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 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
SELL
|
- |
-346- 2.45% |
$192K - $213K
|
13.8K
$9.16M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-347- 1.27% |
$192K - $214K
|
27K
$17.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-348- 1.39% |
$193K - $214K
|
24.6K
$16.4M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-348- 9.36% |
$193K - $214K
|
3.37K
$2.24M
|
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-350- 26.08% |
$194K - $216K
|
992
$659K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-352- 3.74% |
$195K - $217K
|
9.07K
$6.02M
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-353- 1.65% |
$196K - $217K
|
21.1K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-353- 4.34% |
$196K - $217K
|
7.79K
$5.17M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-353- 4.22% |
$196K - $217K
|
8K
$5.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-354- 1.11% |
$196K - $218K
|
31.6K
$21M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-356- 25.8% |
$197K - $219K
|
1.02K
$680K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-357- 1.7% |
$198K - $220K
|
20.7K
$13.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-357- 1.04% |
$198K - $220K
|
34K
$22.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-357- 6.4% |
$198K - $220K
|
5.22K
$3.47M
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-360- 0.51% |
$199K - $222K
|
69.6K
$46.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-362- 17.06% |
$201K - $223K
|
1.76K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-365- 4.37% |
$202K - $225K
|
7.99K
$5.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-365- 9.9% |
$202K - $225K
|
3.32K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-365- 4.98% |
$202K - $225K
|
6.97K
$4.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-367- 1.3% |
$203K - $226K
|
27.8K
$18.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-370- 9.12% |
$205K - $228K
|
3.69K
$2.45M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-370- 1.06% |
$205K - $228K
|
34.6K
$23M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-375- 24.19% |
$208K - $231K
|
1.18K
$780K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-377- 17.82% |
$209K - $232K
|
1.74K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-379- 0.41% |
$210K - $233K
|
92.6K
$61.5M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-380- 1.59% |
$211K - $234K
|
23.5K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
SELL
|
- |
-382- 0.4% |
$212K - $235K
|
95.2K
$63.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-383- 1.06% |
$212K - $236K
|
35.6K
$23.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-384- 8.75% |
$213K - $236K
|
4K
$2.66M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-385- 0.1% |
$213K - $237K
|
372K
$247M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-387- 20.01% |
$214K - $238K
|
1.55K
$1.03M
|
|
|
Oct 27, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-387- 20.01% |
$214K - $238K
|
1.55K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-391- 13.48% |
$217K - $241K
|
2.51K
$1.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-392- 1.42% |
$217K - $241K
|
27.3K
$18.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-393- 30.18% |
$218K - $242K
|
909
$604K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-394- 2.16% |
$218K - $243K
|
17.8K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-395- 0.75% |
$219K - $243K
|
52.2K
$34.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-397- 11.21% |
$220K - $244K
|
3.14K
$2.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-398- 5.01% |
$221K - $245K
|
7.55K
$5.01M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-400- 2.46% |
$222K - $246K
|
15.9K
$10.5M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-400- 35.71% |
$222K - $246K
|
720
$478K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-403- 3.52% |
$223K - $248K
|
11K
$7.32M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-403- 4.3% |
$223K - $248K
|
8.96K
$5.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-408- 1.31% |
$226K - $251K
|
30.6K
$20.3M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-409- 7.72% |
$227K - $252K
|
4.89K
$3.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-412- 0.65% |
$228K - $254K
|
63.1K
$41.9M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-416- 0.71% |
$230K - $256K
|
57.9K
$38.4M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-417- 8.81% |
$231K - $257K
|
4.31K
$2.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-418- 2.75% |
$232K - $257K
|
14.8K
$9.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-421- 2.11% |
$233K - $259K
|
19.5K
$12.9M
|