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 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-229- 20.14% |
$127K - $141K
|
908
$603K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-230- 9.11% |
$127K - $142K
|
2.3K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-230- 0.96% |
$127K - $142K
|
23.7K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-230- 4.52% |
$127K - $142K
|
4.85K
$3.22M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-230- 0.93% |
$127K - $142K
|
24.4K
$16.2M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-232- 4.35% |
$129K - $143K
|
5.1K
$3.39M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-232- 1.71% |
$129K - $143K
|
13.3K
$8.85M
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-233- 30.54% |
$129K - $143K
|
530
$352K
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-233- 2.55% |
$129K - $143K
|
8.92K
$5.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-235- 18.09% |
$130K - $145K
|
1.06K
$706K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-236- 5.81% |
$131K - $145K
|
3.83K
$2.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-236- 0.39% |
$131K - $145K
|
59.5K
$39.5M
|
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-237- 3.09% |
$131K - $146K
|
7.42K
$4.93M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-238- 10.9% |
$132K - $147K
|
1.95K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-238- 0.52% |
$132K - $147K
|
45.9K
$30.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-239- 28.32% |
$132K - $147K
|
605
$402K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-240- 5.55% |
$133K - $148K
|
4.08K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-240- 1.0% |
$133K - $148K
|
23.7K
$15.7M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-242- 7.31% |
$134K - $149K
|
3.07K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-242- 0.26% |
$134K - $149K
|
94.6K
$62.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-244- 5.58% |
$135K - $150K
|
4.13K
$2.74M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-246- 0.79% |
$136K - $151K
|
30.8K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-246- 3.45% |
$136K - $151K
|
6.88K
$4.57M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-250- 19.89% |
$139K - $154K
|
1.01K
$669K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-251- 41.28% |
$139K - $155K
|
357
$237K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-251- 1.75% |
$139K - $155K
|
14.1K
$9.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-251- 2.34% |
$139K - $155K
|
10.5K
$6.95M
|
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-252- 31.62% |
$140K - $155K
|
545
$362K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-254- 6.6% |
$141K - $156K
|
3.6K
$2.39M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-254- 7.52% |
$141K - $156K
|
3.12K
$2.07M
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-254- 3.25% |
$141K - $156K
|
7.56K
$5.02M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-255- 5.44% |
$141K - $157K
|
4.44K
$2.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-255- 6.99% |
$141K - $157K
|
3.39K
$2.25M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-255- 0.98% |
$141K - $157K
|
25.8K
$17.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-257- 6.97% |
$142K - $158K
|
3.43K
$2.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-257- 1.84% |
$142K - $158K
|
13.7K
$9.11M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-259- 4.74% |
$144K - $160K
|
5.2K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-260- 20.59% |
$144K - $160K
|
1K
$666K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-261- 4.67% |
$145K - $161K
|
5.33K
$3.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-262- 15.26% |
$145K - $161K
|
1.46K
$966K
|
|
|
Oct 16, 2025
Q1 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
SELL
|
- |
-263- 35.21% |
$146K - $162K
|
484
$321K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-264- 12.49% |
$146K - $163K
|
1.85K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-264- 27.76% |
$146K - $163K
|
687
$456K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-266- 13.48% |
$147K - $164K
|
1.71K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-267- 0.2% |
$148K - $164K
|
135K
$89.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-268- 5.62% |
$148K - $165K
|
4.5K
$2.99M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-270- 19.44% |
$150K - $166K
|
1.12K
$743K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-271- 2.35% |
$150K - $167K
|
11.3K
$7.49M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-272- 5.43% |
$151K - $168K
|
4.74K
$3.15M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-273- 3.79% |
$151K - $168K
|
6.93K
$4.6M
|