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 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.66K+ 3.92% |
$829K - $1.03M
|
44.1K
$29.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.66K+ 38.18% |
$828K - $1.03M
|
6K
$3.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.66K+ 308.94% |
$828K - $1.03M
|
2.2K
$1.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.65KNew |
$824K - $1.03M
|
1.65K
$1.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.64K+ 22.54% |
$820K - $1.02M
|
8.94K
$5.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
1.64K+ 4.36% |
$819K - $1.02M
|
39.3K
$26.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Bank Of Finland
|
BUY
|
- |
1.63K+ 0.31% |
$812K - $1.01M
|
519K
$344M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.62K+ 785.92% |
$808K - $1.01M
|
1.83K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 6.04% |
$804K - $1M
|
28.3K
$18.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.61K+ 6.68% |
$802K - $998K
|
25.7K
$17M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.6K+ 1.63% |
$799K - $995K
|
100K
$66.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1.59K+ 1.27% |
$793K - $987K
|
127K
$84.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.57K+ 85.46% |
$783K - $974K
|
3.41K
$2.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
1.55K+ 1.28% |
$775K - $965K
|
123K
$81.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.54K+ 3.07% |
$770K - $959K
|
51.8K
$34.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1.54K+ 20.52% |
$769K - $957K
|
9.06K
$6.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.53K+ 4.46% |
$763K - $949K
|
35.8K
$23.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.53K+ 3.8% |
$763K - $949K
|
41.8K
$27.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.53K+ 2.17% |
$761K - $947K
|
71.9K
$47.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.52K+ 14.13% |
$760K - $946K
|
12.3K
$8.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.52K+ 18.64% |
$759K - $945K
|
9.69K
$6.43M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.52K+ 6.06% |
$759K - $944K
|
26.6K
$17.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.52K+ 7.94% |
$757K - $942K
|
20.6K
$13.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
1.51K+ 1.77% |
$754K - $939K
|
87K
$57.8M
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
1.51KNew |
$754K - $939K
|
1.51K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
1.51KNew |
$752K - $936K
|
1.51K
$1M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
1.5KNew |
$747K - $930K
|
1.5K
$995K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.49K+ 8.12% |
$745K - $927K
|
19.9K
$13.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.49K+ 1.26% |
$745K - $927K
|
120K
$79.9M
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
BUY
|
- |
1.48K+ 0.62% |
$739K - $920K
|
242K
$160M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.48K+ 5.6% |
$737K - $918K
|
27.9K
$18.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.46KNew |
$728K - $906K
|
1.46K
$969K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.46K+ 7.89% |
$726K - $904K
|
19.9K
$13.2M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
1.46K+ 2.36% |
$726K - $903K
|
63.1K
$41.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.44KNew |
$718K - $893K
|
1.44K
$955K
|
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
1.43KNew |
$711K - $885K
|
1.43K
$947K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.41K+ 3.57% |
$703K - $875K
|
40.9K
$27.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
1.4K+ 7.55% |
$700K - $872K
|
20K
$13.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.4KNew |
$700K - $871K
|
1.4K
$932K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.39K+ 6.29% |
$691K - $861K
|
23.4K
$15.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.38K+ 3.64% |
$690K - $859K
|
39.4K
$26.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
1.37K+ 190.83% |
$685K - $853K
|
2.09K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
1.37K+ 19.69% |
$684K - $852K
|
8.34K
$5.54M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.35K+ 22.67% |
$674K - $839K
|
7.31K
$4.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.35K+ 0.58% |
$672K - $837K
|
234K
$156M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.34K+ 2.4% |
$667K - $831K
|
57K
$37.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1.34K+ 8.84% |
$667K - $831K
|
16.5K
$10.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
1.34KNew |
$666K - $829K
|
1.34K
$886K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.33K+ 9.14% |
$665K - $828K
|
15.9K
$10.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.33K+ 98.59% |
$664K - $827K
|
2.68K
$1.78M
|