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 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
423New |
$211K - $263K
|
423
$287K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
422+ 2.28% |
$210K - $262K
|
19K
$12.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
421+ 647.69% |
$210K - $261K
|
486
$330K
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
420+ 2.35% |
$209K - $261K
|
18.3K
$12.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
418+ 28.17% |
$208K - $260K
|
1.9K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
416New |
$208K - $258K
|
416
$282K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
415+ 5.18% |
$207K - $258K
|
8.42K
$5.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
414New |
$207K - $257K
|
414
$281K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
413+ 11.73% |
$206K - $256K
|
3.93K
$2.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
413+ 38.93% |
$206K - $256K
|
1.47K
$1M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
413+ 10.35% |
$206K - $256K
|
4.41K
$2.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
411+ 42.5% |
$205K - $255K
|
1.38K
$935K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
405New |
$202K - $251K
|
405
$275K
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
405+ 3.03% |
$202K - $251K
|
13.8K
$9.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
405+ 9.22% |
$202K - $251K
|
4.8K
$3.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
405+ 2.03% |
$202K - $251K
|
20.4K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
405New |
$202K - $251K
|
405
$275K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
402New |
$201K - $250K
|
402
$273K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
402+ 5.71% |
$201K - $250K
|
7.45K
$5.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
400New |
$200K - $248K
|
400
$272K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
400+ 39.6% |
$200K - $248K
|
1.41K
$957K
|
|
|
Aug 12, 2025
Q2 2025
|
American Asset Management Inc.
|
BUY
|
- |
400New |
$200K - $248K
|
400
$272K
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
399+ 1.76% |
$199K - $248K
|
23.1K
$15.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
392+ 0.34% |
$196K - $243K
|
116K
$78.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
391+ 3.76% |
$195K - $243K
|
10.8K
$7.32M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
390+ 27.08% |
$195K - $242K
|
1.83K
$1.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
390+ 0.62% |
$195K - $242K
|
63.5K
$43.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
390+ 30.14% |
$195K - $242K
|
1.68K
$1.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
389+ 2.55% |
$194K - $242K
|
15.6K
$10.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
384+ 55.33% |
$192K - $238K
|
1.08K
$732K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
382New |
$191K - $237K
|
382
$259K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
380+ 7.87% |
$190K - $236K
|
5.21K
$3.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
380+ 3.93% |
$190K - $236K
|
10K
$6.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
379New |
$189K - $235K
|
379
$257K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
375New |
$187K - $233K
|
375
$255K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
371+ 59.65% |
$185K - $230K
|
993
$674K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
366New |
$183K - $227K
|
366
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
366New |
$183K - $227K
|
366
$248K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
365+ 52.44% |
$182K - $227K
|
1.06K
$720K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
365+ 5.31% |
$182K - $227K
|
7.25K
$4.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Rptc Inc.
Jackson, WY |
BUY
|
- |
365+ 0.17% |
$182K - $227K
|
216K
$147M
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
364+ 9.29% |
$182K - $226K
|
4.28K
$2.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
361+ 1.1% |
$180K - $224K
|
33.1K
$22.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
361+ 3.04% |
$180K - $224K
|
12.2K
$8.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
359New |
$179K - $223K
|
359
$244K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
359+ 10.98% |
$179K - $223K
|
3.63K
$2.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
359+ 9.69% |
$179K - $223K
|
4.06K
$2.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
359New |
$179K - $223K
|
359
$244K
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
358New |
$179K - $222K
|
358
$243K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
358New |
$179K - $222K
|
358
$243K
|