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 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-784- 18.12% |
$434K - $483K
|
3.54K
$2.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-786- 11.09% |
$435K - $484K
|
6.3K
$4.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-786- 0.85% |
$435K - $484K
|
92.1K
$61.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-787- 2.7% |
$436K - $485K
|
28.3K
$18.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-787- 25.3% |
$436K - $485K
|
2.32K
$1.54M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-789- 1.47% |
$437K - $486K
|
52.9K
$35.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-791- 10.45% |
$438K - $487K
|
6.78K
$4.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-794- 3.7% |
$440K - $489K
|
20.7K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-795- 4.66% |
$440K - $490K
|
16.3K
$10.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-797- 34.4% |
$442K - $491K
|
1.52K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-797- 16.45% |
$442K - $491K
|
4.05K
$2.69M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-799- 12.3% |
$443K - $492K
|
5.7K
$3.78M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-818- 2.6% |
$453K - $504K
|
30.7K
$20.4M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-825- 62.69% |
$457K - $508K
|
491
$326K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-830- 19.77% |
$460K - $511K
|
3.37K
$2.24M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-841- 13.67% |
$466K - $518K
|
5.31K
$3.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-854- 19.82% |
$473K - $526K
|
3.45K
$2.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-854- 0.84% |
$473K - $526K
|
101K
$67.2M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-857- 40.65% |
$475K - $528K
|
1.25K
$831K
|
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
SELL
|
- |
-860- 1.13% |
$476K - $530K
|
75.3K
$50M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-863- 7.17% |
$478K - $531K
|
11.2K
$7.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-864- 0.35% |
$479K - $532K
|
247K
$164M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-870- 2.87% |
$482K - $536K
|
29.5K
$19.6M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-872- 5.05% |
$483K - $537K
|
16.4K
$10.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-880- 37.02% |
$488K - $542K
|
1.5K
$994K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-882- 10.14% |
$489K - $543K
|
7.82K
$5.19M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-884- 0.59% |
$490K - $544K
|
149K
$99M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-893- 13.3% |
$495K - $550K
|
5.82K
$3.87M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-899- 0.89% |
$498K - $554K
|
100K
$66.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-900- 16.78% |
$499K - $554K
|
4.46K
$2.96M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-901- 13.21% |
$499K - $555K
|
5.92K
$3.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-905- 15.69% |
$501K - $557K
|
4.86K
$3.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-912- 65.99% |
$505K - $562K
|
470
$312K
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-914- 3.33% |
$506K - $563K
|
26.5K
$17.6M
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-920- 33.22% |
$510K - $567K
|
1.85K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-920- 4.89% |
$510K - $567K
|
17.9K
$11.9M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-922- 5.36% |
$511K - $568K
|
16.3K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-926- 9.87% |
$513K - $570K
|
8.46K
$5.62M
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-940- 0.81% |
$521K - $579K
|
116K
$76.7M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-953- 7.03% |
$528K - $587K
|
12.6K
$8.36M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-976- 9.02% |
$541K - $601K
|
9.84K
$6.53M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-980- 14.35% |
$543K - $604K
|
5.85K
$3.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-992- 5.89% |
$550K - $611K
|
15.8K
$10.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1K- 46.2% |
$556K - $618K
|
1.17K
$776K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-1.01K- 14.56% |
$560K - $622K
|
5.93K
$3.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.01K- 70.56% |
$562K - $624K
|
423
$281K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.02K- 3.5% |
$563K - $626K
|
28K
$18.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.02K- 39.05% |
$567K - $631K
|
1.6K
$1.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.03K- 7.37% |
$570K - $633K
|
12.9K
$8.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-1.03K- 23.8% |
$570K - $634K
|
3.3K
$2.19M
|