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 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-29- 3.95% |
$14.5K - $18K
|
705
$479K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
SELL
|
- |
-29- 0.18% |
$14.5K - $18K
|
16.4K
$11.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-29- 5.5% |
$14.5K - $18K
|
498
$338K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-29- 2.84% |
$14.5K - $18K
|
991
$673K
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
SELL
|
- |
-29- 2.62% |
$14.5K - $18K
|
1.08K
$731K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-29- 0.47% |
$14.5K - $18K
|
6.15K
$4.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-29- 2.43% |
$14.5K - $18K
|
1.17K
$791K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-30- 0.35% |
$15K - $18.6K
|
8.63K
$5.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-30- 0.88% |
$15K - $18.6K
|
3.37K
$2.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-30- 6.25% |
$15K - $18.6K
|
450
$305K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-30- 6.11% |
$15K - $18.6K
|
461
$313K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-30- 5.92% |
$15K - $18.6K
|
477
$324K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-30- 0.15% |
$15K - $18.6K
|
20.7K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-30- 1.08% |
$15K - $18.6K
|
2.74K
$1.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-31- 6.02% |
$15.5K - $19.2K
|
484
$329K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-31- 2.27% |
$15.5K - $19.2K
|
1.34K
$906K
|
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-31- 0.35% |
$15.5K - $19.2K
|
8.76K
$5.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-32- 4.64% |
$16K - $19.9K
|
657
$446K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-32- 4.89% |
$16K - $19.9K
|
623
$423K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-32- 1.33% |
$16K - $19.9K
|
2.38K
$1.62M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-32- 0.13% |
$16K - $19.9K
|
24.4K
$16.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-32- 0.29% |
$16K - $19.9K
|
11K
$7.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-33- 0.68% |
$16.5K - $20.5K
|
4.79K
$3.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-33- 2.37% |
$16.5K - $20.5K
|
1.36K
$923K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-33- 5.74% |
$16.5K - $20.5K
|
542
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-33- 0.14% |
$16.5K - $20.5K
|
23.9K
$16.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-34- 2.27% |
$17K - $21.1K
|
1.46K
$992K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-34- 2.85% |
$17K - $21.1K
|
1.16K
$788K
|
|
|
Aug 07, 2025
Q2 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-34- 0.09% |
$17K - $21.1K
|
37.9K
$25.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-35- 0.94% |
$17.5K - $21.7K
|
3.7K
$2.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-35- 0.71% |
$17.5K - $21.7K
|
4.87K
$3.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-35- 0.27% |
$17.5K - $21.7K
|
13.1K
$8.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-35- 0.14% |
$17.5K - $21.7K
|
24.4K
$16.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-35- 3.89% |
$17.5K - $21.7K
|
865
$587K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-36- 2.51% |
$18K - $22.4K
|
1.4K
$949K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-36- 0.32% |
$18K - $22.4K
|
11.2K
$7.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-36- 0.32% |
$18K - $22.4K
|
11.4K
$7.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-36- 0.59% |
$18K - $22.4K
|
6.02K
$4.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-37- 6.98% |
$18.5K - $23K
|
493
$335K
|
|
|
Sep 03, 2025
Q2 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-37- 5.48% |
$18.5K - $23K
|
638
$433K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-38- 4.08% |
$19K - $23.6K
|
894
$607K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-38- 7.52% |
$19K - $23.6K
|
467
$317K
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-38- 5.36% |
$19K - $23.6K
|
671
$455K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-38- 0.66% |
$19K - $23.6K
|
5.72K
$3.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-38- 2.99% |
$19K - $23.6K
|
1.23K
$836K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-39- 2.97% |
$19.5K - $24.2K
|
1.27K
$865K
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
SELL
|
- |
-39- 6.08% |
$19.5K - $24.2K
|
602
$409K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-39- 1.13% |
$19.5K - $24.2K
|
3.43K
$2.32M
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-39- 6.15% |
$19.5K - $24.2K
|
595
$404K
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-40- 1.15% |
$20K - $24.8K
|
3.45K
$2.34M
|