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 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
438New |
$243K - $270K
|
438
$291K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
437+ 2.79% |
$242K - $269K
|
16.1K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
436+ 0.69% |
$242K - $269K
|
63.5K
$42.2M
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
435+ 0.94% |
$241K - $268K
|
46.8K
$31.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
433+ 1.29% |
$240K - $267K
|
33.9K
$22.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
432+ 18.42% |
$239K - $266K
|
2.78K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
431+ 0.96% |
$239K - $265K
|
45.4K
$30.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
430+ 10.58% |
$238K - $265K
|
4.5K
$2.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
429New |
$238K - $264K
|
429
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
423+ 1.39% |
$234K - $261K
|
30.9K
$20.5M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
423+ 117.5% |
$234K - $261K
|
783
$520K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
422+ 56.34% |
$234K - $260K
|
1.17K
$778K
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
421New |
$233K - $259K
|
421
$280K
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
419+ 55.06% |
$232K - $258K
|
1.18K
$783K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
417+ 13.56% |
$231K - $257K
|
3.49K
$2.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
416+ 7.97% |
$230K - $256K
|
5.64K
$3.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
415New |
$230K - $256K
|
415
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
414+ 56.79% |
$229K - $255K
|
1.14K
$759K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
413+ 0.52% |
$229K - $254K
|
80.3K
$53.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
412New |
$228K - $254K
|
412
$274K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
412+ 51.31% |
$228K - $254K
|
1.22K
$807K
|
|
|
May 14, 2025
Q1 2025
|
Pembroke Management, LTD
|
BUY
|
- |
412+ 1.69% |
$228K - $254K
|
24.7K
$16.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
411+ 5.41% |
$228K - $253K
|
8K
$5.31M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
411New |
$228K - $253K
|
411
$273K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
410+ 19.25% |
$227K - $252K
|
2.54K
$1.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
410+ 17.21% |
$227K - $252K
|
2.79K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
406New |
$225K - $250K
|
406
$270K
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
403+ 0.5% |
$223K - $248K
|
80.7K
$53.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
402+ 0.71% |
$223K - $248K
|
57.1K
$37.9M
|
|
|
May 01, 2025
Q1 2025
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
400+ 6.25% |
$222K - $246K
|
6.8K
$4.52M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
400+ 400.0% |
$222K - $246K
|
500
$332K
|
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
400+ 1.05% |
$222K - $246K
|
38.3K
$25.5M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
399New |
$221K - $246K
|
399
$265K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
398+ 3.43% |
$221K - $245K
|
12K
$7.98M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
395+ 3.68% |
$219K - $243K
|
11.1K
$7.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
395+ 69.91% |
$219K - $243K
|
960
$637K
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
BUY
|
- |
395+ 2.11% |
$219K - $243K
|
19.2K
$12.7M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
391+ 0.42% |
$217K - $241K
|
93.4K
$62M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
391+ 3.43% |
$217K - $241K
|
11.8K
$7.84M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
388+ 170.93% |
$215K - $239K
|
615
$408K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
388+ 11.25% |
$215K - $239K
|
3.84K
$2.55M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
387New |
$214K - $238K
|
387
$257K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
386+ 8.13% |
$214K - $238K
|
5.13K
$3.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
384+ 3.01% |
$213K - $236K
|
13.2K
$8.74M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
384+ 2.59% |
$213K - $236K
|
15.2K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
383+ 5.57% |
$212K - $236K
|
7.25K
$4.82M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
380+ 50.07% |
$211K - $234K
|
1.14K
$756K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
379+ 10.91% |
$210K - $233K
|
3.85K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
375New |
$208K - $231K
|
375
$249K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
372New |
$206K - $229K
|
372
$247K
|