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 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
79+ 0.45% |
$43.8K - $48.7K
|
17.7K
$12M
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
BUY
|
- |
78+ 3.92% |
$43.2K - $48K
|
2.07K
$1.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
78+ 3.71% |
$43.2K - $48K
|
2.18K
$1.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
77+ 0.1% |
$42.7K - $47.4K
|
76.5K
$51.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
77+ 1.08% |
$42.7K - $47.4K
|
7.23K
$4.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
77+ 0.52% |
$42.7K - $47.4K
|
15K
$10.2M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
77+ 100.0% |
$42.7K - $47.4K
|
154
$105K
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
77+ 0.09% |
$42.7K - $47.4K
|
86.2K
$58.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
76+ 12.58% |
$42.1K - $46.8K
|
680
$462K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
74+ 1.54% |
$41K - $45.6K
|
4.86K
$3.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
74+ 1.83% |
$41K - $45.6K
|
4.11K
$2.79M
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
73+ 1.96% |
$40.4K - $45K
|
3.79K
$2.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
73+ 0.71% |
$40.4K - $45K
|
10.3K
$7M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
73+ 59.35% |
$40.4K - $45K
|
196
$133K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
70+ 19.77% |
$38.8K - $43.1K
|
424
$288K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
70+ 5.48% |
$38.8K - $43.1K
|
1.35K
$915K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
70+ 4.48% |
$38.8K - $43.1K
|
1.63K
$1.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
69+ 5.05% |
$38.2K - $42.5K
|
1.43K
$973K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
68+ 13.6% |
$37.7K - $41.9K
|
568
$386K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
67+ 0.28% |
$37.1K - $41.3K
|
24.1K
$16.4M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
67New |
$37.1K - $41.3K
|
67
$45.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
66+ 14.22% |
$36.6K - $40.6K
|
530
$360K
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
BUY
|
- |
65+ 0.19% |
$36K - $40K
|
34K
$23.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
65+ 6.94% |
$36K - $40K
|
1K
$679K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
65+ 0.99% |
$36K - $40K
|
6.6K
$4.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
64+ 0.79% |
$35.5K - $39.4K
|
8.14K
$5.52M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
64+ 12.1% |
$35.5K - $39.4K
|
593
$403K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
63+ 4.29% |
$34.9K - $38.8K
|
1.53K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
63+ 4.71% |
$34.9K - $38.8K
|
1.4K
$950K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
62+ 1.62% |
$34.4K - $38.2K
|
3.9K
$2.65M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
62+ 5.64% |
$34.4K - $38.2K
|
1.16K
$789K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
61+ 5.75% |
$33.8K - $37.6K
|
1.12K
$761K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
60+ 1.47% |
$33.2K - $37K
|
4.15K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
60+ 13.79% |
$33.2K - $37K
|
495
$336K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
60+ 4.84% |
$33.2K - $37K
|
1.3K
$882K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
59+ 0.88% |
$32.7K - $36.3K
|
6.77K
$4.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
59+ 0.52% |
$32.7K - $36.3K
|
11.4K
$7.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
58+ 6.14% |
$32.1K - $35.7K
|
1K
$681K
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
58+ 10.84% |
$32.1K - $35.7K
|
593
$403K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
58+ 10.07% |
$32.1K - $35.7K
|
634
$430K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
57+ 6.26% |
$31.6K - $35.1K
|
967
$656K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
57+ 3.13% |
$31.6K - $35.1K
|
1.88K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
57+ 9.91% |
$31.6K - $35.1K
|
632
$429K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
57+ 0.72% |
$31.6K - $35.1K
|
7.99K
$5.42M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
57+ 3.93% |
$31.6K - $35.1K
|
1.51K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
57+ 1.93% |
$31.6K - $35.1K
|
3.01K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
57+ 0.17% |
$31.6K - $35.1K
|
33.2K
$22.6M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
57+ 0.25% |
$31.6K - $35.1K
|
22.5K
$15.3M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
56New |
$31K - $34.5K
|
56
$38K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
55+ 0.21% |
$30.5K - $33.9K
|
25.9K
$17.6M
|