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 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
6+ 0.21% |
$3.32K - $3.7K
|
2.83K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6+ 1.21% |
$3.32K - $3.7K
|
503
$341K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
6+ 0.9% |
$3.32K - $3.7K
|
673
$457K
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
6+ 1.2% |
$3.32K - $3.7K
|
505
$343K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
6+ 0.14% |
$3.32K - $3.7K
|
4.45K
$3.02M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
6+ 0.32% |
$3.32K - $3.7K
|
1.85K
$1.26M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
5+ 0.42% |
$2.77K - $3.08K
|
1.2K
$811K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
5+ 0.15% |
$2.77K - $3.08K
|
3.24K
$2.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.35% |
$2.77K - $3.08K
|
1.42K
$963K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
5+ 0.3% |
$2.77K - $3.08K
|
1.68K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
5+ 0.57% |
$2.77K - $3.08K
|
886
$601K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5+ 0.18% |
$2.77K - $3.08K
|
2.82K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
5+ 0.44% |
$2.77K - $3.08K
|
1.13K
$766K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
5+ 41.67% |
$2.77K - $3.08K
|
17
$11.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4+ 0.14% |
$2.22K - $2.46K
|
2.94K
$2M
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
4+ 0.15% |
$2.22K - $2.46K
|
2.66K
$1.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.18% |
$2.22K - $2.46K
|
2.27K
$1.54M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4+ 0.17% |
$2.22K - $2.46K
|
2.29K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
4+ 0.07% |
$2.22K - $2.46K
|
5.6K
$3.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
4+ 0.09% |
$2.22K - $2.46K
|
4.58K
$3.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
4New |
$2.22K - $2.46K
|
4
$2.72K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
4+ 0.15% |
$2.22K - $2.46K
|
2.6K
$1.76M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
4+ 0.05% |
$2.22K - $2.46K
|
7.75K
$5.26M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
4+ 0.83% |
$2.22K - $2.46K
|
486
$330K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
4+ 0.14% |
$2.22K - $2.46K
|
2.84K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
4+ 16.67% |
$2.22K - $2.46K
|
28
$19K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.3% |
$1.66K - $1.85K
|
1K
$679K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
3+ 0.42% |
$1.66K - $1.85K
|
724
$491K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3+ 0.68% |
$1.66K - $1.85K
|
445
$302K
|
|
|
May 01, 2025
Q1 2025
|
Independent Investors Inc
|
BUY
|
- |
3+ 0.14% |
$1.66K - $1.85K
|
2.1K
$1.42M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
3+ 0.26% |
$1.66K - $1.85K
|
1.15K
$781K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 37.5% |
$1.66K - $1.85K
|
11
$7.47K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
3+ 0.16% |
$1.66K - $1.85K
|
1.9K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
3+ 0.17% |
$1.66K - $1.85K
|
1.73K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3+ 0.1% |
$1.66K - $1.85K
|
3.04K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
3+ 0.34% |
$1.66K - $1.85K
|
873
$593K
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
3+ 0.34% |
$1.66K - $1.85K
|
875
$594K
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2+ 0.34% |
$1.11K - $1.23K
|
587
$398K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
2+ 0.26% |
$1.11K - $1.23K
|
767
$521K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
2+ 0.32% |
$1.11K - $1.23K
|
622
$422K
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
2+ 0.31% |
$1.11K - $1.23K
|
641
$435K
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
2+ 0.29% |
$1.11K - $1.23K
|
697
$473K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.19% |
$1.11K - $1.23K
|
1.07K
$728K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
2+ 0.24% |
$1.11K - $1.23K
|
835
$567K
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
2+ 0.48% |
$1.11K - $1.23K
|
423
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
2+ 0.04% |
$1.11K - $1.23K
|
5.52K
$3.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
2+ 0.16% |
$1.11K - $1.23K
|
1.25K
$845K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2+ 0.32% |
$1.11K - $1.23K
|
628
$426K
|
|
|
Apr 22, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
2+ 0.0% |
$1.11K - $1.23K
|
141K
$95.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
2+ 0.04% |
$1.11K - $1.23K
|
4.97K
$3.37M
|