Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Nationwide Fund Advisors
|
BUY
|
- |
185K+ 24.36% |
$92.5M - $115M
|
947K
$606M
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
179K+ 379.06% |
$89.1M - $111M
|
226K
$144M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
175KNew |
$87M - $108M
|
175K
$112M
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
164KNew |
$82M - $102M
|
164K
$105M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
163K+ 2.58% |
$81.1M - $101M
|
6.46M
$4.13B
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
153K+ 38.18% |
$76.3M - $95M
|
554K
$355M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
115K+ 194.95% |
$57.5M - $71.5M
|
174K
$112M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
75.8K+ 38.96% |
$37.8M - $47.1M
|
270K
$173M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
75.5KNew |
$37.7M - $46.9M
|
75.5K
$48.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Wealth Navi Inc.
|
BUY
|
- |
68K+ 18.77% |
$33.9M - $42.2M
|
430K
$276M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
66.7K+ 3.36% |
$33.3M - $41.4M
|
2.05M
$1.31B
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
48.4K+ 7.89% |
$24.1M - $30M
|
661K
$423M
|
|
|
Jul 14, 2025
Q2 2025
|
Century Link Investment Management CO
|
BUY
|
- |
47.9K+ 41.55% |
$23.9M - $29.7M
|
163K
$104M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
46.4K+ 9.52% |
$23.1M - $28.8M
|
534K
$342M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
43.3K+ 17.29% |
$21.6M - $26.9M
|
293K
$188M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
35.6K+ 824.06% |
$17.7M - $22.1M
|
39.9K
$25.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
34.9K+ 46.38% |
$17.4M - $21.7M
|
110K
$70.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
34.8K+ 26.07% |
$17.4M - $21.6M
|
168K
$108M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
34.2K+ 4455.54% |
$17M - $21.2M
|
34.9K
$22.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
33.4K+ 75.02% |
$16.7M - $20.8M
|
78K
$49.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
33.1K+ 179.98% |
$16.5M - $20.6M
|
51.6K
$33M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
32.1K+ 78.88% |
$16M - $19.9M
|
72.7K
$46.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
32K+ 4.57% |
$16M - $19.9M
|
732K
$468M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
31.7K+ 7.33% |
$15.8M - $19.7M
|
464K
$297M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
30.2K+ 7.08% |
$15M - $18.7M
|
456K
$292M
|
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
27.6KNew |
$13.8M - $17.1M
|
27.6K
$17.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
BUY
|
- |
27.1K+ 23.48% |
$13.5M - $16.8M
|
142K
$91.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
26.1K+ 7.11% |
$13M - $16.2M
|
393K
$252M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
24.8K+ 63.56% |
$12.4M - $15.4M
|
63.9K
$40.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
24.6K+ 11.08% |
$12.3M - $15.3M
|
247K
$158M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
24.1K+ 248.31% |
$12M - $15M
|
33.8K
$21.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
23.6K+ 4.86% |
$11.8M - $14.7M
|
510K
$326M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
23.4K+ 1.8% |
$11.7M - $14.5M
|
1.32M
$847M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
23K+ 1.75% |
$11.5M - $14.3M
|
1.34M
$859M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
22.4K+ 4.42% |
$11.2M - $13.9M
|
530K
$339M
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
21.6K+ 152.27% |
$10.8M - $13.4M
|
35.8K
$22.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
21.5K+ 25.58% |
$10.7M - $13.3M
|
105K
$67.5M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
21.3K+ 7.59% |
$10.6M - $13.2M
|
302K
$194M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
21.2K+ 17.5% |
$10.5M - $13.1M
|
142K
$90.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
21K+ 12.0% |
$10.5M - $13.1M
|
196K
$126M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
20.5K+ 24.64% |
$10.2M - $12.7M
|
104K
$66.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
19.5K+ 8.84% |
$9.75M - $12.1M
|
241K
$154M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
18.9K+ 4.53% |
$9.43M - $11.7M
|
436K
$279M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
18.4K+ 7.62% |
$9.2M - $11.5M
|
260K
$167M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
16.7K+ 8.07% |
$8.31M - $10.3M
|
223K
$143M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
15.9KNew |
$7.94M - $9.89M
|
15.9K
$10.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
15.6KNew |
$7.77M - $9.67M
|
15.6K
$9.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
15.4K+ 9.08% |
$7.68M - $9.56M
|
185K
$118M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
15.1KNew |
$7.55M - $9.4M
|
15.1K
$9.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
14.1K+ 24.6% |
$7.04M - $8.76M
|
71.5K
$45.7M
|