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 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-582- 10.53% |
$322K - $358K
|
4.95K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-589- 23.44% |
$326K - $363K
|
1.92K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-592- 16.86% |
$328K - $365K
|
2.92K
$1.94M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-598- 7.43% |
$331K - $368K
|
7.45K
$4.95M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-601- 5.47% |
$333K - $370K
|
10.4K
$6.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-604- 2.16% |
$335K - $372K
|
27.4K
$18.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-607- 45.06% |
$336K - $374K
|
740
$491K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-619- 30.61% |
$343K - $381K
|
1.4K
$932K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-624- 6.13% |
$346K - $384K
|
9.55K
$6.34M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-628- 17.35% |
$348K - $387K
|
2.99K
$1.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-636- 6.95% |
$352K - $392K
|
8.51K
$5.65M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-641- 3.87% |
$355K - $395K
|
15.9K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-651- 9.16% |
$361K - $401K
|
6.46K
$4.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-652- 8.68% |
$361K - $402K
|
6.86K
$4.55M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-660- 51.56% |
$366K - $406K
|
620
$412K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-662- 2.55% |
$367K - $408K
|
25.3K
$16.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-667- 17.4% |
$370K - $411K
|
3.17K
$2.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-668- 6.03% |
$370K - $411K
|
10.4K
$6.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-670- 10.67% |
$371K - $413K
|
5.61K
$3.72M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-670- 38.24% |
$371K - $413K
|
1.08K
$718K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-679- 14.96% |
$376K - $418K
|
3.86K
$2.56M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-679- 1.93% |
$376K - $418K
|
34.6K
$23M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-679- 2.15% |
$376K - $418K
|
30.9K
$20.5M
|
|
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-684- 0.85% |
$379K - $421K
|
79.5K
$52.8M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-689- 43.89% |
$382K - $424K
|
881
$585K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-693- 2.01% |
$384K - $427K
|
33.8K
$22.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-698- 6.83% |
$387K - $430K
|
9.52K
$6.32M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-701- 35.14% |
$388K - $432K
|
1.29K
$859K
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-702- 40.18% |
$389K - $432K
|
1.05K
$694K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-705- 2.73% |
$391K - $434K
|
25.1K
$16.7M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-707- 12.52% |
$392K - $435K
|
4.94K
$3.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
SELL
|
- |
-708- 11.01% |
$392K - $436K
|
5.72K
$3.8M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-710- 0.55% |
$393K - $437K
|
128K
$85.3M
|
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-712- 44.39% |
$394K - $438K
|
892
$592K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-716- 2.13% |
$397K - $441K
|
32.9K
$21.8M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-717- 25.64% |
$397K - $442K
|
2.08K
$1.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-719- 0.6% |
$398K - $443K
|
119K
$78.9M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-724- 4.34% |
$401K - $446K
|
15.9K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-725- 1.99% |
$402K - $446K
|
35.8K
$23.8M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-740- 15.99% |
$410K - $456K
|
3.89K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-740- 6.78% |
$410K - $456K
|
10.2K
$6.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-747- 13.16% |
$414K - $460K
|
4.93K
$3.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-748- 2.52% |
$414K - $461K
|
29K
$19.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-749- 1.36% |
$415K - $461K
|
54.3K
$36M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-757- 0.85% |
$419K - $466K
|
88.1K
$58.5M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-760- 1.84% |
$421K - $468K
|
40.5K
$26.9M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-770- 1.48% |
$427K - $474K
|
51.3K
$34.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-771- 4.57% |
$427K - $475K
|
16.1K
$10.7M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-771- 2.01% |
$427K - $475K
|
37.5K
$24.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-784- 23.84% |
$434K - $483K
|
2.51K
$1.66M
|