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 18, 2025
Q2 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
511+ 11.08% |
$255K - $317K
|
5.12K
$3.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
509+ 14.25% |
$254K - $316K
|
4.08K
$2.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
508+ 66.93% |
$253K - $315K
|
1.27K
$841K
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
507+ 12.64% |
$253K - $315K
|
4.52K
$3M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
502+ 9.17% |
$250K - $312K
|
5.98K
$3.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
502New |
$250K - $312K
|
502
$333K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
502+ 0.4% |
$250K - $312K
|
125K
$82.8M
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
502New |
$250K - $312K
|
502
$333K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
501+ 11.0% |
$250K - $311K
|
5.06K
$3.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
500+ 101.63% |
$249K - $310K
|
992
$659K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
500+ 1.73% |
$249K - $310K
|
29.4K
$19.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
498+ 6.43% |
$248K - $309K
|
8.25K
$5.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
498+ 21.07% |
$248K - $309K
|
2.86K
$1.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
497New |
$248K - $309K
|
497
$330K
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
495New |
$247K - $307K
|
495
$329K
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
495+ 2.88% |
$247K - $307K
|
17.7K
$11.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
493+ 1.45% |
$246K - $306K
|
34.4K
$22.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
490+ 3.12% |
$244K - $304K
|
16.2K
$10.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
487+ 115.13% |
$243K - $302K
|
910
$604K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
486+ 623.08% |
$242K - $302K
|
564
$374K
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
484+ 10.44% |
$241K - $301K
|
5.12K
$3.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
482+ 18.55% |
$240K - $299K
|
3.08K
$2.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
481+ 8.68% |
$240K - $299K
|
6.02K
$4M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
481+ 2.01% |
$240K - $299K
|
24.4K
$16.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
473+ 503.19% |
$236K - $294K
|
567
$376K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
468+ 21.38% |
$233K - $291K
|
2.66K
$1.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
465+ 4.47% |
$232K - $289K
|
10.9K
$7.22M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
465+ 0.58% |
$232K - $289K
|
80K
$53.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
463+ 0.92% |
$231K - $287K
|
50.9K
$33.8M
|
|
|
Aug 25, 2025
Q2 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
462New |
$230K - $287K
|
462
$307K
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
461+ 1.09% |
$230K - $286K
|
42.9K
$28.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
459+ 11.81% |
$229K - $285K
|
4.35K
$2.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
457+ 2.26% |
$228K - $284K
|
20.6K
$13.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
456+ 1.43% |
$227K - $283K
|
32.2K
$21.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
454+ 1.07% |
$226K - $282K
|
42.9K
$28.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
453+ 104.14% |
$226K - $281K
|
888
$590K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
452New |
$225K - $281K
|
452
$300K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
447+ 357.6% |
$223K - $278K
|
572
$380K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
447+ 0.49% |
$223K - $278K
|
92.5K
$61.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
445+ 4.58% |
$222K - $276K
|
10.2K
$6.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
444+ 13.36% |
$221K - $276K
|
3.77K
$2.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
444+ 2.69% |
$221K - $276K
|
16.9K
$11.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
441+ 0.34% |
$220K - $274K
|
129K
$85.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
440New |
$219K - $273K
|
440
$292K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
440+ 8.87% |
$219K - $273K
|
5.4K
$3.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
436+ 4.6% |
$217K - $271K
|
9.91K
$6.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Sicart Associates LLC
|
BUY
|
- |
436New |
$217K - $271K
|
436
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
429+ 34.38% |
$214K - $266K
|
1.68K
$1.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
426+ 1.08% |
$212K - $265K
|
39.9K
$26.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
424+ 0.28% |
$211K - $263K
|
150K
$99.3M
|