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
|
Venture Visionary Partners LLC
|
SELL
|
- |
-21.3K- 48.72% |
$11.8M - $13.1M
|
22.4K
$15.2M
|
|
|
May 01, 2025
Q1 2025
|
Parker Investment Management, LLC
|
SELL
|
- |
-21.8K- 19.05% |
$12.1M - $13.4M
|
92.8K
$63M
|
|
|
Apr 24, 2025
Q1 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-21.9K- 5.12% |
$12.1M - $13.5M
|
407K
$276M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-22K- 16.53% |
$12.2M - $13.6M
|
111K
$75.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-22.2K- 15.94% |
$12.3M - $13.7M
|
117K
$79.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-23.3K- 15.02% |
$12.9M - $14.3M
|
132K
$89.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-23.3K- 83.86% |
$12.9M - $14.4M
|
4.49K
$3.05M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-23.6K- 45.2% |
$13.1M - $14.6M
|
28.7K
$19.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-23.9K- 7.22% |
$13.2M - $14.7M
|
307K
$208M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-24K- 46.44% |
$13.3M - $14.8M
|
27.6K
$18.8M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-24.6K- 23.09% |
$13.6M - $15.2M
|
81.9K
$55.6M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-25.3K- 50.57% |
$14M - $15.6M
|
24.7K
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-25.6K- 20.85% |
$14.2M - $15.8M
|
97.1K
$65.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-26.8K- 25.6% |
$14.8M - $16.5M
|
77.9K
$52.9M
|
|
|
May 14, 2025
Q1 2025
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-27K- 1.76% |
$14.9M - $16.6M
|
1.5M
$1.02B
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-27.3K- 23.81% |
$15.2M - $16.8M
|
87.5K
$59.4M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-27.6K- 81.81% |
$15.3M - $17M
|
6.14K
$4.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-27.9K- 95.68% |
$15.5M - $17.2M
|
1.26K
$856K
|
|
|
May 14, 2025
Q1 2025
|
Granby Capital Management, LLC
|
SELL
|
- |
-28K- 62.22% |
$15.5M - $17.2M
|
17K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-28.4K- 4.21% |
$15.8M - $17.5M
|
648K
$440M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-28.5K- 33.21% |
$15.8M - $17.6M
|
57.4K
$38.9M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-28.8K- 11.83% |
$15.9M - $17.7M
|
214K
$146M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-28.9K- 13.84% |
$16M - $17.8M
|
180K
$122M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-29.1K- 25.72% |
$16.1M - $17.9M
|
84.1K
$57.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-29.3K- 2.24% |
$16.2M - $18M
|
1.28M
$867M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-29.9K- 68.31% |
$16.6M - $18.4M
|
13.9K
$9.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-30.2K- 8.27% |
$16.7M - $18.6M
|
335K
$227M
|
|
|
May 15, 2025
Q1 2025
|
Unc Management Company, Inc.
Chapel Hill, NC |
SELL
|
- |
-30.5K- 2.23% |
$16.9M - $18.8M
|
1.33M
$905M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-30.5K- 3.26% |
$16.9M - $18.8M
|
906K
$615M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-32.9K- 89.94% |
$18.2M - $20.3M
|
3.68K
$2.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-33.2K- 5.51% |
$18.4M - $20.5M
|
570K
$387M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-33.3K- 55.28% |
$18.4M - $20.5M
|
26.9K
$18.3M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-33.8K- 8.1% |
$18.7M - $20.8M
|
383K
$260M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-34K- 6.86% |
$18.8M - $20.9M
|
461K
$313M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-35.5K- 97.89% |
$19.7M - $21.9M
|
767
$521K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-35.8K- 24.57% |
$19.8M - $22.1M
|
110K
$74.6M
|
|
|
May 14, 2025
Q1 2025
|
University Of Wisconsin Foundation
Madison, WI |
SELL
|
- |
-36.2K- 74.25% |
$20.1M - $22.3M
|
12.6K
$8.52M
|
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-36.8K- 52.29% |
$20.4M - $22.6M
|
33.5K
$22.8M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-40.7K- 1.81% |
$22.5M - $25M
|
2.21M
$1.5B
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-45.2K- 3.87% |
$25.1M - $27.8M
|
1.12M
$763M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-46.7K- 45.7% |
$25.8M - $28.7M
|
55.4K
$37.6M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-46.7K- 76.93% |
$25.9M - $28.8M
|
14K
$9.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-47K- 17.53% |
$26M - $28.9M
|
221K
$150M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-48K- 10.06% |
$26.6M - $29.6M
|
429K
$291M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-48.9K- 10.69% |
$27.1M - $30.1M
|
409K
$277M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-49K- 7.23% |
$27.1M - $30.2M
|
628K
$427M
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-49.4K- 92.3% |
$27.4M - $30.4M
|
4.12K
$2.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-50.5K- 51.71% |
$28M - $31.1M
|
47.1K
$32M
|
|
|
May 14, 2025
Q1 2025
|
Nearwater Capital Markets, LTD
New York, NY |
SELL
|
- |
-52K- 4.94% |
$28.8M - $32M
|
1M
$679M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-52.3K- 18.95% |
$29M - $32.2M
|
224K
$152M
|