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 14, 2025
Q2 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-173- 1.9% |
$86.3K - $107K
|
8.93K
$6.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-174- 1.78% |
$86.8K - $108K
|
9.59K
$6.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-175- 16.75% |
$87.3K - $109K
|
870
$591K
|
|
|
Jul 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-176- 1.71% |
$87.8K - $109K
|
10.1K
$6.87M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-177- 5.44% |
$88.3K - $110K
|
3.08K
$2.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-177- 1.03% |
$88.3K - $110K
|
17K
$11.5M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-177- 5.88% |
$88.3K - $110K
|
2.84K
$1.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-178- 2.04% |
$88.8K - $111K
|
8.56K
$5.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-178- 1.53% |
$88.8K - $111K
|
11.5K
$7.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-179- 0.66% |
$89.3K - $111K
|
26.8K
$18.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-180- 4.55% |
$89.8K - $112K
|
3.77K
$2.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-180- 0.41% |
$89.8K - $112K
|
43.3K
$29.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-180- 20.07% |
$89.8K - $112K
|
717
$487K
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-181- 1.42% |
$90.3K - $112K
|
12.6K
$8.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-183- 25.81% |
$91.3K - $114K
|
526
$357K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-183- 0.44% |
$91.3K - $114K
|
41.2K
$28M
|
|
|
Aug 05, 2025
Q2 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-183- 27.11% |
$91.3K - $114K
|
492
$334K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-185- 2.35% |
$92.3K - $115K
|
7.67K
$5.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-185- 4.95% |
$92.3K - $115K
|
3.55K
$2.41M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-187- 6.17% |
$93.3K - $116K
|
2.84K
$1.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-188- 0.08% |
$93.8K - $117K
|
225K
$153M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-188- 1.23% |
$93.8K - $117K
|
15.1K
$10.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-188- 7.45% |
$93.8K - $117K
|
2.34K
$1.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-189- 1.87% |
$94.3K - $117K
|
9.93K
$6.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-189- 1.23% |
$94.3K - $117K
|
15.2K
$10.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-190- 0.79% |
$94.8K - $118K
|
23.9K
$16.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-191- 10.9% |
$95.3K - $119K
|
1.56K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-193- 0.27% |
$96.3K - $120K
|
70.5K
$47.9M
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-194- 3.5% |
$96.8K - $120K
|
5.35K
$3.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-195- 31.71% |
$97.3K - $121K
|
420
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-195- 3.52% |
$97.3K - $121K
|
5.35K
$3.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-196- 1.16% |
$97.8K - $122K
|
16.7K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-199- 2.11% |
$99.3K - $124K
|
9.22K
$6.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-200- 8.79% |
$99.8K - $124K
|
2.08K
$1.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-200- 25.74% |
$99.8K - $124K
|
577
$392K
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-200- 11.59% |
$99.8K - $124K
|
1.53K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-201- 2.46% |
$100K - $125K
|
7.98K
$5.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-202- 2.2% |
$101K - $125K
|
8.97K
$6.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-202- 4.53% |
$101K - $125K
|
4.26K
$2.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-202- 18.05% |
$101K - $125K
|
917
$622K
|
|
|
Jul 29, 2025
Q2 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-202- 1.26% |
$101K - $125K
|
15.9K
$10.8M
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-204- 4.35% |
$102K - $127K
|
4.49K
$3.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-204- 2.91% |
$102K - $127K
|
6.82K
$4.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-204- 2.62% |
$102K - $127K
|
7.58K
$5.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-204- 37.43% |
$102K - $127K
|
341
$231K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-206- 4.76% |
$103K - $128K
|
4.13K
$2.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-207- 0.27% |
$103K - $129K
|
77.7K
$52.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-207- 2.7% |
$103K - $129K
|
7.46K
$5.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-209- 28.91% |
$104K - $130K
|
514
$349K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-209- 20.41% |
$104K - $130K
|
815
$553K
|