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 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-490- 0.81% |
$244K - $304K
|
59.9K
$40.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-493- 34.65% |
$246K - $306K
|
930
$631K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-493- 3.03% |
$246K - $306K
|
15.8K
$10.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
SELL
|
- |
-494- 23.9% |
$246K - $307K
|
1.57K
$1.07M
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-497- 17.0% |
$248K - $309K
|
2.43K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-500- 4.45% |
$249K - $310K
|
10.7K
$7.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-500- 0.92% |
$249K - $310K
|
53.7K
$36.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-503- 33.4% |
$251K - $312K
|
1K
$681K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-511- 31.54% |
$255K - $317K
|
1.11K
$753K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-512- 34.83% |
$255K - $318K
|
958
$650K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-515- 2.36% |
$257K - $320K
|
21.3K
$14.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-515- 0.35% |
$257K - $320K
|
147K
$99.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-516- 18.87% |
$257K - $320K
|
2.22K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-519- 1.69% |
$259K - $322K
|
30.1K
$20.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-521- 16.81% |
$260K - $323K
|
2.58K
$1.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-522- 1.7% |
$260K - $324K
|
30.1K
$20.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-523- 29.72% |
$261K - $325K
|
1.24K
$840K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-523- 7.03% |
$261K - $325K
|
6.92K
$4.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-526- 2.13% |
$262K - $327K
|
24.2K
$16.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-533- 0.24% |
$266K - $331K
|
219K
$148M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-541- 1.56% |
$270K - $336K
|
34K
$23.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-541- 13.07% |
$270K - $336K
|
3.6K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-542- 14.99% |
$270K - $337K
|
3.07K
$2.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-545- 2.58% |
$272K - $338K
|
20.6K
$14M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-546- 3.49% |
$272K - $339K
|
15.1K
$10.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-546- 2.32% |
$272K - $339K
|
23K
$15.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-549- 1.5% |
$274K - $341K
|
36K
$24.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-552- 8.36% |
$275K - $343K
|
6.05K
$4.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-552- 6.77% |
$275K - $343K
|
7.6K
$5.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-556- 0.2% |
$277K - $345K
|
272K
$185M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-563- 4.47% |
$281K - $350K
|
12K
$8.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-565- 0.94% |
$282K - $351K
|
59.6K
$40.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-567- 8.01% |
$283K - $352K
|
6.51K
$4.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-568- 0.7% |
$283K - $353K
|
80.4K
$54.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Parker Investment Management, LLC
|
SELL
|
- |
-568- 0.61% |
$283K - $353K
|
92.2K
$62.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-569- 32.22% |
$284K - $353K
|
1.2K
$813K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-571- 0.64% |
$285K - $355K
|
88.3K
$60M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-574- 1.51% |
$286K - $356K
|
37.5K
$25.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-576- 10.82% |
$287K - $358K
|
4.75K
$3.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-576- 5.24% |
$287K - $358K
|
10.4K
$7.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-576- 0.77% |
$287K - $358K
|
74.2K
$50.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-579- 10.8% |
$289K - $360K
|
4.78K
$3.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-580- 10.44% |
$289K - $360K
|
4.98K
$3.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-581- 2.46% |
$290K - $361K
|
23.1K
$15.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-582- 17.16% |
$290K - $361K
|
2.81K
$1.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-589- 1.88% |
$294K - $366K
|
30.7K
$20.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-590- 0.97% |
$294K - $366K
|
60.1K
$40.8M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
SELL
|
- |
-591- 9.21% |
$295K - $367K
|
5.82K
$3.95M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-592- 2.14% |
$295K - $368K
|
27K
$18.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-595- 1.3% |
$297K - $369K
|
45.2K
$30.7M
|