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 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
100+ 0.36% |
$55.4K - $61.6K
|
27.8K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
100+ 6.15% |
$55.4K - $61.6K
|
1.73K
$1.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
99+ 0.74% |
$54.9K - $61K
|
13.4K
$9.12M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
99+ 1.81% |
$54.9K - $61K
|
5.56K
$3.77M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
99+ 1.68% |
$54.9K - $61K
|
6K
$4.07M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
99+ 1.03% |
$54.9K - $61K
|
9.74K
$6.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
98+ 3.21% |
$54.3K - $60.4K
|
3.15K
$2.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
98+ 18.85% |
$54.3K - $60.4K
|
618
$420K
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
98+ 2.55% |
$54.3K - $60.4K
|
3.95K
$2.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
97+ 7.98% |
$53.7K - $59.7K
|
1.31K
$891K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
97+ 1.77% |
$53.7K - $59.7K
|
5.58K
$3.79M
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
97New |
$53.7K - $59.7K
|
97
$65.8K
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
97+ 6.54% |
$53.7K - $59.7K
|
1.58K
$1.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
96+ 6.47% |
$53.2K - $59.1K
|
1.58K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
96+ 5.91% |
$53.2K - $59.1K
|
1.72K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
96+ 1.45% |
$53.2K - $59.1K
|
6.73K
$4.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
94+ 0.22% |
$52.1K - $57.9K
|
43.4K
$29.4M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
94+ 0.93% |
$52.1K - $57.9K
|
10.2K
$6.93M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
94New |
$52.1K - $57.9K
|
94
$63.8K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
94+ 1.7% |
$52.1K - $57.9K
|
5.61K
$3.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
93+ 1.27% |
$51.5K - $57.3K
|
7.44K
$5.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
92+ 10.22% |
$51K - $56.7K
|
992
$673K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
92+ 3.21% |
$51K - $56.7K
|
2.96K
$2.01M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
91+ 2.73% |
$50.4K - $56K
|
3.42K
$2.32M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
91New |
$50.4K - $56K
|
91
$61.8K
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
91+ 0.15% |
$50.4K - $56K
|
62.4K
$42.3M
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
91New |
$50.4K - $56K
|
91
$61.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
90+ 6.97% |
$49.9K - $55.4K
|
1.38K
$938K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
89+ 1.57% |
$49.3K - $54.8K
|
5.77K
$3.92M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
88+ 6.07% |
$48.8K - $54.2K
|
1.54K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
87+ 0.04% |
$48.2K - $53.6K
|
224K
$152M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
86+ 1.27% |
$47.6K - $53K
|
6.88K
$4.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
86+ 3.6% |
$47.6K - $53K
|
2.47K
$1.68M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
86+ 10.01% |
$47.6K - $53K
|
945
$641K
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
86+ 24.64% |
$47.6K - $53K
|
435
$295K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
86+ 1.22% |
$47.6K - $53K
|
7.14K
$4.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
85+ 3.8% |
$47.1K - $52.3K
|
2.32K
$1.58M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
85+ 4.48% |
$47.1K - $52.3K
|
1.98K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
85+ 1.7% |
$47.1K - $52.3K
|
5.09K
$3.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
84+ 1.85% |
$46.5K - $51.7K
|
4.64K
$3.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
84+ 13.64% |
$46.5K - $51.7K
|
700
$475K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
84+ 25.38% |
$46.5K - $51.7K
|
415
$282K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
83+ 2.83% |
$46K - $51.1K
|
3.02K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
83+ 12.19% |
$46K - $51.1K
|
764
$519K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
83+ 0.99% |
$46K - $51.1K
|
8.44K
$5.73M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
82+ 0.34% |
$45.4K - $50.5K
|
24.5K
$16.6M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
82+ 11.68% |
$45.4K - $50.5K
|
784
$532K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
82+ 2.46% |
$45.4K - $50.5K
|
3.41K
$2.32M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
80+ 2.27% |
$44.3K - $49.3K
|
3.6K
$2.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
79+ 6.31% |
$43.8K - $48.7K
|
1.33K
$903K
|