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
|
Clear Investment Research, LLC
|
SELL
|
- |
-252- 1.6% |
$126K - $156K
|
15.5K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-252- 4.5% |
$126K - $156K
|
5.35K
$3.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-253- 1.02% |
$126K - $157K
|
24.6K
$16.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-253- 0.21% |
$126K - $157K
|
122K
$83M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-255- 5.79% |
$127K - $158K
|
4.15K
$2.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-255- 0.39% |
$127K - $158K
|
65.1K
$44.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-259- 2.89% |
$129K - $161K
|
8.7K
$5.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-266- 9.42% |
$133K - $165K
|
2.56K
$1.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-267- 42.93% |
$133K - $166K
|
355
$241K
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-267- 2.37% |
$133K - $166K
|
11K
$7.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-267- 3.8% |
$133K - $166K
|
6.76K
$4.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-267- 5.42% |
$133K - $166K
|
4.66K
$3.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
SELL
|
- |
-268- 2.15% |
$134K - $166K
|
12.2K
$8.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-269- 1.25% |
$134K - $167K
|
21.3K
$14.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-269- 9.14% |
$134K - $167K
|
2.68K
$1.82M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-271- 5.61% |
$135K - $168K
|
4.56K
$3.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-274- 5.25% |
$137K - $170K
|
4.95K
$3.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-274- 23.93% |
$137K - $170K
|
871
$591K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-275- 8.11% |
$137K - $171K
|
3.12K
$2.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
SELL
|
- |
-279- 13.06% |
$139K - $173K
|
1.86K
$1.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-280- 2.25% |
$140K - $174K
|
12.2K
$8.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Strategic Investment Management, LLC
|
SELL
|
- |
-280- 67.96% |
$140K - $174K
|
132
$89.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-283- 2.04% |
$141K - $176K
|
13.6K
$9.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-286- 1.49% |
$143K - $178K
|
18.9K
$12.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-290- 6.03% |
$145K - $180K
|
4.52K
$3.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-290- 0.08% |
$145K - $180K
|
374K
$254M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-290- 3.44% |
$145K - $180K
|
8.13K
$5.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-290- 1.68% |
$145K - $180K
|
17K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-292- 12.75% |
$146K - $181K
|
2K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-297- 8.44% |
$148K - $184K
|
3.22K
$2.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-299- 9.99% |
$149K - $186K
|
2.69K
$1.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-300- 4.33% |
$150K - $186K
|
6.63K
$4.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-303- 5.96% |
$151K - $188K
|
4.78K
$3.25M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-304- 1.33% |
$152K - $189K
|
22.6K
$15.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-306- 16.72% |
$153K - $190K
|
1.52K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-311- 33.09% |
$155K - $193K
|
629
$427K
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-312- 12.09% |
$156K - $194K
|
2.27K
$1.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-313- 1.12% |
$156K - $194K
|
27.7K
$18.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-314- 8.63% |
$157K - $195K
|
3.32K
$2.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-314- 1.76% |
$157K - $195K
|
17.5K
$11.9M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-316- 3.37% |
$158K - $196K
|
9.06K
$6.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-316- 1.05% |
$158K - $196K
|
29.8K
$20.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-318- 1.8% |
$159K - $197K
|
17.3K
$11.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-321- 9.32% |
$160K - $199K
|
3.12K
$2.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-321- 0.74% |
$160K - $199K
|
43.1K
$29.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-321- 27.7% |
$160K - $199K
|
838
$569K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-323- 3.31% |
$161K - $201K
|
9.45K
$6.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-325- 1.09% |
$162K - $202K
|
29.4K
$19.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-326- 5.14% |
$163K - $202K
|
6.01K
$4.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
SELL
|
- |
-326- 4.17% |
$163K - $202K
|
7.49K
$5.08M
|