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 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2+ 0.2% |
$998 - $1.24K
|
1.02K
$690K
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.13% |
$998 - $1.24K
|
1.49K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2+ 0.33% |
$998 - $1.24K
|
606
$411K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
2+ 0.18% |
$998 - $1.24K
|
1.14K
$777K
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
2+ 0.04% |
$998 - $1.24K
|
4.8K
$3.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
2+ 0.31% |
$998 - $1.24K
|
642
$436K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2+ 0.34% |
$998 - $1.24K
|
584
$396K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2+ 0.56% |
$998 - $1.24K
|
359
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2+ 0.3% |
$998 - $1.24K
|
664
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2+ 0.5% |
$998 - $1.24K
|
406
$276K
|
|
|
Oct 09, 2025
Q2 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
2+ 0.04% |
$998 - $1.24K
|
5.22K
$3.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
1+ 0.17% |
$499 - $621
|
588
$399K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
1+ 0.13% |
$499 - $621
|
750
$509K
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
1+ 0.03% |
$499 - $621
|
3.83K
$2.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
1+ 0.08% |
$499 - $621
|
1.26K
$853K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.09% |
$499 - $621
|
1.15K
$782K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
1+ 0.12% |
$499 - $621
|
847
$575K
|
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
1+ 0.24% |
$499 - $621
|
424
$288K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.09% |
$499 - $621
|
1.07K
$723K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.25% |
$499 - $621
|
398
$270K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1+ 0.13% |
$499 - $621
|
765
$519K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1+ 0.06% |
$499 - $621
|
1.63K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
1+ 0.22% |
$499 - $621
|
454
$308K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.38% |
$499 - $621
|
267
$181K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.26% |
$499 - $621
|
387
$263K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.07% |
$499 - $621
|
1.35K
$916K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
1+ 0.09% |
$499 - $621
|
1.17K
$794K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1+ 0.41% |
$499 - $621
|
242
$164K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1+ 0.09% |
$499 - $621
|
1.1K
$746K
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1+ 0.2% |
$499 - $621
|
513
$348K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
1+ 0.02% |
$499 - $621
|
4.1K
$2.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.12% |
$499 - $621
|
802
$544K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.05% |
$499 - $621
|
1.9K
$1.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 10.0% |
$499 - $621
|
11
$7.47K
|
|
|
Aug 04, 2025
Q2 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
1+ 0.17% |
$499 - $621
|
590
$400K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1+ 0.05% |
$499 - $621
|
2.18K
$1.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1+ 0.06% |
$499 - $621
|
1.79K
$1.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1+ 0.06% |
$499 - $621
|
1.58K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
1+ 0.04% |
$499 - $621
|
2.52K
$1.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1+ 0.27% |
$499 - $621
|
368
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
1+ 0.28% |
$499 - $621
|
363
$246K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1+ 0.18% |
$499 - $621
|
557
$378K
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.13% |
$499 - $621
|
770
$523K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1+ 0.07% |
$499 - $621
|
1.37K
$929K
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$499 - $621
|
7.3K
$4.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1+ 0.1% |
$499 - $621
|
1K
$682K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.47% |
$499 - $621
|
216
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
1+ 0.04% |
$499 - $621
|
2.37K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1+ 0.05% |
$499 - $621
|
1.85K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Deere & CO
Moline, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|