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 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
502+ 22.99% |
$278K - $309K
|
2.69K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
502+ 1.01% |
$278K - $309K
|
50.4K
$33.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
498+ 31.22% |
$276K - $307K
|
2.09K
$1.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
497+ 1.21% |
$275K - $306K
|
41.4K
$27.5M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
497+ 3.27% |
$275K - $306K
|
15.7K
$10.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
495+ 3.12% |
$274K - $305K
|
16.4K
$10.9M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
495+ 34.66% |
$274K - $305K
|
1.92K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
495+ 65.74% |
$274K - $305K
|
1.25K
$829K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
494+ 16.91% |
$274K - $304K
|
3.42K
$2.27M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
494+ 0.31% |
$274K - $304K
|
159K
$106M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
494+ 0.9% |
$274K - $304K
|
55.3K
$36.7M
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
493New |
$273K - $304K
|
493
$327K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
492+ 16.12% |
$273K - $303K
|
3.54K
$2.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
492New |
$273K - $303K
|
492
$327K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
491+ 6.24% |
$272K - $302K
|
8.37K
$5.55M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
488+ 36.17% |
$270K - $301K
|
1.84K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
487+ 26.18% |
$270K - $300K
|
2.35K
$1.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
485+ 5.3% |
$269K - $299K
|
9.64K
$6.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
485New |
$269K - $299K
|
485
$322K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
483+ 9.58% |
$268K - $297K
|
5.52K
$3.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
480+ 1.6% |
$266K - $296K
|
30.6K
$20.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
480+ 16.59% |
$266K - $296K
|
3.37K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
478+ 11.95% |
$265K - $294K
|
4.48K
$2.97M
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
476New |
$264K - $293K
|
476
$316K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
475+ 2.17% |
$263K - $293K
|
22.3K
$14.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
474+ 2.64% |
$263K - $292K
|
18.4K
$12.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
470+ 10.61% |
$260K - $289K
|
4.9K
$3.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
469+ 30.67% |
$260K - $289K
|
2K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
466+ 1.04% |
$258K - $287K
|
45.1K
$30M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
466+ 32.68% |
$258K - $287K
|
1.89K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
465+ 1.6% |
$258K - $286K
|
29.5K
$19.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
463New |
$257K - $285K
|
463
$307K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
462+ 1.7% |
$256K - $285K
|
27.6K
$18.3M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
461New |
$255K - $284K
|
461
$306K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
460New |
$255K - $283K
|
460
$305K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
460+ 2.99% |
$255K - $283K
|
15.9K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
459+ 27.37% |
$254K - $283K
|
2.14K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
457+ 6.69% |
$253K - $281K
|
7.28K
$4.84M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
457+ 14.04% |
$253K - $281K
|
3.71K
$2.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
453New |
$251K - $279K
|
453
$301K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
451+ 7.8% |
$250K - $278K
|
6.23K
$4.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
448+ 2.12% |
$248K - $276K
|
21.6K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
448+ 40.25% |
$248K - $276K
|
1.56K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
447+ 20.78% |
$248K - $275K
|
2.6K
$1.73M
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
445+ 1.76% |
$247K - $274K
|
25.7K
$17.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
442+ 0.91% |
$245K - $272K
|
49.1K
$32.6M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
442+ 7.48% |
$245K - $272K
|
6.35K
$4.22M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
442+ 2.95% |
$245K - $272K
|
15.4K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
441+ 10.59% |
$244K - $272K
|
4.61K
$3.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
439+ 10.04% |
$243K - $270K
|
4.81K
$3.2M
|