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 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.32K+ 323.77% |
$659K - $820K
|
1.73K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.32KNew |
$658K - $819K
|
1.32K
$876K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.31K+ 9.6% |
$654K - $815K
|
15K
$9.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.31KNew |
$653K - $813K
|
1.31K
$869K
|
|
|
Jul 30, 2025
Q2 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.31K+ 7.21% |
$653K - $813K
|
19.5K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
1.31KNew |
$651K - $810K
|
1.31K
$866K
|
|
|
Aug 13, 2025
Q2 2025
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
1.3K+ 66.24% |
$647K - $805K
|
3.26K
$2.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.28K+ 13.01% |
$640K - $797K
|
11.2K
$7.41M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.28K+ 23.02% |
$639K - $796K
|
6.85K
$4.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.28K+ 2.51% |
$638K - $795K
|
52.2K
$34.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 1.66% |
$630K - $785K
|
77.4K
$51.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.26K+ 5.95% |
$626K - $780K
|
22.4K
$14.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.24K+ 4.5% |
$620K - $771K
|
28.9K
$19.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.24K+ 13.35% |
$616K - $767K
|
10.5K
$6.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.23K+ 12.13% |
$613K - $762K
|
11.4K
$7.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.22K+ 6.0% |
$610K - $759K
|
21.6K
$14.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.22K+ 0.91% |
$608K - $757K
|
135K
$89.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.22K+ 90.95% |
$607K - $755K
|
2.55K
$1.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.21K+ 398.03% |
$604K - $751K
|
1.51K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.2K+ 26.8% |
$600K - $747K
|
5.69K
$3.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
1.2K+ 2.56% |
$599K - $745K
|
48K
$31.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.2KNew |
$599K - $745K
|
1.2K
$797K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.19K+ 29.72% |
$595K - $740K
|
5.2K
$3.45M
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
1.19K+ 197.5% |
$591K - $736K
|
1.79K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.18K+ 34.61% |
$591K - $735K
|
4.61K
$3.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.17K+ 1.22% |
$584K - $726K
|
97.1K
$64.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.17KNew |
$584K - $726K
|
1.17K
$777K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.17K+ 17.29% |
$583K - $725K
|
7.92K
$5.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.15K+ 2.84% |
$574K - $715K
|
41.7K
$27.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.15K+ 12.82% |
$574K - $714K
|
10.1K
$6.72M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.15K+ 12.46% |
$573K - $713K
|
10.4K
$6.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.15K+ 1.53% |
$573K - $713K
|
76.1K
$50.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.14K+ 87.56% |
$569K - $708K
|
2.44K
$1.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
1.14K+ 106.77% |
$566K - $705K
|
2.2K
$1.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
1.13K+ 29.58% |
$566K - $704K
|
4.97K
$3.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.13K+ 6.54% |
$564K - $702K
|
18.4K
$12.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
BUY
|
- |
1.13K+ 6.97% |
$563K - $701K
|
17.3K
$11.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1.13K+ 1.72% |
$563K - $700K
|
66.8K
$44.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.13K+ 8.02% |
$563K - $700K
|
15.2K
$10.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
1.13K+ 3.96% |
$562K - $699K
|
29.5K
$19.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.12K+ 2.87% |
$560K - $697K
|
40.2K
$26.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
BUY
|
- |
1.12K+ 2.31% |
$559K - $696K
|
49.7K
$33M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.12K+ 22.76% |
$559K - $696K
|
6.05K
$4.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.12KNew |
$559K - $696K
|
1.12K
$744K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.11K+ 6.45% |
$555K - $691K
|
18.4K
$12.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.11KNew |
$554K - $689K
|
1.11K
$737K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.11KNew |
$553K - $689K
|
1.11K
$736K
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.11K+ 109.07% |
$552K - $687K
|
2.12K
$1.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.1K+ 6.16% |
$550K - $684K
|
19K
$12.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.1K+ 13.47% |
$547K - $681K
|
9.24K
$6.14M
|