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 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
6+ 0.31% |
$2.99K - $3.73K
|
1.92K
$1.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
6+ 0.2% |
$2.99K - $3.73K
|
3K
$2.04M
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6+ 2.53% |
$2.99K - $3.73K
|
243
$165K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.27% |
$2.49K - $3.1K
|
1.85K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5+ 0.39% |
$2.49K - $3.1K
|
1.29K
$877K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5+ 0.45% |
$2.49K - $3.1K
|
1.11K
$751K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
5+ 4.42% |
$2.49K - $3.1K
|
118
$80.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
5+ 0.02% |
$2.49K - $3.1K
|
21.1K
$14.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
5+ 1.1% |
$2.49K - $3.1K
|
458
$311K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
5+ 0.86% |
$2.49K - $3.1K
|
587
$398K
|
|
|
Aug 13, 2025
Q2 2025
|
Independent Family Office, LLC
|
BUY
|
- |
5+ 0.32% |
$2.49K - $3.1K
|
1.57K
$1.06M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.27% |
$2.49K - $3.1K
|
1.86K
$1.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 1.08% |
$2K - $2.48K
|
375
$255K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
4+ 0.46% |
$2K - $2.48K
|
879
$597K
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$2K - $2.48K
|
5.14K
$3.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.19% |
$2K - $2.48K
|
2.08K
$1.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
4+ 0.31% |
$2K - $2.48K
|
1.31K
$886K
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
4+ 0.35% |
$2K - $2.48K
|
1.16K
$786K
|
|
|
Jul 23, 2025
Q2 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
4+ 0.27% |
$2K - $2.48K
|
1.5K
$1.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
4+ 0.74% |
$2K - $2.48K
|
548
$372K
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
4+ 0.19% |
$2K - $2.48K
|
2.08K
$1.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.34% |
$2K - $2.48K
|
1.17K
$793K
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
4+ 0.58% |
$2K - $2.48K
|
691
$469K
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4New |
$2K - $2.48K
|
4
$2.72K
|
|
|
Aug 28, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
4+ 0.16% |
$2K - $2.48K
|
2.54K
$1.72M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3+ 0.18% |
$1.5K - $1.86K
|
1.66K
$1.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
3+ 0.18% |
$1.5K - $1.86K
|
1.71K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.68% |
$1.5K - $1.86K
|
445
$302K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.3% |
$1.5K - $1.86K
|
1K
$681K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
3+ 0.04% |
$1.5K - $1.86K
|
6.73K
$4.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
3+ 0.26% |
$1.5K - $1.86K
|
1.15K
$779K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3+ 0.1% |
$1.5K - $1.86K
|
3.09K
$2.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3+ 0.07% |
$1.5K - $1.86K
|
4.56K
$3.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.16% |
$1.5K - $1.86K
|
1.92K
$1.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
3+ 0.26% |
$1.5K - $1.86K
|
1.15K
$783K
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3+ 0.3% |
$1.5K - $1.86K
|
996
$676K
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
3+ 0.2% |
$1.5K - $1.86K
|
1.49K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
3+ 0.75% |
$1.5K - $1.86K
|
402
$273K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3+ 1.4% |
$1.5K - $1.86K
|
218
$148K
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
3+ 0.13% |
$1.5K - $1.86K
|
2.39K
$1.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
2+ 0.26% |
$998 - $1.24K
|
763
$518K
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2+ 0.09% |
$998 - $1.24K
|
2.33K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
2+ 0.5% |
$998 - $1.24K
|
404
$274K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
2+ 0.43% |
$998 - $1.24K
|
468
$318K
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
2+ 0.48% |
$998 - $1.24K
|
415
$282K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2+ 0.33% |
$998 - $1.24K
|
613
$416K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
2+ 0.27% |
$998 - $1.24K
|
744
$505K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.42% |
$998 - $1.24K
|
483
$328K
|
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
2+ 0.2% |
$998 - $1.24K
|
987
$670K
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2+ 0.16% |
$998 - $1.24K
|
1.28K
$870K
|