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 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-54.7K- 53.27% |
$30.3M - $33.7M
|
48K
$31.9M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-56.1K- 1.99% |
$31.1M - $34.6M
|
2.76M
$1.83B
|
|
|
May 08, 2025
Q1 2025
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-62.5K- 11.87% |
$34.7M - $38.5M
|
464K
$308M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-62.7K- 1.62% |
$34.7M - $38.6M
|
3.81M
$2.53B
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-63.4K- 19.56% |
$35.1M - $39.1M
|
261K
$173M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-64.6K- 29.61% |
$35.8M - $39.8M
|
154K
$102M
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-66.3K- 41.02% |
$36.7M - $40.8M
|
95.3K
$63.2M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-66.8K- 99.4% |
$37M - $41.1M
|
405
$269K
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-66.9K- 60.97% |
$37.1M - $41.2M
|
42.8K
$28.4M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-67.8K- 14.44% |
$37.5M - $41.7M
|
401K
$267M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-69.4KClosed |
$38.5M - $42.7M
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Cisco Systems, Inc.
San Jose, CA |
SELL
|
- |
-70K- 53.85% |
$38.8M - $43.1M
|
60K
$39.8M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-73K- 56.67% |
$40.4M - $45M
|
55.8K
$37.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Strategic Investment Management, LLC
|
SELL
|
- |
-81.1K- 99.49% |
$44.9M - $49.9M
|
412
$274K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-85.9K- 49.75% |
$47.6M - $52.9M
|
86.8K
$57.6M
|
|
|
Aug 14, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-88.4K- 99.67% |
$49M - $54.5M
|
297
$197K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-88.9K- 6.39% |
$49.3M - $54.8M
|
1.3M
$865M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-95.4K- 0.53% |
$52.9M - $58.7M
|
17.8M
$11.8B
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-103K- 6.63% |
$57M - $63.3M
|
1.45M
$962M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-104K- 19.17% |
$57.6M - $64M
|
438K
$291M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-116K- 36.04% |
$64.2M - $71.4M
|
206K
$137M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-125K- 6.5% |
$69.4M - $77.2M
|
1.8M
$1.2B
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-141K- 21.57% |
$78.2M - $86.9M
|
513K
$341M
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-146K- 41.66% |
$80.9M - $89.9M
|
205K
$136M
|
|
|
May 15, 2025
Q1 2025
|
26 North Partners LP
New York, NY |
SELL
|
- |
-146K- 58.73% |
$81.1M - $90.2M
|
103K
$68.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-152K- 2.09% |
$84.1M - $93.4M
|
7.12M
$4.73B
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-164K- 33.39% |
$90.9M - $101M
|
327K
$217M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-168K- 9.78% |
$93.3M - $104M
|
1.55M
$1.03B
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-211K- 96.43% |
$117M - $130M
|
7.8K
$5.18M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-212K- 36.26% |
$117M - $130M
|
372K
$247M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-218K- 3.35% |
$121M - $135M
|
6.29M
$4.18B
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-240K- 96.37% |
$133M - $148M
|
9.03K
$5.99M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-253K- 96.74% |
$140M - $156M
|
8.53K
$5.66M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-304K- 15.98% |
$168M - $187M
|
1.6M
$1.06B
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-362K- 2.47% |
$200M - $223M
|
14.3M
$9.48B
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-366K- 80.47% |
$203M - $225M
|
88.7K
$58.9M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-389K- 60.16% |
$215M - $239M
|
257K
$171M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
SELL
|
- |
-422K- 98.12% |
$234M - $260M
|
8.07K
$5.36M
|
|
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-536K- 7.0% |
$297M - $330M
|
7.11M
$4.72B
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-541K- 6.68% |
$300M - $333M
|
7.56M
$5.02B
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-617K- 10.9% |
$342M - $380M
|
5.04M
$3.35B
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-626K- 98.52% |
$347M - $385M
|
9.38K
$6.23M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-642K- 23.58% |
$356M - $395M
|
2.08M
$1.38B
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-665K- 49.04% |
$368M - $409M
|
691K
$459M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-665K- 49.04% |
$368M - $409M
|
691K
$459M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-669K- 14.35% |
$371M - $412M
|
3.99M
$2.65B
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-713K- 73.1% |
$395M - $439M
|
262K
$174M
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-724K- 64.39% |
$401M - $446M
|
400K
$266M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-801K- 15.67% |
$444M - $493M
|
4.31M
$2.86B
|
|
|
May 13, 2025
Q1 2025
|
Mkp Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-856K- 32.11% |
$474M - $527M
|
1.81M
$1.2B
|