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 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-28- 2.51% |
$15.5K - $17.2K
|
1.09K
$721K
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-28- 0.18% |
$15.5K - $17.2K
|
15.4K
$10.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-29- 1.43% |
$16.1K - $17.9K
|
2K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-29- 0.26% |
$16.1K - $17.9K
|
11K
$7.27M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-29- 0.68% |
$16.1K - $17.9K
|
4.24K
$2.81M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-30- 3.55% |
$16.6K - $18.5K
|
814
$540K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-30- 1.85% |
$16.6K - $18.5K
|
1.59K
$1.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-30- 1.16% |
$16.6K - $18.5K
|
2.56K
$1.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-30- 3.72% |
$16.6K - $18.5K
|
777
$516K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-30- 7.73% |
$16.6K - $18.5K
|
358
$238K
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-30- 5.57% |
$16.6K - $18.5K
|
509
$338K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-30- 1.15% |
$16.6K - $18.5K
|
2.58K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-30- 0.08% |
$16.6K - $18.5K
|
36K
$23.9M
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-30- 0.65% |
$16.6K - $18.5K
|
4.58K
$3.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-31- 24.6% |
$17.2K - $19.1K
|
95
$63.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-31- 0.36% |
$17.2K - $19.1K
|
8.61K
$5.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-31- 5.45% |
$17.2K - $19.1K
|
538
$357K
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-31- 0.89% |
$17.2K - $19.1K
|
3.43K
$2.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-32- 0.36% |
$17.7K - $19.7K
|
8.91K
$5.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-32- 1.88% |
$17.7K - $19.7K
|
1.67K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-32- 1.62% |
$17.7K - $19.7K
|
1.94K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-32- 1.47% |
$17.7K - $19.7K
|
2.15K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-32- 5.1% |
$17.7K - $19.7K
|
596
$396K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-33- 4.16% |
$18.3K - $20.3K
|
761
$505K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-33- 3.06% |
$18.3K - $20.3K
|
1.05K
$694K
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-33- 3.43% |
$18.3K - $20.3K
|
929
$617K
|
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-33- 61.11% |
$18.3K - $20.3K
|
21
$13.9K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-33- 8.25% |
$18.3K - $20.3K
|
367
$244K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-34- 6.36% |
$18.8K - $20.9K
|
501
$333K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-34- 0.87% |
$18.8K - $20.9K
|
3.87K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-34- 6.6% |
$18.8K - $20.9K
|
481
$319K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-35- 3.11% |
$19.4K - $21.6K
|
1.09K
$723K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-35- 5.45% |
$19.4K - $21.6K
|
607
$403K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-35- 2.85% |
$19.4K - $21.6K
|
1.2K
$793K
|
|
|
Apr 25, 2025
Q1 2025
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-35- 5.51% |
$19.4K - $21.6K
|
600
$398K
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-35- 0.43% |
$19.4K - $21.6K
|
8.11K
$5.38M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-35- 5.33% |
$19.4K - $21.6K
|
622
$413K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-35- 1.62% |
$19.4K - $21.6K
|
2.13K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-35- 0.68% |
$19.4K - $21.6K
|
5.13K
$3.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-36- 5.43% |
$19.9K - $22.2K
|
627
$416K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-36- 2.32% |
$19.9K - $22.2K
|
1.51K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-36- 8.02% |
$19.9K - $22.2K
|
413
$274K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-36- 1.27% |
$19.9K - $22.2K
|
2.8K
$1.86M
|
|
|
May 06, 2025
Q1 2025
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-36- 4.09% |
$19.9K - $22.2K
|
845
$561K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-36- 0.3% |
$19.9K - $22.2K
|
12.1K
$8.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-37- 7.05% |
$20.5K - $22.8K
|
488
$324K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-37- 0.43% |
$20.5K - $22.8K
|
8.66K
$5.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-37- 1.81% |
$20.5K - $22.8K
|
2.01K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-37- 1.44% |
$20.5K - $22.8K
|
2.53K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
SELL
|
- |
-37- 4.07% |
$20.5K - $22.8K
|
873
$580K
|