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 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
4.12K+ 0.88% |
$2.28M - $2.54M
|
473K
$314M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
4.11K+ 3.75% |
$2.28M - $2.53M
|
114K
$75.6M
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
4.09K+ 105.36% |
$2.27M - $2.52M
|
7.97K
$5.29M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.05K+ 3.72% |
$2.24M - $2.49M
|
113K
$74.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
4.04K+ 1094.85% |
$2.24M - $2.49M
|
4.41K
$2.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.02K+ 30.08% |
$2.23M - $2.47M
|
17.4K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
4.01K+ 5.58% |
$2.22M - $2.47M
|
75.9K
$50.4M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.97K+ 49.63% |
$2.2M - $2.45M
|
12K
$7.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
3.96KNew |
$2.19M - $2.44M
|
3.96K
$2.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.93K+ 96.44% |
$2.18M - $2.42M
|
8.01K
$5.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.93K+ 38.75% |
$2.18M - $2.42M
|
14.1K
$9.34M
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
3.9K+ 8.85% |
$2.16M - $2.4M
|
47.9K
$31.8M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.86K+ 3.25% |
$2.14M - $2.38M
|
123K
$81.4M
|
|
|
May 14, 2025
Q1 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
3.8K+ 1.32% |
$2.11M - $2.34M
|
292K
$194M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.76K+ 6.61% |
$2.08M - $2.32M
|
60.7K
$40.3M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3.74K+ 8.08% |
$2.07M - $2.3M
|
50K
$33.2M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.72K+ 67.79% |
$2.06M - $2.29M
|
9.22K
$6.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
3.67K+ 6.15% |
$2.03M - $2.26M
|
63.3K
$42M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3.66K+ 25.0% |
$2.03M - $2.26M
|
18.3K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.66K+ 3.6% |
$2.03M - $2.25M
|
105K
$69.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.65K+ 1.5% |
$2.02M - $2.25M
|
246K
$164M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.64K+ 5.11% |
$2.01M - $2.24M
|
74.8K
$49.6M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
3.63KNew |
$2.01M - $2.23M
|
3.63K
$2.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.61K+ 7.09% |
$2M - $2.22M
|
54.5K
$36.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.6KNew |
$2M - $2.22M
|
3.6K
$2.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
3.6K+ 1.46% |
$1.99M - $2.21M
|
250K
$166M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3.6K+ 5.39% |
$1.99M - $2.21M
|
70.3K
$46.7M
|
|
|
Oct 29, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
3.58KNew |
$1.98M - $2.2M
|
3.58K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.58K+ 41.45% |
$1.98M - $2.2M
|
12.2K
$8.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.56K+ 0.27% |
$1.97M - $2.19M
|
1.32M
$876M
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
3.55K+ 3.77% |
$1.97M - $2.19M
|
97.7K
$64.9M
|
|
|
Aug 27, 2025
Q1 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
3.55K+ 25.71% |
$1.96M - $2.18M
|
17.3K
$11.5M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.52K+ 36.49% |
$1.95M - $2.17M
|
13.2K
$8.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
3.52K+ 6.75% |
$1.95M - $2.17M
|
55.6K
$36.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.51K+ 5.66% |
$1.94M - $2.16M
|
65.5K
$43.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
3.51K+ 19.69% |
$1.94M - $2.16M
|
21.3K
$14.1M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.5K+ 3.9% |
$1.94M - $2.16M
|
93.2K
$61.9M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.48K+ 0.27% |
$1.93M - $2.14M
|
1.3M
$863M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.47K+ 4.06% |
$1.92M - $2.14M
|
88.9K
$59M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
3.41K+ 17.27% |
$1.89M - $2.1M
|
23.1K
$15.4M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
3.4K+ 7.28% |
$1.89M - $2.1M
|
50.2K
$33.3M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.4K+ 22.48% |
$1.88M - $2.1M
|
18.5K
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
3.39K+ 10.57% |
$1.88M - $2.08M
|
35.4K
$23.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.36K+ 30.92% |
$1.86M - $2.07M
|
14.2K
$9.43M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.35KNew |
$1.85M - $2.06M
|
3.35K
$2.22M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.32K+ 2.46% |
$1.84M - $2.05M
|
138K
$91.8M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.31K+ 27.52% |
$1.83M - $2.04M
|
15.3K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.28K+ 14.01% |
$1.82M - $2.02M
|
26.7K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
3.28K+ 77.28% |
$1.82M - $2.02M
|
7.52K
$4.99M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
3.27K+ 6.95% |
$1.81M - $2.02M
|
50.4K
$33.4M
|