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 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-8.11K- 8.59% |
$4.05M - $5.04M
|
86.4K
$53.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-23.1K- 3.69% |
$11.5M - $14.4M
|
604K
$375M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
42+ 2.76% |
$20.9K - $26.1K
|
1.56K
$969K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
248+ 3.1% |
$124K - $154K
|
8.26K
$5.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
974+ 2.03% |
$486K - $605K
|
48.9K
$30.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-200- 8.79% |
$99.8K - $124K
|
2.08K
$1.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.14K+ 212.31% |
$1.57M - $1.95M
|
4.62K
$2.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
16+ 1.15% |
$7.98K - $9.93K
|
1.4K
$871K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-85- 12.41% |
$42.4K - $52.8K
|
600
$372K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.41K+ 3.57% |
$703K - $875K
|
40.9K
$25.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.45K+ 7.14% |
$1.22M - $1.52M
|
36.7K
$22.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-77- 2.6% |
$38.4K - $47.8K
|
2.88K
$1.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-4- 0.51% |
$2K - $2.48K
|
773
$480K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
238+ 2.98% |
$119K - $148K
|
8.23K
$5.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-357- 4.59% |
$178K - $222K
|
7.42K
$4.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-48- 0.55% |
$23.9K - $29.8K
|
8.64K
$5.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-447- 2.98% |
$223K - $278K
|
14.6K
$9.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
67+ 0.06% |
$33.4K - $41.6K
|
120K
$74.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
422+ 2.28% |
$210K - $262K
|
19K
$11.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-137K- 13.66% |
$68.1M - $84.8M
|
863K
$536M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-45- 1.45% |
$22.4K - $27.9K
|
3.05K
$1.89M
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-23- 1.86% |
$11.5K - $14.3K
|
1.21K
$752K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
140+ 2.81% |
$69.8K - $86.9K
|
5.13K
$3.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
120+ 4.66% |
$59.9K - $74.5K
|
2.7K
$1.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.25% |
$499 - $621
|
398
$247K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-335- 6.62% |
$167K - $208K
|
4.72K
$2.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-154- 2.33% |
$76.8K - $95.6K
|
6.47K
$4.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.45K+ 262.32% |
$4.72M - $5.87M
|
13.1K
$8.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
6.96K+ 79.55% |
$3.47M - $4.32M
|
15.7K
$9.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-476- 3.53% |
$237K - $296K
|
13K
$8.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-30- 0.35% |
$15K - $18.6K
|
8.63K
$5.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.19% |
$2K - $2.48K
|
2.08K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4.54K- 3.14% |
$2.26M - $2.82M
|
140K
$86.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
549+ 0.88% |
$274K - $341K
|
63K
$39.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-346- 2.09% |
$173K - $215K
|
16.2K
$10M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.87K+ 2.56% |
$1.43M - $1.78M
|
115K
$71.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-8- 2.1% |
$3.99K - $4.97K
|
373
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-5.41K- 36.96% |
$2.7M - $3.36M
|
9.23K
$5.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
279+ 12.46% |
$139K - $173K
|
2.52K
$1.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-523- 29.72% |
$261K - $325K
|
1.24K
$768K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-66- 2.52% |
$32.9K - $41K
|
2.55K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
2.41K+ 7.38% |
$1.2M - $1.5M
|
35.1K
$21.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-552- 8.36% |
$275K - $343K
|
6.05K
$3.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
3.4K+ 50.01% |
$1.69M - $2.11M
|
10.2K
$6.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-925- 3.05% |
$461K - $574K
|
29.4K
$18.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.59K- 4.98% |
$1.79M - $2.23M
|
68.5K
$42.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.37K- 61.34% |
$681K - $848K
|
861
$534K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
1+ 0.12% |
$499 - $621
|
847
$526K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
12+ 2.84% |
$5.99K - $7.45K
|
435
$270K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-159K- 71.23% |
$79.5M - $98.9M
|
64.3K
$39.9M
|