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 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
13.2K+ 9.49% |
$6.61M - $8.23M
|
153K
$101M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
13.2K+ 48.1% |
$6.59M - $8.21M
|
40.7K
$27M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
13.2K+ 93.12% |
$6.58M - $8.19M
|
27.4K
$18.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
13K+ 2.06% |
$6.49M - $8.07M
|
643K
$427M
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
12.9K+ 7.0% |
$6.44M - $8.02M
|
197K
$131M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
12.8K+ 1.29% |
$6.39M - $7.96M
|
1.01M
$668M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
12.8K+ 7.8% |
$6.37M - $7.93M
|
177K
$117M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
12.7K+ 8.32% |
$6.35M - $7.9M
|
166K
$110M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
12.7K+ 1556.39% |
$6.32M - $7.87M
|
13.5K
$8.95M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
12.6K+ 663.04% |
$6.29M - $7.83M
|
14.5K
$9.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
12.5K+ 2.66% |
$6.22M - $7.75M
|
482K
$320M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.2K+ 12.74% |
$6.08M - $7.57M
|
108K
$71.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
12.2K+ 37.03% |
$6.07M - $7.56M
|
45.1K
$29.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
12.1K+ 14.89% |
$6.03M - $7.5M
|
93.3K
$61.9M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
12.1K+ 50.65% |
$6.01M - $7.49M
|
35.9K
$23.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
12K+ 0.37% |
$6M - $7.46M
|
3.22M
$2.14B
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12K+ 38.24% |
$5.97M - $7.43M
|
43.3K
$28.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.9K+ 10.93% |
$5.95M - $7.4M
|
121K
$80.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
11.8K+ 6.79% |
$5.91M - $7.35M
|
186K
$124M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
11.7K+ 13.53% |
$5.85M - $7.29M
|
98.5K
$65.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
11.6K+ 3.56% |
$5.8M - $7.22M
|
338K
$225M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
11.6K+ 47.68% |
$5.79M - $7.21M
|
36K
$23.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
11.1K+ 51.24% |
$5.53M - $6.89M
|
32.7K
$21.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
10.9K+ 5.99% |
$5.43M - $6.76M
|
193K
$128M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
10.8K+ 20.64% |
$5.39M - $6.71M
|
63.2K
$42M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
10.7KNew |
$5.33M - $6.64M
|
10.7K
$7.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 14.95% |
$5.33M - $6.63M
|
82.1K
$54.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
10.6KNew |
$5.28M - $6.57M
|
10.6K
$7.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
10.5K+ 4.42% |
$5.24M - $6.52M
|
248K
$165M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
10.3K+ 16.31% |
$5.16M - $6.42M
|
73.8K
$49M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
10.3K+ 37.0% |
$5.14M - $6.39M
|
38.1K
$25.3M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
10.3K+ 2348.97% |
$5.12M - $6.37M
|
10.7K
$7.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.1K+ 3.89% |
$5.04M - $6.27M
|
270K
$179M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10.1K+ 78.02% |
$5.01M - $6.24M
|
22.9K
$15.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10K+ 1.76% |
$5.01M - $6.23M
|
580K
$385M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
9.95K+ 5.95% |
$4.96M - $6.18M
|
177K
$118M
|
|
|
Aug 14, 2025
Q2 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
9.92K+ 250.63% |
$4.95M - $6.16M
|
13.9K
$9.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
9.91KNew |
$4.94M - $6.15M
|
9.91K
$6.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
9.84K+ 19.67% |
$4.91M - $6.11M
|
59.9K
$39.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
9.7K+ 8.04% |
$4.84M - $6.02M
|
130K
$86.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9.64K+ 2.51% |
$4.81M - $5.98M
|
394K
$262M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
9.56K+ 1491.73% |
$4.77M - $5.94M
|
10.2K
$6.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.45K+ 262.32% |
$4.72M - $5.87M
|
13.1K
$8.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
9.44KNew |
$4.71M - $5.86M
|
9.44K
$6.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
9.37K+ 8.31% |
$4.68M - $5.82M
|
122K
$81.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
9.3K+ 31.08% |
$4.64M - $5.78M
|
39.2K
$26.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
9.19KNew |
$4.59M - $5.71M
|
9.19K
$6.1M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
9.17K+ 62.44% |
$4.57M - $5.69M
|
23.9K
$15.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
9.14K+ 5.89% |
$4.56M - $5.68M
|
164K
$109M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
9.14KNew |
$4.56M - $5.67M
|
9.14K
$6.07M
|