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 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
130+ 1.77% |
$72K - $80.1K
|
7.47K
$5.07M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
130+ 9.35% |
$72K - $80.1K
|
1.52K
$1.03M
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
130+ 88.44% |
$72K - $80.1K
|
277
$188K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
129+ 1.44% |
$71.5K - $79.4K
|
9.06K
$6.15M
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
BUY
|
- |
129+ 9.0% |
$71.5K - $79.4K
|
1.56K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
128+ 1.93% |
$70.9K - $78.8K
|
6.76K
$4.59M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
128+ 9.73% |
$70.9K - $78.8K
|
1.44K
$980K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
127+ 2.71% |
$70.4K - $78.2K
|
4.81K
$3.26M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
126+ 15.48% |
$69.8K - $77.6K
|
940
$638K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
125+ 9.55% |
$69.3K - $77K
|
1.43K
$973K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
125+ 13.97% |
$69.3K - $77K
|
1.02K
$692K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
125+ 1.01% |
$69.3K - $77K
|
12.5K
$8.47M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
125+ 10.38% |
$69.3K - $77K
|
1.33K
$902K
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
125+ 1.56% |
$69.3K - $77K
|
8.15K
$5.53M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
125+ 0.21% |
$69.3K - $77K
|
59.1K
$40.1M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
124+ 4.28% |
$68.7K - $76.4K
|
3.02K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
123+ 6.3% |
$68.1K - $75.7K
|
2.08K
$1.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
121+ 2.43% |
$67K - $74.5K
|
5.1K
$3.46M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
120+ 0.94% |
$66.5K - $73.9K
|
12.9K
$8.74M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
119+ 35.0% |
$65.9K - $73.3K
|
459
$312K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
117+ 7.19% |
$64.8K - $72.1K
|
1.74K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
117+ 0.93% |
$64.8K - $72.1K
|
12.7K
$8.65M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
116+ 11.71% |
$64.3K - $71.4K
|
1.11K
$751K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
116+ 11.41% |
$64.3K - $71.4K
|
1.13K
$769K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
115+ 0.38% |
$63.7K - $70.8K
|
30.5K
$20.7M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
114+ 1.61% |
$63.2K - $70.2K
|
7.22K
$4.9M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
114+ 4.19% |
$63.2K - $70.2K
|
2.84K
$1.93M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
113+ 7.75% |
$62.6K - $69.6K
|
1.57K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
113+ 4.99% |
$62.6K - $69.6K
|
2.38K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
111+ 9.88% |
$61.5K - $68.4K
|
1.23K
$838K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
110+ 1.66% |
$60.9K - $67.7K
|
6.73K
$4.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
110+ 2.22% |
$60.9K - $67.7K
|
5.06K
$3.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
110+ 8.76% |
$60.9K - $67.7K
|
1.37K
$927K
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
110+ 3.07% |
$60.9K - $67.7K
|
3.7K
$2.51M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
110+ 1.94% |
$60.9K - $67.7K
|
5.79K
$3.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
109+ 5.29% |
$60.4K - $67.1K
|
2.17K
$1.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
108+ 23.33% |
$59.8K - $66.5K
|
571
$388K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
108+ 8.42% |
$59.8K - $66.5K
|
1.39K
$944K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
107+ 18.71% |
$59.3K - $65.9K
|
679
$461K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
107+ 84.25% |
$59.3K - $65.9K
|
234
$159K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
106New |
$58.7K - $65.3K
|
106
$72K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
105+ 0.36% |
$58.2K - $64.7K
|
28.9K
$19.6M
|
|
|
Aug 06, 2025
Q1 2025
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
105+ 1.58% |
$58.2K - $64.7K
|
6.77K
$4.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
104+ 8.25% |
$57.6K - $64K
|
1.36K
$926K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
104+ 4.09% |
$57.6K - $64K
|
2.65K
$1.8M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
104+ 11.35% |
$57.6K - $64K
|
1.02K
$692K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
104+ 23.8% |
$57.6K - $64K
|
541
$367K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
103+ 2.92% |
$57.1K - $63.4K
|
3.63K
$2.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
102+ 2.43% |
$56.5K - $62.8K
|
4.3K
$2.92M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
101+ 2.67% |
$56K - $62.2K
|
3.88K
$2.63M
|