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 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
587+ 3.28% |
$325K - $362K
|
18.5K
$12.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
585+ 8.26% |
$324K - $360K
|
7.67K
$5.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
580+ 8.6% |
$321K - $357K
|
7.33K
$4.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
578+ 3.16% |
$320K - $356K
|
18.9K
$12.5M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
575New |
$319K - $354K
|
575
$382K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
572+ 8.1% |
$317K - $352K
|
7.64K
$5.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
571+ 4.19% |
$316K - $352K
|
14.2K
$9.42M
|
|
|
Sep 23, 2025
Q1 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
570+ 2.14% |
$316K - $351K
|
27.1K
$18M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
568New |
$315K - $350K
|
568
$377K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
567+ 8.05% |
$314K - $349K
|
7.61K
$5.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
567+ 44.4% |
$314K - $349K
|
1.84K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
567+ 8.05% |
$314K - $349K
|
7.61K
$5.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
BUY
|
- |
567+ 8.56% |
$314K - $349K
|
7.19K
$4.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
566+ 3.55% |
$314K - $349K
|
16.5K
$10.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
562New |
$311K - $346K
|
562
$373K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
562+ 1.42% |
$311K - $346K
|
40.2K
$26.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
560+ 2.83% |
$310K - $345K
|
20.4K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
559New |
$310K - $344K
|
559
$371K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
557New |
$309K - $343K
|
557
$370K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
556New |
$308K - $342K
|
556
$369K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
555+ 33.19% |
$308K - $342K
|
2.23K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
553+ 51.68% |
$306K - $341K
|
1.62K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
551+ 7.39% |
$305K - $339K
|
8K
$5.31M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
550+ 3.04% |
$305K - $339K
|
18.6K
$12.4M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
547+ 2.6% |
$303K - $337K
|
21.6K
$14.3M
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
542+ 78.21% |
$300K - $334K
|
1.24K
$820K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
542New |
$300K - $334K
|
542
$360K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
542+ 4169.23% |
$300K - $334K
|
555
$369K
|
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
540New |
$299K - $333K
|
540
$359K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
538+ 2.62% |
$298K - $331K
|
21.1K
$14M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
535+ 8.22% |
$296K - $329K
|
7.05K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
535+ 0.64% |
$296K - $329K
|
84.4K
$56.1M
|
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
534+ 57.36% |
$296K - $329K
|
1.47K
$973K
|
|
|
May 14, 2025
Q1 2025
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
532New |
$295K - $328K
|
532
$353K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
529+ 22.1% |
$293K - $326K
|
2.92K
$1.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
527New |
$292K - $325K
|
527
$350K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
526+ 0.66% |
$291K - $324K
|
80.2K
$53.2M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
525+ 22.11% |
$291K - $323K
|
2.9K
$1.93M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
522+ 2.35% |
$289K - $321K
|
22.7K
$15.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
521New |
$289K - $321K
|
521
$346K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
520+ 113.54% |
$288K - $320K
|
978
$649K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
519+ 3.25% |
$288K - $320K
|
16.5K
$11M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
518+ 0.94% |
$287K - $319K
|
55.8K
$37.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
515+ 1.0% |
$285K - $317K
|
51.9K
$34.5M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
511+ 4.49% |
$283K - $315K
|
11.9K
$7.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
510New |
$283K - $314K
|
510
$339K
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
509+ 31.61% |
$282K - $313K
|
2.12K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
508+ 11.75% |
$281K - $313K
|
4.83K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
508+ 4.76% |
$281K - $313K
|
11.2K
$7.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
507+ 36.85% |
$281K - $312K
|
1.88K
$1.25M
|