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 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
23.6K+ 4.86% |
$11.8M - $14.7M
|
510K
$339M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
23.4K+ 1.8% |
$11.7M - $14.5M
|
1.32M
$879M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
23K+ 1.75% |
$11.5M - $14.3M
|
1.34M
$891M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
23KNew |
$11.5M - $14.3M
|
23K
$15.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
22.5K+ 17.02% |
$11.2M - $14M
|
155K
$103M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
22.4K+ 4.42% |
$11.2M - $13.9M
|
530K
$352M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
22.4K+ 0.43% |
$11.2M - $13.9M
|
5.21M
$3.46B
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
21.6K+ 152.27% |
$10.8M - $13.4M
|
35.8K
$23.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
21.5K+ 25.58% |
$10.7M - $13.3M
|
105K
$70M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
21.5K+ 3.42% |
$10.7M - $13.3M
|
648K
$431M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
21.3K+ 7.59% |
$10.6M - $13.2M
|
302K
$201M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
21.2K+ 17.5% |
$10.5M - $13.1M
|
142K
$94.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
21.1K+ 1.83% |
$10.5M - $13.1M
|
1.18M
$781M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
21K+ 12.0% |
$10.5M - $13.1M
|
196K
$130M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
20.5K+ 24.64% |
$10.2M - $12.7M
|
104K
$68.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
19.7KNew |
$9.83M - $12.2M
|
19.7K
$13.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
19.6K+ 6.11% |
$9.77M - $12.2M
|
340K
$226M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
19.5K+ 8.84% |
$9.75M - $12.1M
|
241K
$160M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
19.3K+ 29.63% |
$9.64M - $12M
|
84.6K
$56.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
18.9K+ 4.53% |
$9.43M - $11.7M
|
436K
$290M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
18.4K+ 7.62% |
$9.2M - $11.5M
|
260K
$173M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
18.3K+ 23.12% |
$9.13M - $11.4M
|
97.5K
$64.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
18.2K+ 19.22% |
$9.08M - $11.3M
|
113K
$74.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
18.1K+ 231.54% |
$9.01M - $11.2M
|
25.9K
$17.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
18K+ 2074.14% |
$9M - $11.2M
|
18.9K
$12.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Mustico Financial Group, Inc.
Elmira, NY |
BUY
|
- |
18KNew |
$8.98M - $11.2M
|
18K
$12M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
17.9K+ 2.82% |
$8.92M - $11.1M
|
652K
$433M
|
|
|
Aug 14, 2025
Q2 2025
|
Pjt Investments Corp.
Toronto, |
BUY
|
- |
17.7KNew |
$8.82M - $11M
|
17.7K
$11.7M
|
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
17.7K+ 26.88% |
$8.82M - $11M
|
83.4K
$55.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
17.5K+ 95.8% |
$8.73M - $10.9M
|
35.8K
$23.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.1KNew |
$8.55M - $10.6M
|
17.1K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
17.1K+ 9.91% |
$8.53M - $10.6M
|
190K
$126M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
17K+ 13.15% |
$8.5M - $10.6M
|
147K
$97.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
17K+ 12.08% |
$8.5M - $10.6M
|
158K
$105M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
16.7K+ 8.07% |
$8.31M - $10.3M
|
223K
$148M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
15.9KNew |
$7.94M - $9.89M
|
15.9K
$10.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
15.8K+ 2.47% |
$7.89M - $9.83M
|
657K
$436M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
15.6KNew |
$7.77M - $9.67M
|
15.6K
$10.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
15.4K+ 9.08% |
$7.68M - $9.56M
|
185K
$123M
|
|
|
Aug 14, 2025
Q2 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
15.2KNew |
$7.57M - $9.42M
|
15.2K
$10.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
15.1KNew |
$7.55M - $9.4M
|
15.1K
$10.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15K+ 4.9% |
$7.49M - $9.32M
|
322K
$213M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
14.9K+ 11.06% |
$7.45M - $9.27M
|
150K
$99.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
14.9K+ 22.66% |
$7.44M - $9.27M
|
80.8K
$53.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
14.4K+ 73.13% |
$7.17M - $8.92M
|
34K
$22.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
14.4K+ 6.39% |
$7.16M - $8.92M
|
239K
$159M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
14.3K+ 25.63% |
$7.13M - $8.88M
|
70.1K
$46.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
14.1K+ 24.6% |
$7.04M - $8.76M
|
71.5K
$47.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.9K+ 45.61% |
$6.91M - $8.6M
|
44.2K
$29.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
13.3K+ 32.44% |
$6.64M - $8.26M
|
54.3K
$36.1M
|