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
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.76K+ 33.59% |
$3.19M - $3.55M
|
22.9K
$15.2M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5.75K+ 5.42% |
$3.18M - $3.54M
|
112K
$74.2M
|
|
|
Sep 17, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
5.73K+ 58.5% |
$3.17M - $3.53M
|
15.5K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
5.71K+ 8.35% |
$3.16M - $3.52M
|
74.2K
$49.2M
|
|
|
Sep 08, 2025
Q1 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
5.68K+ 3.85% |
$3.14M - $3.5M
|
153K
$102M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
5.66K+ 12.03% |
$3.14M - $3.49M
|
52.7K
$35M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.64K+ 97.61% |
$3.13M - $3.48M
|
11.4K
$7.59M
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
5.52K+ 15.1% |
$3.06M - $3.4M
|
42.1K
$28M
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
5.44KNew |
$3.01M - $3.35M
|
5.44K
$3.61M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
5.41K+ 8195.45% |
$3M - $3.33M
|
5.48K
$3.64M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.39K+ 34.14% |
$2.98M - $3.32M
|
21.2K
$14.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.37K+ 9.05% |
$2.97M - $3.31M
|
64.7K
$42.9M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.33KNew |
$2.95M - $3.28M
|
5.33K
$3.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
5.28K+ 18.24% |
$2.93M - $3.25M
|
34.2K
$22.7M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.2K+ 74.95% |
$2.88M - $3.2M
|
12.1K
$8.06M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.2K+ 7.27% |
$2.88M - $3.2M
|
76.6K
$50.9M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
5.13K+ 85.35% |
$2.84M - $3.16M
|
11.1K
$7.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.09K+ 1.38% |
$2.82M - $3.13M
|
374K
$248M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
5.03K+ 2.79% |
$2.79M - $3.1M
|
185K
$123M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
4.91K+ 2.29% |
$2.72M - $3.02M
|
219K
$146M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
4.83K+ 2.33% |
$2.67M - $2.97M
|
212K
$141M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
4.72K+ 45.73% |
$2.62M - $2.91M
|
15.1K
$9.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
4.58K+ 2.08% |
$2.54M - $2.82M
|
225K
$149M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
4.54K+ 71.9% |
$2.52M - $2.8M
|
10.9K
$7.21M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.53K+ 87.43% |
$2.51M - $2.79M
|
9.71K
$6.44M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.5K+ 5.01% |
$2.5M - $2.77M
|
94.5K
$62.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4.5K+ 1.97% |
$2.49M - $2.77M
|
233K
$155M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
4.48K+ 0.54% |
$2.48M - $2.76M
|
830K
$551M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.47K+ 7.51% |
$2.48M - $2.75M
|
64K
$42.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.46K+ 5.97% |
$2.47M - $2.74M
|
79.1K
$52.5M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
4.44K+ 2.02% |
$2.46M - $2.74M
|
225K
$149M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
4.44K+ 10.48% |
$2.46M - $2.73M
|
46.8K
$31.1M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
4.42K+ 10.01% |
$2.45M - $2.72M
|
48.6K
$32.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.42K+ 6.16% |
$2.45M - $2.72M
|
76.1K
$50.5M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
4.4K+ 47.08% |
$2.44M - $2.71M
|
13.7K
$9.12M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.38KNew |
$2.42M - $2.69M
|
4.38K
$2.91M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
4.37K+ 1.84% |
$2.42M - $2.69M
|
241K
$160M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
4.36K+ 1.57% |
$2.41M - $2.68M
|
281K
$187M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.32K+ 30.95% |
$2.39M - $2.66M
|
18.3K
$12.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.3K+ 6.51% |
$2.38M - $2.65M
|
70.5K
$46.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.27K+ 7.14% |
$2.36M - $2.63M
|
64.1K
$42.5M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.24K+ 2.78% |
$2.35M - $2.61M
|
157K
$104M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.24K+ 50.83% |
$2.35M - $2.61M
|
12.6K
$8.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.24K+ 2.81% |
$2.35M - $2.61M
|
155K
$103M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.23K+ 2.6% |
$2.34M - $2.6M
|
167K
$111M
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4.23K+ 14.74% |
$2.34M - $2.6M
|
32.9K
$21.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
4.21K+ 3.25% |
$2.33M - $2.59M
|
134K
$88.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4.18K+ 1.1% |
$2.32M - $2.57M
|
384K
$255M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.16K+ 3.67% |
$2.3M - $2.56M
|
118K
$78M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
4.16KNew |
$2.3M - $2.56M
|
4.16K
$2.76M
|