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 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
57+ 6.83% |
$28.4K - $35.4K
|
892
$605K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
57+ 1.64% |
$28.4K - $35.4K
|
3.53K
$2.39M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
57+ 8.46% |
$28.4K - $35.4K
|
731
$496K
|
|
|
Jul 24, 2025
Q2 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
56+ 7.62% |
$27.9K - $34.8K
|
791
$537K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
56+ 0.62% |
$27.9K - $34.8K
|
9.11K
$6.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
56+ 2.32% |
$27.9K - $34.8K
|
2.47K
$1.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
56+ 12.28% |
$27.9K - $34.8K
|
512
$348K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
56+ 4.04% |
$27.9K - $34.8K
|
1.44K
$980K
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
55+ 3.14% |
$27.4K - $34.1K
|
1.81K
$1.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
55+ 2.46% |
$27.4K - $34.1K
|
2.29K
$1.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Flower City Capital
|
BUY
|
- |
54+ 0.42% |
$26.9K - $33.5K
|
12.8K
$8.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
54+ 4.03% |
$26.9K - $33.5K
|
1.39K
$946K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
54+ 3.51% |
$26.9K - $33.5K
|
1.59K
$1.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
53+ 1.23% |
$26.4K - $32.9K
|
4.37K
$2.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
53+ 6.59% |
$26.4K - $32.9K
|
857
$582K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
52+ 4.27% |
$25.9K - $32.3K
|
1.27K
$861K
|
|
|
Aug 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
52+ 0.12% |
$25.9K - $32.3K
|
44.2K
$30M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
52+ 1.18% |
$25.9K - $32.3K
|
4.47K
$3.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
52+ 9.25% |
$25.9K - $32.3K
|
614
$417K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
51+ 5.88% |
$25.4K - $31.7K
|
918
$623K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
51+ 28.98% |
$25.4K - $31.7K
|
227
$154K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
50+ 4.52% |
$24.9K - $31K
|
1.16K
$784K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
50+ 0.46% |
$24.9K - $31K
|
10.9K
$7.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
49+ 9.86% |
$24.4K - $30.4K
|
546
$371K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
49+ 5.17% |
$24.4K - $30.4K
|
997
$677K
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
49+ 1.53% |
$24.4K - $30.4K
|
3.25K
$2.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
49+ 0.1% |
$24.4K - $30.4K
|
49.1K
$33.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
48+ 4.41% |
$23.9K - $29.8K
|
1.14K
$772K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
48+ 8.81% |
$23.9K - $29.8K
|
593
$403K
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
48+ 3.76% |
$23.9K - $29.8K
|
1.32K
$898K
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
BUY
|
- |
47+ 12.53% |
$23.4K - $29.2K
|
422
$286K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
47+ 51.65% |
$23.4K - $29.2K
|
138
$93.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
46+ 6.29% |
$22.9K - $28.6K
|
777
$527K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
46+ 0.24% |
$22.9K - $28.6K
|
18.9K
$12.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
45+ 0.25% |
$22.4K - $27.9K
|
18.3K
$12.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
45+ 0.8% |
$22.4K - $27.9K
|
5.66K
$3.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
42+ 2.01% |
$20.9K - $26.1K
|
2.14K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
42+ 2.76% |
$20.9K - $26.1K
|
1.56K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
42+ 0.23% |
$20.9K - $26.1K
|
18.1K
$12.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
42+ 4.44% |
$20.9K - $26.1K
|
987
$670K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
41+ 1.16% |
$20.5K - $25.5K
|
3.57K
$2.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
41+ 10.17% |
$20.5K - $25.5K
|
444
$301K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
40+ 11.02% |
$20K - $24.8K
|
403
$274K
|
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
40+ 0.21% |
$20K - $24.8K
|
19.4K
$13.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
40+ 10.13% |
$20K - $24.8K
|
435
$295K
|
|
|
Jul 30, 2025
Q2 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
40+ 4.23% |
$20K - $24.8K
|
986
$669K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
40+ 2.85% |
$20K - $24.8K
|
1.45K
$981K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
40+ 210.53% |
$20K - $24.8K
|
59
$40K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
40+ 0.93% |
$20K - $24.8K
|
4.33K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
40+ 2.82% |
$20K - $24.8K
|
1.46K
$990K
|