$1.5K - $1.86K
|
688
$427K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6+ 1.19% |
$2.99K - $3.73K
|
509
$316K
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
635New |
$317K - $394K
|
635
$394K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-6.06K- 7.98% |
$3.02M - $3.77M
|
69.9K
$43.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
BUY
|
- |
1.13K+ 6.97% |
$563K - $701K
|
17.3K
$10.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-16.7K- 59.02% |
$8.33M - $10.4M
|
11.6K
$7.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5.01K+ 3.79% |
$2.5M - $3.11M
|
137K
$85.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
14+ 0.88% |
$6.98K - $8.69K
|
1.61K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
549+ 2.45% |
$274K - $341K
|
22.9K
$14.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
SELL
|
- |
-18- 2.33% |
$8.98K - $11.2K
|
754
$468K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.3% |
$1.5K - $1.86K
|
1K
$623K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
551+ 0.27% |
$275K - $342K
|
202K
$125M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-288K- 18.54% |
$144M - $179M
|
1.27M
$785M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
21.5K+ 25.58% |
$10.7M - $13.3M
|
105K
$65.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-363- 12.04% |
$181K - $225K
|
2.65K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-22- 0.45% |
$11K - $13.7K
|
4.87K
$3.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
624+ 33.49% |
$311K - $387K
|
2.49K
$1.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.51K- 51.4% |
$1.75M - $2.18M
|
3.32K
$2.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
24.1K+ 248.31% |
$12M - $15M
|
33.8K
$21M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
75.5KNew |
$37.7M - $46.9M
|
75.5K
$46.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-13- 0.23% |
$6.48K - $8.07K
|
5.58K
$3.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
3.16K+ 10.3% |
$1.57M - $1.96M
|
33.8K
$21M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-7.74K- 1.53% |
$3.86M - $4.8M
|
497K
$309M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
66.7K+ 3.36% |
$33.3M - $41.4M
|
2.05M
$1.27B
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.68K+ 4.39% |
$837K - $1.04M
|
39.9K
$24.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
2.21KNew |
$1.1M - $1.37M
|
2.21K
$1.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.32K+ 323.77% |
$659K - $820K
|
1.73K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-14.4K- 33.1% |
$7.2M - $8.96M
|
29.2K
$18.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
3.24K+ 16.78% |
$1.62M - $2.01M
|
22.6K
$14M
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
179K+ 379.06% |
$89.1M - $111M
|
226K
$140M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-798- 3.8% |
$398K - $495K
|
20.2K
$12.5M
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
107+ 0.84% |
$53.4K - $66.4K
|
12.8K
$7.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
22.4K+ 4.42% |
$11.2M - $13.9M
|
530K
$329M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.87K+ 27.87% |
$933K - $1.16M
|
8.58K
$5.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
512+ 4.49% |
$255K - $318K
|
11.9K
$7.4M
|