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 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-37- 4.07% |
$20.5K - $22.8K
|
873
$580K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-37- 0.5% |
$20.5K - $22.8K
|
7.43K
$4.93M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-37- 0.65% |
$20.5K - $22.8K
|
5.67K
$3.76M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-37- 1.63% |
$20.5K - $22.8K
|
2.24K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
SELL
|
- |
-38- 0.59% |
$21.1K - $23.4K
|
6.41K
$4.26M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-38- 0.08% |
$21.1K - $23.4K
|
48.7K
$32.4M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-38- 6.2% |
$21.1K - $23.4K
|
575
$382K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-39- 3.48% |
$21.6K - $24K
|
1.08K
$718K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-39- 1.47% |
$21.6K - $24K
|
2.62K
$1.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-39- 1.84% |
$21.6K - $24K
|
2.08K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-39- 6.32% |
$21.6K - $24K
|
578
$384K
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-39- 0.08% |
$21.6K - $24K
|
48.5K
$32.2M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-39- 3.11% |
$21.6K - $24K
|
1.22K
$808K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-39- 5.41% |
$21.6K - $24K
|
682
$453K
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-39- 2.05% |
$21.6K - $24K
|
1.87K
$1.24M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-40- 1.14% |
$22.2K - $24.6K
|
3.46K
$2.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-40- 1.69% |
$22.2K - $24.6K
|
2.33K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-40- 0.08% |
$22.2K - $24.6K
|
51.3K
$34.1M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-40- 0.35% |
$22.2K - $24.6K
|
11.3K
$7.51M
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-40- 5.84% |
$22.2K - $24.6K
|
645
$428K
|
|
|
May 15, 2025
Q1 2025
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-40- 5.18% |
$22.2K - $24.6K
|
732
$486K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-41- 2.06% |
$22.7K - $25.2K
|
1.95K
$1.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-41- 0.71% |
$22.7K - $25.2K
|
5.76K
$3.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-42- 6.0% |
$23.3K - $25.9K
|
658
$437K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-42- 1.28% |
$23.3K - $25.9K
|
3.23K
$2.14M
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-42- 7.42% |
$23.3K - $25.9K
|
524
$348K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-42- 0.23% |
$23.3K - $25.9K
|
18.1K
$12M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-42- 7.66% |
$23.3K - $25.9K
|
506
$336K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-42- 1.91% |
$23.3K - $25.9K
|
2.15K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-42- 1.02% |
$23.3K - $25.9K
|
4.08K
$2.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-43- 6.16% |
$23.8K - $26.5K
|
655
$435K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-43- 1.2% |
$23.8K - $26.5K
|
3.53K
$2.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-43- 0.75% |
$23.8K - $26.5K
|
5.72K
$3.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-43- 0.34% |
$23.8K - $26.5K
|
12.6K
$8.36M
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-43- 8.22% |
$23.8K - $26.5K
|
480
$319K
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-43- 0.53% |
$23.8K - $26.5K
|
8K
$5.31M
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-43- 6.1% |
$23.8K - $26.5K
|
662
$440K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-43- 5.37% |
$23.8K - $26.5K
|
758
$503K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-44- 0.59% |
$24.4K - $27.1K
|
7.37K
$4.9M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-44- 0.71% |
$24.4K - $27.1K
|
6.14K
$4.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-44- 6.25% |
$24.4K - $27.1K
|
660
$438K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-44- 2.72% |
$24.4K - $27.1K
|
1.57K
$1.04M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-44- 0.62% |
$24.4K - $27.1K
|
7.02K
$4.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-45- 10.23% |
$24.9K - $27.7K
|
395
$262K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-46- 2.37% |
$25.5K - $28.3K
|
1.9K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-46- 7.86% |
$25.5K - $28.3K
|
539
$358K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-46- 4.92% |
$25.5K - $28.3K
|
889
$590K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-46- 3.17% |
$25.5K - $28.3K
|
1.4K
$932K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-47- 6.84% |
$26K - $28.9K
|
640
$425K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-48- 10.79% |
$26.6K - $29.6K
|
397
$264K
|