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 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
1.61K+ 7.14% |
$891K - $990K
|
24.1K
$16M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.6K+ 9.67% |
$888K - $987K
|
18.2K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.6K+ 2.4% |
$884K - $983K
|
68.1K
$45.2M
|
|
|
May 12, 2025
Q1 2025
|
Bank Of Finland
|
BUY
|
- |
1.59K+ 0.31% |
$882K - $980K
|
517K
$343M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
1.59K+ 3.02% |
$881K - $979K
|
54.2K
$36M
|
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
1.57K+ 30.39% |
$870K - $967K
|
6.74K
$4.47M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.57K+ 5.51% |
$867K - $964K
|
30K
$19.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.56K+ 4.19% |
$863K - $959K
|
38.7K
$25.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
1.54K+ 3.01% |
$855K - $950K
|
52.9K
$35.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
BUY
|
- |
1.54K+ 6.56% |
$854K - $950K
|
25K
$16.6M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.54K+ 6.28% |
$854K - $949K
|
26.1K
$17.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.53K+ 3.07% |
$849K - $944K
|
51.4K
$34.1M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.53K+ 11.78% |
$846K - $940K
|
14.5K
$9.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.52K+ 1.1% |
$844K - $938K
|
141K
$93.3M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.51K+ 18.13% |
$836K - $929K
|
9.82K
$6.52M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.5K+ 12.44% |
$830K - $923K
|
13.5K
$8.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.5KNew |
$829K - $921K
|
1.5K
$993K
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
1.49K+ 65.86% |
$827K - $919K
|
3.76K
$2.5M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1.49K+ 3.46% |
$824K - $916K
|
44.5K
$29.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
BUY
|
- |
1.48K+ 1.3% |
$822K - $913K
|
115K
$76.6M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.48K+ 4.94% |
$818K - $909K
|
31.3K
$20.8M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
1.47K+ 129.85% |
$812K - $903K
|
2.6K
$1.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
1.46K+ 1.13% |
$809K - $900K
|
131K
$87M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.46K+ 1.7% |
$809K - $899K
|
87.5K
$58.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.45K+ 1.79% |
$805K - $895K
|
82.5K
$54.8M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.45K+ 98.84% |
$804K - $894K
|
2.92K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.45K+ 17.2% |
$803K - $892K
|
9.87K
$6.55M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.44K+ 1.79% |
$798K - $887K
|
82.1K
$54.5M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.43K+ 694.66% |
$793K - $881K
|
1.64K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.43K+ 4.26% |
$791K - $879K
|
35K
$23.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.41K+ 2.32% |
$783K - $871K
|
62.3K
$41.4M
|
|
|
Jul 18, 2025
Q1 2025
|
Vigilare Wealth Management
|
BUY
|
- |
1.4K+ 31.0% |
$777K - $863K
|
5.92K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
1.4K+ 8.64% |
$776K - $862K
|
17.6K
$11.7M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.38K+ 84.03% |
$767K - $852K
|
3.03K
$2.01M
|
|
|
May 09, 2025
Q1 2025
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
1.38K+ 132.69% |
$765K - $850K
|
2.42K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.38K+ 1.51% |
$764K - $849K
|
92.4K
$61.4M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.38K+ 303.08% |
$764K - $849K
|
1.83K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.36K+ 4.45% |
$751K - $834K
|
31.8K
$21.1M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.35K+ 2.36% |
$750K - $833K
|
58.6K
$38.9M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.35K+ 5.46% |
$749K - $833K
|
26.1K
$17.4M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.35KNew |
$749K - $832K
|
1.35K
$897K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.35K+ 156.63% |
$746K - $830K
|
2.21K
$1.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.33K+ 88.64% |
$735K - $817K
|
2.82K
$1.87M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.32K+ 2.83% |
$732K - $814K
|
48K
$31.8M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.32K+ 3.2% |
$730K - $811K
|
42.4K
$28.2M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
1.32K+ 1.06% |
$730K - $811K
|
126K
$83.5M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.3K+ 0.43% |
$722K - $803K
|
304K
$202M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
1.3KNew |
$721K - $801K
|
1.3K
$864K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.29K+ 22.61% |
$712K - $791K
|
6.97K
$4.63M
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
1.28K+ 195.43% |
$711K - $791K
|
1.94K
$1.29M
|