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 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-703- 17.85% |
$436K - $471K
|
3.24K
$2.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-28- 0.59% |
$17.4K - $18.8K
|
4.69K
$3.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.28K+ 124.15% |
$1.41M - $1.53M
|
4.11K
$2.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
17.9K+ 12.97% |
$11.1M - $12M
|
156K
$103M
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
50+ 2.04% |
$31K - $33.5K
|
2.5K
$1.66M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
10+ 5.88% |
$6.21K - $6.7K
|
180
$120K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-131- 0.58% |
$81.3K - $87.8K
|
22.5K
$14.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
663+ 14.01% |
$412K - $444K
|
5.39K
$3.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-28- 0.58% |
$17.4K - $18.8K
|
4.76K
$3.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-7.65K- 48.98% |
$4.75M - $5.13M
|
7.97K
$5.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
1.42K+ 1.04% |
$878K - $948K
|
137K
$91.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 0.4% |
$621 - $670
|
251
$167K
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
SELL
|
- |
-1.97K- 7.38% |
$1.22M - $1.32M
|
24.7K
$16.4M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
385+ 15.32% |
$239K - $258K
|
2.9K
$1.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
11.1K+ 28.15% |
$6.88M - $7.43M
|
50.5K
$33.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-75- 13.64% |
$46.6K - $50.3K
|
475
$315K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
10.9K+ 2.05% |
$6.79M - $7.33M
|
545K
$362M
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
318New |
$197K - $213K
|
318
$211K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
112K+ 46.48% |
$69.4M - $75M
|
353K
$234M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.7K- 7.86% |
$1.06M - $1.14M
|
20K
$13.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-920- 5.25% |
$571K - $616K
|
16.6K
$11M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-404- 2.54% |
$251K - $271K
|
15.5K
$10.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
9+ 0.35% |
$5.59K - $6.03K
|
2.56K
$1.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
186+ 0.66% |
$115K - $125K
|
28.2K
$18.7M
|
|
|
Oct 28, 2025
Q3 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-1.02K- 2.08% |
$631K - $681K
|
48K
$31.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-4.97K- 48.01% |
$3.09M - $3.33M
|
5.39K
$3.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
PUT |
2.21KNew |
$1.37M - $1.48M
|
2.21K
$1.47M
|
|
|
Oct 28, 2025
Q3 2025
|
Presper Financial Architects, LLC
Akron, OH |
SELL
|
- |
-47- 7.4% |
$29.2K - $31.5K
|
588
$390K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-405- 4.36% |
$251K - $271K
|
8.88K
$5.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
13+ 0.73% |
$8.07K - $8.71K
|
1.8K
$1.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-12- 0.8% |
$7.45K - $8.04K
|
1.49K
$987K
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
588+ 71.19% |
$365K - $394K
|
1.41K
$939K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-964- 0.83% |
$598K - $646K
|
115K
$76.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.7K+ 5.77% |
$2.92M - $3.15M
|
86.1K
$57.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
155+ 0.68% |
$96.2K - $104K
|
22.8K
$15.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-61- 0.79% |
$37.9K - $40.9K
|
7.66K
$5.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Pembroke Management, LTD
|
SELL
|
- |
-5.51K- 19.78% |
$3.42M - $3.69M
|
22.4K
$14.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.23K+ 6.48% |
$764K - $825K
|
20.2K
$13.4M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
1+ 0.27% |
$621 - $670
|
377
$250K
|
|
|
Oct 28, 2025
Q3 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
111+ 2.13% |
$68.9K - $74.4K
|
5.32K
$3.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.86K- 8.53% |
$3.01M - $3.25M
|
52.1K
$34.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
72+ 18.09% |
$44.7K - $48.2K
|
470
$312K
|
|
|
Oct 28, 2025
Q3 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
947+ 11.58% |
$588K - $635K
|
9.13K
$6.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
SELL
|
- |
-19- 1.26% |
$11.8K - $12.7K
|
1.49K
$988K
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
1.84K+ 9.03% |
$1.14M - $1.23M
|
22.2K
$14.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-3.04K- 37.85% |
$1.88M - $2.03M
|
4.98K
$3.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
12+ 2.11% |
$7.45K - $8.04K
|
580
$385K
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-61- 7.77% |
$37.9K - $40.9K
|
724
$481K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-74- 0.94% |
$45.9K - $49.6K
|
7.82K
$5.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.3K+ 546.43% |
$1.42M - $1.54M
|
2.72K
$1.8M
|