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
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-40- 9.2% |
$20K - $24.8K
|
395
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-40- 0.51% |
$20K - $24.8K
|
7.75K
$5.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-40- 0.62% |
$20K - $24.8K
|
6.45K
$4.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-41- 1.05% |
$20.5K - $25.5K
|
3.86K
$2.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-41- 2.76% |
$20.5K - $25.5K
|
1.45K
$982K
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-41- 0.64% |
$20.5K - $25.5K
|
6.34K
$4.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
SELL
|
- |
-41- 0.24% |
$20.5K - $25.5K
|
17.2K
$11.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-42- 6.94% |
$20.9K - $26.1K
|
563
$382K
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-42- 1.51% |
$20.9K - $26.1K
|
2.73K
$1.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-42- 51.22% |
$20.9K - $26.1K
|
40
$27.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-43- 8.21% |
$21.4K - $26.7K
|
481
$327K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-43- 2.0% |
$21.4K - $26.7K
|
2.11K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-43- 2.4% |
$21.4K - $26.7K
|
1.75K
$1.19M
|
|
|
Aug 15, 2025
Q2 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-43- 8.72% |
$21.4K - $26.7K
|
450
$305K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
SELL
|
- |
-44- 6.31% |
$21.9K - $27.3K
|
653
$443K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-44- 1.13% |
$21.9K - $27.3K
|
3.86K
$2.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-44- 3.48% |
$21.9K - $27.3K
|
1.22K
$829K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-44- 7.05% |
$21.9K - $27.3K
|
580
$394K
|
|
|
Jul 25, 2025
Q2 2025
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-44- 8.89% |
$21.9K - $27.3K
|
451
$306K
|
|
|
Aug 13, 2025
Q2 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-44- 0.99% |
$21.9K - $27.3K
|
4.39K
$2.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-44- 1.92% |
$21.9K - $27.3K
|
2.24K
$1.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-45- 5.59% |
$22.4K - $27.9K
|
760
$516K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-45- 1.45% |
$22.4K - $27.9K
|
3.05K
$2.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-45- 1.33% |
$22.4K - $27.9K
|
3.33K
$2.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-45- 7.02% |
$22.4K - $27.9K
|
596
$405K
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-45- 4.47% |
$22.4K - $27.9K
|
962
$653K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-45- 49.45% |
$22.4K - $27.9K
|
46
$31.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-46- 2.93% |
$22.9K - $28.6K
|
1.53K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-46- 5.27% |
$22.9K - $28.6K
|
827
$561K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-47- 1.36% |
$23.4K - $29.2K
|
3.42K
$2.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-47- 0.58% |
$23.4K - $29.2K
|
8.03K
$5.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-47- 1.87% |
$23.4K - $29.2K
|
2.46K
$1.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-48- 0.55% |
$23.9K - $29.8K
|
8.64K
$5.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-48- 3.07% |
$23.9K - $29.8K
|
1.52K
$1.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-48- 9.01% |
$23.9K - $29.8K
|
485
$329K
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-48- 0.09% |
$23.9K - $29.8K
|
51.3K
$34.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-49- 3.99% |
$24.4K - $30.4K
|
1.18K
$800K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-49- 2.98% |
$24.4K - $30.4K
|
1.6K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-49- 6.62% |
$24.4K - $30.4K
|
691
$469K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-50- 3.29% |
$24.9K - $31K
|
1.47K
$999K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-50- 0.28% |
$24.9K - $31K
|
17.7K
$12M
|
|
|
Jul 17, 2025
Q2 2025
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-50- 8.33% |
$24.9K - $31K
|
550
$373K
|
|
|
Jul 22, 2025
Q2 2025
|
Mount Vernon Associates Inc
|
SELL
|
- |
-50- 9.75% |
$24.9K - $31K
|
463
$314K
|
|
|
Jul 23, 2025
Q2 2025
|
Kidder Stephen W
|
SELL
|
- |
-50- 6.67% |
$24.9K - $31K
|
700
$475K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-50- 1.18% |
$24.9K - $31K
|
4.19K
$2.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-50- 1.76% |
$24.9K - $31K
|
2.79K
$1.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-51- 8.07% |
$25.4K - $31.7K
|
581
$394K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-52- 1.11% |
$25.9K - $32.3K
|
4.62K
$3.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-53- 0.45% |
$26.4K - $32.9K
|
11.7K
$7.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-53- 5.2% |
$26.4K - $32.9K
|
967
$656K
|