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 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-81- 3.75% |
$44.9K - $49.9K
|
2.08K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-81- 12.29% |
$44.9K - $49.9K
|
578
$384K
|
|
|
Aug 12, 2025
Q1 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-81- 15.64% |
$44.9K - $49.9K
|
437
$290K
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-82- 0.84% |
$45.4K - $50.5K
|
9.72K
$6.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Flower City Capital
|
SELL
|
- |
-83- 0.65% |
$46K - $51.1K
|
12.8K
$8.47M
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-83- 0.6% |
$46K - $51.1K
|
13.7K
$9.12M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-83- 1.72% |
$46K - $51.1K
|
4.73K
$3.14M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-84- 6.49% |
$46.5K - $51.7K
|
1.21K
$804K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-85- 0.9% |
$47.1K - $52.3K
|
9.38K
$6.23M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-85- 2.68% |
$47.1K - $52.3K
|
3.08K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-85- 1.12% |
$47.1K - $52.3K
|
7.49K
$4.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-86- 1.0% |
$47.6K - $53K
|
8.53K
$5.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-86- 2.46% |
$47.6K - $53K
|
3.4K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-86- 12.93% |
$47.6K - $53K
|
579
$384K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-87- 1.28% |
$48.2K - $53.6K
|
6.69K
$4.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-87- 0.42% |
$48.2K - $53.6K
|
20.7K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-87- 5.31% |
$48.2K - $53.6K
|
1.55K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-88- 69.84% |
$48.8K - $54.2K
|
38
$25.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-89- 14.78% |
$49.3K - $54.8K
|
513
$341K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-89- 1.86% |
$49.3K - $54.8K
|
4.7K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-89- 13.71% |
$49.3K - $54.8K
|
560
$372K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-90- 3.87% |
$49.9K - $55.4K
|
2.24K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-90- 1.71% |
$49.9K - $55.4K
|
5.18K
$3.44M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-90- 57.32% |
$49.9K - $55.4K
|
67
$44.5K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-90- 8.94% |
$49.9K - $55.4K
|
917
$609K
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-90- 0.17% |
$49.9K - $55.4K
|
52.4K
$34.8M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-91- 1.85% |
$50.4K - $56K
|
4.83K
$3.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-92- 0.78% |
$51K - $56.7K
|
11.7K
$7.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-92- 16.08% |
$51K - $56.7K
|
480
$319K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-92- 7.98% |
$51K - $56.7K
|
1.06K
$704K
|
|
|
May 01, 2025
Q1 2025
|
Cortland Associates Inc
|
SELL
|
- |
-92- 4.71% |
$51K - $56.7K
|
1.86K
$1.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-93- 5.55% |
$51.5K - $57.3K
|
1.58K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-94- 2.13% |
$52.1K - $57.9K
|
4.32K
$2.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-94- 1.78% |
$52.1K - $57.9K
|
5.2K
$3.45M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-94- 5.6% |
$52.1K - $57.9K
|
1.58K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-94- 1.93% |
$52.1K - $57.9K
|
4.77K
$3.17M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-94- 3.2% |
$52.1K - $57.9K
|
2.84K
$1.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-95- 3.63% |
$52.6K - $58.5K
|
2.52K
$1.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-96- 11.62% |
$53.2K - $59.1K
|
730
$485K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-96- 0.76% |
$53.2K - $59.1K
|
12.6K
$8.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-97- 0.84% |
$53.7K - $59.7K
|
11.5K
$7.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-97- 4.1% |
$53.7K - $59.7K
|
2.27K
$1.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-97- 6.75% |
$53.7K - $59.7K
|
1.34K
$890K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-97- 2.68% |
$53.7K - $59.7K
|
3.53K
$2.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-97- 6.48% |
$53.7K - $59.7K
|
1.4K
$929K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-98- 13.42% |
$54.3K - $60.4K
|
632
$420K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-99- 0.39% |
$54.9K - $61K
|
25.5K
$16.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-99- 2.13% |
$54.9K - $61K
|
4.56K
$3.02M
|
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-99- 15.81% |
$54.9K - $61K
|
527
$350K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-99- 1.44% |
$54.9K - $61K
|
6.79K
$4.51M
|