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 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-100- 7.34% |
$55.4K - $61.6K
|
1.26K
$838K
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 15.38% |
$55.4K - $61.6K
|
550
$365K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-101- 0.29% |
$56K - $62.2K
|
34.5K
$22.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-102- 7.52% |
$56.5K - $62.8K
|
1.26K
$833K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-102- 1.33% |
$56.5K - $62.8K
|
7.56K
$5.02M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-102- 7.33% |
$56.5K - $62.8K
|
1.29K
$856K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-102- 3.46% |
$56.5K - $62.8K
|
2.84K
$1.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-103- 4.58% |
$57.1K - $63.4K
|
2.14K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-104- 11.8% |
$57.6K - $64K
|
777
$516K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-104- 19.89% |
$57.6K - $64K
|
419
$278K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-104- 11.24% |
$57.6K - $64K
|
821
$545K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-104- 4.08% |
$57.6K - $64K
|
2.45K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-105- 10.42% |
$58.2K - $64.7K
|
903
$600K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-105- 0.79% |
$58.2K - $64.7K
|
13.2K
$8.74M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-105- 0.06% |
$58.2K - $64.7K
|
183K
$122M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-106- 1.9% |
$58.7K - $65.3K
|
5.46K
$3.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-106- 1.49% |
$58.7K - $65.3K
|
7.03K
$4.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-106- 2.31% |
$58.7K - $65.3K
|
4.48K
$2.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-106- 7.76% |
$58.7K - $65.3K
|
1.26K
$837K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-106- 5.33% |
$58.7K - $65.3K
|
1.88K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-106- 1.46% |
$58.7K - $65.3K
|
7.17K
$4.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-108- 4.31% |
$59.8K - $66.5K
|
2.4K
$1.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-108- 2.81% |
$59.8K - $66.5K
|
3.74K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-108- 12.66% |
$59.8K - $66.5K
|
745
$495K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-109- 7.13% |
$60.4K - $67.1K
|
1.42K
$943K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-110- 1.95% |
$60.9K - $67.7K
|
5.53K
$3.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-110- 0.64% |
$60.9K - $67.7K
|
17.2K
$11.4M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-110- 16.72% |
$60.9K - $67.7K
|
548
$364K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-111- 2.38% |
$61.5K - $68.4K
|
4.56K
$3.02M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-111- 2.33% |
$61.5K - $68.4K
|
4.65K
$3.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-112- 1.74% |
$62.1K - $69K
|
6.34K
$4.21M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-112- 1.67% |
$62.1K - $69K
|
6.61K
$4.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-113- 11.53% |
$62.6K - $69.6K
|
867
$576K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-114- 1.0% |
$63.2K - $70.2K
|
11.3K
$7.48M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-114- 0.16% |
$63.2K - $70.2K
|
70.6K
$46.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-117- 1.92% |
$64.8K - $72.1K
|
5.97K
$3.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-117- 0.58% |
$64.8K - $72.1K
|
20.1K
$13.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-118- 7.99% |
$65.4K - $72.7K
|
1.36K
$902K
|
|
|
May 13, 2025
Q1 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
SELL
|
- |
-118- 1.49% |
$65.4K - $72.7K
|
7.82K
$5.19M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-118- 10.88% |
$65.4K - $72.7K
|
967
$642K
|
|
|
Apr 11, 2025
Q1 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-119- 5.32% |
$65.9K - $73.3K
|
2.12K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-119- 4.71% |
$65.9K - $73.3K
|
2.41K
$1.6M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-119- 25.0% |
$65.9K - $73.3K
|
357
$237K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-119- 1.95% |
$65.9K - $73.3K
|
5.98K
$3.97M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-119- 2.47% |
$65.9K - $73.3K
|
4.71K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-120- 8.38% |
$66.5K - $73.9K
|
1.31K
$871K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-121- 0.81% |
$67K - $74.5K
|
14.8K
$9.8M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-123- 3.77% |
$68.1K - $75.7K
|
3.14K
$2.09M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-124- 0.45% |
$68.7K - $76.4K
|
27.3K
$18.1M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-124- 1.09% |
$68.7K - $76.4K
|
11.3K
$7.47M
|