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
|
City Holding CO
|
SELL
|
- |
-6- 0.89% |
$3.32K - $3.7K
|
670
$455K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-6- 0.18% |
$3.32K - $3.7K
|
3.42K
$2.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-6- 0.05% |
$3.32K - $3.7K
|
13.1K
$8.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-6- 0.52% |
$3.32K - $3.7K
|
1.16K
$787K
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-6- 1.2% |
$3.32K - $3.7K
|
495
$336K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-6- 0.86% |
$3.32K - $3.7K
|
693
$470K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-6- 0.25% |
$3.32K - $3.7K
|
2.41K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-6- 9.52% |
$3.32K - $3.7K
|
57
$38.7K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-6- 0.55% |
$3.32K - $3.7K
|
1.08K
$735K
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-6- 0.08% |
$3.32K - $3.7K
|
7.11K
$4.82M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-7- 1.79% |
$3.88K - $4.31K
|
385
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-7- 0.27% |
$3.88K - $4.31K
|
2.59K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-7- 0.08% |
$3.88K - $4.31K
|
8.34K
$5.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-7- 0.07% |
$3.88K - $4.31K
|
9.67K
$6.56M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-7- 1.88% |
$3.88K - $4.31K
|
366
$248K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-7- 0.91% |
$3.88K - $4.31K
|
764
$519K
|
|
|
May 12, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-7- 0.33% |
$3.88K - $4.31K
|
2.14K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
SELL
|
- |
-7- 0.13% |
$3.88K - $4.31K
|
5.22K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-7- 0.06% |
$3.88K - $4.31K
|
11.7K
$7.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-8- 0.53% |
$4.43K - $4.93K
|
1.49K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
SELL
|
- |
-8- 0.42% |
$4.43K - $4.93K
|
1.9K
$1.29M
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-9- 0.62% |
$4.99K - $5.54K
|
1.43K
$973K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-9- 0.62% |
$4.99K - $5.54K
|
1.45K
$983K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9- 6.72% |
$4.99K - $5.54K
|
125
$84.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-9- 0.94% |
$4.99K - $5.54K
|
944
$641K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-9- 1.0% |
$4.99K - $5.54K
|
892
$605K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-9- 0.24% |
$4.99K - $5.54K
|
3.77K
$2.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-9- 0.32% |
$4.99K - $5.54K
|
2.79K
$1.89M
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-9- 27.27% |
$4.99K - $5.54K
|
24
$16.3K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-9- 0.88% |
$4.99K - $5.54K
|
1.01K
$686K
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-9- 2.18% |
$4.99K - $5.54K
|
404
$274K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-9- 0.11% |
$4.99K - $5.54K
|
8.21K
$5.58M
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-9- 0.23% |
$4.99K - $5.54K
|
3.84K
$2.61M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-9- 9.47% |
$4.99K - $5.54K
|
86
$58.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-10- 0.42% |
$5.54K - $6.16K
|
2.39K
$1.62M
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-10- 2.64% |
$5.54K - $6.16K
|
369
$250K
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-10- 0.34% |
$5.54K - $6.16K
|
2.94K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-10- 1.11% |
$5.54K - $6.16K
|
891
$605K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-10- 1.19% |
$5.54K - $6.16K
|
831
$564K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-10- 0.11% |
$5.54K - $6.16K
|
8.96K
$6.08M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-10- 0.29% |
$5.54K - $6.16K
|
3.46K
$2.35M
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-10- 0.97% |
$5.54K - $6.16K
|
1.02K
$692K
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-10- 1.97% |
$5.54K - $6.16K
|
497
$337K
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-10- 0.05% |
$5.54K - $6.16K
|
19.8K
$13.4M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-10- 6.13% |
$5.54K - $6.16K
|
153
$104K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-11- 0.1% |
$6.09K - $6.77K
|
11.1K
$7.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-11- 1.57% |
$6.09K - $6.77K
|
689
$468K
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-11- 0.42% |
$6.09K - $6.77K
|
2.62K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-11- 1.41% |
$6.09K - $6.77K
|
771
$523K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-11- 0.67% |
$6.09K - $6.77K
|
1.63K
$1.11M
|