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 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.13% |
$1.11K - $1.23K
|
1.49K
$991K
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2+ 0.33% |
$1.11K - $1.23K
|
604
$401K
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
2+ 0.13% |
$1.11K - $1.23K
|
1.49K
$989K
|
|
|
May 09, 2025
Q1 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
2+ 0.32% |
$1.11K - $1.23K
|
632
$420K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2+ 0.02% |
$1.11K - $1.23K
|
10.5K
$6.97M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
2+ 0.39% |
$1.11K - $1.23K
|
512
$340K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$1.11K - $1.23K
|
7.35K
$4.88M
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
1+ 0.12% |
$554 - $616
|
846
$562K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1+ 0.1% |
$554 - $616
|
979
$650K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$554 - $616
|
926
$615K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$554 - $616
|
1.7K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
1+ 0.03% |
$554 - $616
|
3.11K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1+ 0.03% |
$554 - $616
|
3.47K
$2.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$554 - $616
|
2.36K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1+ 0.1% |
$554 - $616
|
993
$659K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
1+ 0.0% |
$554 - $616
|
31.1K
$20.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
1+ 0.28% |
$554 - $616
|
362
$240K
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
1+ 0.24% |
$554 - $616
|
413
$274K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1+ 0.06% |
$554 - $616
|
1.63K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
1+ 0.14% |
$554 - $616
|
735
$488K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.23% |
$554 - $616
|
435
$289K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.25% |
$554 - $616
|
397
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.47% |
$554 - $616
|
69
$45.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.05% |
$554 - $616
|
1.88K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1+ 0.03% |
$554 - $616
|
3.9K
$2.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
1+ 0.14% |
$554 - $616
|
709
$471K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.07% |
$554 - $616
|
1.37K
$910K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1+ 0.22% |
$554 - $616
|
449
$298K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
1+ 0.04% |
$554 - $616
|
2.33K
$1.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.21% |
$554 - $616
|
481
$319K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
1+ 0.17% |
$554 - $616
|
590
$392K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1+ 0.02% |
$554 - $616
|
4.67K
$3.1M
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
1+ 0.2% |
$554 - $616
|
489
$325K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.11% |
$554 - $616
|
927
$616K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
1+ 0.09% |
$554 - $616
|
1.08K
$716K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1+ 0.19% |
$554 - $616
|
525
$349K
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1+ 0.27% |
$554 - $616
|
367
$244K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.03% |
$554 - $616
|
3.78K
$2.51M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$554 - $616
|
3.83K
$2.55M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$554 - $616
|
13.5K
$9M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1+ 0.22% |
$554 - $616
|
466
$309K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
1+ 0.04% |
$554 - $616
|
2.62K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$554 - $616
|
3.24K
$2.15M
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
1+ 0.21% |
$554 - $616
|
478
$317K
|
|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
1+ 0.16% |
$554 - $616
|
609
$404K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.1% |
$554 - $616
|
1.01K
$669K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1+ 0.02% |
$554 - $616
|
4.19K
$2.78M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.28% |
$554 - $616
|
357
$237K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.13% |
$554 - $616
|
769
$511K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
1+ 0.01% |
$554 - $616
|
8.08K
$5.36M
|