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 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-142- 6.02% |
$70.8K - $88.2K
|
2.22K
$1.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-142- 2.71% |
$70.8K - $88.2K
|
5.1K
$3.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-143- 9.77% |
$71.3K - $88.8K
|
1.32K
$896K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-144- 0.97% |
$71.8K - $89.4K
|
14.7K
$10M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-144- 4.27% |
$71.8K - $89.4K
|
3.23K
$2.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-145- 0.63% |
$72.3K - $90K
|
22.8K
$15.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-145- 1.65% |
$72.3K - $90K
|
8.66K
$5.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-145- 7.7% |
$72.3K - $90K
|
1.74K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-145- 1.38% |
$72.3K - $90K
|
10.4K
$7.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-146- 4.43% |
$72.8K - $90.7K
|
3.15K
$2.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-146- 1.46% |
$72.8K - $90.7K
|
9.88K
$6.71M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-148- 38.05% |
$73.8K - $91.9K
|
241
$164K
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-149- 7.62% |
$74.3K - $92.5K
|
1.81K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-150- 0.58% |
$74.8K - $93.1K
|
25.6K
$17.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-150- 8.93% |
$74.8K - $93.1K
|
1.53K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-151- 1.63% |
$75.3K - $93.8K
|
9.12K
$6.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-151- 0.9% |
$75.3K - $93.8K
|
16.6K
$11.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-152- 16.36% |
$75.8K - $94.4K
|
777
$527K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-153- 3.3% |
$76.3K - $95K
|
4.48K
$3.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-154- 2.33% |
$76.8K - $95.6K
|
6.47K
$4.39M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-154- 22.22% |
$76.8K - $95.6K
|
539
$366K
|
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-155- 8.85% |
$77.3K - $96.2K
|
1.6K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-156- 1.89% |
$77.8K - $96.9K
|
8.09K
$5.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-157- 1.39% |
$78.3K - $97.5K
|
11.2K
$7.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-158- 2.92% |
$78.8K - $98.1K
|
5.25K
$3.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-159- 8.27% |
$79.3K - $98.7K
|
1.76K
$1.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-160- 6.88% |
$79.8K - $99.3K
|
2.17K
$1.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-161- 2.41% |
$80.3K - $100K
|
6.51K
$4.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-161- 1.7% |
$80.3K - $100K
|
9.33K
$6.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-162- 2.55% |
$80.8K - $101K
|
6.19K
$4.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-163- 0.94% |
$81.3K - $101K
|
17.2K
$11.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-163- 15.09% |
$81.3K - $101K
|
917
$622K
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-164- 12.3% |
$81.8K - $102K
|
1.17K
$794K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-165- 3.58% |
$82.3K - $102K
|
4.45K
$3.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-165- 30.9% |
$82.3K - $102K
|
369
$250K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-166- 7.32% |
$82.8K - $103K
|
2.1K
$1.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-166- 1.59% |
$82.8K - $103K
|
10.3K
$6.99M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-166- 2.3% |
$82.8K - $103K
|
7.04K
$4.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-167- 28.35% |
$83.3K - $104K
|
422
$286K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-167- 15.86% |
$83.3K - $104K
|
886
$601K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-167- 4.43% |
$83.3K - $104K
|
3.61K
$2.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-169- 9.79% |
$84.3K - $105K
|
1.56K
$1.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-169- 1.24% |
$84.3K - $105K
|
13.4K
$9.12M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-169- 0.7% |
$84.3K - $105K
|
23.8K
$16.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-170- 4.8% |
$84.8K - $106K
|
3.37K
$2.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-170- 3.33% |
$84.8K - $106K
|
4.93K
$3.35M
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-171- 3.72% |
$85.3K - $106K
|
4.43K
$3.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-172- 18.92% |
$85.8K - $107K
|
737
$500K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-172- 12.55% |
$85.8K - $107K
|
1.2K
$813K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-173- 4.04% |
$86.3K - $107K
|
4.11K
$2.79M
|