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 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
55+ 15.07% |
$30.5K - $33.9K
|
420
$285K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
55+ 0.68% |
$30.5K - $33.9K
|
8.12K
$5.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
55+ 14.95% |
$30.5K - $33.9K
|
423
$287K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
54+ 0.62% |
$29.9K - $33.3K
|
8.74K
$5.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
54+ 3.79% |
$29.9K - $33.3K
|
1.48K
$1M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
53+ 0.82% |
$29.4K - $32.6K
|
6.52K
$4.42M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
53+ 15.14% |
$29.4K - $32.6K
|
403
$274K
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
53+ 13.35% |
$29.4K - $32.6K
|
450
$305K
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
53+ 0.07% |
$29.4K - $32.6K
|
76.1K
$51.7M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
53+ 0.22% |
$29.4K - $32.6K
|
23.9K
$16.2M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
53+ 0.02% |
$29.4K - $32.6K
|
304K
$206M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
52+ 2.44% |
$28.8K - $32K
|
2.18K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
51+ 1.62% |
$28.3K - $31.4K
|
3.2K
$2.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
51+ 0.27% |
$28.3K - $31.4K
|
18.8K
$12.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
51+ 19.47% |
$28.3K - $31.4K
|
313
$212K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
50+ 4.59% |
$27.7K - $30.8K
|
1.14K
$773K
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
50+ 2.2% |
$27.7K - $30.8K
|
2.33K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
50+ 0.1% |
$27.7K - $30.8K
|
48.3K
$32.8M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
50New |
$27.7K - $30.8K
|
50
$33.9K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
49+ 1.0% |
$27.1K - $30.2K
|
4.93K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
49+ 0.49% |
$27.1K - $30.2K
|
10K
$6.8M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
48+ 0.21% |
$26.6K - $29.6K
|
22.9K
$15.6M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
48+ 0.1% |
$26.6K - $29.6K
|
45.9K
$31.2M
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
48+ 12.83% |
$26.6K - $29.6K
|
422
$286K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
47+ 5.43% |
$26K - $28.9K
|
913
$620K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
47+ 3.37% |
$26K - $28.9K
|
1.44K
$977K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
47+ 0.33% |
$26K - $28.9K
|
14.3K
$9.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
47+ 1.62% |
$26K - $28.9K
|
2.95K
$2M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
47+ 0.43% |
$26K - $28.9K
|
10.9K
$7.38M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
47+ 8.94% |
$26K - $28.9K
|
573
$389K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
47+ 7.39% |
$26K - $28.9K
|
683
$464K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
47+ 2.28% |
$26K - $28.9K
|
2.11K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
46+ 1.01% |
$25.5K - $28.3K
|
4.61K
$3.13M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
45+ 5.92% |
$24.9K - $27.7K
|
805
$546K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
44+ 0.05% |
$24.4K - $27.1K
|
96.9K
$65.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
44+ 2.6% |
$24.4K - $27.1K
|
1.74K
$1.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
43+ 1.93% |
$23.8K - $26.5K
|
2.28K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
43+ 4.39% |
$23.8K - $26.5K
|
1.02K
$694K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
43+ 1.35% |
$23.8K - $26.5K
|
3.22K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
42+ 2.07% |
$23.3K - $25.9K
|
2.07K
$1.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
41+ 1.53% |
$22.7K - $25.2K
|
2.72K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
41+ 2.62% |
$22.7K - $25.2K
|
1.61K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
41+ 0.93% |
$22.7K - $25.2K
|
4.47K
$3.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
40+ 1.4% |
$22.2K - $24.6K
|
2.89K
$1.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
40+ 0.1% |
$22.2K - $24.6K
|
39.1K
$26.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
40+ 38.83% |
$22.2K - $24.6K
|
143
$97.1K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
40+ 0.94% |
$22.2K - $24.6K
|
4.29K
$2.91M
|
|
|
May 08, 2025
Q1 2025
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
40+ 7.08% |
$22.2K - $24.6K
|
605
$411K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
39+ 0.33% |
$21.6K - $24K
|
12K
$8.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
39+ 3.96% |
$21.6K - $24K
|
1.03K
$696K
|