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 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
41K+ 13.95% |
$20.4M - $25.4M
|
335K
$222M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
40.8K+ 6.98% |
$20.3M - $25.3M
|
625K
$415M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
40.7K+ 290.48% |
$20.3M - $25.3M
|
54.7K
$36.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
40.3K+ 95.66% |
$20.1M - $25M
|
82.5K
$54.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
39.4K+ 8.99% |
$19.7M - $24.5M
|
478K
$317M
|
|
|
Aug 12, 2025
Q2 2025
|
Rock Creek Group, LP
|
BUY
|
- |
38.8KNew |
$19.4M - $24.1M
|
38.8K
$25.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
38.4K+ 9.57% |
$19.2M - $23.8M
|
440K
$292M
|
|
|
Aug 14, 2025
Q2 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
38.1K+ 6.85% |
$19M - $23.7M
|
595K
$395M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37.4K+ 58.93% |
$18.7M - $23.2M
|
101K
$67M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
36.5K+ 166.97% |
$18.2M - $22.7M
|
58.4K
$38.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
35.6K+ 824.06% |
$17.7M - $22.1M
|
39.9K
$26.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
35K+ 239.56% |
$17.4M - $21.7M
|
49.6K
$32.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
34.9K+ 46.38% |
$17.4M - $21.7M
|
110K
$73.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
34.8K+ 26.07% |
$17.4M - $21.6M
|
168K
$112M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
34.2K+ 4455.54% |
$17M - $21.2M
|
34.9K
$23.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
33.4K+ 75.02% |
$16.7M - $20.8M
|
78K
$51.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
33.1K+ 179.98% |
$16.5M - $20.6M
|
51.6K
$34.2M
|
|
|
Sep 30, 2025
Q2 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
33.1KNew |
$16.5M - $20.6M
|
33.1K
$22M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
32.5K+ 5.67% |
$16.2M - $20.2M
|
606K
$403M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
32.1K+ 78.88% |
$16M - $19.9M
|
72.7K
$48.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
32K+ 4.57% |
$16M - $19.9M
|
732K
$486M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
31.9K+ 6.43% |
$15.9M - $19.8M
|
528K
$350M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
31.7K+ 7.33% |
$15.8M - $19.7M
|
464K
$308M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
31.5K+ 115.91% |
$15.7M - $19.5M
|
58.6K
$38.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
30.9K+ 2.13% |
$15.4M - $19.2M
|
1.48M
$984M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
30.8K+ 28.76% |
$15.4M - $19.1M
|
138K
$91.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
30.7K+ 1.45% |
$15.3M - $19.1M
|
2.15M
$1.43B
|
|
|
Aug 06, 2025
Q2 2025
|
Jcsd Capital, LLC
|
BUY
|
- |
30.5KNew |
$15.2M - $18.9M
|
30.5K
$20.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
30.2K+ 7.08% |
$15M - $18.7M
|
456K
$303M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
29.6K+ 12.5% |
$14.8M - $18.4M
|
267K
$177M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29.1KNew |
$14.5M - $18.1M
|
29.1K
$19.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
28.8K+ 86.69% |
$14.4M - $17.9M
|
62K
$41.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
28.7K+ 8.65% |
$14.3M - $17.8M
|
360K
$239M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
28.1K+ 44.3% |
$14M - $17.4M
|
91.4K
$60.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
27.8K+ 26.79% |
$13.9M - $17.2M
|
131K
$87.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
27.6KNew |
$13.8M - $17.1M
|
27.6K
$18.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
27.5KNew |
$13.7M - $17.1M
|
27.5K
$18.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27.2K+ 29.37% |
$13.6M - $16.9M
|
120K
$79.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
27.1K+ 2.58% |
$13.5M - $16.8M
|
1.08M
$715M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
BUY
|
- |
27.1K+ 23.48% |
$13.5M - $16.8M
|
142K
$94.6M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
26.6KNew |
$13.3M - $16.5M
|
26.6K
$17.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.1K+ 6.53% |
$13M - $16.2M
|
426K
$283M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
26.1K+ 7.11% |
$13M - $16.2M
|
393K
$261M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
26.1K+ 38.3% |
$13M - $16.2M
|
94.1K
$62.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
25K+ 41.67% |
$12.5M - $15.5M
|
85K
$56.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
24.8K+ 63.56% |
$12.4M - $15.4M
|
63.9K
$42.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
24.6K+ 11.08% |
$12.3M - $15.3M
|
247K
$164M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
24.4K+ 0.58% |
$12.2M - $15.2M
|
4.22M
$2.8B
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
24.1K+ 248.31% |
$12M - $15M
|
33.8K
$22.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Qalhat Capital LTD
St Helier, Y9 |
BUY
|
- |
23.7K+ 13.5% |
$11.8M - $14.7M
|
199K
$132M
|