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 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-11- 0.39% |
$6.09K - $6.77K
|
2.81K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-11- 0.54% |
$6.09K - $6.77K
|
2.02K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 5.53% |
$6.09K - $6.77K
|
188
$125K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-12- 0.4% |
$6.65K - $7.39K
|
3.01K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-12- 1.12% |
$6.65K - $7.39K
|
1.06K
$706K
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-12- 0.28% |
$6.65K - $7.39K
|
4.28K
$2.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-13- 1.38% |
$7.2K - $8.01K
|
931
$618K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-13- 0.5% |
$7.2K - $8.01K
|
2.6K
$1.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-13- 2.71% |
$7.2K - $8.01K
|
466
$309K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-13- 1.79% |
$7.2K - $8.01K
|
714
$474K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-14- 2.3% |
$7.76K - $8.62K
|
594
$394K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-14- 0.65% |
$7.76K - $8.62K
|
2.13K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-14- 0.28% |
$7.76K - $8.62K
|
4.93K
$3.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-15- 2.47% |
$8.31K - $9.24K
|
593
$394K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-15- 0.33% |
$8.31K - $9.24K
|
4.52K
$3M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-15- 0.43% |
$8.31K - $9.24K
|
3.44K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-15- 0.32% |
$8.31K - $9.24K
|
4.64K
$3.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.6% |
$8.86K - $9.85K
|
2.64K
$1.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-16- 0.02% |
$8.86K - $9.85K
|
67.1K
$44.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-16- 3.33% |
$8.86K - $9.85K
|
464
$308K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-16- 0.93% |
$8.86K - $9.85K
|
1.7K
$1.13M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-16- 1.05% |
$8.86K - $9.85K
|
1.51K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-16- 1.63% |
$8.86K - $9.85K
|
966
$641K
|
|
|
May 02, 2025
Q1 2025
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-16- 1.98% |
$8.86K - $9.85K
|
793
$527K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-16- 5.59% |
$8.86K - $9.85K
|
270
$179K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-16- 2.0% |
$8.86K - $9.85K
|
786
$522K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-16- 0.22% |
$8.86K - $9.85K
|
7.35K
$4.88M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-16- 0.36% |
$8.86K - $9.85K
|
4.46K
$2.96M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-16- 0.29% |
$8.86K - $9.85K
|
5.59K
$3.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-17- 0.26% |
$9.42K - $10.5K
|
6.62K
$4.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-17- 0.51% |
$9.42K - $10.5K
|
3.29K
$2.19M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-17- 0.17% |
$9.42K - $10.5K
|
9.76K
$6.48M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-17- 0.36% |
$9.42K - $10.5K
|
4.65K
$3.09M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-17- 0.31% |
$9.42K - $10.5K
|
5.55K
$3.68M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-18- 0.41% |
$9.97K - $11.1K
|
4.4K
$2.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-18- 1.76% |
$9.97K - $11.1K
|
1K
$666K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-18- 0.12% |
$9.97K - $11.1K
|
15K
$9.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-18- 4.14% |
$9.97K - $11.1K
|
417
$277K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-18- 0.59% |
$9.97K - $11.1K
|
3.01K
$2M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-18- 3.91% |
$9.97K - $11.1K
|
442
$293K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-18- 4.09% |
$9.97K - $11.1K
|
422
$280K
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-18- 0.8% |
$9.97K - $11.1K
|
2.22K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-18- 2.35% |
$9.97K - $11.1K
|
747
$496K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-18- 0.3% |
$9.97K - $11.1K
|
5.89K
$3.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-19- 0.83% |
$10.5K - $11.7K
|
2.27K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-19- 0.23% |
$10.5K - $11.7K
|
8.42K
$5.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-19- 0.54% |
$10.5K - $11.7K
|
3.49K
$2.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-20- 2.48% |
$11.1K - $12.3K
|
785
$521K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
SELL
|
- |
-20- 0.8% |
$11.1K - $12.3K
|
2.47K
$1.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-20- 1.12% |
$11.1K - $12.3K
|
1.76K
$1.17M
|