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
|
Financial Advisors Network, Inc.
|
BUY
|
- |
93+ 4.48% |
$46.4K - $57.7K
|
2.17K
$1.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
92+ 460.0% |
$45.9K - $57.1K
|
112
$76K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
92+ 4.44% |
$45.9K - $57.1K
|
2.16K
$1.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
91+ 4.12% |
$45.4K - $56.5K
|
2.3K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
91+ 2.87% |
$45.4K - $56.5K
|
3.26K
$2.21M
|
|
|
Oct 15, 2025
Q2 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
91New |
$45.4K - $56.5K
|
91
$61.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
89+ 6.52% |
$44.4K - $55.3K
|
1.45K
$986K
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
89+ 1.81% |
$44.4K - $55.3K
|
5.01K
$3.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
88+ 8.13% |
$43.9K - $54.6K
|
1.17K
$795K
|
|
|
Jul 18, 2025
Q2 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
83+ 16.77% |
$41.4K - $51.5K
|
578
$392K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
83+ 101.22% |
$41.4K - $51.5K
|
165
$112K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
80+ 2.66% |
$39.9K - $49.7K
|
3.09K
$2.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
80+ 3.76% |
$39.9K - $49.7K
|
2.21K
$1.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
BUY
|
- |
80+ 2.5% |
$39.9K - $49.7K
|
3.27K
$2.22M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
80+ 0.02% |
$39.9K - $49.7K
|
381K
$259M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
78+ 15.82% |
$38.9K - $48.4K
|
571
$388K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
76+ 19.59% |
$37.9K - $47.2K
|
464
$315K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
73+ 2.29% |
$36.4K - $45.3K
|
3.27K
$2.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
72+ 4.17% |
$35.9K - $44.7K
|
1.8K
$1.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
70+ 11.69% |
$34.9K - $43.5K
|
669
$454K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
70+ 3.56% |
$34.9K - $43.5K
|
2.04K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
69+ 2.45% |
$34.4K - $42.8K
|
2.88K
$1.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
68+ 2.16% |
$33.9K - $42.2K
|
3.22K
$2.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
68+ 2.11% |
$33.9K - $42.2K
|
3.29K
$2.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
68+ 5.66% |
$33.9K - $42.2K
|
1.27K
$861K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
68+ 1.44% |
$33.9K - $42.2K
|
4.78K
$3.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
67+ 0.06% |
$33.4K - $41.6K
|
120K
$81.1M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
67+ 1.89% |
$33.4K - $41.6K
|
3.61K
$2.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
66+ 7.77% |
$32.9K - $41K
|
915
$621K
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
66+ 3.61% |
$32.9K - $41K
|
1.89K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
66+ 0.9% |
$32.9K - $41K
|
7.41K
$5.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
66+ 1.22% |
$32.9K - $41K
|
5.47K
$3.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
65+ 1.18% |
$32.4K - $40.4K
|
5.59K
$3.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
65+ 3.09% |
$32.4K - $40.4K
|
2.17K
$1.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
64+ 1.85% |
$31.9K - $39.7K
|
3.52K
$2.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
64+ 0.19% |
$31.9K - $39.7K
|
34.5K
$23.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
63+ 2.76% |
$31.4K - $39.1K
|
2.34K
$1.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
62+ 12.76% |
$30.9K - $38.5K
|
548
$372K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
61+ 1.62% |
$30.4K - $37.9K
|
3.82K
$2.59M
|
|
|
Jul 28, 2025
Q2 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
61+ 0.82% |
$30.4K - $37.9K
|
7.48K
$5.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
61+ 1.39% |
$30.4K - $37.9K
|
4.45K
$3.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
61+ 2.02% |
$30.4K - $37.9K
|
3.08K
$2.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
60+ 6.89% |
$29.9K - $37.3K
|
931
$632K
|
|
|
Aug 12, 2025
Q2 2025
|
Close Asset Management LTD
|
BUY
|
- |
59+ 3.29% |
$29.4K - $36.6K
|
1.85K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Geneva Partners, LLC
|
BUY
|
- |
59+ 0.35% |
$29.4K - $36.6K
|
16.8K
$11.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
58+ 0.11% |
$28.9K - $36K
|
51.1K
$34.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
58+ 16.25% |
$28.9K - $36K
|
415
$282K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
58+ 1.51% |
$28.9K - $36K
|
3.9K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
58+ 0.85% |
$28.9K - $36K
|
6.85K
$4.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
57+ 0.54% |
$28.4K - $35.4K
|
10.6K
$7.19M
|