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
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
40+ 4.58% |
$20K - $24.8K
|
913
$620K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
39+ 1.14% |
$19.5K - $24.2K
|
3.45K
$2.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
39+ 0.58% |
$19.5K - $24.2K
|
6.73K
$4.56M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
38+ 1.77% |
$19K - $23.6K
|
2.19K
$1.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
38+ 20.21% |
$19K - $23.6K
|
226
$153K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
37+ 0.2% |
$18.5K - $23K
|
18.3K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
37+ 0.56% |
$18.5K - $23K
|
6.61K
$4.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
36+ 6.88% |
$18K - $22.4K
|
559
$379K
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
36+ 0.11% |
$18K - $22.4K
|
33.4K
$22.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
36+ 1.86% |
$18K - $22.4K
|
1.97K
$1.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
36+ 1.2% |
$18K - $22.4K
|
3.02K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
36+ 7.11% |
$18K - $22.4K
|
542
$368K
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
BUY
|
- |
35+ 8.43% |
$17.5K - $21.7K
|
450
$305K
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
35+ 2.85% |
$17.5K - $21.7K
|
1.26K
$857K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
35+ 3.9% |
$17.5K - $21.7K
|
933
$633K
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
35+ 6.26% |
$17.5K - $21.7K
|
594
$403K
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
35+ 4.63% |
$17.5K - $21.7K
|
791
$537K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
34+ 0.89% |
$17K - $21.1K
|
3.87K
$2.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
34+ 3.4% |
$17K - $21.1K
|
1.04K
$703K
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
34+ 2.42% |
$17K - $21.1K
|
1.44K
$975K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
34+ 0.11% |
$17K - $21.1K
|
31.6K
$21.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
33New |
$16.5K - $20.5K
|
33
$22.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
33+ 33.0% |
$16.5K - $20.5K
|
133
$90.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
33+ 0.48% |
$16.5K - $20.5K
|
6.97K
$4.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
33+ 5.02% |
$16.5K - $20.5K
|
691
$469K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
33+ 6.53% |
$16.5K - $20.5K
|
538
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
33+ 2.92% |
$16.5K - $20.5K
|
1.16K
$789K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
32+ 0.24% |
$16K - $19.9K
|
13.1K
$8.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
32+ 0.18% |
$16K - $19.9K
|
17.6K
$12M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
31+ 2.19% |
$15.5K - $19.2K
|
1.45K
$984K
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
31+ 0.74% |
$15.5K - $19.2K
|
4.2K
$2.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
31+ 0.12% |
$15.5K - $19.2K
|
26.2K
$17.8M
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
30+ 1.55% |
$15K - $18.6K
|
1.97K
$1.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
30+ 1.39% |
$15K - $18.6K
|
2.18K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
28+ 1.23% |
$14K - $17.4K
|
2.31K
$1.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
28+ 1.47% |
$14K - $17.4K
|
1.94K
$1.31M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
27+ 0.4% |
$13.5K - $16.8K
|
6.81K
$4.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
27+ 0.27% |
$13.5K - $16.8K
|
9.94K
$6.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
27+ 2700.0% |
$13.5K - $16.8K
|
28
$19K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
27New |
$13.5K - $16.8K
|
27
$18.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
27+ 1.15% |
$13.5K - $16.8K
|
2.38K
$1.62M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
27+ 2.08% |
$13.5K - $16.8K
|
1.33K
$900K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
26+ 1.33% |
$13K - $16.1K
|
1.98K
$1.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
26+ 2.24% |
$13K - $16.1K
|
1.19K
$806K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
26+ 2.92% |
$13K - $16.1K
|
917
$622K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
26+ 3.8% |
$13K - $16.1K
|
711
$483K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
26+ 0.13% |
$13K - $16.1K
|
19.4K
$13.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
25+ 2.33% |
$12.5K - $15.5K
|
1.1K
$745K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
25+ 5.12% |
$12.5K - $15.5K
|
513
$348K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
25+ 2.51% |
$12.5K - $15.5K
|
1.02K
$694K
|