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
|
Wambolt & Associates, LLC
|
BUY
|
- |
706+ 113.5% |
$352K - $438K
|
1.33K
$901K
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
705+ 63.51% |
$352K - $438K
|
1.82K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
703+ 1.85% |
$351K - $436K
|
38.7K
$26.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
702+ 5400.0% |
$350K - $436K
|
715
$485K
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
700+ 55.51% |
$349K - $435K
|
1.96K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
699+ 11.81% |
$349K - $434K
|
6.62K
$4.49M
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
698+ 1.9% |
$348K - $433K
|
37.5K
$25.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
697+ 193.61% |
$348K - $433K
|
1.06K
$718K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
697+ 2.25% |
$348K - $433K
|
31.7K
$21.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
691New |
$345K - $429K
|
691
$469K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
684+ 36.34% |
$341K - $425K
|
2.57K
$1.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
682+ 140.62% |
$340K - $423K
|
1.17K
$792K
|
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
681+ 10.29% |
$340K - $423K
|
7.3K
$4.96M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
675+ 0.62% |
$337K - $419K
|
110K
$74.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
675+ 14.09% |
$337K - $419K
|
5.47K
$3.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
673+ 2.42% |
$336K - $418K
|
28.5K
$19.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
661+ 14.85% |
$330K - $410K
|
5.11K
$3.47M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
660+ 167.51% |
$329K - $410K
|
1.05K
$715K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
652+ 1.36% |
$325K - $405K
|
48.6K
$33M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
651+ 11.37% |
$325K - $404K
|
6.38K
$4.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
649+ 75.2% |
$324K - $403K
|
1.51K
$1.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
649+ 5.39% |
$324K - $403K
|
12.7K
$8.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
647New |
$323K - $402K
|
647
$439K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
646+ 4.8% |
$322K - $401K
|
14.1K
$9.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
645+ 43.64% |
$322K - $400K
|
2.12K
$1.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
645+ 9.61% |
$322K - $400K
|
7.36K
$4.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
642New |
$320K - $399K
|
642
$436K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
640+ 1.8% |
$319K - $397K
|
36.2K
$24.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
636+ 0.47% |
$317K - $395K
|
135K
$91.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
635New |
$317K - $394K
|
635
$431K
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
635New |
$317K - $394K
|
635
$431K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
629+ 1.19% |
$314K - $391K
|
53.5K
$36.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
628New |
$313K - $390K
|
628
$426K
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
627New |
$313K - $389K
|
627
$426K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
627+ 4.22% |
$313K - $389K
|
15.5K
$10.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
626+ 4.19% |
$312K - $389K
|
15.6K
$10.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
624+ 33.49% |
$311K - $387K
|
2.49K
$1.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
623+ 6.47% |
$311K - $387K
|
10.3K
$6.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
622+ 7.35% |
$310K - $386K
|
9.08K
$6.16M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
622+ 9.2% |
$310K - $386K
|
7.38K
$5.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
618+ 1.2% |
$308K - $384K
|
52.2K
$35.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
614+ 12.27% |
$306K - $381K
|
5.62K
$3.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
609+ 1.64% |
$304K - $378K
|
37.7K
$25.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
607+ 6.18% |
$303K - $377K
|
10.4K
$7.08M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
602+ 56.05% |
$300K - $374K
|
1.68K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
600+ 19.22% |
$299K - $373K
|
3.72K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
600+ 8.72% |
$299K - $373K
|
7.48K
$5.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
599New |
$299K - $372K
|
599
$407K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
598+ 1.92% |
$298K - $371K
|
31.7K
$21.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
597+ 1.1% |
$298K - $371K
|
55.1K
$37.4M
|