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 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.01K+ 3.4% |
$1M - $1.25M
|
61.1K
$40.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.99K+ 8.83% |
$994K - $1.24M
|
24.5K
$16.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.99K+ 1.07% |
$992K - $1.23M
|
188K
$125M
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.99K+ 902.73% |
$991K - $1.23M
|
2.21K
$1.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 7.37% |
$990K - $1.23M
|
28.9K
$19.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.98K+ 2.7% |
$986K - $1.23M
|
75.3K
$50M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.96K+ 4.42% |
$975K - $1.21M
|
46.2K
$30.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.96K+ 3.28% |
$975K - $1.21M
|
61.5K
$40.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.95K+ 1.48% |
$973K - $1.21M
|
133K
$88.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.95K+ 4.54% |
$971K - $1.21M
|
44.8K
$29.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.94K+ 10.99% |
$969K - $1.21M
|
19.6K
$13M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.93K+ 0.79% |
$961K - $1.2M
|
246K
$164M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.93K+ 2.74% |
$960K - $1.2M
|
72.2K
$47.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.92K+ 7.97% |
$960K - $1.19M
|
26.1K
$17.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.92K+ 6.07% |
$959K - $1.19M
|
33.6K
$22.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.91K+ 1.19% |
$952K - $1.19M
|
163K
$108M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.9K+ 10.49% |
$947K - $1.18M
|
20K
$13.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.9K+ 1.0% |
$947K - $1.18M
|
191K
$127M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.9K+ 29.27% |
$946K - $1.18M
|
8.38K
$5.56M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1.89K+ 38.31% |
$941K - $1.17M
|
6.81K
$4.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
1.88KNew |
$939K - $1.17M
|
1.88K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.88K+ 1.44% |
$939K - $1.17M
|
133K
$88.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.88K+ 160.2% |
$936K - $1.16M
|
3.05K
$2.02M
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.87K+ 1.2% |
$934K - $1.16M
|
158K
$105M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
1.87K+ 1.72% |
$933K - $1.16M
|
110K
$73.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.87K+ 27.87% |
$933K - $1.16M
|
8.58K
$5.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.86K+ 107.44% |
$930K - $1.16M
|
3.6K
$2.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
1.85K+ 1.64% |
$924K - $1.15M
|
115K
$76.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.85K+ 7.78% |
$922K - $1.15M
|
25.6K
$17M
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
1.85KNew |
$922K - $1.15M
|
1.85K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.85K+ 207.06% |
$921K - $1.15M
|
2.74K
$1.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.83K+ 1.52% |
$914K - $1.14M
|
123K
$81.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
1.82K+ 9.04% |
$908K - $1.13M
|
21.9K
$14.6M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.81K+ 7.03% |
$902K - $1.12M
|
27.5K
$18.3M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.8K+ 14.8% |
$896K - $1.12M
|
13.9K
$9.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.79K+ 170.16% |
$890K - $1.11M
|
2.83K
$1.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.77K+ 35.62% |
$884K - $1.1M
|
6.75K
$4.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.77K+ 3.66% |
$884K - $1.1M
|
50.2K
$33.3M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.77KNew |
$883K - $1.1M
|
1.77K
$1.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
1.76K+ 25.42% |
$876K - $1.09M
|
8.66K
$5.75M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.76K+ 13.45% |
$875K - $1.09M
|
14.8K
$9.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.74KNew |
$866K - $1.08M
|
1.74K
$1.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.72K+ 3.59% |
$858K - $1.07M
|
49.7K
$33M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.72K+ 11.79% |
$857K - $1.07M
|
16.3K
$10.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.71K+ 14.36% |
$851K - $1.06M
|
13.6K
$9.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.71K+ 16.01% |
$851K - $1.06M
|
12.4K
$8.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.71K+ 13.25% |
$851K - $1.06M
|
14.6K
$9.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.7K+ 29.65% |
$845K - $1.05M
|
7.41K
$4.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.69K+ 73.75% |
$843K - $1.05M
|
3.98K
$2.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.68K+ 4.39% |
$837K - $1.04M
|
39.9K
$26.5M
|