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 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-3.41K- 28.02% |
$1.89M - $2.1M
|
8.76K
$5.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-3.42K- 64.32% |
$1.89M - $2.1M
|
1.9K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-3.43K- 12.21% |
$1.9M - $2.11M
|
24.7K
$16.4M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3.44K- 9.07% |
$1.91M - $2.12M
|
34.5K
$22.9M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.45K- 0.47% |
$1.91M - $2.13M
|
737K
$489M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.49K- 0.35% |
$1.93M - $2.15M
|
993K
$659M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-3.51K- 18.52% |
$1.94M - $2.16M
|
15.4K
$10.3M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-3.52K- 4.29% |
$1.95M - $2.17M
|
78.5K
$52.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-3.52K- 54.47% |
$1.95M - $2.17M
|
2.94K
$1.95M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.53K- 62.07% |
$1.95M - $2.17M
|
2.16K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-3.55K- 5.13% |
$1.97M - $2.19M
|
65.7K
$43.6M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-3.58K- 6.11% |
$1.98M - $2.2M
|
55K
$36.5M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-3.62K- 8.69% |
$2M - $2.23M
|
38K
$25.2M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.63K- 7.52% |
$2.01M - $2.24M
|
44.7K
$29.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-3.64K- 4.09% |
$2.02M - $2.24M
|
85.5K
$56.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.65K- 6.44% |
$2.02M - $2.25M
|
53K
$35.2M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-3.65K- 9.47% |
$2.02M - $2.25M
|
34.9K
$23.2M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-3.7K- 39.28% |
$2.05M - $2.28M
|
5.71K
$3.79M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.7K- 2.32% |
$2.05M - $2.28M
|
156K
$103M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-3.71K- 25.82% |
$2.06M - $2.28M
|
10.7K
$7.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.78K- 6.3% |
$2.09M - $2.33M
|
56.2K
$37.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.79K- 34.19% |
$2.1M - $2.33M
|
7.29K
$4.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-3.82K- 22.76% |
$2.12M - $2.35M
|
13K
$8.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-3.85K- 14.08% |
$2.13M - $2.37M
|
23.5K
$15.6M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-3.92K- 14.62% |
$2.17M - $2.42M
|
22.9K
$15.2M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-3.92K- 2.79% |
$2.17M - $2.42M
|
137K
$90.8M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.93K- 0.91% |
$2.18M - $2.42M
|
427K
$284M
|
|
|
Apr 23, 2025
Q1 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-3.95K- 6.56% |
$2.19M - $2.43M
|
56.2K
$37.3M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.96K- 2.52% |
$2.19M - $2.44M
|
153K
$101M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-4.06K- 57.16% |
$2.25M - $2.5M
|
3.04K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-4.1K- 4.44% |
$2.27M - $2.52M
|
88.3K
$58.6M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-4.11K- 67.68% |
$2.27M - $2.53M
|
1.96K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-4.12K- 31.92% |
$2.28M - $2.54M
|
8.79K
$5.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-4.16K- 9.64% |
$2.3M - $2.56M
|
39K
$25.9M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.17K- 26.84% |
$2.31M - $2.57M
|
11.4K
$7.55M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-4.2K- 29.77% |
$2.33M - $2.59M
|
9.91K
$6.58M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-4.21K- 2.92% |
$2.33M - $2.59M
|
140K
$93M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.22K- 2.4% |
$2.34M - $2.6M
|
172K
$114M
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-4.24K- 11.22% |
$2.35M - $2.61M
|
33.6K
$22.3M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-4.35K- 8.71% |
$2.41M - $2.68M
|
45.6K
$30.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.41K- 6.88% |
$2.44M - $2.71M
|
59.7K
$39.6M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4.42K- 53.97% |
$2.45M - $2.72M
|
3.77K
$2.5M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-4.43K- 12.64% |
$2.45M - $2.73M
|
30.6K
$20.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4.49K- 12.3% |
$2.49M - $2.76M
|
32K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.59K- 2.89% |
$2.54M - $2.83M
|
154K
$102M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-4.6K- 41.55% |
$2.55M - $2.83M
|
6.47K
$4.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-4.65K- 7.12% |
$2.58M - $2.86M
|
60.7K
$40.3M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.66K- 1.76% |
$2.58M - $2.87M
|
259K
$172M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.66K- 2.1% |
$2.58M - $2.87M
|
217K
$144M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-4.78K- 38.88% |
$2.65M - $2.94M
|
7.51K
$4.98M
|