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 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-125- 3.25% |
$69.3K - $77K
|
3.72K
$2.47M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-125- 3.62% |
$69.3K - $77K
|
3.33K
$2.21M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-125- 5.71% |
$69.3K - $77K
|
2.07K
$1.37M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-126- 1.34% |
$69.8K - $77.6K
|
9.26K
$6.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-126- 1.4% |
$69.8K - $77.6K
|
8.9K
$5.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-126- 4.6% |
$69.8K - $77.6K
|
2.62K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-126- 3.31% |
$69.8K - $77.6K
|
3.69K
$2.45M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-126- 2.88% |
$69.8K - $77.6K
|
4.25K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-126- 8.87% |
$69.8K - $77.6K
|
1.29K
$859K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-127- 0.73% |
$70.4K - $78.2K
|
17.2K
$11.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-128- 36.57% |
$70.9K - $78.8K
|
222
$147K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-129- 20.48% |
$71.5K - $79.4K
|
501
$333K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-129- 1.58% |
$71.5K - $79.4K
|
8.01K
$5.32M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-129- 6.04% |
$71.5K - $79.4K
|
2.01K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-131- 0.24% |
$72.6K - $80.7K
|
55.5K
$36.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-133- 1.93% |
$73.7K - $81.9K
|
6.76K
$4.49M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-133- 1.06% |
$73.7K - $81.9K
|
12.5K
$8.27M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-133- 1.64% |
$73.7K - $81.9K
|
7.99K
$5.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-135- 4.49% |
$74.8K - $83.1K
|
2.87K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-135- 8.31% |
$74.8K - $83.1K
|
1.49K
$989K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-136- 18.94% |
$75.4K - $83.8K
|
582
$386K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-137- 1.49% |
$75.9K - $84.4K
|
9.04K
$6M
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-137- 0.97% |
$75.9K - $84.4K
|
13.9K
$9.25M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-137- 1.02% |
$75.9K - $84.4K
|
13.3K
$8.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-138- 8.58% |
$76.5K - $85K
|
1.47K
$976K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-138- 5.61% |
$76.5K - $85K
|
2.32K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-140- 2.04% |
$77.6K - $86.2K
|
6.72K
$4.46M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-140- 6.51% |
$77.6K - $86.2K
|
2.01K
$1.33M
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-140- 2.85% |
$77.6K - $86.2K
|
4.77K
$3.17M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-142- 2.64% |
$78.7K - $87.5K
|
5.24K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-142- 0.18% |
$78.7K - $87.5K
|
77.8K
$51.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-143- 16.82% |
$79.2K - $88.1K
|
707
$469K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-143- 7.62% |
$79.2K - $88.1K
|
1.73K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-143- 8.79% |
$79.2K - $88.1K
|
1.48K
$985K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-144- 4.83% |
$79.8K - $88.7K
|
2.84K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-145- 8.68% |
$80.3K - $89.3K
|
1.53K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-146- 6.8% |
$80.9K - $89.9K
|
2K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-147- 0.36% |
$81.4K - $90.5K
|
40.6K
$27M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-147- 11.07% |
$81.4K - $90.5K
|
1.18K
$784K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-149- 0.64% |
$82.6K - $91.8K
|
23.3K
$15.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-150- 3.95% |
$83.1K - $92.4K
|
3.65K
$2.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-150- 6.53% |
$83.1K - $92.4K
|
2.15K
$1.43M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-150- 6.4% |
$83.1K - $92.4K
|
2.19K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-150- 2.18% |
$83.1K - $92.4K
|
6.73K
$4.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-151- 1.33% |
$83.7K - $93K
|
11.2K
$7.46M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-151- 0.14% |
$83.7K - $93K
|
109K
$72.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-151- 3.3% |
$83.7K - $93K
|
4.42K
$2.93M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-151- 1.35% |
$83.7K - $93K
|
11.1K
$7.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-152- 36.36% |
$84.2K - $93.6K
|
266
$177K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-154- 28.15% |
$85.3K - $94.8K
|
393
$261K
|