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 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
585+ 27.61% |
$292K - $363K
|
2.7K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
583+ 95.73% |
$291K - $362K
|
1.19K
$791K
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
582New |
$290K - $361K
|
582
$386K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
581+ 11.42% |
$290K - $361K
|
5.67K
$3.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
579+ 11.9% |
$289K - $360K
|
5.44K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
579+ 1.39% |
$289K - $360K
|
42.2K
$28M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
573+ 2.7% |
$286K - $356K
|
21.8K
$14.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
571New |
$285K - $355K
|
571
$379K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
568+ 1.68% |
$283K - $353K
|
34.4K
$22.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
568New |
$283K - $353K
|
568
$377K
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
561+ 0.66% |
$280K - $348K
|
86.1K
$57.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
559+ 2.35% |
$279K - $347K
|
24.3K
$16.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
559+ 3.46% |
$279K - $347K
|
16.7K
$11.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
559+ 5.04% |
$279K - $347K
|
11.6K
$7.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
556+ 24.49% |
$277K - $345K
|
2.83K
$1.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
555New |
$277K - $345K
|
555
$369K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
553+ 0.78% |
$276K - $343K
|
71.2K
$47.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
552+ 1.36% |
$275K - $343K
|
41.1K
$27.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
551+ 0.27% |
$275K - $342K
|
202K
$134M
|
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
549+ 0.88% |
$274K - $341K
|
63K
$41.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
549+ 2.45% |
$274K - $341K
|
22.9K
$15.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
548+ 14.13% |
$273K - $340K
|
4.43K
$2.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
547+ 96.3% |
$273K - $340K
|
1.12K
$740K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
544New |
$271K - $338K
|
544
$361K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
543+ 3.85% |
$271K - $337K
|
14.6K
$9.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
543+ 7.18% |
$271K - $337K
|
8.1K
$5.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
541New |
$270K - $336K
|
541
$359K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
539+ 20.8% |
$269K - $335K
|
3.13K
$2.08M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
537+ 0.97% |
$268K - $333K
|
56.1K
$37.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
536+ 2.52% |
$267K - $333K
|
21.8K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
536+ 26.73% |
$267K - $333K
|
2.54K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
BUY
|
- |
534New |
$266K - $332K
|
534
$355K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
531+ 0.8% |
$265K - $330K
|
67.3K
$44.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
528+ 5.55% |
$263K - $328K
|
10K
$6.67M
|
|
|
Oct 30, 2025
Q2 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
527+ 1.56% |
$263K - $327K
|
34.3K
$22.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
525+ 11.5% |
$262K - $326K
|
5.09K
$3.38M
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
525+ 0.24% |
$262K - $326K
|
224K
$148M
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
523New |
$261K - $325K
|
523
$347K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
520+ 4.94% |
$259K - $323K
|
11K
$7.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
518New |
$258K - $322K
|
518
$344K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
517+ 2.89% |
$258K - $321K
|
18.4K
$12.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
516+ 1.48% |
$257K - $320K
|
35.3K
$23.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
516+ 3.48% |
$257K - $320K
|
15.3K
$10.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
515+ 5.37% |
$257K - $320K
|
10.1K
$6.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
514+ 11.09% |
$256K - $319K
|
5.15K
$3.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
514New |
$256K - $319K
|
514
$341K
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
514+ 11.27% |
$256K - $319K
|
5.07K
$3.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
513+ 24.14% |
$256K - $319K
|
2.64K
$1.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
512New |
$255K - $318K
|
512
$340K
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
512+ 4.49% |
$255K - $318K
|
11.9K
$7.91M
|