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 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
182+ 10.18% |
$101K - $112K
|
1.97K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
181+ 1.75% |
$100K - $111K
|
10.5K
$7.14M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
179+ 2.69% |
$99.2K - $110K
|
6.84K
$4.64M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
179+ 8.96% |
$99.2K - $110K
|
2.18K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
178+ 9.4% |
$98.6K - $110K
|
2.07K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
177+ 2.87% |
$98.1K - $109K
|
6.34K
$4.3M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
176+ 1.41% |
$97.5K - $108K
|
12.7K
$8.6M
|
|
|
May 14, 2025
Q1 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
174+ 0.31% |
$96.4K - $107K
|
56.7K
$38.5M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
173+ 2.63% |
$95.9K - $107K
|
6.75K
$4.58M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
173+ 13.18% |
$95.9K - $107K
|
1.49K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
171+ 14.07% |
$94.7K - $105K
|
1.39K
$941K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
170+ 3.78% |
$94.2K - $105K
|
4.67K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
169+ 24.32% |
$93.6K - $104K
|
864
$586K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
168+ 0.66% |
$93.1K - $103K
|
25.8K
$17.5M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
163+ 1.05% |
$90.3K - $100K
|
15.7K
$10.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
162+ 1.74% |
$89.8K - $99.8K
|
9.47K
$6.43M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
160+ 23.12% |
$88.6K - $98.5K
|
852
$578K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
159+ 4.69% |
$88.1K - $97.9K
|
3.55K
$2.41M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
159+ 4.15% |
$88.1K - $97.9K
|
3.99K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
158+ 309.8% |
$87.5K - $97.3K
|
209
$142K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
157+ 7.41% |
$87K - $96.7K
|
2.28K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
156+ 31.08% |
$86.4K - $96.1K
|
658
$447K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
155+ 30.39% |
$85.9K - $95.5K
|
665
$451K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
153+ 4.17% |
$84.8K - $94.2K
|
3.82K
$2.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
152+ 8.66% |
$84.2K - $93.6K
|
1.91K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
149+ 14.42% |
$82.6K - $91.8K
|
1.18K
$802K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
149+ 14.94% |
$82.6K - $91.8K
|
1.15K
$778K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
148+ 0.92% |
$82K - $91.1K
|
16.2K
$11M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
148+ 6.48% |
$82K - $91.1K
|
2.43K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
143+ 5.58% |
$79.2K - $88.1K
|
2.7K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Verger Capital Management LLC
|
BUY
|
- |
143+ 0.31% |
$79.2K - $88.1K
|
46.1K
$31.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
142+ 17.44% |
$78.7K - $87.5K
|
956
$649K
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
140+ 14.13% |
$77.6K - $86.2K
|
1.13K
$768K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
140+ 3.41% |
$77.6K - $86.2K
|
4.25K
$2.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
139New |
$77K - $85.6K
|
139
$94.4K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
139+ 0.18% |
$77K - $85.6K
|
77.7K
$52.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
138+ 4.12% |
$76.5K - $85K
|
3.49K
$2.37M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
137+ 33.01% |
$75.9K - $84.4K
|
552
$375K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
136+ 11.3% |
$75.4K - $83.8K
|
1.34K
$910K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
136+ 23.73% |
$75.4K - $83.8K
|
709
$481K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
136+ 1.19% |
$75.4K - $83.8K
|
11.6K
$7.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
135+ 12.15% |
$74.8K - $83.1K
|
1.25K
$846K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
135+ 26.21% |
$74.8K - $83.1K
|
650
$441K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
135New |
$74.8K - $83.1K
|
135
$91.6K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
132+ 0.39% |
$73.1K - $81.3K
|
34.3K
$23.3M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
132+ 5.76% |
$73.1K - $81.3K
|
2.43K
$1.65M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
131+ 2.03% |
$72.6K - $80.7K
|
6.57K
$4.46M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
131+ 6.89% |
$72.6K - $80.7K
|
2.03K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
130+ 1.25% |
$72K - $80.1K
|
10.5K
$7.15M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
130+ 3.86% |
$72K - $80.1K
|
3.49K
$2.37M
|