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 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-1.3K- 12.33% |
$722K - $802K
|
9.27K
$6.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
SELL
|
- |
-1.32K- 4.44% |
$729K - $810K
|
28.3K
$18.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.33K- 6.45% |
$734K - $816K
|
19.2K
$12.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.34K- 7.46% |
$742K - $825K
|
16.6K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.36K- 2.72% |
$751K - $834K
|
48.4K
$32.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.37K- 29.58% |
$757K - $842K
|
3.26K
$2.16M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.4K- 7.07% |
$775K - $861K
|
18.4K
$12.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-1.41K- 7.88% |
$780K - $867K
|
16.5K
$10.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.43K- 17.3% |
$791K - $879K
|
6.83K
$4.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.44K- 7.25% |
$800K - $889K
|
18.5K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.45K- 2.63% |
$803K - $892K
|
53.6K
$35.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.45K- 0.41% |
$805K - $895K
|
355K
$236M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.46K- 2.82% |
$806K - $896K
|
50.2K
$33.3M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-1.46K- 8.29% |
$807K - $897K
|
16.1K
$10.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.47K- 2.58% |
$814K - $905K
|
55.5K
$36.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.47K- 1.84% |
$814K - $905K
|
78.4K
$52.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.48K- 2.64% |
$822K - $913K
|
54.7K
$36.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-1.49K- 4.26% |
$823K - $915K
|
33.4K
$22.2M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-1.49K- 6.11% |
$823K - $915K
|
22.8K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.49K- 1.35% |
$824K - $916K
|
109K
$72.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-1.5K- 1.32% |
$833K - $926K
|
113K
$74.9M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.5K- 3.2% |
$833K - $926K
|
45.5K
$30.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.52K- 18.28% |
$839K - $933K
|
6.77K
$4.5M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.52K- 1.7% |
$841K - $935K
|
88K
$58.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.54K- 1.14% |
$852K - $947K
|
133K
$88.6M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.56K- 3.52% |
$863K - $959K
|
42.7K
$28.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.56K- 1.57% |
$864K - $961K
|
97.5K
$64.7M
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.57K- 7.36% |
$868K - $964K
|
19.7K
$13.1M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.58K- 55.33% |
$877K - $974K
|
1.28K
$848K
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-1.59K- 56.97% |
$878K - $976K
|
1.2K
$795K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.59K- 19.75% |
$882K - $980K
|
6.47K
$4.29M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.6K- 2.24% |
$884K - $982K
|
69.8K
$46.3M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 52.83% |
$885K - $984K
|
1.43K
$947K
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-1.6K- 0.57% |
$888K - $987K
|
279K
$186M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.61K- 2.59% |
$893K - $993K
|
60.7K
$40.3M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.62K- 18.29% |
$895K - $995K
|
7.21K
$4.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1.62K- 12.24% |
$896K - $996K
|
11.6K
$7.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.62K- 1.15% |
$900K - $1M
|
140K
$92.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-1.64K- 1.58% |
$907K - $1.01M
|
102K
$67.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.65K- 2.39% |
$913K - $1.01M
|
67.4K
$44.7M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.7K- 6.59% |
$942K - $1.05M
|
24.1K
$16M
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.7K- 35.5% |
$944K - $1.05M
|
3.09K
$2.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.71K- 62.4% |
$948K - $1.05M
|
1.03K
$685K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.72K- 1.71% |
$952K - $1.06M
|
98.5K
$65.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-1.73K- 55.13% |
$956K - $1.06M
|
1.41K
$933K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-1.73K- 8.1% |
$960K - $1.07M
|
19.7K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.74K- 18.13% |
$964K - $1.07M
|
7.86K
$5.22M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.75K- 3.04% |
$968K - $1.08M
|
55.7K
$37M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.78K- 4.69% |
$985K - $1.09M
|
36.1K
$24M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.79K- 0.73% |
$990K - $1.1M
|
242K
$161M
|