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 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.8K- 7.05% |
$995K - $1.11M
|
23.7K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.8K- 1.85% |
$996K - $1.11M
|
95.4K
$63.3M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.82K- 19.93% |
$1.01M - $1.12M
|
7.3K
$4.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.83K- 25.04% |
$1.01M - $1.13M
|
5.48K
$3.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.83K- 2.56% |
$1.02M - $1.13M
|
69.8K
$46.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-1.83K- 50.93% |
$1.02M - $1.13M
|
1.77K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.84K- 5.69% |
$1.02M - $1.13M
|
30.5K
$20.2M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.86K- 47.69% |
$1.03M - $1.15M
|
2.04K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.86K- 1.99% |
$1.03M - $1.15M
|
91.7K
$60.9M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.87K- 6.0% |
$1.04M - $1.15M
|
29.3K
$19.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-1.88K- 45.63% |
$1.04M - $1.16M
|
2.24K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.92K- 1.62% |
$1.06M - $1.18M
|
117K
$77.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.92K- 15.58% |
$1.06M - $1.18M
|
10.4K
$6.91M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.92K- 4.35% |
$1.06M - $1.18M
|
42.3K
$28.1M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.94K- 25.69% |
$1.07M - $1.19M
|
5.6K
$3.72M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-1.94K- 15.76% |
$1.07M - $1.19M
|
10.4K
$6.88M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-1.95K- 23.61% |
$1.08M - $1.2M
|
6.3K
$4.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-1.95K- 11.24% |
$1.08M - $1.2M
|
15.4K
$10.2M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.95K- 2.54% |
$1.08M - $1.2M
|
75.1K
$49.8M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.98K- 2.81% |
$1.1M - $1.22M
|
68.6K
$45.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-1.99K- 13.77% |
$1.1M - $1.22M
|
12.4K
$8.27M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-2K- 3.72% |
$1.11M - $1.23M
|
51.6K
$34.3M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-2K- 7.28% |
$1.11M - $1.23M
|
25.5K
$17M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-2K- 27.07% |
$1.11M - $1.23M
|
5.4K
$3.58M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.01K- 2.25% |
$1.11M - $1.24M
|
87.5K
$58.1M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-2.01K- 4.68% |
$1.12M - $1.24M
|
41K
$27.2M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2.04K- 2.61% |
$1.13M - $1.26M
|
76K
$50.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-2.1K- 7.1% |
$1.16M - $1.29M
|
27.5K
$18.2M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-2.1K- 12.54% |
$1.16M - $1.29M
|
14.6K
$9.72M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-2.1K- 15.54% |
$1.16M - $1.29M
|
11.4K
$7.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-2.11K- 4.24% |
$1.17M - $1.3M
|
47.7K
$31.7M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.11K- 6.44% |
$1.17M - $1.3M
|
30.6K
$20.3M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.15K- 16.8% |
$1.19M - $1.33M
|
10.7K
$7.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.16K- 1.3% |
$1.19M - $1.33M
|
164K
$109M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-2.16K- 12.15% |
$1.2M - $1.33M
|
15.7K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.18K- 18.99% |
$1.21M - $1.34M
|
9.3K
$6.17M
|
|
|
Jul 14, 2025
Q1 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-2.2K- 66.16% |
$1.22M - $1.35M
|
1.12K
$746K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.21K- 7.15% |
$1.22M - $1.36M
|
28.7K
$19.1M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.21K- 3.7% |
$1.23M - $1.36M
|
57.6K
$38.2M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.22K- 1.77% |
$1.23M - $1.37M
|
123K
$81.7M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-2.23K- 27.8% |
$1.24M - $1.38M
|
5.8K
$3.85M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.26K- 14.69% |
$1.25M - $1.39M
|
13.1K
$8.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.28K- 54.06% |
$1.26M - $1.4M
|
1.94K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-2.28K- 27.06% |
$1.26M - $1.4M
|
6.14K
$4.08M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.29K- 34.09% |
$1.27M - $1.41M
|
4.43K
$2.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-2.3K- 3.06% |
$1.27M - $1.41M
|
72.8K
$48.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-2.33K- 33.92% |
$1.29M - $1.43M
|
4.54K
$3.01M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.34K- 4.54% |
$1.3M - $1.44M
|
49.2K
$32.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-2.38K- 25.91% |
$1.32M - $1.46M
|
6.79K
$4.51M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.38K- 14.63% |
$1.32M - $1.46M
|
13.9K
$9.2M
|