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
|
Successful Portfolios LLC
|
BUY
|
- |
370+ 3.75% |
$205K - $228K
|
10.2K
$6.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
369+ 24.75% |
$204K - $227K
|
1.86K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
368New |
$204K - $227K
|
368
$244K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
365+ 10.52% |
$202K - $225K
|
3.83K
$2.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
365+ 0.28% |
$202K - $225K
|
132K
$87.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
364+ 17.41% |
$202K - $224K
|
2.46K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
364+ 25.45% |
$202K - $224K
|
1.79K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
364New |
$202K - $224K
|
364
$242K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
363+ 24.76% |
$201K - $224K
|
1.83K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
361+ 1.73% |
$200K - $222K
|
21.2K
$14.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
360New |
$199K - $222K
|
360
$239K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
360+ 1.22% |
$199K - $222K
|
29.9K
$19.8M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
360New |
$199K - $222K
|
360
$239K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
360+ 0.9% |
$199K - $222K
|
40.3K
$26.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
358+ 47.42% |
$198K - $220K
|
1.11K
$739K
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
357New |
$198K - $220K
|
357
$237K
|
|
|
May 15, 2025
Q1 2025
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
356New |
$197K - $219K
|
356
$236K
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
355+ 3.57% |
$197K - $219K
|
10.3K
$6.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
354+ 22.38% |
$196K - $218K
|
1.94K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
353+ 90.05% |
$196K - $217K
|
745
$495K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
352+ 9.44% |
$195K - $217K
|
4.08K
$2.71M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
348+ 0.57% |
$193K - $214K
|
61.7K
$41M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
342+ 79.53% |
$189K - $211K
|
772
$513K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
341+ 8.65% |
$189K - $210K
|
4.28K
$2.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
337+ 0.1% |
$187K - $208K
|
327K
$217M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
335+ 9.17% |
$186K - $206K
|
3.99K
$2.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
333+ 0.99% |
$185K - $205K
|
33.9K
$22.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
332+ 0.7% |
$184K - $204K
|
47.7K
$31.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
332+ 5.34% |
$184K - $204K
|
6.55K
$4.35M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
327+ 0.78% |
$181K - $201K
|
42.4K
$28.2M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
326+ 32.12% |
$181K - $201K
|
1.34K
$890K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
325+ 5.82% |
$180K - $200K
|
5.91K
$3.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
BUY
|
- |
322+ 3.7% |
$178K - $198K
|
9.03K
$5.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
321+ 276.72% |
$178K - $198K
|
437
$290K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
319+ 6.29% |
$177K - $196K
|
5.39K
$3.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
318+ 85.25% |
$176K - $196K
|
691
$459K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
317+ 1.29% |
$176K - $195K
|
25K
$16.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
310+ 3.47% |
$172K - $191K
|
9.25K
$6.14M
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
309+ 2.27% |
$171K - $190K
|
13.9K
$9.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
306+ 2.86% |
$170K - $188K
|
11K
$7.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
304+ 1.53% |
$168K - $187K
|
20.1K
$13.4M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
301+ 0.57% |
$167K - $185K
|
53.1K
$35.2M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
299+ 1.26% |
$166K - $184K
|
24K
$15.9M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
299+ 0.43% |
$166K - $184K
|
70.4K
$46.7M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
298+ 39.47% |
$165K - $184K
|
1.05K
$699K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
297+ 3.66% |
$165K - $183K
|
8.41K
$5.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
286+ 2.37% |
$158K - $176K
|
12.3K
$8.19M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
286+ 1.61% |
$158K - $176K
|
18.1K
$12M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
285+ 5.87% |
$158K - $176K
|
5.14K
$3.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
285+ 2.85% |
$158K - $176K
|
10.3K
$6.82M
|