Purchases and Sales Made in Q1 2025 in Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
24.8K+ 8.28% |
$13.8M - $15.3M
|
325K
$181M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
10.1K+ 3.03% |
$5.62M - $6.25M
|
345K
$193M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
6.48K+ 9.55% |
$3.59M - $3.99M
|
74.3K
$41.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
380+ 50.07% |
$211K - $234K
|
1.14K
$636K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
224+ 0.98% |
$124K - $138K
|
23.1K
$12.9M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
110+ 1.66% |
$60.9K - $67.7K
|
6.73K
$3.75M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
86+ 1.27% |
$47.6K - $53K
|
6.88K
$3.84M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
57+ 6.26% |
$31.6K - $35.1K
|
967
$540K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
57+ 3.13% |
$31.6K - $35.1K
|
1.88K
$1.05M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
17+ 0.99% |
$9.42K - $10.5K
|
1.73K
$963K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
9+ 2.14% |
$4.99K - $5.54K
|
430
$240K
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2+ 0.34% |
$1.11K - $1.23K
|
587
$328K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-18- 0.41% |
$9.97K - $11.1K
|
4.4K
$2.46M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-30- 3.55% |
$16.6K - $18.5K
|
814
$454K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-40- 1.14% |
$22.2K - $24.6K
|
3.46K
$1.93M
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-69- 0.42% |
$38.2K - $42.5K
|
16.3K
$9.11M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-125- 3.25% |
$69.3K - $77K
|
3.72K
$2.08M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-607- 45.06% |
$336K - $374K
|
740
$413K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-791- 10.45% |
$438K - $487K
|
6.78K
$3.78M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-922- 5.36% |
$511K - $568K
|
16.3K
$9.08M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.7K- 6.59% |
$942K - $1.05M
|
24.1K
$13.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.39K- 8.4% |
$1.32M - $1.47M
|
26K
$14.5M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-8.07K- 9.99% |
$4.47M - $4.97M
|
72.7K
$40.6M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-11.3K- 79.98% |
$6.25M - $6.95M
|
2.83K
$1.58M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-13.9K- 29.13% |
$7.7M - $8.56M
|
33.8K
$18.9M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-24.6K- 23.09% |
$13.6M - $15.2M
|
81.9K
$45.7M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-45.2K- 3.87% |
$25.1M - $27.8M
|
1.12M
$627M
|