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
|
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
|
|
|
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
|