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
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
218+ 16.4% |
$109K - $135K
|
1.55K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
217+ 8.84% |
$108K - $135K
|
2.67K
$1.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
216+ 1.59% |
$108K - $134K
|
13.8K
$9.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
214+ 5.21% |
$107K - $133K
|
4.32K
$2.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
213+ 18.07% |
$106K - $132K
|
1.39K
$945K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
210+ 11.37% |
$105K - $130K
|
2.06K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
208+ 25.55% |
$104K - $129K
|
1.02K
$694K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
207+ 3.5% |
$103K - $129K
|
6.12K
$4.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
205+ 9.04% |
$102K - $127K
|
2.47K
$1.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
203+ 1.24% |
$101K - $126K
|
16.5K
$11.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
202+ 4.32% |
$101K - $125K
|
4.88K
$3.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
202+ 6.31% |
$101K - $125K
|
3.4K
$2.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
202+ 20.3% |
$101K - $125K
|
1.2K
$813K
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
199+ 0.59% |
$99.3K - $124K
|
33.8K
$22.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
196+ 3.9% |
$97.8K - $122K
|
5.23K
$3.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
194+ 18.93% |
$96.8K - $120K
|
1.22K
$827K
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
194+ 20.62% |
$96.8K - $120K
|
1.14K
$770K
|
|
|
Aug 14, 2025
Q2 2025
|
26 North Partners LP
New York, NY |
BUY
|
- |
193+ 0.19% |
$96.3K - $120K
|
103K
$70M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
192+ 4.98% |
$95.8K - $119K
|
4.05K
$2.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
190+ 8.9% |
$94.8K - $118K
|
2.33K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
189+ 3.35% |
$94.3K - $117K
|
5.83K
$3.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
189+ 22.24% |
$94.3K - $117K
|
1.04K
$705K
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
188+ 0.92% |
$93.8K - $117K
|
20.6K
$14M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
188+ 11.48% |
$93.8K - $117K
|
1.83K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
188+ 7.75% |
$93.8K - $117K
|
2.61K
$1.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
186+ 1.17% |
$92.8K - $115K
|
16K
$10.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
186+ 2.49% |
$92.8K - $115K
|
7.65K
$5.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
184+ 1.63% |
$91.8K - $114K
|
11.4K
$7.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
183+ 0.84% |
$91.3K - $114K
|
22.1K
$15M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
181+ 5.86% |
$90.3K - $112K
|
3.27K
$2.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
180+ 1.17% |
$89.8K - $112K
|
15.6K
$10.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
178+ 19.63% |
$88.8K - $111K
|
1.09K
$737K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
178+ 7.99% |
$88.8K - $111K
|
2.41K
$1.63M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
177New |
$88.3K - $110K
|
177
$120K
|
|
|
Aug 12, 2025
Q2 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
177+ 2.71% |
$88.3K - $110K
|
6.72K
$4.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
177+ 8.85% |
$88.3K - $110K
|
2.18K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
176+ 3.2% |
$87.8K - $109K
|
5.67K
$3.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
176+ 429.27% |
$87.8K - $109K
|
217
$147K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
175+ 18.8% |
$87.3K - $109K
|
1.11K
$751K
|
|
|
Aug 06, 2025
Q2 2025
|
Waverton Investment Management LTD
|
BUY
|
- |
175+ 27.13% |
$87.3K - $109K
|
820
$557K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
173+ 1.0% |
$86.3K - $107K
|
17.5K
$11.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
173+ 2.07% |
$86.3K - $107K
|
8.53K
$5.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
173+ 7.94% |
$86.3K - $107K
|
2.35K
$1.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
173+ 8.96% |
$86.3K - $107K
|
2.1K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
173+ 8.48% |
$86.3K - $107K
|
2.21K
$1.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
172+ 3.51% |
$85.8K - $107K
|
5.07K
$3.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
170+ 41.98% |
$84.8K - $106K
|
575
$390K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
169+ 1.83% |
$84.3K - $105K
|
9.43K
$6.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
169+ 1.03% |
$84.3K - $105K
|
16.5K
$11.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
168+ 2.38% |
$83.8K - $104K
|
7.22K
$4.9M
|