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
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-70- 16.02% |
$34.9K - $43.5K
|
367
$249K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-72- 1.32% |
$35.9K - $44.7K
|
5.39K
$3.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-72- 6.1% |
$35.9K - $44.7K
|
1.11K
$753K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-72- 1.01% |
$35.9K - $44.7K
|
7.04K
$4.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-72- 2.11% |
$35.9K - $44.7K
|
3.34K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-72- 10.62% |
$35.9K - $44.7K
|
606
$411K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-73- 2.42% |
$36.4K - $45.3K
|
2.94K
$2M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-73- 15.21% |
$36.4K - $45.3K
|
407
$276K
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
SELL
|
- |
-74- 3.04% |
$36.9K - $45.9K
|
2.36K
$1.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-74- 1.54% |
$36.9K - $45.9K
|
4.73K
$3.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-75- 10.49% |
$37.4K - $46.6K
|
640
$434K
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
SELL
|
- |
-75- 4.03% |
$37.4K - $46.6K
|
1.79K
$1.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-75- 13.66% |
$37.4K - $46.6K
|
474
$322K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-75- 1.45% |
$37.4K - $46.6K
|
5.11K
$3.47M
|
|
|
Sep 22, 2025
Q2 2025
|
Gate Pass Capital, LLC
Independence, OH |
SELL
|
- |
-75- 5.19% |
$37.4K - $46.6K
|
1.37K
$930K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-76- 6.63% |
$37.9K - $47.2K
|
1.07K
$726K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-77- 2.6% |
$38.4K - $47.8K
|
2.88K
$1.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-77- 0.67% |
$38.4K - $47.8K
|
11.3K
$7.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-77- 2.25% |
$38.4K - $47.8K
|
3.35K
$2.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-78- 3.58% |
$38.9K - $48.4K
|
2.1K
$1.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-79- 0.16% |
$39.4K - $49.1K
|
48.8K
$33.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-79- 8.05% |
$39.4K - $49.1K
|
902
$612K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-79- 1.77% |
$39.4K - $49.1K
|
4.39K
$2.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Battery Global Advisors, LLC
Boston, MA |
SELL
|
- |
-79- 19.65% |
$39.4K - $49.1K
|
323
$219K
|
|
|
Jul 25, 2025
Q2 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
SELL
|
- |
-80- 16.74% |
$39.9K - $49.7K
|
398
$270K
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-80- 13.91% |
$39.9K - $49.7K
|
495
$336K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-80- 7.94% |
$39.9K - $49.7K
|
927
$629K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-82- 5.3% |
$40.9K - $50.9K
|
1.47K
$994K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-82- 4.22% |
$40.9K - $50.9K
|
1.86K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-82- 1.3% |
$40.9K - $50.9K
|
6.24K
$4.24M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-82- 5.3% |
$40.9K - $50.9K
|
1.47K
$994K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-84- 20.24% |
$41.9K - $52.2K
|
331
$225K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-84- 3.14% |
$41.9K - $52.2K
|
2.6K
$1.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-84- 1.62% |
$41.9K - $52.2K
|
5.11K
$3.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-85- 8.79% |
$42.4K - $52.8K
|
882
$599K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-85- 12.41% |
$42.4K - $52.8K
|
600
$407K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-85- 3.27% |
$42.4K - $52.8K
|
2.51K
$1.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-85- 5.61% |
$42.4K - $52.8K
|
1.43K
$970K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-85- 2.35% |
$42.4K - $52.8K
|
3.53K
$2.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
SELL
|
- |
-86- 2.46% |
$42.9K - $53.4K
|
3.42K
$2.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-86- 0.42% |
$42.9K - $53.4K
|
20.6K
$14M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-86- 17.17% |
$42.9K - $53.4K
|
415
$282K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-86- 3.59% |
$42.9K - $53.4K
|
2.31K
$1.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-86- 0.58% |
$42.9K - $53.4K
|
14.7K
$9.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-87- 1.71% |
$43.4K - $54K
|
5.01K
$3.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-88- 10.06% |
$43.9K - $54.6K
|
787
$534K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-89- 0.54% |
$44.4K - $55.3K
|
16.3K
$11.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-89- 0.83% |
$44.4K - $55.3K
|
10.6K
$7.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-89- 2.14% |
$44.4K - $55.3K
|
4.06K
$2.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-89- 8.87% |
$44.4K - $55.3K
|
914
$620K
|