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 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
293+ 22.91% |
$146K - $182K
|
1.57K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
293+ 2.81% |
$146K - $182K
|
10.7K
$7.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
292+ 9.68% |
$146K - $181K
|
3.31K
$2.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
291+ 0.95% |
$145K - $181K
|
30.9K
$20.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
291+ 9.11% |
$145K - $181K
|
3.49K
$2.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
288+ 23.8% |
$144K - $179K
|
1.5K
$1.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
285+ 3.83% |
$142K - $177K
|
7.73K
$5.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
280+ 168.67% |
$140K - $174K
|
446
$303K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
279+ 12.46% |
$139K - $173K
|
2.52K
$1.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Schwab Charitable Fund
|
BUY
|
- |
275+ 4.29% |
$137K - $171K
|
6.69K
$4.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
274+ 32.81% |
$137K - $170K
|
1.11K
$753K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
271+ 0.99% |
$135K - $168K
|
27.5K
$18.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
270+ 0.85% |
$135K - $168K
|
32.1K
$21.8M
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
270+ 2.47% |
$135K - $168K
|
11.2K
$7.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
269+ 38.26% |
$134K - $167K
|
972
$660K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
269+ 17.7% |
$134K - $167K
|
1.79K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
268+ 0.15% |
$134K - $166K
|
184K
$125M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
267+ 3.91% |
$133K - $166K
|
7.1K
$4.82M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
262+ 6.16% |
$131K - $163K
|
4.51K
$3.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
261+ 1.1% |
$130K - $162K
|
24K
$16.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
261+ 17.45% |
$130K - $162K
|
1.76K
$1.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
260+ 5.0% |
$130K - $161K
|
5.46K
$3.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
253+ 28.91% |
$126K - $157K
|
1.13K
$766K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
250+ 62.97% |
$125K - $155K
|
647
$439K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
249+ 14.7% |
$124K - $155K
|
1.94K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
248+ 3.1% |
$124K - $154K
|
8.26K
$5.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
248+ 1.53% |
$124K - $154K
|
16.4K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
245+ 0.14% |
$122K - $152K
|
180K
$122M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
243+ 1.87% |
$121K - $151K
|
13.2K
$8.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
243+ 0.42% |
$121K - $151K
|
57.8K
$39.2M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
241+ 2.36% |
$120K - $150K
|
10.5K
$7.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
241+ 16.68% |
$120K - $150K
|
1.69K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
238+ 2.98% |
$119K - $148K
|
8.23K
$5.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
238+ 171.22% |
$119K - $148K
|
377
$256K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
238+ 4.39% |
$119K - $148K
|
5.67K
$3.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
238+ 5.56% |
$119K - $148K
|
4.52K
$3.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
238+ 10.21% |
$119K - $148K
|
2.57K
$1.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
237+ 14.6% |
$118K - $147K
|
1.86K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
237+ 9.1% |
$118K - $147K
|
2.84K
$1.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
236+ 3.08% |
$118K - $147K
|
7.91K
$5.37M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
236+ 14.31% |
$118K - $147K
|
1.89K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
234+ 6.22% |
$117K - $145K
|
3.99K
$2.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
233+ 0.08% |
$116K - $145K
|
286K
$194M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
233+ 2.17% |
$116K - $145K
|
11K
$7.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
233+ 3.93% |
$116K - $145K
|
6.16K
$4.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
232+ 1.42% |
$116K - $144K
|
16.6K
$11.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
227+ 0.7% |
$113K - $141K
|
32.7K
$22.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
227+ 206.36% |
$113K - $141K
|
337
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
223+ 1.22% |
$111K - $138K
|
18.5K
$12.5M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
BUY
|
- |
219+ 7.14% |
$109K - $136K
|
3.29K
$2.23M
|