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 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
SELL
|
- |
-423- 41.8% |
$234K - $261K
|
589
$391K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-426- 8.09% |
$236K - $262K
|
4.84K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-426- 32.13% |
$236K - $262K
|
900
$598K
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-432- 2.31% |
$239K - $266K
|
18.3K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-434- 1.76% |
$240K - $267K
|
24.3K
$16.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-437- 4.55% |
$242K - $269K
|
9.17K
$6.09M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-441- 2.35% |
$244K - $272K
|
18.3K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
SELL
|
- |
-441- 1.16% |
$244K - $272K
|
37.7K
$25M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-443- 0.31% |
$245K - $273K
|
141K
$93.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-447- 23.23% |
$248K - $275K
|
1.48K
$981K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-450- 6.06% |
$249K - $277K
|
6.98K
$4.64M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-452- 1.6% |
$250K - $278K
|
27.8K
$18.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-456- 4.33% |
$253K - $281K
|
10.1K
$6.69M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-456- 2.33% |
$253K - $281K
|
19.1K
$12.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-459- 1.63% |
$254K - $283K
|
27.6K
$18.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-463- 30.62% |
$257K - $285K
|
1.05K
$697K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-465- 15.06% |
$258K - $286K
|
2.62K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-469- 4.58% |
$260K - $289K
|
9.77K
$6.49M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-469- 39.75% |
$260K - $289K
|
711
$472K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-470- 2.71% |
$260K - $289K
|
16.8K
$11.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-471- 2.01% |
$261K - $290K
|
23K
$15.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-473- 23.24% |
$262K - $291K
|
1.56K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-474- 20.57% |
$263K - $292K
|
1.83K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-474- 17.16% |
$263K - $292K
|
2.29K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-483- 3.3% |
$268K - $297K
|
14.2K
$9.4M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-484- 2.09% |
$268K - $298K
|
22.7K
$15M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-486- 0.92% |
$269K - $299K
|
52.4K
$34.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-487- 2.57% |
$270K - $300K
|
18.5K
$12.3M
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-488- 2.94% |
$270K - $301K
|
16.1K
$10.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-492- 9.12% |
$273K - $303K
|
4.9K
$3.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-500- 43.67% |
$277K - $308K
|
645
$428K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-504- 18.04% |
$279K - $310K
|
2.29K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-507- 7.97% |
$281K - $312K
|
5.85K
$3.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-507- 1.46% |
$281K - $312K
|
34.2K
$22.7M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-509- 3.59% |
$282K - $313K
|
13.7K
$9.07M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-530- 18.94% |
$294K - $326K
|
2.27K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-531- 2.08% |
$294K - $327K
|
25K
$16.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-532- 1.48% |
$295K - $328K
|
35.5K
$23.6M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-535- 2.36% |
$296K - $329K
|
22.2K
$14.7M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-545- 30.11% |
$302K - $336K
|
1.27K
$840K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-545- 6.25% |
$302K - $336K
|
8.18K
$5.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-548- 35.84% |
$304K - $337K
|
981
$651K
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-550- 4.67% |
$305K - $339K
|
11.2K
$7.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-551- 7.77% |
$305K - $339K
|
6.54K
$4.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-554- 6.84% |
$307K - $341K
|
7.54K
$5.01M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-558- 2.8% |
$309K - $344K
|
19.4K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-566- 13.59% |
$314K - $349K
|
3.6K
$2.39M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-569- 0.43% |
$315K - $350K
|
133K
$88.5M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-571- 2.32% |
$316K - $352K
|
24.1K
$16M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-572- 5.76% |
$317K - $352K
|
9.36K
$6.22M
|