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
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-111- 5.97% |
$55.4K - $68.9K
|
1.75K
$1.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-112- 23.14% |
$55.9K - $69.5K
|
372
$253K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-112- 16.97% |
$55.9K - $69.5K
|
548
$372K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-112- 3.72% |
$55.9K - $69.5K
|
2.9K
$1.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-113- 10.08% |
$56.4K - $70.2K
|
1.01K
$684K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-113- 4.24% |
$56.4K - $70.2K
|
2.55K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-113- 15.89% |
$56.4K - $70.2K
|
598
$406K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-114- 9.52% |
$56.9K - $70.8K
|
1.08K
$735K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-115- 14.13% |
$57.4K - $71.4K
|
699
$474K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-115- 4.36% |
$57.4K - $71.4K
|
2.53K
$1.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-115- 8.1% |
$57.4K - $71.4K
|
1.31K
$886K
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-116- 21.4% |
$57.9K - $72K
|
426
$289K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-116- 0.42% |
$57.9K - $72K
|
27.7K
$18.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-118- 0.85% |
$58.9K - $73.3K
|
13.8K
$9.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-118- 18.64% |
$58.9K - $73.3K
|
515
$350K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-118- 1.45% |
$58.9K - $73.3K
|
8.02K
$5.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-118- 1.87% |
$58.9K - $73.3K
|
6.18K
$4.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-118- 0.51% |
$58.9K - $73.3K
|
23K
$15.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-119- 16.3% |
$59.4K - $73.9K
|
611
$415K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-120- 2.01% |
$59.9K - $74.5K
|
5.86K
$3.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-121- 10.93% |
$60.4K - $75.1K
|
986
$669K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-122- 8.45% |
$60.9K - $75.7K
|
1.32K
$897K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-122- 4.47% |
$60.9K - $75.7K
|
2.61K
$1.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-123- 4.66% |
$61.4K - $76.4K
|
2.51K
$1.71M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-123- 5.19% |
$61.4K - $76.4K
|
2.25K
$1.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-125- 10.57% |
$62.4K - $77.6K
|
1.06K
$718K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-125- 4.8% |
$62.4K - $77.6K
|
2.48K
$1.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-125- 9.0% |
$62.4K - $77.6K
|
1.26K
$858K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-125- 1.42% |
$62.4K - $77.6K
|
8.69K
$5.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-126- 24.14% |
$62.8K - $78.2K
|
396
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-126- 7.65% |
$62.8K - $78.2K
|
1.52K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-127- 0.65% |
$63.3K - $78.9K
|
19.4K
$13.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-127- 2.98% |
$63.3K - $78.9K
|
4.14K
$2.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-128- 12.9% |
$63.8K - $79.5K
|
864
$586K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-128- 3.95% |
$63.8K - $79.5K
|
3.11K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-129- 0.45% |
$64.3K - $80.1K
|
28.2K
$19.2M
|
|
|
Oct 01, 2025
Q2 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-130- 20.54% |
$64.8K - $80.7K
|
503
$341K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-132- 4.86% |
$65.8K - $82K
|
2.59K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-133- 1.08% |
$66.3K - $82.6K
|
12.2K
$8.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-134- 0.54% |
$66.8K - $83.2K
|
24.8K
$16.8M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-136- 0.73% |
$67.8K - $84.4K
|
18.5K
$12.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-136- 2.28% |
$67.8K - $84.4K
|
5.83K
$3.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-136- 2.72% |
$67.8K - $84.4K
|
4.86K
$3.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-137- 3.42% |
$68.3K - $85.1K
|
3.87K
$2.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-138- 3.38% |
$68.8K - $85.7K
|
3.95K
$2.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
SELL
|
- |
-139- 15.92% |
$69.3K - $86.3K
|
734
$498K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-140- 2.25% |
$69.8K - $86.9K
|
6.08K
$4.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-141- 25.45% |
$70.3K - $87.5K
|
413
$280K
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-142- 1.9% |
$70.8K - $88.2K
|
7.34K
$4.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
SELL
|
- |
-142- 0.42% |
$70.8K - $88.2K
|
33.8K
$23M
|