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 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
135KNew |
$67.4M - $83.9M
|
135K
$89.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
135K+ 6.19% |
$67.1M - $83.5M
|
2.31M
$1.53B
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
127KNew |
$63.5M - $79M
|
127K
$84.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
115K+ 194.95% |
$57.5M - $71.5M
|
174K
$116M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
108K+ 136.03% |
$53.7M - $66.8M
|
187K
$124M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
107K+ 270.83% |
$53.4M - $66.4M
|
146K
$97.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
105K+ 0.69% |
$52.4M - $65.3M
|
15.4M
$10.2B
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
105K+ 16.67% |
$52.3M - $65M
|
733K
$487M
|
|
|
Aug 12, 2025
Q2 2025
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
102K+ 2900.0% |
$50.6M - $63M
|
105K
$69.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Toews Corp
|
BUY
|
- |
98.4K+ 31.49% |
$49.1M - $61.1M
|
411K
$273M
|
|
|
Aug 12, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
92.1K+ 62198.65% |
$45.9M - $57.2M
|
92.2K
$61.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
91.3K+ 104.28% |
$45.5M - $56.7M
|
179K
$119M
|
|
|
Aug 13, 2025
Q2 2025
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
90KNew |
$44.9M - $55.9M
|
90K
$59.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
88.9KNew |
$44.4M - $55.2M
|
88.9K
$59.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
86.2K+ 6.75% |
$43M - $53.5M
|
1.36M
$905M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
79.2K+ 7.72% |
$39.5M - $49.2M
|
1.11M
$734M
|
|
|
Aug 07, 2025
Q2 2025
|
University Of Chicago
Chicago, IL |
BUY
|
- |
76.9KNew |
$38.4M - $47.7M
|
76.9K
$51.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
75.8K+ 38.96% |
$37.8M - $47.1M
|
270K
$180M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
75.5KNew |
$37.7M - $46.9M
|
75.5K
$50.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
74.2KNew |
$37M - $46.1M
|
74.2K
$49.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
69.4K+ 20.75% |
$34.6M - $43.1M
|
404K
$268M
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
69.2K+ 4065.12% |
$34.5M - $43M
|
70.9K
$47.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
68.5K+ 48.75% |
$34.2M - $42.5M
|
209K
$139M
|
|
|
Jul 18, 2025
Q2 2025
|
Wealth Navi Inc.
|
BUY
|
- |
68K+ 18.77% |
$33.9M - $42.2M
|
430K
$286M
|
|
|
Aug 08, 2025
Q2 2025
|
Passaic Partners LLC
|
BUY
|
- |
66.7K+ 157.12% |
$33.3M - $41.4M
|
109K
$72.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
66.7K+ 3.36% |
$33.3M - $41.4M
|
2.05M
$1.36B
|
|
|
Sep 29, 2025
Q2 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
66.3KNew |
$33.1M - $41.2M
|
66.3K
$44M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
65K+ 478.2% |
$32.4M - $40.3M
|
78.6K
$52.2M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
63.1K+ 0.63% |
$31.5M - $39.2M
|
10M
$6.64B
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
62.9K+ 11.75% |
$31.4M - $39M
|
598K
$397M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
62.6K+ 13.33% |
$31.2M - $38.9M
|
532K
$353M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
61.2K+ 221.4% |
$30.5M - $38M
|
88.8K
$59M
|
|
|
Aug 14, 2025
Q2 2025
|
Progeny 3, Inc.
Seattle, WA |
BUY
|
- |
60.3K+ 76.55% |
$30.1M - $37.4M
|
139K
$92.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
55.3K+ 398.44% |
$27.6M - $34.3M
|
69.1K
$45.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
52.6K+ 3.43% |
$26.2M - $32.7M
|
1.58M
$1.05B
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
51K+ 19.95% |
$25.4M - $31.6M
|
306K
$203M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
50.9K+ 8.06% |
$25.4M - $31.6M
|
682K
$453M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
50.2KNew |
$25.1M - $31.2M
|
50.2K
$33.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
48.4K+ 7.89% |
$24.1M - $30M
|
661K
$439M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
48.3K+ 37.5% |
$24.1M - $30M
|
177K
$118M
|
|
|
Jul 14, 2025
Q2 2025
|
Century Link Investment Management CO
|
BUY
|
- |
47.9K+ 41.55% |
$23.9M - $29.7M
|
163K
$108M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
46.4K+ 9.52% |
$23.1M - $28.8M
|
534K
$354M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
46.2K+ 66.19% |
$23M - $28.7M
|
116K
$77M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
45.3K+ 34.38% |
$22.6M - $28.1M
|
177K
$118M
|
|
|
Aug 13, 2025
Q2 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
45.1K+ 1.76% |
$22.5M - $28M
|
2.61M
$1.73B
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
43.8K+ 28.54% |
$21.9M - $27.2M
|
197K
$131M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
43.6K+ 33.06% |
$21.8M - $27.1M
|
176K
$117M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
43.6K+ 4.03% |
$21.7M - $27.1M
|
1.12M
$746M
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
43.5K+ 28.44% |
$21.7M - $27M
|
197K
$131M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
43.3K+ 17.29% |
$21.6M - $26.9M
|
293K
$195M
|