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
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
129New |
$64.3K - $80.1K
|
129
$87.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
127+ 74.27% |
$63.3K - $78.9K
|
298
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
127+ 2.92% |
$63.3K - $78.9K
|
4.48K
$3.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
125+ 5.56% |
$62.4K - $77.6K
|
2.37K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
125+ 0.15% |
$62.4K - $77.6K
|
82.9K
$56.3M
|
|
|
Jul 22, 2025
Q2 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
124+ 0.1% |
$61.9K - $77K
|
125K
$84.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
123+ 11.77% |
$61.4K - $76.4K
|
1.17K
$793K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
122+ 0.61% |
$60.9K - $75.7K
|
20.2K
$13.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
121+ 14.09% |
$60.4K - $75.1K
|
980
$665K
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
BUY
|
- |
121+ 1.67% |
$60.4K - $75.1K
|
7.37K
$5.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
121+ 2.07% |
$60.4K - $75.1K
|
5.97K
$4.05M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
121+ 32.97% |
$60.4K - $75.1K
|
488
$331K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
120+ 4.66% |
$59.9K - $74.5K
|
2.7K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
120+ 4.11% |
$59.9K - $74.5K
|
3.04K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
118+ 1.45% |
$58.9K - $73.3K
|
8.23K
$5.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
117+ 1.16% |
$58.4K - $72.6K
|
10.2K
$6.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
117+ 1.46% |
$58.4K - $72.6K
|
8.13K
$5.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
117+ 8.08% |
$58.4K - $72.6K
|
1.57K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
116+ 4.91% |
$57.9K - $72K
|
2.48K
$1.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
115+ 4.77% |
$57.4K - $71.4K
|
2.52K
$1.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
BUY
|
- |
115+ 9.5% |
$57.4K - $71.4K
|
1.33K
$899K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
115+ 3.19% |
$57.4K - $71.4K
|
3.72K
$2.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
114+ 1.02% |
$56.9K - $70.8K
|
11.3K
$7.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
112+ 23.38% |
$55.9K - $69.5K
|
591
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
112+ 53.59% |
$55.9K - $69.5K
|
321
$218K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
111+ 0.72% |
$55.4K - $68.9K
|
15.6K
$10.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
108+ 25.41% |
$53.9K - $67.1K
|
533
$362K
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
108+ 0.27% |
$53.9K - $67.1K
|
40.3K
$27.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
108+ 0.63% |
$53.9K - $67.1K
|
17.4K
$11.8M
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
107+ 0.84% |
$53.4K - $66.4K
|
12.8K
$8.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
105+ 0.11% |
$52.4K - $65.2K
|
98.4K
$66.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
104+ 10.09% |
$51.9K - $64.6K
|
1.14K
$770K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
103+ 1.69% |
$51.4K - $64K
|
6.19K
$4.2M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
101+ 3.1% |
$50.4K - $62.7K
|
3.36K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
101+ 0.83% |
$50.4K - $62.7K
|
12.2K
$8.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
101+ 3.25% |
$50.4K - $62.7K
|
3.21K
$2.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
100+ 0.51% |
$49.9K - $62.1K
|
19.9K
$13.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
100+ 2.29% |
$49.9K - $62.1K
|
4.47K
$3.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
100+ 1.09% |
$49.9K - $62.1K
|
9.26K
$6.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
99New |
$49.4K - $61.5K
|
99
$67.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
BUY
|
- |
98+ 3.68% |
$48.9K - $60.8K
|
2.76K
$1.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
98+ 1.08% |
$48.9K - $60.8K
|
9.15K
$6.21M
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
98+ 1.21% |
$48.9K - $60.8K
|
8.22K
$5.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
98+ 2.56% |
$48.9K - $60.8K
|
3.92K
$2.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
97+ 3.97% |
$48.4K - $60.2K
|
2.54K
$1.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
95+ 19.39% |
$47.4K - $59K
|
585
$397K
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
95+ 4.33% |
$47.4K - $59K
|
2.29K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
95+ 0.01% |
$47.4K - $59K
|
735K
$499M
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
94+ 2.99% |
$46.9K - $58.4K
|
3.24K
$2.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
93+ 3.66% |
$46.4K - $57.7K
|
2.63K
$1.79M
|