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 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
12+ 2.84% |
$5.99K - $7.45K
|
435
$295K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
12+ 2.96% |
$5.99K - $7.45K
|
418
$284K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
12+ 0.29% |
$5.99K - $7.45K
|
4.14K
$2.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
12+ 10.91% |
$5.99K - $7.45K
|
122
$82.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
12+ 1.97% |
$5.99K - $7.45K
|
621
$422K
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
12+ 0.29% |
$5.99K - $7.45K
|
4.17K
$2.83M
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
12+ 0.31% |
$5.99K - $7.45K
|
3.89K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
12+ 0.25% |
$5.99K - $7.45K
|
4.9K
$3.32M
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
11+ 0.52% |
$5.49K - $6.83K
|
2.13K
$1.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
11+ 0.07% |
$5.49K - $6.83K
|
15.6K
$10.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
11+ 0.38% |
$5.49K - $6.83K
|
2.88K
$1.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
11+ 1.12% |
$5.49K - $6.83K
|
993
$674K
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
11+ 0.1% |
$5.49K - $6.83K
|
10.6K
$7.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
11+ 0.63% |
$5.49K - $6.83K
|
1.77K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
10+ 8.26% |
$4.99K - $6.21K
|
131
$88.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
10+ 2.36% |
$4.99K - $6.21K
|
434
$295K
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
10+ 12.5% |
$4.99K - $6.21K
|
90
$61.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
10+ 0.03% |
$4.99K - $6.21K
|
33.8K
$23M
|
|
|
Aug 14, 2025
Q2 2025
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
10+ 2.81% |
$4.99K - $6.21K
|
366
$248K
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
9+ 1.49% |
$4.49K - $5.59K
|
612
$415K
|
|
|
Jul 09, 2025
Q2 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
9+ 0.3% |
$4.49K - $5.59K
|
3.05K
$2.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
9+ 0.32% |
$4.49K - $5.59K
|
2.8K
$1.9M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
9+ 1.34% |
$4.49K - $5.59K
|
679
$461K
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
9+ 0.44% |
$4.49K - $5.59K
|
2.07K
$1.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
9+ 0.07% |
$4.49K - $5.59K
|
12.6K
$8.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
9+ 0.28% |
$4.49K - $5.59K
|
3.23K
$2.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
8+ 0.32% |
$3.99K - $4.97K
|
2.48K
$1.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
8+ 0.13% |
$3.99K - $4.97K
|
6.31K
$4.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8+ 0.22% |
$3.99K - $4.97K
|
3.69K
$2.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
8+ 1.15% |
$3.99K - $4.97K
|
705
$479K
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
8+ 1.65% |
$3.99K - $4.97K
|
494
$335K
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
8+ 0.14% |
$3.99K - $4.97K
|
5.83K
$3.96M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
8+ 2.08% |
$3.99K - $4.97K
|
392
$266K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
8+ 0.16% |
$3.99K - $4.97K
|
4.86K
$3.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
8+ 0.17% |
$3.99K - $4.97K
|
4.58K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
8+ 2.15% |
$3.99K - $4.97K
|
380
$258K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7+ 0.26% |
$3.49K - $4.35K
|
2.72K
$1.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
7+ 0.16% |
$3.49K - $4.35K
|
4.49K
$3.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
7+ 0.56% |
$3.49K - $4.35K
|
1.25K
$850K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
7+ 0.25% |
$3.49K - $4.35K
|
2.83K
$1.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
7+ 0.44% |
$3.49K - $4.35K
|
1.59K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7+ 0.04% |
$3.49K - $4.35K
|
15.7K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
7+ 0.29% |
$3.49K - $4.35K
|
2.4K
$1.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
6+ 0.39% |
$2.99K - $3.73K
|
1.53K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
6+ 0.26% |
$2.99K - $3.73K
|
2.28K
$1.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
6+ 1.68% |
$2.99K - $3.73K
|
363
$246K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.3% |
$2.99K - $3.73K
|
2.02K
$1.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6+ 1.19% |
$2.99K - $3.73K
|
509
$346K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6+ 1.37% |
$2.99K - $3.73K
|
443
$301K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
6+ 0.91% |
$2.99K - $3.73K
|
666
$452K
|