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 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
357+ 42.0% |
$178K - $222K
|
1.21K
$819K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
356+ 6.48% |
$178K - $221K
|
5.85K
$3.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
355+ 2.95% |
$177K - $220K
|
12.4K
$8.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
355New |
$177K - $220K
|
355
$241K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
354+ 2.23% |
$177K - $220K
|
16.2K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
354New |
$177K - $220K
|
354
$240K
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
353+ 1.11% |
$176K - $219K
|
32K
$21.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
353+ 21.9% |
$176K - $219K
|
1.97K
$1.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
352New |
$176K - $219K
|
352
$239K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
352New |
$176K - $219K
|
352
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
352New |
$176K - $219K
|
352
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
351+ 4.5% |
$175K - $218K
|
8.16K
$5.54M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
350+ 30.73% |
$175K - $217K
|
1.49K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
350New |
$175K - $217K
|
350
$238K
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
350+ 0.34% |
$175K - $217K
|
104K
$70.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
349+ 10.43% |
$174K - $217K
|
3.7K
$2.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
349New |
$174K - $217K
|
349
$237K
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
349+ 29.16% |
$174K - $217K
|
1.55K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
349+ 1.04% |
$174K - $217K
|
34K
$23.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
348+ 5.27% |
$174K - $216K
|
6.95K
$4.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
347+ 1.29% |
$173K - $215K
|
27.3K
$18.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
347+ 1.9% |
$173K - $215K
|
18.7K
$12.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
347+ 19.97% |
$173K - $215K
|
2.09K
$1.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
346New |
$173K - $215K
|
346
$235K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
346New |
$173K - $215K
|
346
$235K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
346+ 1.63% |
$173K - $215K
|
21.5K
$14.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
346+ 1.49% |
$173K - $215K
|
23.6K
$16M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
345+ 19.93% |
$172K - $214K
|
2.08K
$1.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
345New |
$172K - $214K
|
345
$234K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
345+ 5.3% |
$172K - $214K
|
6.86K
$4.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
345New |
$172K - $214K
|
345
$234K
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
344New |
$172K - $214K
|
344
$234K
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
343+ 5.75% |
$171K - $213K
|
6.31K
$4.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
343New |
$171K - $213K
|
343
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
343+ 2.4% |
$171K - $213K
|
14.7K
$9.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
342New |
$171K - $212K
|
342
$232K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
342New |
$171K - $212K
|
342
$232K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
341New |
$170K - $212K
|
341
$231K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
341+ 57.89% |
$170K - $212K
|
930
$631K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
340New |
$170K - $211K
|
340
$231K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
339New |
$169K - $210K
|
339
$230K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
338+ 7.77% |
$169K - $210K
|
4.69K
$3.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
338+ 1.35% |
$169K - $210K
|
25.3K
$17.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
337+ 0.77% |
$168K - $209K
|
43.9K
$29.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
337+ 8.95% |
$168K - $209K
|
4.1K
$2.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
336New |
$168K - $209K
|
336
$228K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
336New |
$168K - $209K
|
336
$228K
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
335New |
$167K - $208K
|
335
$227K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
334+ 4.93% |
$167K - $207K
|
7.11K
$4.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
334+ 1.53% |
$167K - $207K
|
22.1K
$15M
|