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 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.11% |
$499 - $621
|
925
$628K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-1- 0.01% |
$499 - $621
|
9.1K
$6.18M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1- 0.27% |
$499 - $621
|
363
$246K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 0.25% |
$499 - $621
|
404
$274K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-1- 0.14% |
$499 - $621
|
730
$496K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1- 0.11% |
$499 - $621
|
888
$603K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1- 0.11% |
$499 - $621
|
918
$623K
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-1- 0.01% |
$499 - $621
|
8.33K
$5.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1- 0.24% |
$499 - $621
|
421
$286K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1- 0.02% |
$499 - $621
|
4.83K
$3.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1- 0.05% |
$499 - $621
|
1.98K
$1.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1- 0.03% |
$499 - $621
|
3.08K
$2.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1- 0.07% |
$499 - $621
|
1.4K
$948K
|
|
|
Sep 02, 2025
Q2 2025
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-1- 0.06% |
$499 - $621
|
1.62K
$1.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2- 0.07% |
$998 - $1.24K
|
2.71K
$1.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
SELL
|
- |
-2- 0.5% |
$998 - $1.24K
|
395
$268K
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-2- 0.19% |
$998 - $1.24K
|
1.07K
$723K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-2- 0.04% |
$998 - $1.24K
|
5.52K
$3.75M
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-2- 0.06% |
$998 - $1.24K
|
3.28K
$2.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2- 0.51% |
$998 - $1.24K
|
391
$265K
|
|
|
Jul 30, 2025
Q2 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-2- 0.05% |
$998 - $1.24K
|
3.64K
$2.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-2- 0.03% |
$998 - $1.24K
|
6.62K
$4.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-2- 0.2% |
$998 - $1.24K
|
1.02K
$692K
|
|
|
Aug 12, 2025
Q2 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-2- 0.42% |
$998 - $1.24K
|
479
$325K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-2- 0.74% |
$998 - $1.24K
|
268
$182K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-3- 0.02% |
$1.5K - $1.86K
|
13.2K
$8.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-3- 0.21% |
$1.5K - $1.86K
|
1.42K
$961K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-3- 0.43% |
$1.5K - $1.86K
|
688
$467K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-3- 0.72% |
$1.5K - $1.86K
|
412
$280K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3- 0.11% |
$1.5K - $1.86K
|
2.84K
$1.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-3- 0.41% |
$1.5K - $1.86K
|
721
$489K
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-3- 0.71% |
$1.5K - $1.86K
|
418
$284K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3- 0.67% |
$1.5K - $1.86K
|
442
$300K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-3- 0.17% |
$1.5K - $1.86K
|
1.74K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-4- 0.07% |
$2K - $2.48K
|
6.14K
$4.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-4- 0.46% |
$2K - $2.48K
|
860
$584K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-4- 0.51% |
$2K - $2.48K
|
773
$525K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4- 0.08% |
$2K - $2.48K
|
5.25K
$3.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-4- 0.74% |
$2K - $2.48K
|
535
$363K
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-4- 0.93% |
$2K - $2.48K
|
426
$289K
|
|
|
Jul 29, 2025
Q2 2025
|
Family Capital Trust CO
|
SELL
|
- |
-4- 0.63% |
$2K - $2.48K
|
636
$432K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4- 0.31% |
$2K - $2.48K
|
1.31K
$887K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-4- 0.27% |
$2K - $2.48K
|
1.49K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-5- 0.1% |
$2.49K - $3.1K
|
4.93K
$3.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-5- 0.16% |
$2.49K - $3.1K
|
3.13K
$2.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-5- 0.6% |
$2.49K - $3.1K
|
832
$565K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 0.64% |
$2.49K - $3.1K
|
776
$527K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-5- 0.15% |
$2.49K - $3.1K
|
3.23K
$2.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-5- 0.39% |
$2.49K - $3.1K
|
1.26K
$857K
|