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
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.12% |
$2.49K - $3.1K
|
4.31K
$2.92M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-5- 29.41% |
$2.49K - $3.1K
|
12
$8.15K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-5- 0.55% |
$2.49K - $3.1K
|
912
$619K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-6- 0.5% |
$2.99K - $3.73K
|
1.2K
$815K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-6- 1.47% |
$2.99K - $3.73K
|
403
$274K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-6- 0.11% |
$2.99K - $3.73K
|
5.59K
$3.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-6- 0.1% |
$2.99K - $3.73K
|
6.03K
$4.09M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-6- 0.75% |
$2.99K - $3.73K
|
789
$536K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-6- 0.13% |
$2.99K - $3.73K
|
4.48K
$3.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-6- 1.28% |
$2.99K - $3.73K
|
464
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-6- 0.22% |
$2.99K - $3.73K
|
2.72K
$1.84M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-7- 0.84% |
$3.49K - $4.35K
|
823
$559K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-7- 0.08% |
$3.49K - $4.35K
|
8.89K
$6.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-7- 0.22% |
$3.49K - $4.35K
|
3.22K
$2.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-7- 0.32% |
$3.49K - $4.35K
|
2.15K
$1.46M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-7- 16.28% |
$3.49K - $4.35K
|
36
$24.4K
|
|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-7- 1.13% |
$3.49K - $4.35K
|
613
$416K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-7- 1.21% |
$3.49K - $4.35K
|
571
$388K
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-8- 0.75% |
$3.99K - $4.97K
|
1.06K
$717K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-8- 1.89% |
$3.99K - $4.97K
|
415
$282K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-8- 2.1% |
$3.99K - $4.97K
|
373
$253K
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-8- 0.15% |
$3.99K - $4.97K
|
5.31K
$3.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-8- 5.59% |
$3.99K - $4.97K
|
135
$91.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-8- 1.4% |
$3.99K - $4.97K
|
563
$382K
|
|
|
Aug 12, 2025
Q2 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-8- 0.47% |
$3.99K - $4.97K
|
1.7K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-8- 0.4% |
$3.99K - $4.97K
|
2.01K
$1.36M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-9- 1.22% |
$4.49K - $5.59K
|
731
$496K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-9- 0.94% |
$4.49K - $5.59K
|
947
$643K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-9- 0.68% |
$4.49K - $5.59K
|
1.32K
$897K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-9- 0.18% |
$4.49K - $5.59K
|
4.92K
$3.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-9- 8.49% |
$4.49K - $5.59K
|
97
$65.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-9- 0.49% |
$4.49K - $5.59K
|
1.83K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-9- 0.06% |
$4.49K - $5.59K
|
14.3K
$9.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-9- 0.87% |
$4.49K - $5.59K
|
1.02K
$694K
|
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-9- 0.77% |
$4.49K - $5.59K
|
1.15K
$783K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-10- 0.72% |
$4.99K - $6.21K
|
1.38K
$937K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-10- 0.38% |
$4.99K - $6.21K
|
2.64K
$1.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-10- 0.2% |
$4.99K - $6.21K
|
4.87K
$3.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-10- 1.68% |
$4.99K - $6.21K
|
584
$396K
|
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-10- 1.99% |
$4.99K - $6.21K
|
493
$335K
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-10- 0.34% |
$4.99K - $6.21K
|
2.9K
$1.97M
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.2% |
$4.99K - $6.21K
|
4.98K
$3.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-11- 1.56% |
$5.49K - $6.83K
|
696
$472K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-11- 0.7% |
$5.49K - $6.83K
|
1.55K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-12- 2.55% |
$5.99K - $7.45K
|
458
$311K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-12- 3.97% |
$5.99K - $7.45K
|
290
$197K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-12- 0.03% |
$5.99K - $7.45K
|
47.1K
$32M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-12- 1.15% |
$5.99K - $7.45K
|
1.03K
$701K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-12- 0.96% |
$5.99K - $7.45K
|
1.24K
$841K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-13- 0.23% |
$6.48K - $8.07K
|
5.58K
$3.78M
|