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 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-274- 9.35% |
$152K - $169K
|
2.66K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-274- 7.96% |
$152K - $169K
|
3.17K
$2.1M
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-275- 4.84% |
$152K - $169K
|
5.4K
$3.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-276- 0.48% |
$153K - $170K
|
57.3K
$38.1M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-279- 2.32% |
$155K - $172K
|
11.8K
$7.8M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-281- 11.16% |
$156K - $173K
|
2.24K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-282- 27.57% |
$156K - $174K
|
741
$492K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-282- 7.42% |
$156K - $174K
|
3.52K
$2.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-284- 3.47% |
$157K - $175K
|
7.91K
$5.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-285- 2.31% |
$158K - $176K
|
12K
$7.99M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-286- 1.97% |
$158K - $176K
|
14.2K
$9.45M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-288- 24.1% |
$160K - $177K
|
907
$602K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-289- 1.63% |
$160K - $178K
|
17.4K
$11.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-290- 0.57% |
$161K - $179K
|
50.9K
$33.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-291- 9.49% |
$161K - $179K
|
2.78K
$1.84M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-292- 5.48% |
$162K - $180K
|
5.03K
$3.34M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-294- 1.57% |
$163K - $181K
|
18.4K
$12.2M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-295- 6.53% |
$163K - $182K
|
4.22K
$2.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-296- 13.6% |
$164K - $182K
|
1.88K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-296- 6.5% |
$164K - $182K
|
4.26K
$2.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-297- 3.18% |
$165K - $183K
|
9.05K
$6.01M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-298- 3.74% |
$165K - $184K
|
7.68K
$5.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-300- 3.19% |
$166K - $185K
|
9.1K
$6.04M
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-300- 11.24% |
$166K - $185K
|
2.37K
$1.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-302- 1.2% |
$167K - $186K
|
24.9K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-302- 30.44% |
$167K - $186K
|
690
$458K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-306- 1.42% |
$170K - $188K
|
21.2K
$14.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-308- 9.38% |
$171K - $190K
|
2.97K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-308- 12.15% |
$171K - $190K
|
2.23K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-309- 5.73% |
$171K - $190K
|
5.09K
$3.38M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-310- 3.95% |
$172K - $191K
|
7.54K
$5.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-312- 79.39% |
$173K - $192K
|
81
$53.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-313- 0.59% |
$173K - $193K
|
52.5K
$34.9M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-313- 2.06% |
$173K - $193K
|
14.9K
$9.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-322- 2.77% |
$178K - $198K
|
11.3K
$7.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-322- 3.66% |
$178K - $198K
|
8.48K
$5.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-322- 14.56% |
$178K - $198K
|
1.89K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
SELL
|
- |
-323- 16.42% |
$179K - $199K
|
1.64K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-323- 23.61% |
$179K - $199K
|
1.05K
$694K
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-324- 1.97% |
$180K - $200K
|
16.1K
$10.7M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-325- 9.72% |
$180K - $200K
|
3.02K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-328- 10.74% |
$182K - $202K
|
2.73K
$1.81M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-331- 9.83% |
$183K - $204K
|
3.04K
$2.02M
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-331- 16.93% |
$183K - $204K
|
1.62K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-336- 2.74% |
$186K - $207K
|
11.9K
$7.9M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-336- 4.14% |
$186K - $207K
|
7.77K
$5.16M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-338- 8.35% |
$187K - $208K
|
3.71K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-340- 10.95% |
$188K - $209K
|
2.77K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-343- 1.59% |
$190K - $211K
|
21.3K
$14.1M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-345- 26.83% |
$191K - $212K
|
941
$625K
|