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
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
11+ 2.03% |
$6.83K - $7.37K
|
552
$367K
|
|
|
Oct 28, 2025
Q3 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-727- 9.35% |
$451K - $487K
|
7.05K
$4.68M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-25- 0.16% |
$15.5K - $16.8K
|
15.9K
$10.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-665- 3.91% |
$413K - $446K
|
16.3K
$10.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7.22K+ 7.86% |
$4.48M - $4.84M
|
99.1K
$65.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.29K+ 2.68% |
$2.04M - $2.2M
|
126K
$83.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
318+ 1.98% |
$197K - $213K
|
16.4K
$10.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-335- 0.99% |
$208K - $224K
|
33.4K
$22.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
135+ 7.63% |
$83.8K - $90.5K
|
1.9K
$1.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.92K- 7.42% |
$1.19M - $1.29M
|
24K
$15.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
4.35KNew |
$2.7M - $2.91M
|
4.35K
$2.89M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.68K+ 30.0% |
$1.66M - $1.8M
|
11.6K
$7.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
1.13K+ 1.24% |
$701K - $757K
|
92.3K
$61.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.55K- 0.24% |
$965K - $1.04M
|
656K
$435M
|
|
|
Oct 28, 2025
Q3 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.59K+ 1.84% |
$984K - $1.06M
|
87.8K
$58.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-373- 2.25% |
$232K - $250K
|
16.2K
$10.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-98- 2.85% |
$60.8K - $65.7K
|
3.34K
$2.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
89.2KNew |
$55.4M - $59.8M
|
89.2K
$59.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
360+ 3.02% |
$223K - $241K
|
12.3K
$8.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
267+ 2.9% |
$166K - $179K
|
9.48K
$6.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
26.4K+ 283.25% |
$16.4M - $17.7M
|
35.7K
$23.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.48K+ 11.02% |
$2.16M - $2.33M
|
35.1K
$23.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
235+ 7.28% |
$146K - $157K
|
3.46K
$2.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-424- 13.77% |
$263K - $284K
|
2.66K
$1.76M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-29.5K- 2.23% |
$18.3M - $19.8M
|
1.29M
$859M
|
|
|
Oct 28, 2025
Q3 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
12+ 3.37% |
$7.45K - $8.04K
|
368
$244K
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-3.47K- 8.44% |
$2.16M - $2.33M
|
37.7K
$25M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
132+ 1.88% |
$81.9K - $88.5K
|
7.17K
$4.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-22.8K- 7.78% |
$14.2M - $15.3M
|
270K
$179M
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1+ 0.08% |
$621 - $670
|
1.27K
$843K
|
|
|
Oct 27, 2025
Q3 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-6.47K- 32.29% |
$4.02M - $4.34M
|
13.6K
$9.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
5.4K+ 9.61% |
$3.35M - $3.62M
|
61.7K
$40.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-66.4K- 5.25% |
$41.2M - $44.5M
|
1.2M
$796M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-58- 0.62% |
$36K - $38.9K
|
9.3K
$6.17M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-654- 0.53% |
$406K - $438K
|
123K
$81.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
26+ 4.16% |
$16.1K - $17.4K
|
651
$432K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-251- 14.98% |
$156K - $168K
|
1.43K
$946K
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-20- 5.06% |
$12.4K - $13.4K
|
375
$249K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-582- 3.15% |
$361K - $390K
|
17.9K
$11.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
125+ 1.21% |
$77.6K - $83.8K
|
10.5K
$6.97M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-134- 0.05% |
$83.2K - $89.8K
|
266K
$176M
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-63- 2.08% |
$39.1K - $42.2K
|
2.96K
$1.97M
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
SELL
|
- |
-105- 30.7% |
$65.2K - $70.4K
|
237
$157K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
200+ 6.45% |
$124K - $134K
|
3.3K
$2.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-106- 0.18% |
$65.8K - $71K
|
58K
$38.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
6.93K+ 25.28% |
$4.3M - $4.65M
|
34.4K
$22.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
144+ 1.86% |
$89.4K - $96.5K
|
7.88K
$5.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
48.6K+ 31.05% |
$30.2M - $32.6M
|
205K
$136M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
187+ 7.41% |
$116K - $125K
|
2.71K
$1.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
8.63K+ 3.5% |
$5.36M - $5.78M
|
255K
$169M
|