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
|
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
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-225- 8.11% |
$112K - $140K
|
2.55K
$1.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.44K+ 113.67% |
$1.22M - $1.51M
|
4.58K
$2.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.34K+ 3.92% |
$1.67M - $2.08M
|
88.7K
$55M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 2.96% |
$528K - $658K
|
36.8K
$22.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-10- 0.2% |
$4.99K - $6.21K
|
4.87K
$3.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 0.64% |
$2.49K - $3.1K
|
776
$482K
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-34.9K- 61.59% |
$17.4M - $21.7M
|
21.8K
$13.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.76K- 32.76% |
$1.88M - $2.34M
|
7.72K
$4.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-595- 1.3% |
$297K - $369K
|
45.2K
$28.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-137- 3.42% |
$68.3K - $85.1K
|
3.87K
$2.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-521- 16.81% |
$260K - $323K
|
2.58K
$1.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
40+ 11.02% |
$20K - $24.8K
|
403
$250K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
328+ 3.19% |
$164K - $204K
|
10.6K
$6.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.08K+ 269.99% |
$2.54M - $3.16M
|
6.97K
$4.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-5.32K- 46.99% |
$2.65M - $3.3M
|
6K
$3.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-78- 3.58% |
$38.9K - $48.4K
|
2.1K
$1.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-27- 5.76% |
$13.5K - $16.8K
|
442
$274K
|
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
681+ 10.29% |
$340K - $423K
|
7.3K
$4.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.89K- 4.76% |
$940K - $1.17M
|
37.7K
$23.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.92K- 1.07% |
$1.45M - $1.81M
|
270K
$167M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.76K+ 3.51% |
$1.38M - $1.72M
|
81.5K
$50.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.27% |
$2.49K - $3.1K
|
1.85K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
380+ 3.93% |
$190K - $236K
|
10K
$6.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-19- 2.71% |
$9.48K - $11.8K
|
681
$423K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
173+ 1.0% |
$86.3K - $107K
|
17.5K
$10.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
36+ 0.11% |
$18K - $22.4K
|
33.4K
$20.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-3.27K- 71.51% |
$1.63M - $2.03M
|
1.3K
$807K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.34K- 27.95% |
$1.67M - $2.07M
|
8.61K
$5.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-8.68K- 4.41% |
$4.33M - $5.39M
|
188K
$117M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-1.47K- 5.54% |
$733K - $913K
|
25.1K
$15.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5.72K+ 205.35% |
$2.85M - $3.55M
|
8.5K
$5.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
1.88KNew |
$939K - $1.17M
|
1.88K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
347+ 1.9% |
$173K - $215K
|
18.7K
$11.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
117+ 1.16% |
$58.4K - $72.6K
|
10.2K
$6.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-14- 2.58% |
$6.98K - $8.69K
|
529
$328K
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
100+ 0.51% |
$49.9K - $62.1K
|
19.9K
$12.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
2+ 0.5% |
$998 - $1.24K
|
404
$251K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-26- 2.67% |
$13K - $16.1K
|
947
$588K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
15.9KNew |
$7.94M - $9.89M
|
15.9K
$9.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
761+ 32.92% |
$380K - $473K
|
3.07K
$1.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.77K+ 4.04% |
$1.88M - $2.34M
|
97.1K
$60.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-488- 13.16% |
$243K - $303K
|
3.22K
$2M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-217- 9.34% |
$108K - $135K
|
2.11K
$1.31M
|