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 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
12+ 0.46% |
$6.65K - $7.39K
|
2.62K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
12+ 0.84% |
$6.65K - $7.39K
|
1.45K
$982K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12+ 0.02% |
$6.65K - $7.39K
|
59.1K
$40.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
11+ 1.12% |
$6.09K - $6.77K
|
995
$675K
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
11+ 1.13% |
$6.09K - $6.77K
|
985
$669K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
11+ 0.11% |
$6.09K - $6.77K
|
10.1K
$6.86M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11+ 1.11% |
$6.09K - $6.77K
|
1K
$679K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
11+ 0.23% |
$6.09K - $6.77K
|
4.85K
$3.29M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
11+ 0.91% |
$6.09K - $6.77K
|
1.22K
$830K
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
11+ 1.53% |
$6.09K - $6.77K
|
731
$496K
|
|
|
Aug 06, 2025
Q1 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
11+ 2.03% |
$6.09K - $6.77K
|
552
$375K
|
|
|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
10+ 0.33% |
$5.54K - $6.16K
|
3.04K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
10+ 0.71% |
$5.54K - $6.16K
|
1.42K
$963K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
10+ 0.37% |
$5.54K - $6.16K
|
2.73K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
10+ 0.01% |
$5.54K - $6.16K
|
119K
$81M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
10+ 1.22% |
$5.54K - $6.16K
|
830
$563K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
10+ 0.39% |
$5.54K - $6.16K
|
2.61K
$1.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
10+ 6.1% |
$5.54K - $6.16K
|
174
$118K
|
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
10+ 0.95% |
$5.54K - $6.16K
|
1.06K
$722K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
10New |
$5.54K - $6.16K
|
10
$6.79K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 32.26% |
$5.54K - $6.16K
|
41
$27.8K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
10+ 0.22% |
$5.54K - $6.16K
|
4.63K
$3.15M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
9+ 2.14% |
$4.99K - $5.54K
|
430
$292K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.27% |
$4.99K - $5.54K
|
3.31K
$2.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
9+ 0.38% |
$4.99K - $5.54K
|
2.36K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
9+ 0.28% |
$4.99K - $5.54K
|
3.22K
$2.18M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
9+ 0.2% |
$4.99K - $5.54K
|
4.48K
$3.04M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9+ 0.22% |
$4.99K - $5.54K
|
4.08K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
9+ 2.4% |
$4.99K - $5.54K
|
384
$261K
|
|
|
Sep 22, 2025
Q1 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
9+ 0.63% |
$4.99K - $5.54K
|
1.45K
$981K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
8+ 0.5% |
$4.43K - $4.93K
|
1.62K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
8+ 1.76% |
$4.43K - $4.93K
|
463
$314K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
8+ 0.15% |
$4.43K - $4.93K
|
5.25K
$3.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
8+ 0.82% |
$4.43K - $4.93K
|
982
$667K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
8+ 0.58% |
$4.43K - $4.93K
|
1.4K
$949K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
8+ 0.14% |
$4.43K - $4.93K
|
5.54K
$3.76M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
7+ 0.2% |
$3.88K - $4.31K
|
3.55K
$2.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
7+ 1.43% |
$3.88K - $4.31K
|
495
$336K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
7+ 0.66% |
$3.88K - $4.31K
|
1.07K
$724K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
7New |
$3.88K - $4.31K
|
7
$4.75K
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
6+ 0.69% |
$3.32K - $3.7K
|
875
$594K
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
6+ 1.12% |
$3.32K - $3.7K
|
544
$369K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
6+ 0.02% |
$3.32K - $3.7K
|
24.9K
$16.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6+ 1.6% |
$3.32K - $3.7K
|
381
$259K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6+ 0.36% |
$3.32K - $3.7K
|
1.66K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6+ 0.02% |
$3.32K - $3.7K
|
28.4K
$19.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.07% |
$3.32K - $3.7K
|
8.17K
$5.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
6+ 0.28% |
$3.32K - $3.7K
|
2.16K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
6+ 0.18% |
$3.32K - $3.7K
|
3.28K
$2.22M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
6+ 0.38% |
$3.32K - $3.7K
|
1.57K
$1.06M
|