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 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-400- 1.56% |
$200K - $248K
|
25.2K
$17.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-400- 80.0% |
$200K - $248K
|
100
$67.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-400- 20.79% |
$200K - $248K
|
1.52K
$1.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-401- 4.48% |
$200K - $249K
|
8.54K
$5.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-401- 0.52% |
$200K - $249K
|
77.3K
$52.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-401- 2.92% |
$200K - $249K
|
13.3K
$9.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-402- 0.78% |
$201K - $250K
|
51.2K
$34.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-402- 12.62% |
$201K - $250K
|
2.78K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-403- 3.64% |
$201K - $250K
|
10.7K
$7.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-406- 9.95% |
$203K - $252K
|
3.68K
$2.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-408- 21.53% |
$204K - $253K
|
1.49K
$1.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-410- 3.68% |
$205K - $255K
|
10.7K
$7.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-410- 21.56% |
$205K - $255K
|
1.49K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-411- 25.8% |
$205K - $255K
|
1.18K
$802K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-413- 6.12% |
$206K - $256K
|
6.33K
$4.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-415- 14.57% |
$207K - $258K
|
2.43K
$1.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-415- 1.81% |
$207K - $258K
|
22.5K
$15.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-415- 54.11% |
$207K - $258K
|
352
$239K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-421- 6.81% |
$210K - $261K
|
5.76K
$3.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-422- 47.15% |
$210K - $262K
|
473
$321K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-424- 9.02% |
$211K - $263K
|
4.28K
$2.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-425- 26.25% |
$212K - $264K
|
1.19K
$810K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-426- 1.2% |
$212K - $265K
|
35.1K
$23.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-431- 8.55% |
$215K - $268K
|
4.61K
$3.13M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-431- 4.77% |
$215K - $268K
|
8.61K
$5.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-434- 2.06% |
$216K - $269K
|
20.7K
$14M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-435- 11.35% |
$217K - $270K
|
3.4K
$2.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-436- 1.25% |
$217K - $271K
|
34.5K
$23.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-437- 38.23% |
$218K - $271K
|
706
$479K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-442- 17.65% |
$220K - $274K
|
2.06K
$1.4M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-444- 31.11% |
$221K - $276K
|
983
$667K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-447- 2.98% |
$223K - $278K
|
14.6K
$9.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-448- 17.88% |
$223K - $278K
|
2.06K
$1.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-450- 17.61% |
$224K - $279K
|
2.11K
$1.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-453- 18.72% |
$226K - $281K
|
1.97K
$1.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-458- 4.07% |
$228K - $284K
|
10.8K
$7.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-459- 5.08% |
$229K - $285K
|
8.59K
$5.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-460- 1.82% |
$229K - $286K
|
24.8K
$16.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-461- 15.67% |
$230K - $286K
|
2.48K
$1.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-473- 0.86% |
$236K - $294K
|
54.4K
$36.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-475- 12.68% |
$237K - $295K
|
3.27K
$2.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-476- 3.53% |
$237K - $296K
|
13K
$8.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-479- 1.01% |
$239K - $297K
|
46.8K
$31.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-483- 2.5% |
$241K - $300K
|
18.8K
$12.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-488- 11.2% |
$243K - $303K
|
3.87K
$2.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-488- 13.16% |
$243K - $303K
|
3.22K
$2.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-488- 26.57% |
$243K - $303K
|
1.35K
$916K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-488- 19.88% |
$243K - $303K
|
1.97K
$1.34M
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-489- 5.49% |
$244K - $304K
|
8.42K
$5.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-489- 15.8% |
$244K - $304K
|
2.61K
$1.77M
|