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
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-193- 14.22% |
$107K - $119K
|
1.16K
$773K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-194- 19.5% |
$107K - $119K
|
801
$532K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-194- 2.38% |
$107K - $119K
|
7.94K
$5.27M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-195- 5.29% |
$108K - $120K
|
3.49K
$2.32M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-195- 3.76% |
$108K - $120K
|
4.99K
$3.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-196- 15.74% |
$109K - $121K
|
1.05K
$697K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-196- 90.74% |
$109K - $121K
|
20
$13.3K
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-198- 2.17% |
$110K - $122K
|
8.94K
$5.94M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-198- 1.7% |
$110K - $122K
|
11.5K
$7.62M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-199- 2.9% |
$110K - $123K
|
6.67K
$4.43M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-199- 1.12% |
$110K - $123K
|
17.5K
$11.6M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-200- 22.88% |
$111K - $123K
|
674
$448K
|
|
|
May 12, 2025
Q1 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-200- 8.85% |
$111K - $123K
|
2.06K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-200- 3.85% |
$111K - $123K
|
4.99K
$3.31M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-201- 3.16% |
$111K - $124K
|
6.15K
$4.08M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-202- 4.21% |
$112K - $124K
|
4.6K
$3.05M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-204- 0.16% |
$113K - $126K
|
124K
$82.4M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-205- 7.96% |
$114K - $126K
|
2.37K
$1.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-206- 7.99% |
$114K - $127K
|
2.37K
$1.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-207- 0.86% |
$115K - $127K
|
23.7K
$15.8M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-207- 8.67% |
$115K - $127K
|
2.18K
$1.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-208- 3.89% |
$115K - $128K
|
5.13K
$3.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-208- 0.74% |
$115K - $128K
|
27.7K
$18.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-208- 3.13% |
$115K - $128K
|
6.43K
$4.27M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-208- 3.75% |
$115K - $128K
|
5.34K
$3.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-209- 1.38% |
$116K - $129K
|
14.9K
$9.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-210- 8.01% |
$116K - $129K
|
2.41K
$1.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-210- 10.26% |
$116K - $129K
|
1.84K
$1.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-211- 14.88% |
$117K - $130K
|
1.21K
$801K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-212- 0.24% |
$117K - $131K
|
89.9K
$59.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-212- 2.63% |
$117K - $131K
|
7.86K
$5.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-212- 33.39% |
$117K - $131K
|
423
$281K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-214- 2.14% |
$119K - $132K
|
9.79K
$6.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-215- 35.25% |
$119K - $132K
|
395
$262K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-215- 2.95% |
$119K - $132K
|
7.08K
$4.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-216- 55.96% |
$120K - $133K
|
170
$113K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-216- 10.39% |
$120K - $133K
|
1.86K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-216- 0.57% |
$120K - $133K
|
37.7K
$25M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-219- 25.86% |
$121K - $135K
|
628
$417K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-220- 7.04% |
$122K - $135K
|
2.91K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-221- 99.55% |
$122K - $136K
|
1
$664
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-223- 5.34% |
$124K - $137K
|
3.95K
$2.62M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-224- 10.4% |
$124K - $138K
|
1.93K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-224- 13.87% |
$124K - $138K
|
1.39K
$924K
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-225- 0.7% |
$125K - $139K
|
31.8K
$21.1M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-225- 4.24% |
$125K - $139K
|
5.09K
$3.38M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-225- 4.92% |
$125K - $139K
|
4.35K
$2.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-226- 19.33% |
$125K - $139K
|
943
$626K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-227- 9.61% |
$126K - $140K
|
2.14K
$1.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
SELL
|
- |
-229- 26.35% |
$127K - $141K
|
640
$425K
|