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 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.68% |
$554 - $616
|
148
$98.3K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1+ 0.25% |
$554 - $616
|
397
$264K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.29% |
$554 - $616
|
349
$232K
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1+ 0.21% |
$554 - $616
|
488
$324K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1+ 0.05% |
$554 - $616
|
1.85K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Deere & CO
Moline, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$554 - $616
|
3.57K
$2.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1- 0.03% |
$554 - $616
|
3.97K
$2.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-1- 0.12% |
$554 - $616
|
816
$542K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-1- -0.0% |
$554 - $616
|
20.4K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-1- 0.01% |
$554 - $616
|
9.7K
$6.44M
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-1- 0.19% |
$554 - $616
|
528
$351K
|
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- -0.0% |
$554 - $616
|
53.7K
$35.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-2- 0.12% |
$1.11K - $1.23K
|
1.68K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2- 0.05% |
$1.11K - $1.23K
|
4.34K
$2.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2- 0.43% |
$1.11K - $1.23K
|
466
$309K
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-2- 0.3% |
$1.11K - $1.23K
|
674
$448K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2- 0.19% |
$1.11K - $1.23K
|
1.05K
$695K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-3- 0.17% |
$1.66K - $1.85K
|
1.74K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-3- 0.5% |
$1.66K - $1.85K
|
593
$394K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3- 0.11% |
$1.66K - $1.85K
|
2.79K
$1.85M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3- 0.24% |
$1.66K - $1.85K
|
1.27K
$843K
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3- 0.7% |
$1.66K - $1.85K
|
427
$284K
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-3- 0.09% |
$1.66K - $1.85K
|
3.53K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-3- 0.17% |
$1.66K - $1.85K
|
1.76K
$1.17M
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-3- 0.05% |
$1.66K - $1.85K
|
6.54K
$4.34M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-3- 0.25% |
$1.66K - $1.85K
|
1.21K
$803K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-4- 0.21% |
$2.22K - $2.46K
|
1.92K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-4- 0.8% |
$2.22K - $2.46K
|
493
$327K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4- 0.68% |
$2.22K - $2.46K
|
580
$385K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-4- 0.08% |
$2.22K - $2.46K
|
5.14K
$3.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-4- 0.32% |
$2.22K - $2.46K
|
1.23K
$815K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-4- 0.46% |
$2.22K - $2.46K
|
875
$581K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-4- 0.23% |
$2.22K - $2.46K
|
1.75K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-4- 1.04% |
$2.22K - $2.46K
|
380
$252K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-4- 0.21% |
$2.22K - $2.46K
|
1.91K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-4- 0.22% |
$2.22K - $2.46K
|
1.83K
$1.21M
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-4- 0.08% |
$2.22K - $2.46K
|
5.22K
$3.46M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-5- 1.59% |
$2.77K - $3.08K
|
309
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-5- 9.43% |
$2.77K - $3.08K
|
48
$31.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-5- 0.49% |
$2.77K - $3.08K
|
1.01K
$673K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-5- 0.92% |
$2.77K - $3.08K
|
539
$358K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-5- 0.1% |
$2.77K - $3.08K
|
4.77K
$3.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-5- 0.54% |
$2.77K - $3.08K
|
919
$610K
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-5- 0.41% |
$2.77K - $3.08K
|
1.22K
$807K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-5- 1.0% |
$2.77K - $3.08K
|
496
$329K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-5- 0.71% |
$2.77K - $3.08K
|
696
$462K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-5- 0.96% |
$2.77K - $3.08K
|
514
$341K
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-5- 0.05% |
$2.77K - $3.08K
|
9.6K
$6.37M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-5- 1.05% |
$2.77K - $3.08K
|
471
$313K
|