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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
703+ 13.47% |
$390K - $433K
|
5.92K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
700+ 18.92% |
$388K - $431K
|
4.4K
$2.92M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
699+ 12.03% |
$387K - $430K
|
6.51K
$4.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
698+ 3.33% |
$387K - $430K
|
21.7K
$14.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
697+ 2.85% |
$386K - $429K
|
25.1K
$16.7M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
689+ 22.85% |
$382K - $424K
|
3.7K
$2.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
685+ 232.2% |
$380K - $422K
|
980
$651K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
685New |
$380K - $422K
|
685
$455K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
679+ 6.7% |
$376K - $418K
|
10.8K
$7.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
677+ 57.86% |
$375K - $417K
|
1.85K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
677+ 41.56% |
$375K - $417K
|
2.31K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
664+ 27.4% |
$368K - $409K
|
3.09K
$2.05M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
663+ 1.04% |
$367K - $408K
|
64.6K
$42.9M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
657+ 1.53% |
$364K - $405K
|
43.7K
$29M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
651+ 132.32% |
$361K - $401K
|
1.14K
$759K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
648+ 7.03% |
$359K - $399K
|
9.86K
$6.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
648+ 4.77% |
$359K - $399K
|
14.2K
$9.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
646+ 49.46% |
$358K - $398K
|
1.95K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
646+ 4.75% |
$358K - $398K
|
14.2K
$9.45M
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
643+ 4.43% |
$356K - $396K
|
15.1K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
642New |
$356K - $395K
|
642
$426K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
641+ 10.27% |
$355K - $395K
|
6.88K
$4.57M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
640+ 8.52% |
$355K - $394K
|
8.15K
$5.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
639+ 110.75% |
$354K - $394K
|
1.22K
$807K
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
638+ 13.79% |
$353K - $393K
|
5.27K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
636+ 0.34% |
$352K - $392K
|
189K
$126M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
635+ 107.26% |
$352K - $391K
|
1.23K
$815K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
633+ 4.53% |
$351K - $390K
|
14.6K
$9.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
631+ 4.42% |
$350K - $389K
|
14.9K
$9.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
628+ 1.34% |
$348K - $387K
|
47.6K
$31.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
627+ 111.96% |
$347K - $386K
|
1.19K
$788K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
624+ 66.45% |
$346K - $384K
|
1.56K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
624+ 10.44% |
$346K - $384K
|
6.6K
$4.38M
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
621+ 3.92% |
$344K - $382K
|
16.5K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
621+ 3.52% |
$344K - $382K
|
18.3K
$12.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
620+ 7.3% |
$344K - $382K
|
9.11K
$6.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
620+ 24.56% |
$344K - $382K
|
3.14K
$2.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
619+ 4.59% |
$343K - $381K
|
14.1K
$9.36M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
619+ 3.98% |
$343K - $381K
|
16.2K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
618+ 36.1% |
$342K - $381K
|
2.33K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
609New |
$337K - $375K
|
609
$404K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
600New |
$332K - $370K
|
600
$398K
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
BUY
|
- |
599+ 3.72% |
$332K - $369K
|
16.7K
$11.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
598+ 18.8% |
$331K - $368K
|
3.78K
$2.51M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
597New |
$331K - $368K
|
597
$396K
|
|
|
Aug 13, 2025
Q1 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
597+ 15.06% |
$331K - $368K
|
4.56K
$3.03M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
596+ 18.8% |
$330K - $367K
|
3.77K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
594+ 0.23% |
$329K - $366K
|
254K
$168M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
591+ 2.29% |
$327K - $364K
|
26.4K
$17.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
588+ 15.08% |
$326K - $362K
|
4.49K
$2.98M
|