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 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-20- 4.77% |
$9.98K - $12.4K
|
399
$271K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-20- 0.49% |
$9.98K - $12.4K
|
4.03K
$2.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-20- 0.83% |
$9.98K - $12.4K
|
2.38K
$1.61M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-20- 10.2% |
$9.98K - $12.4K
|
176
$119K
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
SELL
|
- |
-20- 1.97% |
$9.98K - $12.4K
|
995
$675K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-21- 22.11% |
$10.5K - $13K
|
74
$50.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-21- 0.98% |
$10.5K - $13K
|
2.12K
$1.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-21- 0.64% |
$10.5K - $13K
|
3.28K
$2.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-21- 0.85% |
$10.5K - $13K
|
2.45K
$1.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-21- 0.35% |
$10.5K - $13K
|
5.96K
$4.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-22- 0.45% |
$11K - $13.7K
|
4.87K
$3.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-22- 3.84% |
$11K - $13.7K
|
551
$374K
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-22- 3.48% |
$11K - $13.7K
|
611
$415K
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
SELL
|
- |
-22- 0.38% |
$11K - $13.7K
|
5.83K
$3.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-23- 4.64% |
$11.5K - $14.3K
|
473
$321K
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-23- 1.86% |
$11.5K - $14.3K
|
1.21K
$823K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-23- 2.55% |
$11.5K - $14.3K
|
880
$597K
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-23- 0.14% |
$11.5K - $14.3K
|
16.1K
$10.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-23- 0.49% |
$11.5K - $14.3K
|
4.62K
$3.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-23- 3.23% |
$11.5K - $14.3K
|
688
$467K
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-23- 2.8% |
$11.5K - $14.3K
|
797
$541K
|
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
SELL
|
- |
-23- 3.08% |
$11.5K - $14.3K
|
724
$491K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-24- 0.1% |
$12K - $14.9K
|
24.9K
$16.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-24- 2.48% |
$12K - $14.9K
|
942
$639K
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-24- 0.47% |
$12K - $14.9K
|
5.12K
$3.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-25- 0.1% |
$12.5K - $15.5K
|
25.9K
$17.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-25- 0.13% |
$12.5K - $15.5K
|
19.5K
$13.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
SELL
|
- |
-25- 1.03% |
$12.5K - $15.5K
|
2.39K
$1.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-25- 0.8% |
$12.5K - $15.5K
|
3.12K
$2.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-25- 0.1% |
$12.5K - $15.5K
|
24.6K
$16.7M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-25- 3.85% |
$12.5K - $15.5K
|
625
$424K
|
|
|
Aug 13, 2025
Q2 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-25- 3.31% |
$12.5K - $15.5K
|
731
$496K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-26- 2.67% |
$13K - $16.1K
|
947
$643K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-26- 1.24% |
$13K - $16.1K
|
2.07K
$1.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-26- 1.82% |
$13K - $16.1K
|
1.41K
$954K
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-26- 0.62% |
$13K - $16.1K
|
4.2K
$2.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-26- 2.04% |
$13K - $16.1K
|
1.25K
$849K
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-27- 34.18% |
$13.5K - $16.8K
|
52
$35.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-27- 5.76% |
$13.5K - $16.8K
|
442
$300K
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-27- 2.91% |
$13.5K - $16.8K
|
900
$611K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-27- 0.96% |
$13.5K - $16.8K
|
2.77K
$1.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-27- 0.57% |
$13.5K - $16.8K
|
4.72K
$3.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-27- 5.01% |
$13.5K - $16.8K
|
512
$348K
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-27- 2.0% |
$13.5K - $16.8K
|
1.32K
$897K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
SELL
|
- |
-27- 2.02% |
$13.5K - $16.8K
|
1.31K
$891K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-27- 8.57% |
$13.5K - $16.8K
|
288
$195K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-27- 0.15% |
$13.5K - $16.8K
|
18K
$12.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-28- 1.53% |
$14K - $17.4K
|
1.8K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-28- 0.41% |
$14K - $17.4K
|
6.82K
$4.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-28- 5.7% |
$14K - $17.4K
|
463
$314K
|