Purchases and Sales Made in Q1 2025 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 30, 2025 Q1 2025
Fingerlakes Wealth Management, Inc.

SELL
 -
-48
- 1.53%
$26.6K - $29.6K
3.08K $2.05M
May 05, 2025 Q1 2025
Auxano Advisors, LLC

SELL
 -
-48
- 0.61%
$26.6K - $29.6K
7.76K $5.15M
Apr 30, 2025 Q1 2025
Forza Wealth Management, LLC

Sarasota, FL
SELL
 -
-50
- 1.78%
$27.7K - $30.8K
2.75K $1.83M
May 05, 2025 Q1 2025
Formidable Asset Management, LLC

Cincinnati, OH
SELL
 -
-50
- 1.49%
$27.7K - $30.8K
3.31K $2.2M
May 09, 2025 Q1 2025
Marble Harbor Investment Counsel, LLC

Boston, MA
SELL
 -
-50
- 3.04%
$27.7K - $30.8K
1.6K $1.06M
Apr 11, 2025 Q1 2025
Ggm Financials LLC

Columbus, OH
SELL
 -
-51
- 4.4%
$28.3K - $31.4K
1.11K $736K
Apr 23, 2025 Q1 2025
Financial Enhancement Group LLC

Anderson, IN
SELL
 -
-51
- 5.39%
$28.3K - $31.4K
895 $594K
Apr 23, 2025 Q1 2025
Nvest Financial, LLC

SELL
 -
-51
- 2.54%
$28.3K - $31.4K
1.96K $1.3M
Apr 09, 2025 Q1 2025
Milestone Asset Management, LLC

Pittsburgh, PA
SELL
 -
-52
- 4.87%
$28.8K - $32K
1.02K $674K
Apr 17, 2025 Q1 2025
Newport Capital Group, LLC

SELL
 -
-52
- 0.93%
$28.8K - $32K
5.54K $3.68M
May 05, 2025 Q1 2025
Oakwell Private Wealth Management, LLC

SELL
 -
-52
- 0.75%
$28.8K - $32K
6.93K $4.6M
May 06, 2025 Q1 2025
Spring Vest Wealth Management LLC

Dallas, TX
SELL
 -
-52
- 3.94%
$28.8K - $32K
1.27K $842K
May 14, 2025 Q1 2025
Osterweis Capital Management Inc

San Francisco, CA
SELL
 -
-52
- 34.21%
$28.8K - $32K
100 $66.4K
Jun 04, 2025 Q1 2025
Osterweis Capital Management Inc

San Francisco, CA
SELL
 -
-52
- 34.21%
$28.8K - $32K
100 $66.4K
Apr 22, 2025 Q1 2025
Team Financial Group, LLC

Temecula, CA
SELL
 -
-53
- 5.87%
$29.4K - $32.6K
850 $564K
May 14, 2025 Q1 2025
Group One Trading, L.P.

Chicago, IL
SELL
 -
-53
Closed
$29.4K - $32.6K
0 $0
May 01, 2025 Q1 2025
Red Wave Investments LLC

Dillsburg, PA
SELL
 -
-54
- 0.34%
$29.9K - $33.3K
16K $10.6M
May 02, 2025 Q1 2025
Melfa Wealth Management, LLC

Westborough, MA
SELL
 -
-54
- 1.09%
$29.9K - $33.3K
4.88K $3.24M
May 08, 2025 Q1 2025
One Wealth Management Investment & Advisory Services, LLC

Miami Beach, FL
SELL
 -
-54
- 1.14%
$29.9K - $33.3K
4.7K $3.12M
Apr 11, 2025 Q1 2025
Blue Zone Wealth Advisors, LLC

SELL
 -
-55
- 10.17%
$30.5K - $33.9K
486 $323K
Apr 18, 2025 Q1 2025
Bell Bank

SELL
 -
-55
- 5.57%
$30.5K - $33.9K
932 $619K
Apr 25, 2025 Q1 2025
Hobbs Wealth Management, LLC

Zionsville, IN
SELL
 -
-55
- 11.75%
$30.5K - $33.9K
413 $274K
Apr 25, 2025 Q1 2025
Saxon Interests, Inc.

SELL
 -
-55
- 1.97%
$30.5K - $33.9K
2.74K $1.82M
May 06, 2025 Q1 2025
Gratus Wealth Advisors, LLC

Virginia Beach, VA
SELL
 -
-55
- 1.13%
$30.5K - $33.9K
4.82K $3.2M
Apr 14, 2025 Q1 2025
Soa Wealth Advisors, Llc.

SELL
 -
-56
- 1.31%
$31K - $34.5K
4.23K $2.81M
Apr 23, 2025 Q1 2025
Creative Financial Designs Inc

SELL
 -
-56
- 1.31%
$31K - $34.5K
4.23K $2.81M
May 05, 2025 Q1 2025
Chancellor Financial Group Wb LP

Wilkes Barre, PA
SELL
 -
-56
- 0.5%
$31K - $34.5K
11.2K $7.46M
Apr 09, 2025 Q1 2025
Inves Trust

Oklahoma City, OK
SELL
 -
-57
- 3.48%
$31.6K - $35.1K
1.58K $1.05M
May 07, 2025 Q1 2025
Semus Wealth Partners LLC

Boca Raton, FL
SELL
 -
-57
- 0.58%
$31.6K - $35.1K
9.76K $6.48M
May 15, 2025 Q1 2025
Mittelman Wealth Management

Andover, MA
SELL
 -
-57
- 4.73%
$31.6K - $35.1K
1.15K $763K
Apr 10, 2025 Q1 2025
Lake Street Financial LLC

SELL
 -
-58
- 0.51%
$32.1K - $35.7K
11.3K $7.49M
Apr 14, 2025 Q1 2025
Truefg, LLC

Cedar Park, TX
SELL
 -
-58
- 0.61%
$32.1K - $35.7K
9.42K $6.25M
Apr 16, 2025 Q1 2025
Byrne Asset Management LLC

SELL
 -
-59
- 10.87%
$32.7K - $36.3K
484 $321K
Apr 25, 2025 Q1 2025
Waterfront Wealth Inc.

SELL
 -
-59
- 2.4%
$32.7K - $36.3K
2.4K $1.59M
May 08, 2025 Q1 2025
Main Street Financial Solutions, LLC

SELL
 -
-59
- 0.32%
$32.7K - $36.3K
18.6K $12.3M
Apr 25, 2025 Q1 2025
Meridian Financial, LLC

Holliston, MA
SELL
 -
-60
- 0.39%
$33.2K - $37K
15.3K $10.2M
Apr 30, 2025 Q1 2025
Index Fund Advisors, Inc.

SELL
 -
-60
- 0.55%
$33.2K - $37K
10.8K $7.16M
Apr 30, 2025 Q1 2025
Hunter Associates Investment Management LLC

Pittsburgh, PA
SELL
 -
-60
- 5.39%
$33.2K - $37K
1.05K $700K
May 02, 2025 Q1 2025
James Investment Research Inc

SELL
 -
-60
- 1.81%
$33.2K - $37K
3.26K $2.16M
May 06, 2025 Q1 2025
Innova Wealth Partners

SELL
 -
-60
- 5.15%
$33.2K - $37K
1.11K $734K
Jul 16, 2025 Q1 2025
Willow Creek Wealth Management Inc.

Sebastopol, CA
SELL
 -
-60
- 1.9%
$33.2K - $37K
3.1K $2.06M
May 01, 2025 Q1 2025
Key F Inancial Inc

SELL
 -
-61
- 1.55%
$33.8K - $37.6K
3.89K $2.58M
May 02, 2025 Q1 2025
Independent Wealth Network Inc.

SELL
 -
-61
- 3.86%
$33.8K - $37.6K
1.52K $1.01M
Apr 16, 2025 Q1 2025
Caldwell Sutter Capital, Inc.

Sausalito, CA
SELL
 -
-62
- 1.24%
$34.4K - $38.2K
4.94K $3.28M
May 05, 2025 Q1 2025
Wealth Dimensions Group, Ltd.

SELL
 -
-62
- 0.16%
$34.4K - $38.2K
39.3K $26.1M
May 14, 2025 Q1 2025
Integras Partners LLC

Alpharetta, GA
SELL
 -
-62
- 3.01%
$34.4K - $38.2K
2K $1.33M
Apr 08, 2025 Q1 2025
Aletheian Wealth Advisors LLC

SELL
 -
-63
- 0.52%
$34.9K - $38.8K
12K $7.99M
May 09, 2025 Q1 2025
Wambolt & Associates, LLC

SELL
 -
-63
- 9.2%
$34.9K - $38.8K
622 $413K
Apr 22, 2025 Q1 2025
Lazari Capital Management, Inc.

Woodland Hills, CA
SELL
 -
-64
- 1.73%
$35.5K - $39.4K
3.64K $2.41M

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