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 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-20- 1.56% |
$11.1K - $12.3K
|
1.26K
$839K
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-20- 4.49% |
$11.1K - $12.3K
|
425
$282K
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-20- 0.12% |
$11.1K - $12.3K
|
16.5K
$11M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-20- 0.11% |
$11.1K - $12.3K
|
18.3K
$12.1M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-20- 1.2% |
$11.1K - $12.3K
|
1.65K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-20- 0.37% |
$11.1K - $12.3K
|
5.32K
$3.53M
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-20- 0.26% |
$11.1K - $12.3K
|
7.79K
$5.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-21- 4.4% |
$11.6K - $12.9K
|
456
$303K
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-21- 1.49% |
$11.6K - $12.9K
|
1.39K
$922K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-21- 0.88% |
$11.6K - $12.9K
|
2.36K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-22- 3.99% |
$12.2K - $13.5K
|
530
$352K
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-22- 3.14% |
$12.2K - $13.5K
|
678
$450K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-22- 1.66% |
$12.2K - $13.5K
|
1.3K
$864K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-22- 0.21% |
$12.2K - $13.5K
|
10.5K
$6.99M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-22- 4.87% |
$12.2K - $13.5K
|
430
$286K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-22- 3.89% |
$12.2K - $13.5K
|
543
$361K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-22- 4.47% |
$12.2K - $13.5K
|
470
$312K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-22- 2.76% |
$12.2K - $13.5K
|
775
$515K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-23- 4.05% |
$12.7K - $14.2K
|
545
$362K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-23- 0.55% |
$12.7K - $14.2K
|
4.14K
$2.75M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-23- 1.24% |
$12.7K - $14.2K
|
1.83K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-23- 0.7% |
$12.7K - $14.2K
|
3.27K
$2.17M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-23- 2.7% |
$12.7K - $14.2K
|
828
$550K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-24- 1.22% |
$13.3K - $14.8K
|
1.94K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-24- 1.84% |
$13.3K - $14.8K
|
1.28K
$849K
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-24- 0.3% |
$13.3K - $14.8K
|
7.92K
$5.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-25- 1.79% |
$13.9K - $15.4K
|
1.37K
$909K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-25- 5.81% |
$13.9K - $15.4K
|
405
$269K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 20.0% |
$13.9K - $15.4K
|
100
$66.4K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-25- 10.46% |
$13.9K - $15.4K
|
214
$142K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-25- 0.24% |
$13.9K - $15.4K
|
10.4K
$6.88M
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-25- 4.09% |
$13.9K - $15.4K
|
586
$389K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
SELL
|
- |
-25- 3.31% |
$13.9K - $15.4K
|
731
$485K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-26- 2.27% |
$14.4K - $16K
|
1.12K
$742K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-26- 41.27% |
$14.4K - $16K
|
37
$24.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-26- 2.29% |
$14.4K - $16K
|
1.11K
$737K
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-26- 1.38% |
$14.4K - $16K
|
1.86K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-26- 2.39% |
$14.4K - $16K
|
1.06K
$704K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-26- 0.63% |
$14.4K - $16K
|
4.1K
$2.72M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-26- 1.09% |
$14.4K - $16K
|
2.36K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-26- 1.23% |
$14.4K - $16K
|
2.09K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-27- 96.43% |
$15K - $16.6K
|
1
$664
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-27- 1.16% |
$15K - $16.6K
|
2.3K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-27- 2.24% |
$15K - $16.6K
|
1.18K
$783K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-27- 0.06% |
$15K - $16.6K
|
44.7K
$29.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-28- 0.64% |
$15.5K - $17.2K
|
4.36K
$2.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-28- 2.55% |
$15.5K - $17.2K
|
1.07K
$712K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-28- 1.18% |
$15.5K - $17.2K
|
2.34K
$1.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-28- 0.51% |
$15.5K - $17.2K
|
5.5K
$3.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-28- 1.15% |
$15.5K - $17.2K
|
2.42K
$1.6M
|