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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
3.01K+ 34.28% |
$1.5M - $1.87M
|
11.8K
$7.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.01K+ 4.21% |
$1.5M - $1.87M
|
74.6K
$49.5M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
3.01KNew |
$1.5M - $1.87M
|
3.01K
$2M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
3KNew |
$1.49M - $1.86M
|
3K
$1.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.99K+ 2.64% |
$1.49M - $1.86M
|
116K
$77.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
2.97K+ 16.9% |
$1.48M - $1.85M
|
20.6K
$13.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2.97K+ 4.43% |
$1.48M - $1.84M
|
70K
$46.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
2.97K+ 8.13% |
$1.48M - $1.84M
|
39.4K
$26.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.95K+ 1.62% |
$1.47M - $1.83M
|
186K
$123M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
2.92K+ 60.63% |
$1.46M - $1.81M
|
7.74K
$5.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
2.91K+ 8.49% |
$1.45M - $1.8M
|
37.1K
$24.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
2.9K+ 3.99% |
$1.45M - $1.8M
|
75.7K
$50.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.89K+ 25.66% |
$1.44M - $1.79M
|
14.1K
$9.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2.89K+ 4.94% |
$1.44M - $1.79M
|
61.3K
$40.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.88K+ 13.6% |
$1.44M - $1.79M
|
24K
$16M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.88K+ 1.61% |
$1.43M - $1.79M
|
182K
$121M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.87K+ 2.56% |
$1.43M - $1.78M
|
115K
$76.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.87K+ 2.13% |
$1.43M - $1.78M
|
137K
$91.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.84K+ 10.88% |
$1.42M - $1.76M
|
28.9K
$19.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.83K+ 4.41% |
$1.41M - $1.75M
|
66.9K
$44.4M
|
|
|
Sep 04, 2025
Q2 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
2.82K+ 5.19% |
$1.4M - $1.75M
|
57.1K
$37.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.77K+ 387.82% |
$1.38M - $1.72M
|
3.48K
$2.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.76K+ 3.43% |
$1.38M - $1.72M
|
83.3K
$55.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.76K+ 3.51% |
$1.38M - $1.72M
|
81.5K
$54.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
2.75K+ 5.26% |
$1.37M - $1.71M
|
55.1K
$36.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.73K+ 3.91% |
$1.36M - $1.7M
|
72.7K
$48.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
2.73K+ 4.37% |
$1.36M - $1.69M
|
65.1K
$43.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.72K+ 24.46% |
$1.36M - $1.69M
|
13.8K
$9.18M
|
|
|
Sep 25, 2025
Q2 2025
|
Adams Wealth Management
|
BUY
|
- |
2.72K+ 5.99% |
$1.36M - $1.69M
|
48.1K
$32M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.72K+ 40.09% |
$1.35M - $1.69M
|
9.49K
$6.3M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
2.69K+ 44.57% |
$1.34M - $1.67M
|
8.73K
$5.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.66K+ 3.48% |
$1.33M - $1.65M
|
79.1K
$52.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.66K+ 3.08% |
$1.32M - $1.65M
|
89K
$59.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.65K+ 10.69% |
$1.32M - $1.65M
|
27.5K
$18.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.64K+ 56.77% |
$1.32M - $1.64M
|
7.3K
$4.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.64K+ 306.74% |
$1.32M - $1.64M
|
3.5K
$2.32M
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2.64K+ 39.26% |
$1.32M - $1.64M
|
9.35K
$6.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.63K+ 10.62% |
$1.31M - $1.63M
|
27.4K
$18.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
2.63K+ 7.29% |
$1.31M - $1.63M
|
38.6K
$25.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.62K+ 7.84% |
$1.3M - $1.62M
|
36K
$23.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
2.59K+ 7.65% |
$1.29M - $1.61M
|
36.4K
$24.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
2.57K+ 47.18% |
$1.28M - $1.59M
|
8.01K
$5.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
2.54K+ 4.48% |
$1.27M - $1.58M
|
59.3K
$39.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.54K+ 0.84% |
$1.27M - $1.58M
|
307K
$204M
|
|
|
Aug 06, 2025
Q2 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
2.53K+ 3.64% |
$1.26M - $1.57M
|
72K
$47.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.53K+ 5.12% |
$1.26M - $1.57M
|
51.8K
$34.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
2.51K+ 2.46% |
$1.25M - $1.56M
|
104K
$69.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.49K+ 3.53% |
$1.24M - $1.54M
|
72.9K
$48.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.46K+ 2.96% |
$1.23M - $1.53M
|
85.7K
$56.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.46K+ 17.09% |
$1.23M - $1.53M
|
16.9K
$11.2M
|