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 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
168+ 0.03% |
$83.8K - $104K
|
624K
$424M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
167+ 13.73% |
$83.3K - $104K
|
1.38K
$939K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
166+ 0.23% |
$82.8K - $103K
|
73.4K
$49.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
163+ 6.76% |
$81.3K - $101K
|
2.57K
$1.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
161+ 1.53% |
$80.3K - $100K
|
10.7K
$7.25M
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
161+ 28.75% |
$80.3K - $100K
|
721
$489K
|
|
|
Sep 04, 2025
Q2 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
160+ 23.39% |
$79.8K - $99.3K
|
844
$573K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
158+ 2.49% |
$78.8K - $98.1K
|
6.5K
$4.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
158+ 2.17% |
$78.8K - $98.1K
|
7.44K
$5.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
157+ 1.86% |
$78.3K - $97.5K
|
8.6K
$5.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
154+ 12.07% |
$76.8K - $95.6K
|
1.43K
$971K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
154+ 2.35% |
$76.8K - $95.6K
|
6.7K
$4.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
153+ 2.04% |
$76.3K - $95K
|
7.65K
$5.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
151+ 397.37% |
$75.3K - $93.8K
|
189
$128K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
150+ 1.35% |
$74.8K - $93.1K
|
11.3K
$7.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
148+ 0.35% |
$73.8K - $91.9K
|
42.3K
$28.7M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
147+ 23.48% |
$73.3K - $91.3K
|
773
$525K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
146+ 9.1% |
$72.8K - $90.7K
|
1.75K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
146+ 0.68% |
$72.8K - $90.7K
|
21.7K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
146+ 1.83% |
$72.8K - $90.7K
|
8.14K
$5.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
145+ 4.42% |
$72.3K - $90K
|
3.43K
$2.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
145+ 1.16% |
$72.3K - $90K
|
12.6K
$8.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
145+ 6.99% |
$72.3K - $90K
|
2.22K
$1.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
144+ 3.65% |
$71.8K - $89.4K
|
4.09K
$2.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
144+ 0.48% |
$71.8K - $89.4K
|
29.9K
$20.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
144+ 0.38% |
$71.8K - $89.4K
|
37.9K
$25.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Verger Capital Management LLC
|
BUY
|
- |
143+ 0.31% |
$71.3K - $88.8K
|
46.3K
$31.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
142+ 7.07% |
$70.8K - $88.2K
|
2.15K
$1.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
142+ 0.67% |
$70.8K - $88.2K
|
21.4K
$14.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
141+ 3.53% |
$70.3K - $87.5K
|
4.13K
$2.8M
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
141+ 2.22% |
$70.3K - $87.5K
|
6.48K
$4.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
140+ 2.81% |
$69.8K - $86.9K
|
5.13K
$3.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
140+ 5.45% |
$69.8K - $86.9K
|
2.71K
$1.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
139+ 18.19% |
$69.3K - $86.3K
|
903
$613K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
139+ 1.33% |
$69.3K - $86.3K
|
10.6K
$7.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
139+ 9.93% |
$69.3K - $86.3K
|
1.54K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
139+ 1.26% |
$69.3K - $86.3K
|
11.2K
$7.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
139+ 4.05% |
$69.3K - $86.3K
|
3.57K
$2.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
138+ 3.06% |
$68.8K - $85.7K
|
4.65K
$3.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
138+ 1.23% |
$68.8K - $85.7K
|
11.4K
$7.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
136+ 6.81% |
$67.8K - $84.4K
|
2.13K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
136+ 0.3% |
$67.8K - $84.4K
|
44.8K
$30.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
135+ 13.49% |
$67.3K - $83.8K
|
1.14K
$771K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
134+ 1.3% |
$66.8K - $83.2K
|
10.5K
$7.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
133+ 38.11% |
$66.3K - $82.6K
|
482
$327K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
131+ 1.06% |
$65.3K - $81.3K
|
12.5K
$8.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
130+ 3.63% |
$64.8K - $80.7K
|
3.71K
$2.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
130+ 7.48% |
$64.8K - $80.7K
|
1.87K
$1.27M
|
|
|
Sep 25, 2025
Q2 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
130+ 1.09% |
$64.8K - $80.7K
|
12K
$8.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
129+ 0.91% |
$64.3K - $80.1K
|
14.3K
$9.72M
|