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 27, 2025
Q3 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-94- 4.34% |
$58.3K - $63K
|
2.07K
$1.38M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-30- 0.44% |
$18.6K - $20.1K
|
6.72K
$4.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-64- 4.58% |
$39.7K - $42.9K
|
1.33K
$886K
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
405New |
$251K - $271K
|
405
$269K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-637- 9.35% |
$395K - $427K
|
6.18K
$4.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
57+ 0.19% |
$35.4K - $38.2K
|
30.8K
$20.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
50+ 1.99% |
$31K - $33.5K
|
2.56K
$1.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-651- 19.88% |
$404K - $436K
|
2.62K
$1.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
465+ 90.47% |
$289K - $312K
|
979
$650K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-221- 3.04% |
$137K - $148K
|
7.05K
$4.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-33- 1.78% |
$20.5K - $22.1K
|
1.82K
$1.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.29K- 6.41% |
$2.66M - $2.88M
|
62.6K
$41.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
612+ 29.75% |
$380K - $410K
|
2.67K
$1.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-1.98K- 4.71% |
$1.23M - $1.33M
|
40.1K
$26.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-195- 40.46% |
$121K - $131K
|
287
$191K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.48K- 0.63% |
$915K - $988K
|
233K
$155M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.14K+ 10.28% |
$5.67M - $6.12M
|
98K
$65.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Divergent Planning, LLC
|
BUY
|
- |
4.07K+ 2.84% |
$2.53M - $2.73M
|
148K
$98M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
478+ 4.52% |
$297K - $320K
|
11.1K
$7.34M
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
BUY
|
- |
381+ 0.68% |
$236K - $255K
|
56.4K
$37.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
SELL
|
- |
-16- 0.67% |
$9.93K - $10.7K
|
2.38K
$1.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-4.15K- 0.81% |
$2.57M - $2.78M
|
508K
$337M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
2.68K+ 7.65% |
$1.66M - $1.79M
|
37.6K
$25M
|
|
|
Oct 27, 2025
Q3 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-1.88K- 28.1% |
$1.17M - $1.26M
|
4.81K
$3.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
4.65K+ 79.29% |
$2.89M - $3.12M
|
10.5K
$6.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-216- 0.4% |
$134K - $145K
|
53.4K
$35.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.18K- 13.27% |
$732K - $791K
|
7.71K
$5.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-466- 10.72% |
$289K - $312K
|
3.88K
$2.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
29.5K+ 284.53% |
$18.3M - $19.8M
|
39.8K
$26.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-363- 0.49% |
$225K - $243K
|
73.1K
$48.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
4+ 0.04% |
$2.48K - $2.68K
|
9.14K
$6.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
197+ 1.05% |
$122K - $132K
|
19K
$12.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-868- 5.27% |
$539K - $582K
|
15.6K
$10.4M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-1.43K- 7.72% |
$889K - $960K
|
17.1K
$11.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.12% |
$621 - $670
|
803
$533K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
642+ 3.12% |
$398K - $430K
|
21.2K
$14.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
384+ 1.77% |
$238K - $257K
|
22.1K
$14.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5- 0.47% |
$3.1K - $3.35K
|
1.07K
$710K
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
403+ 1.96% |
$250K - $270K
|
21K
$13.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
13.3K+ 9.71% |
$8.27M - $8.93M
|
151K
$99.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
90+ 1.81% |
$55.9K - $60.3K
|
5.06K
$3.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
910+ 3.61% |
$565K - $610K
|
26.1K
$17.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
232+ 61.05% |
$144K - $155K
|
612
$406K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
86+ 3.72% |
$53.4K - $57.6K
|
2.4K
$1.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
1.05K+ 10.26% |
$649K - $701K
|
11.2K
$7.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-200- 36.04% |
$124K - $134K
|
355
$236K
|
|
|
Oct 27, 2025
Q3 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-284- 2.71% |
$176K - $190K
|
10.2K
$6.78M
|
|
|
Oct 27, 2025
Q3 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-293- 0.22% |
$182K - $196K
|
134K
$89.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
30.9KNew |
$19.2M - $20.7M
|
30.9K
$20.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-84- 2.27% |
$52.1K - $56.3K
|
3.62K
$2.4M
|