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 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
229+ 5.2% |
$127K - $141K
|
4.64K
$3.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
229+ 32.9% |
$127K - $141K
|
925
$628K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
229+ 1.99% |
$127K - $141K
|
11.7K
$7.96M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
228+ 18.45% |
$126K - $140K
|
1.46K
$994K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
227+ 28.34% |
$126K - $140K
|
1.03K
$698K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
227+ 0.59% |
$126K - $140K
|
38.7K
$26.3M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
225+ 13.42% |
$125K - $139K
|
1.9K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
225+ 6.09% |
$125K - $139K
|
3.92K
$2.66M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
224+ 0.98% |
$124K - $138K
|
23.1K
$15.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
223+ 38.58% |
$124K - $137K
|
801
$544K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
223+ 6.89% |
$124K - $137K
|
3.46K
$2.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
222+ 1.25% |
$123K - $137K
|
18K
$12.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
222+ 16.55% |
$123K - $137K
|
1.56K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
221+ 20.73% |
$122K - $136K
|
1.29K
$874K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
220New |
$122K - $135K
|
220
$149K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
216+ 0.27% |
$120K - $133K
|
80.9K
$54.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
214+ 16.93% |
$119K - $132K
|
1.48K
$1M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
214+ 4.4% |
$119K - $132K
|
5.08K
$3.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
213+ 19.42% |
$118K - $131K
|
1.31K
$889K
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
212+ 1.11% |
$117K - $131K
|
19.3K
$13.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
212+ 9.87% |
$117K - $131K
|
2.36K
$1.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
211+ 2.22% |
$117K - $130K
|
9.71K
$6.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
210+ 0.78% |
$116K - $129K
|
27K
$18.3M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
209New |
$116K - $129K
|
209
$142K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
208+ 5.69% |
$115K - $128K
|
3.86K
$2.62M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
208+ 1.0% |
$115K - $128K
|
21.1K
$14.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
206+ 10.39% |
$114K - $127K
|
2.19K
$1.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
205+ 15.81% |
$114K - $126K
|
1.5K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
205+ 2.0% |
$114K - $126K
|
10.5K
$7.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
204+ 18.98% |
$113K - $126K
|
1.28K
$868K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
204+ 2.8% |
$113K - $126K
|
7.5K
$5.09M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
202+ 3.51% |
$112K - $124K
|
5.96K
$4.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
200+ 13.89% |
$111K - $123K
|
1.64K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
198+ 26.47% |
$110K - $122K
|
946
$642K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
197+ 3.37% |
$109K - $121K
|
6.04K
$4.1M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
197+ 0.81% |
$109K - $121K
|
24.7K
$16.7M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
196New |
$109K - $121K
|
196
$133K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
195+ 2.07% |
$108K - $120K
|
9.6K
$6.51M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
195+ 18.52% |
$108K - $120K
|
1.25K
$847K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
195+ 10.09% |
$108K - $120K
|
2.13K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
193+ 17.23% |
$107K - $119K
|
1.31K
$891K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
192+ 5.37% |
$106K - $118K
|
3.77K
$2.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
191+ 47.99% |
$106K - $118K
|
589
$400K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
188+ 8.79% |
$104K - $116K
|
2.33K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
188+ 25.34% |
$104K - $116K
|
930
$631K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
187+ 3.5% |
$104K - $115K
|
5.53K
$3.75M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
186+ 1.68% |
$103K - $115K
|
11.3K
$7.64M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
186+ 4.01% |
$103K - $115K
|
4.82K
$3.27M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
184+ 4.36% |
$102K - $113K
|
4.4K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
184+ 2.46% |
$102K - $113K
|
7.67K
$5.21M
|