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 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
285+ 20.37% |
$158K - $176K
|
1.68K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
285+ 0.1% |
$158K - $176K
|
273K
$185M
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
281+ 58.18% |
$156K - $173K
|
764
$519K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
281+ 3.59% |
$156K - $173K
|
8.12K
$5.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
279+ 6.49% |
$155K - $172K
|
4.58K
$3.11M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
276+ 1.18% |
$153K - $170K
|
23.8K
$16.1M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
275+ 2.57% |
$152K - $169K
|
11K
$7.46M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
275+ 15.24% |
$152K - $169K
|
2.08K
$1.41M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
273+ 3.05% |
$151K - $168K
|
9.21K
$6.25M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
272+ 11.12% |
$151K - $168K
|
2.72K
$1.84M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
272+ 2.26% |
$151K - $168K
|
12.3K
$8.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
271+ 20.21% |
$150K - $167K
|
1.61K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
269+ 9.51% |
$149K - $166K
|
3.1K
$2.1M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
269+ 8.96% |
$149K - $166K
|
3.27K
$2.22M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
268+ 1.9% |
$148K - $165K
|
14.4K
$9.74M
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
267+ 0.86% |
$148K - $164K
|
31.5K
$21.4M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
267+ 21.41% |
$148K - $164K
|
1.51K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
267+ 5.73% |
$148K - $164K
|
4.92K
$3.34M
|
|
|
Aug 27, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
267+ 5.73% |
$148K - $164K
|
4.92K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
266+ 8.43% |
$147K - $164K
|
3.42K
$2.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
264+ 22.56% |
$146K - $163K
|
1.43K
$973K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
262+ 2.61% |
$145K - $161K
|
10.3K
$7M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
260+ 6.93% |
$144K - $160K
|
4.01K
$2.72M
|
|
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
255+ 11.53% |
$141K - $157K
|
2.47K
$1.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
254+ 3.32% |
$141K - $156K
|
7.91K
$5.37M
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
BUY
|
- |
254New |
$141K - $156K
|
254
$172K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
252+ 1.3% |
$140K - $155K
|
19.7K
$13.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
250+ 4.83% |
$139K - $154K
|
5.43K
$3.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
250+ 10.47% |
$139K - $154K
|
2.64K
$1.79M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
247+ 8.38% |
$137K - $152K
|
3.19K
$2.17M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
247+ 0.96% |
$137K - $152K
|
25.9K
$17.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
246+ 0.58% |
$136K - $151K
|
43K
$29.2M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
245+ 18.89% |
$136K - $151K
|
1.54K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
244+ 62.72% |
$135K - $150K
|
633
$430K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
242+ 0.08% |
$134K - $149K
|
294K
$199M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
241+ 25.21% |
$134K - $148K
|
1.2K
$813K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
241+ 2.16% |
$134K - $148K
|
11.4K
$7.74M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
241+ 8.16% |
$134K - $148K
|
3.19K
$2.17M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
240+ 1.21% |
$133K - $148K
|
20.1K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
239+ 143.11% |
$132K - $147K
|
406
$276K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
237+ 16.27% |
$131K - $146K
|
1.69K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
237New |
$131K - $146K
|
237
$161K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
237+ 25.85% |
$131K - $146K
|
1.15K
$783K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
237+ 353.73% |
$131K - $146K
|
304
$206K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
236+ 1.09% |
$131K - $145K
|
21.8K
$14.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
236+ 120.41% |
$131K - $145K
|
432
$293K
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
234+ 12.24% |
$130K - $144K
|
2.15K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
233+ 15.55% |
$129K - $143K
|
1.73K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
231+ 12.67% |
$128K - $142K
|
2.05K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
230+ 5.57% |
$127K - $142K
|
4.36K
$2.96M
|