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 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
2.46K+ 5.36% |
$1.22M - $1.52M
|
48.3K
$32.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
2.45KNew |
$1.22M - $1.52M
|
2.45K
$1.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.45K+ 7.14% |
$1.22M - $1.52M
|
36.7K
$24.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
2.44K+ 8.99% |
$1.22M - $1.51M
|
29.6K
$19.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.44K+ 113.67% |
$1.22M - $1.51M
|
4.58K
$3.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
2.41K+ 7.38% |
$1.2M - $1.5M
|
35.1K
$23.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
2.41K+ 5.59% |
$1.2M - $1.5M
|
45.6K
$30.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.4K+ 18.21% |
$1.2M - $1.49M
|
15.6K
$10.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.38K+ 3.13% |
$1.19M - $1.48M
|
78.5K
$52.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
2.36K+ 21.93% |
$1.18M - $1.47M
|
13.1K
$8.72M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.36KNew |
$1.18M - $1.47M
|
2.36K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
2.35K+ 1.18% |
$1.17M - $1.46M
|
201K
$134M
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
2.35K+ 4.17% |
$1.17M - $1.46M
|
58.5K
$38.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
2.33K+ 59.05% |
$1.16M - $1.45M
|
6.28K
$4.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.32K+ 4.06% |
$1.16M - $1.44M
|
59.4K
$39.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Cobler Capital Management, LLC
Silver Lake, KS |
BUY
|
- |
2.3KNew |
$1.15M - $1.43M
|
2.3K
$1.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.3K+ 45.35% |
$1.15M - $1.43M
|
7.36K
$4.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
2.28K+ 8.1% |
$1.14M - $1.42M
|
30.4K
$20.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.27K+ 82.24% |
$1.13M - $1.41M
|
5.02K
$3.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
2.27KNew |
$1.13M - $1.41M
|
2.27K
$1.5M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.26K+ 32.85% |
$1.13M - $1.4M
|
9.14K
$6.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
2.25K+ 0.54% |
$1.12M - $1.4M
|
420K
$279M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.24K+ 6.52% |
$1.12M - $1.39M
|
36.6K
$24.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2.24K+ 13.32% |
$1.12M - $1.39M
|
19.1K
$12.7M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.24K+ 1.35% |
$1.12M - $1.39M
|
168K
$111M
|
|
|
Aug 15, 2025
Q2 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.22K+ 17.2% |
$1.11M - $1.38M
|
15.1K
$10.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
2.21KNew |
$1.1M - $1.37M
|
2.21K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
2.21K+ 2.27% |
$1.1M - $1.37M
|
99.4K
$66M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.18K+ 9.21% |
$1.09M - $1.36M
|
25.9K
$17.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.18K+ 9.55% |
$1.09M - $1.35M
|
25K
$16.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.17K+ 64.97% |
$1.08M - $1.35M
|
5.52K
$3.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
2.17K+ 4.54% |
$1.08M - $1.35M
|
50.1K
$33.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.14K+ 19.86% |
$1.07M - $1.33M
|
12.9K
$8.57M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.11K+ 43.1% |
$1.05M - $1.31M
|
6.99K
$4.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
2.09K+ 23.11% |
$1.04M - $1.3M
|
11.1K
$7.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Shorepath Capital Management LLC
Evanston, IL |
BUY
|
- |
2.08K+ 25.55% |
$1.04M - $1.29M
|
10.2K
$6.78M
|
|
|
Jul 24, 2025
Q2 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
2.08K+ 6.98% |
$1.04M - $1.29M
|
31.8K
$21.1M
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
2.08K+ 6.98% |
$1.04M - $1.29M
|
31.8K
$21.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
2.07K+ 3696.43% |
$1.03M - $1.29M
|
2.13K
$1.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.07K+ 47.28% |
$1.03M - $1.28M
|
6.45K
$4.28M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
2.06K+ 2.95% |
$1.03M - $1.28M
|
71.8K
$47.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
2.06K+ 2.42% |
$1.03M - $1.28M
|
87K
$57.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.06K+ 0.68% |
$1.03M - $1.28M
|
305K
$202M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.05K+ 3.19% |
$1.02M - $1.27M
|
66.4K
$44.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.05K+ 3.11% |
$1.02M - $1.27M
|
68.1K
$45.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
2.04K+ 25.48% |
$1.02M - $1.27M
|
10K
$6.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.03K+ 158.5% |
$1.01M - $1.26M
|
3.31K
$2.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
2.03K+ 10.42% |
$1.01M - $1.26M
|
21.5K
$14.3M
|
|
|
Aug 12, 2025
Q2 2025
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
BUY
|
- |
2.02K+ 2.43% |
$1.01M - $1.25M
|
84.9K
$56.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
2.01K+ 3.88% |
$1M - $1.25M
|
53.9K
$35.8M
|