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
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.04K- 26.61% |
$573K - $637K
|
2.85K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.04K- 3.26% |
$575K - $639K
|
30.8K
$20.4M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.04K- 5.1% |
$578K - $642K
|
19.4K
$12.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.04K- 2.52% |
$578K - $643K
|
40.3K
$26.8M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-1.05K- 20.4% |
$584K - $649K
|
4.11K
$2.73M
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.06K- 12.92% |
$586K - $651K
|
7.12K
$4.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-1.06K- 83.31% |
$586K - $652K
|
212
$141K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.06K- 3.4% |
$586K - $652K
|
30.1K
$20M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.07K- 1.46% |
$591K - $657K
|
72.1K
$47.9M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.07K- 0.92% |
$593K - $660K
|
115K
$76.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.08K- 5.43% |
$600K - $667K
|
18.8K
$12.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-1.09K- 9.37% |
$601K - $668K
|
10.5K
$6.97M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.09K- 14.21% |
$603K - $670K
|
6.57K
$4.36M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.1KClosed |
$608K - $676K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.1K- 14.09% |
$609K - $677K
|
6.71K
$4.45M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.1K- 0.2% |
$609K - $677K
|
559K
$371M
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.1K- 2.2% |
$611K - $679K
|
48.9K
$32.5M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.11K- 4.46% |
$613K - $681K
|
23.7K
$15.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.12K- 7.59% |
$619K - $689K
|
13.6K
$9.03M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-1.12K- 11.33% |
$622K - $692K
|
8.79K
$5.83M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.13K- 11.5% |
$626K - $695K
|
8.69K
$5.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.13K- 9.58% |
$626K - $696K
|
10.7K
$7.08M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.13K- 24.02% |
$628K - $698K
|
3.58K
$2.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.13K- 1.85% |
$628K - $698K
|
60.1K
$39.9M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.13K- 24.08% |
$628K - $698K
|
3.58K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-1.14K- 2.13% |
$633K - $703K
|
52.4K
$34.8M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.15K- 10.92% |
$634K - $705K
|
9.34K
$6.2M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.15K- 0.87% |
$636K - $706K
|
131K
$86.8M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.15K- 6.18% |
$639K - $711K
|
17.5K
$11.6M
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-1.16K- 2.61% |
$645K - $717K
|
43.5K
$28.9M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.17K- 0.7% |
$648K - $720K
|
165K
$110M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.17K- 58.42% |
$650K - $722K
|
835
$554K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.19K- 1.74% |
$658K - $731K
|
67.1K
$44.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-1.21K- 5.88% |
$668K - $743K
|
19.3K
$12.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-1.21K- 9.82% |
$668K - $743K
|
11.1K
$7.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.21K- 11.59% |
$669K - $743K
|
9.21K
$6.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Fort Henry Capital, LLC
|
SELL
|
- |
-1.25K- 1.96% |
$693K - $770K
|
62.5K
$41.5M
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-1.26K- 0.84% |
$696K - $774K
|
148K
$98.2M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.26K- 3.99% |
$696K - $774K
|
30.2K
$20.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-1.26K- 1.36% |
$698K - $775K
|
91.5K
$60.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.27K- 1.59% |
$701K - $779K
|
78K
$51.8M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.27K- 7.64% |
$704K - $782K
|
15.4K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.27K- 23.67% |
$705K - $784K
|
4.11K
$2.73M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.27K- 6.87% |
$706K - $785K
|
17.3K
$11.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.28K- 43.69% |
$708K - $787K
|
1.65K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.28K- 1.18% |
$709K - $788K
|
107K
$70.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.29K- 5.18% |
$713K - $793K
|
23.5K
$15.6M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.29K- 2.78% |
$716K - $796K
|
45.3K
$30.1M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-1.3K- 49.65% |
$718K - $798K
|
1.31K
$872K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-1.3K- 2.55% |
$719K - $799K
|
49.6K
$32.9M
|