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 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-154- 9.49% |
$85.3K - $94.8K
|
1.47K
$975K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-154- 7.11% |
$85.3K - $94.8K
|
2.01K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-154- 1.6% |
$85.3K - $94.8K
|
9.44K
$6.27M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-155- 4.11% |
$85.9K - $95.5K
|
3.62K
$2.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-156- 0.86% |
$86.4K - $96.1K
|
17.9K
$11.9M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-157- 14.21% |
$87K - $96.7K
|
948
$629K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-158- 4.06% |
$87.5K - $97.3K
|
3.73K
$2.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-159- 0.43% |
$88.1K - $97.9K
|
36.5K
$24.2M
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-159- 28.09% |
$88.1K - $97.9K
|
407
$270K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-160- 1.75% |
$88.6K - $98.5K
|
8.97K
$5.96M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-160- 2.52% |
$88.6K - $98.5K
|
6.18K
$4.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-161- 1.81% |
$89.2K - $99.2K
|
8.75K
$5.81M
|
|
|
May 13, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-163- 23.42% |
$90.3K - $100K
|
533
$354K
|
|
|
Jul 15, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-163- 23.42% |
$90.3K - $100K
|
533
$354K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-164- 3.65% |
$90.9K - $101K
|
4.33K
$2.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-165- 2.16% |
$91.4K - $102K
|
7.49K
$4.97M
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-165- 7.14% |
$91.4K - $102K
|
2.15K
$1.43M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-166- 2.56% |
$92K - $102K
|
6.32K
$4.2M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-168- 8.36% |
$93.1K - $103K
|
1.84K
$1.22M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-169- 0.97% |
$93.6K - $104K
|
17.3K
$11.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-170- 6.47% |
$94.2K - $105K
|
2.46K
$1.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-171- 23.2% |
$94.7K - $105K
|
566
$376K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-171- 3.31% |
$94.7K - $105K
|
4.99K
$3.31M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-171- 2.69% |
$94.7K - $105K
|
6.18K
$4.1M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-171- 0.5% |
$94.7K - $105K
|
34.2K
$22.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-173- 4.95% |
$95.9K - $107K
|
3.32K
$2.21M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-173- 3.4% |
$95.9K - $107K
|
4.92K
$3.26M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-174- 1.69% |
$96.4K - $107K
|
10.1K
$6.72M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-175- 1.9% |
$97K - $108K
|
9.06K
$6.01M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-175- 0.98% |
$97K - $108K
|
17.6K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-176- 5.23% |
$97.5K - $108K
|
3.19K
$2.12M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-178- 7.32% |
$98.6K - $110K
|
2.25K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-179- 3.47% |
$99.2K - $110K
|
4.98K
$3.31M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-179- 0.38% |
$99.2K - $110K
|
47.3K
$31.4M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-181- 9.89% |
$100K - $111K
|
1.65K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-182- 19.55% |
$101K - $112K
|
749
$497K
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-183- 21.33% |
$101K - $113K
|
675
$448K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-183- 4.73% |
$101K - $113K
|
3.69K
$2.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-183- 5.19% |
$101K - $113K
|
3.35K
$2.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-183- 1.16% |
$101K - $113K
|
15.6K
$10.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-184- 4.36% |
$102K - $113K
|
4.04K
$2.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-187- 11.33% |
$104K - $115K
|
1.46K
$971K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-187- 1.0% |
$104K - $115K
|
18.5K
$12.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-187- 7.19% |
$104K - $115K
|
2.42K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-187- 13.54% |
$104K - $115K
|
1.19K
$793K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-188- 4.95% |
$104K - $116K
|
3.61K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-188- 5.09% |
$104K - $116K
|
3.5K
$2.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-190- 11.74% |
$105K - $117K
|
1.43K
$948K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-191- 1.01% |
$106K - $118K
|
18.6K
$12.4M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-192- 20.56% |
$106K - $118K
|
742
$493K
|