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 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-210- 7.12% |
$105K - $130K
|
2.74K
$1.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-211- 23.58% |
$105K - $131K
|
684
$464K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-212- 7.94% |
$106K - $132K
|
2.46K
$1.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-212- 2.23% |
$106K - $132K
|
9.31K
$6.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-212- 10.91% |
$106K - $132K
|
1.73K
$1.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-213- 3.06% |
$106K - $132K
|
6.76K
$4.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-213- 0.69% |
$106K - $132K
|
30.7K
$20.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-215- 5.77% |
$107K - $133K
|
3.51K
$2.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-216- 27.24% |
$108K - $134K
|
577
$392K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-217- 9.34% |
$108K - $135K
|
2.11K
$1.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-217- 2.56% |
$108K - $135K
|
8.26K
$5.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-221- 9.87% |
$110K - $137K
|
2.02K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-221- 9.5% |
$110K - $137K
|
2.11K
$1.43M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-221- 15.1% |
$110K - $137K
|
1.24K
$844K
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
SELL
|
- |
-222- 0.93% |
$111K - $138K
|
23.6K
$16M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-223- 4.34% |
$111K - $138K
|
4.92K
$3.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-225- 7.41% |
$112K - $140K
|
2.81K
$1.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-225- 8.11% |
$112K - $140K
|
2.55K
$1.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-226- 9.5% |
$113K - $140K
|
2.15K
$1.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Fidato Wealth LLC
|
SELL
|
- |
-226- 1.64% |
$113K - $140K
|
13.6K
$9.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-227- 26.93% |
$113K - $141K
|
616
$418K
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-228- 6.14% |
$114K - $142K
|
3.48K
$2.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-229- 0.93% |
$114K - $142K
|
24.5K
$16.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-230- 2.54% |
$115K - $143K
|
8.84K
$6M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-230- 9.29% |
$115K - $143K
|
2.25K
$1.52M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-230- 14.87% |
$115K - $143K
|
1.32K
$894K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-231- 4.04% |
$115K - $143K
|
5.48K
$3.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-231- 8.88% |
$115K - $143K
|
2.37K
$1.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-232- 3.87% |
$116K - $144K
|
5.77K
$3.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-232- 35.15% |
$116K - $144K
|
428
$291K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-234- 5.7% |
$117K - $145K
|
3.87K
$2.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-234- 10.91% |
$117K - $145K
|
1.91K
$1.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Tevis Investment Management
|
SELL
|
- |
-234- 37.8% |
$117K - $145K
|
385
$261K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-235- 3.58% |
$117K - $146K
|
6.34K
$4.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-237- 3.3% |
$118K - $147K
|
6.94K
$4.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-238- 2.41% |
$119K - $148K
|
9.62K
$6.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-238- 2.79% |
$119K - $148K
|
8.3K
$5.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-238- 1.67% |
$119K - $148K
|
14K
$9.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-239- 27.66% |
$119K - $148K
|
625
$424K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-240- 55.56% |
$120K - $149K
|
192
$130K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-240- 1.37% |
$120K - $149K
|
17.3K
$11.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-242- 3.05% |
$121K - $150K
|
7.7K
$5.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-243- 5.75% |
$121K - $151K
|
3.99K
$2.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-243- 0.26% |
$121K - $151K
|
92.9K
$63M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-244- 6.32% |
$122K - $151K
|
3.62K
$2.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-247- 0.72% |
$123K - $153K
|
34.2K
$23.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-248- 42.76% |
$124K - $154K
|
332
$225K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-248- 69.47% |
$124K - $154K
|
109
$74K
|
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-249- 0.94% |
$124K - $155K
|
26.3K
$17.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-249- 9.5% |
$124K - $155K
|
2.37K
$1.61M
|