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 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-327- 3.91% |
$163K - $203K
|
8.04K
$5.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-327- 17.04% |
$163K - $203K
|
1.59K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-332- 0.47% |
$166K - $206K
|
70.1K
$47.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-333- 1.13% |
$166K - $207K
|
29K
$19.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-333- 4.28% |
$166K - $207K
|
7.46K
$5.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-335- 6.62% |
$167K - $208K
|
4.72K
$3.21M
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-335- 9.49% |
$167K - $208K
|
3.19K
$2.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-335- 22.38% |
$167K - $208K
|
1.16K
$789K
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-335- 6.26% |
$167K - $208K
|
5.02K
$3.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-336- 2.73% |
$168K - $209K
|
12K
$8.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-338- 3.54% |
$169K - $210K
|
9.22K
$6.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-338- 2.96% |
$169K - $210K
|
11.1K
$7.52M
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-338- 60.9% |
$169K - $210K
|
217
$147K
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
SELL
|
- |
-340- 1.49% |
$170K - $211K
|
22.5K
$15.3M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-343- 4.07% |
$171K - $213K
|
8.08K
$5.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
SELL
|
- |
-344- 6.01% |
$172K - $214K
|
5.38K
$3.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-346- 2.09% |
$173K - $215K
|
16.2K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-346- 24.87% |
$173K - $215K
|
1.05K
$709K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-348- 4.36% |
$174K - $216K
|
7.64K
$5.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-349- 0.15% |
$174K - $217K
|
232K
$158M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-350- 39.41% |
$175K - $217K
|
538
$365K
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-351- 18.58% |
$175K - $218K
|
1.54K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-354- 0.77% |
$177K - $220K
|
45.6K
$30.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-357- 4.59% |
$178K - $222K
|
7.42K
$5.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-357- 17.75% |
$178K - $222K
|
1.65K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-363- 12.04% |
$181K - $225K
|
2.65K
$1.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-363- 1.15% |
$181K - $225K
|
31.1K
$21.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-364- 24.64% |
$182K - $226K
|
1.11K
$756K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-365- 11.6% |
$182K - $227K
|
2.78K
$1.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-366- 2.75% |
$183K - $227K
|
13K
$8.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-367- 3.75% |
$183K - $228K
|
9.42K
$6.4M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-367- 4.94% |
$183K - $228K
|
7.06K
$4.79M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-371- 1.97% |
$185K - $230K
|
18.5K
$12.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-371- 29.78% |
$185K - $230K
|
875
$594K
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-372- 28.75% |
$186K - $231K
|
922
$626K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-372- 22.34% |
$186K - $231K
|
1.29K
$878K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-376- 3.13% |
$188K - $233K
|
11.6K
$7.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-381- 19.82% |
$190K - $237K
|
1.54K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-382- 13.17% |
$191K - $237K
|
2.52K
$1.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-387- 16.7% |
$193K - $240K
|
1.93K
$1.31M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-387- 3.56% |
$193K - $240K
|
10.5K
$7.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-388- 27.17% |
$194K - $241K
|
1.04K
$706K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-391- 1.41% |
$195K - $243K
|
27.4K
$18.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-391- 13.79% |
$195K - $243K
|
2.45K
$1.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-392- 1.92% |
$196K - $243K
|
20K
$13.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-395- 36.31% |
$197K - $245K
|
693
$470K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-395- 17.65% |
$197K - $245K
|
1.84K
$1.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-396- 1.58% |
$198K - $246K
|
24.7K
$16.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-398- 4.04% |
$199K - $247K
|
9.44K
$6.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-398- 9.37% |
$199K - $247K
|
3.85K
$2.61M
|