Purchases and Sales Made in Q1 2025 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 28, 2025 Q1 2025
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
2.63K
+ 2.27%
$1.46M - $1.62M
118K $78.6M
May 08, 2025 Q1 2025
Glassman Wealth Services

BUY
 -
2.6K
+ 35.05%
$1.44M - $1.6M
10K $6.66M
Apr 24, 2025 Q1 2025
Illinois Municipal Retirement Fund

BUY
 -
2.6K
+ 17.93%
$1.44M - $1.6M
17.1K $11.4M
May 12, 2025 Q1 2025
True North Advisors, LLC

BUY
 -
2.57K
New
$1.43M - $1.58M
2.57K $1.71M
Apr 14, 2025 Q1 2025
Wiser Wealth Management, Inc

BUY
 -
2.56K
+ 8.93%
$1.42M - $1.58M
31.3K $20.8M
Apr 14, 2025 Q1 2025
Capital Investment Advisors, LLC

BUY
 -
2.53K
+ 3.72%
$1.4M - $1.56M
70.6K $46.9M
Aug 28, 2025 Q1 2025
Prospera Capital Management, LLC

Gilbert, AZ
BUY
 -
2.53K
New
$1.4M - $1.56M
2.53K $1.68M
Apr 16, 2025 Q1 2025
Praetorian Wealth Management, Inc.

BUY
 -
2.51K
+ 7.84%
$1.39M - $1.55M
34.5K $22.9M
May 02, 2025 Q1 2025
Sage Mountain Advisors LLC

BUY
 -
2.5K
+ 44.29%
$1.39M - $1.54M
8.15K $5.41M
Apr 18, 2025 Q1 2025
Roth Financial Partners LLC

BUY
 -
2.49K
+ 2.72%
$1.38M - $1.53M
94K $62.4M
Apr 21, 2025 Q1 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
2.48K
+ 2.12%
$1.37M - $1.53M
119K $79.3M
Apr 30, 2025 Q1 2025
Capital Insight Partners, LLC

BUY
 -
2.48K
+ 8.5%
$1.37M - $1.53M
31.6K $21M
May 06, 2025 Q1 2025
Ames National Corp

Ames, IA
BUY
 -
2.47K
+ 4.81%
$1.37M - $1.52M
53.8K $35.7M
May 15, 2025 Q1 2025
Lakeshore Financial Planning, Inc.

St. Clair Shores, MI
BUY
 -
2.45K
+ 3.2%
$1.36M - $1.51M
78.9K $52.4M
Apr 16, 2025 Q1 2025
Arkansas Financial Group, Inc.

BUY
 -
2.44K
+ 4.23%
$1.35M - $1.5M
60.1K $39.9M
Apr 25, 2025 Q1 2025
Albion Financial Group

BUY
 -
2.44K
+ 1078.76%
$1.35M - $1.5M
2.66K $1.77M
May 15, 2025 Q1 2025
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
2.42K
+ 37.83%
$1.34M - $1.49M
8.81K $5.85M
May 12, 2025 Q1 2025
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
2.42K
+ 33.43%
$1.34M - $1.49M
9.65K $6.41M
May 14, 2025 Q1 2025
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.41K
+ 4.22%
$1.34M - $1.48M
59.6K $39.6M
Apr 25, 2025 Q1 2025
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
2.39K
+ 2.02%
$1.32M - $1.47M
121K $80.2M
May 13, 2025 Q1 2025
Bokf, Na

Tulsa, OK
BUY
 -
2.38K
+ 1.93%
$1.32M - $1.47M
126K $83.4M
Apr 07, 2025 Q1 2025
Stairway Partners, LLC

BUY
 -
2.38K
+ 1.0%
$1.32M - $1.46M
240K $159M
Apr 24, 2025 Q1 2025
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
2.38K
+ 15.96%
$1.32M - $1.46M
17.3K $11.5M
Apr 16, 2025 Q1 2025
Everpar Advisors LLC

Tulsa, OK
BUY
 -
2.37K
+ 28.53%
$1.32M - $1.46M
10.7K $7.1M
May 05, 2025 Q1 2025
Ifp Advisors, Inc

BUY
 -
2.37K
+ 5.04%
$1.31M - $1.46M
49.3K $32.7M
Apr 22, 2025 Q1 2025
Valmark Advisers, Inc.

BUY
 -
2.35K
+ 4.05%
$1.3M - $1.45M
60.4K $40.1M
Apr 17, 2025 Q1 2025
Brighton Jones LLC

BUY
 -
2.33K
+ 5.88%
$1.29M - $1.44M
42K $27.9M
May 06, 2025 Q1 2025
My Wealth Management Inc.

BUY
 -
2.32K
+ 12.9%
$1.28M - $1.43M
20.3K $13.5M
May 09, 2025 Q1 2025
Sfmg, LLC

BUY
 -
2.32K
+ 0.93%
$1.28M - $1.43M
252K $167M
May 14, 2025 Q1 2025
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
2.32K
+ 0.5%
$1.28M - $1.43M
469K $312M
Apr 10, 2025 Q1 2025
Wealth Group LTD

Eden Prairie, MN
BUY
 -
2.27K
+ 1.17%
$1.26M - $1.4M
197K $131M
Apr 09, 2025 Q1 2025
Buska Wealth Management, LLC

Wausau, WI
BUY
 -
2.26K
+ 2.42%
$1.25M - $1.39M
95.9K $63.7M
Apr 29, 2025 Q1 2025
Financiere Des Professionnels Fonds D,Investissement Inc.

Montreal, A8
BUY
 -
2.25K
+ 5.17%
$1.25M - $1.39M
45.8K $30.4M
Apr 15, 2025 Q1 2025
Magnolia Private Wealth, LLC

Philadelphia, PA
BUY
 -
2.23K
+ 86.02%
$1.24M - $1.38M
4.83K $3.21M
Apr 29, 2025 Q1 2025
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
2.23K
+ 4.88%
$1.24M - $1.37M
47.9K $31.8M
Apr 24, 2025 Q1 2025
Canvas Wealth Advisors, LLC

BUY
 -
2.2K
+ 11.24%
$1.22M - $1.35M
21.7K $14.4M
May 14, 2025 Q1 2025
Idaho Trust Bank

Boise, ID
BUY
 -
2.19K
+ 24.68%
$1.21M - $1.35M
11.1K $7.35M
May 14, 2025 Q1 2025
Orion Capital Management LLC

BUY
 -
2.17K
+ 6.87%
$1.2M - $1.34M
33.8K $22.4M
Apr 24, 2025 Q1 2025
Hunter Perkins Capital Management, LLC

BUY
 -
2.14K
New
$1.19M - $1.32M
2.14K $1.42M
May 08, 2025 Q1 2025
Wealthquest Corp

Cincinnati, OH
BUY
 -
2.11K
New
$1.17M - $1.3M
2.11K $1.4M
Apr 25, 2025 Q1 2025
Keystone Financial Services, LLC

Omaha, NE
BUY
 -
2.09K
+ 32.92%
$1.16M - $1.29M
8.44K $5.6M
Apr 23, 2025 Q1 2025
Archford Capital Strategies, LLC

BUY
 -
2.09K
+ 79.98%
$1.16M - $1.29M
4.7K $3.12M
Apr 16, 2025 Q1 2025
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
2.09K
+ 7.4%
$1.16M - $1.29M
30.3K $20.1M
Apr 17, 2025 Q1 2025
Precision Wealth Strategies, LLC

BUY
 -
2.06K
New
$1.14M - $1.27M
2.06K $1.37M
Apr 22, 2025 Q1 2025
Bernardo Wealth Planning LLC

BUY
 -
2.06K
+ 2.71%
$1.14M - $1.27M
78K $51.8M
May 07, 2025 Q1 2025
Atlantic Family Wealth, LLC

Coral Gables, FL
BUY
 -
2.05K
+ 4.24%
$1.14M - $1.26M
50.4K $33.5M
Apr 15, 2025 Q1 2025
Curated Wealth Partners LLC

BUY
 -
2.04K
+ 17.01%
$1.13M - $1.26M
14K $9.32M
Apr 30, 2025 Q1 2025
May Hill Capital, LLC

Cohasset, MA
BUY
 -
2.04K
+ 2.37%
$1.13M - $1.25M
87.9K $58.3M
May 09, 2025 Q1 2025
Wbh Advisory Inc

BUY
 -
2.03K
+ 5.9%
$1.12M - $1.25M
36.4K $24.2M

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