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 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-64- 0.33% |
$35.5K - $39.4K
|
19.4K
$12.9M
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-64- 13.2% |
$35.5K - $39.4K
|
421
$280K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-64- 0.59% |
$35.5K - $39.4K
|
10.7K
$7.12M
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-64- 9.18% |
$35.5K - $39.4K
|
633
$420K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-65- 2.82% |
$36K - $40K
|
2.24K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-65- 3.19% |
$36K - $40K
|
1.97K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-65- 12.57% |
$36K - $40K
|
452
$300K
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
SELL
|
- |
-65- 4.1% |
$36K - $40K
|
1.52K
$1.01M
|
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-66- 3.91% |
$36.6K - $40.6K
|
1.62K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-66- 10.73% |
$36.6K - $40.6K
|
549
$365K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-67- 7.43% |
$37.1K - $41.3K
|
835
$554K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-67- 14.57% |
$37.1K - $41.3K
|
393
$261K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-67- 6.07% |
$37.1K - $41.3K
|
1.04K
$688K
|
|
|
May 13, 2025
Q1 2025
|
Carroll Investors, Inc
|
SELL
|
- |
-67- 10.91% |
$37.1K - $41.3K
|
547
$363K
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-67- 5.84% |
$37.1K - $41.3K
|
1.08K
$717K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-67- 1.61% |
$37.1K - $41.3K
|
4.11K
$2.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-68- 0.38% |
$37.7K - $41.9K
|
18.1K
$12M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-68- 5.36% |
$37.7K - $41.9K
|
1.2K
$797K
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-69- 0.42% |
$38.2K - $42.5K
|
16.3K
$10.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-69- 4.23% |
$38.2K - $42.5K
|
1.56K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-69- 0.83% |
$38.2K - $42.5K
|
8.24K
$5.47M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-70- 7.25% |
$38.8K - $43.1K
|
895
$594K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-70- 10.28% |
$38.8K - $43.1K
|
611
$406K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-71- 4.58% |
$39.3K - $43.7K
|
1.48K
$981K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-71- 0.17% |
$39.3K - $43.7K
|
42.4K
$28.2M
|
|
|
May 12, 2025
Q1 2025
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-71- 8.02% |
$39.3K - $43.7K
|
814
$540K
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-72- 10.43% |
$39.9K - $44.3K
|
618
$410K
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-72- 9.84% |
$39.9K - $44.3K
|
660
$438K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-73- 0.34% |
$40.4K - $45K
|
21.6K
$14.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-75- 3.01% |
$41.6K - $46.2K
|
2.42K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-75- 14.12% |
$41.6K - $46.2K
|
456
$303K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-76- 3.81% |
$42.1K - $46.8K
|
1.92K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-76- 2.33% |
$42.1K - $46.8K
|
3.18K
$2.11M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-77- 6.94% |
$42.7K - $47.4K
|
1.03K
$685K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-78- 1.21% |
$43.2K - $48K
|
6.39K
$4.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-78- 1.68% |
$43.2K - $48K
|
4.57K
$3.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-78- 0.82% |
$43.2K - $48K
|
9.38K
$6.23M
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-78- 0.99% |
$43.2K - $48K
|
7.78K
$5.17M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-78- 0.88% |
$43.2K - $48K
|
8.81K
$5.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-79- 1.46% |
$43.8K - $48.7K
|
5.33K
$3.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-79- 0.95% |
$43.8K - $48.7K
|
8.25K
$5.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-79- 0.24% |
$43.8K - $48.7K
|
32.5K
$21.6M
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-79- 0.36% |
$43.8K - $48.7K
|
21.6K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-79- 0.66% |
$43.8K - $48.7K
|
11.9K
$7.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
SELL
|
- |
-80- 6.25% |
$44.3K - $49.3K
|
1.2K
$797K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-80- 0.84% |
$44.3K - $49.3K
|
9.49K
$6.3M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-80- 0.87% |
$44.3K - $49.3K
|
9.1K
$6.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-81- 0.41% |
$44.9K - $49.9K
|
19.5K
$13M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-81- 0.73% |
$44.9K - $49.9K
|
11.1K
$7.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-81- 1.36% |
$44.9K - $49.9K
|
5.87K
$3.89M
|