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 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.08K+ 18.94% |
$540K - $672K
|
6.79K
$4.51M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.08KNew |
$539K - $671K
|
1.08K
$717K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.06KNew |
$531K - $661K
|
1.06K
$706K
|
|
|
Aug 13, 2025
Q2 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
1.06KNew |
$531K - $661K
|
1.06K
$706K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.06K+ 54.72% |
$529K - $658K
|
3K
$1.99M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 2.96% |
$528K - $658K
|
36.8K
$24.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1.05K+ 4.55% |
$525K - $653K
|
24.2K
$16.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 2.92% |
$523K - $651K
|
37K
$24.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.04K+ 1.35% |
$518K - $645K
|
78.2K
$51.9M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
1.03K+ 39.81% |
$515K - $641K
|
3.63K
$2.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
1.03K+ 92.3% |
$514K - $640K
|
2.15K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.03K+ 285.28% |
$512K - $638K
|
1.39K
$921K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 4.21% |
$511K - $636K
|
25.4K
$16.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.02K+ 2.64% |
$511K - $636K
|
39.8K
$26.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.02KNew |
$507K - $631K
|
1.02K
$675K
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.02K+ 1.84% |
$507K - $631K
|
56.3K
$37.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 3.38% |
$506K - $630K
|
31K
$20.6M
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.01K+ 7.65% |
$505K - $629K
|
14.3K
$9.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
1K+ 24.32% |
$499K - $621K
|
5.11K
$3.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
999+ 13.03% |
$498K - $620K
|
8.67K
$5.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
996+ 1.1% |
$497K - $618K
|
91.6K
$60.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
996New |
$497K - $618K
|
996
$661K
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
995+ 66.96% |
$496K - $618K
|
2.48K
$1.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
989+ 16.7% |
$493K - $614K
|
6.91K
$4.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
986+ 20.12% |
$492K - $612K
|
5.89K
$3.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
983+ 8.87% |
$490K - $610K
|
12.1K
$8.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
983+ 1.61% |
$490K - $610K
|
62.1K
$41.2M
|
|
|
Jul 31, 2025
Q2 2025
|
University Of Texas
|
BUY
|
- |
980+ 12.15% |
$489K - $608K
|
9.05K
$6.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
976+ 33.44% |
$487K - $606K
|
3.9K
$2.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
974+ 2.03% |
$486K - $605K
|
48.9K
$32.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
974+ 3.51% |
$486K - $605K
|
28.7K
$19.1M
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
973+ 36.41% |
$485K - $604K
|
3.65K
$2.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
964+ 49.39% |
$481K - $599K
|
2.92K
$1.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
959+ 0.43% |
$478K - $595K
|
225K
$149M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
955+ 1.37% |
$476K - $593K
|
70.9K
$47.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
953+ 40.61% |
$475K - $592K
|
3.3K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
953+ 12.13% |
$475K - $592K
|
8.81K
$5.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
948+ 0.8% |
$473K - $589K
|
119K
$79M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
946+ 7.5% |
$472K - $587K
|
13.6K
$9M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
944+ 27.33% |
$471K - $586K
|
4.4K
$2.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
938New |
$468K - $582K
|
938
$623K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
938+ 5.91% |
$468K - $582K
|
16.8K
$11.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
936+ 6.82% |
$467K - $581K
|
14.7K
$9.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
924+ 9.03% |
$461K - $574K
|
11.2K
$7.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
924+ 3.81% |
$461K - $574K
|
25.2K
$16.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
922+ 2.33% |
$460K - $572K
|
40.4K
$26.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
922+ 0.95% |
$460K - $572K
|
98.4K
$65.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
904+ 65.22% |
$451K - $561K
|
2.29K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
901+ 2.65% |
$449K - $559K
|
34.9K
$23.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
900+ 23.86% |
$449K - $559K
|
4.67K
$3.1M
|