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 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-2.18K- 6.28% |
$1.08M - $1.35M
|
32.5K
$21.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-2.19K- 4.17% |
$1.09M - $1.36M
|
50.3K
$33.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.22K- 61.75% |
$1.11M - $1.38M
|
1.38K
$913K
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-2.23K- 1.37% |
$1.11M - $1.38M
|
161K
$107M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.23K- 1.3% |
$1.11M - $1.39M
|
169K
$112M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.24K- 67.66% |
$1.12M - $1.39M
|
1.07K
$710K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-2.24K- 2.98% |
$1.12M - $1.39M
|
73K
$48.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-2.31K- 12.66% |
$1.15M - $1.43M
|
15.9K
$10.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-2.33K- 13.27% |
$1.16M - $1.44M
|
15.2K
$10.1M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.33K- 20.49% |
$1.16M - $1.45M
|
9.05K
$6.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.34K- 14.1% |
$1.17M - $1.46M
|
14.3K
$9.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-2.35K- 77.0% |
$1.17M - $1.46M
|
701
$465K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.37K- 12.87% |
$1.18M - $1.47M
|
16K
$10.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.37K- 10.89% |
$1.18M - $1.47M
|
19.4K
$12.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.37K- 31.67% |
$1.18M - $1.47M
|
5.12K
$3.4M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.37K- 4.32% |
$1.18M - $1.47M
|
52.6K
$34.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-2.43K- 49.98% |
$1.21M - $1.51M
|
2.43K
$1.61M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.44K- 3.1% |
$1.21M - $1.51M
|
76K
$50.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.44K- 5.04% |
$1.22M - $1.52M
|
46.1K
$30.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.46K- 26.75% |
$1.23M - $1.53M
|
6.75K
$4.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-2.47K- 42.06% |
$1.23M - $1.53M
|
3.4K
$2.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.48K- 10.77% |
$1.23M - $1.54M
|
20.5K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-2.49K- 38.51% |
$1.24M - $1.54M
|
3.97K
$2.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-2.5K- 75.13% |
$1.24M - $1.55M
|
826
$548K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.52K- 14.25% |
$1.26M - $1.57M
|
15.2K
$10.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-2.53K- 4.82% |
$1.26M - $1.57M
|
49.9K
$33.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.54K- 24.74% |
$1.27M - $1.58M
|
7.72K
$5.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.55K- 13.89% |
$1.27M - $1.59M
|
15.8K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.63K- 3.37% |
$1.31M - $1.63M
|
75.4K
$50.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-2.63K- 6.42% |
$1.31M - $1.63M
|
38.4K
$25.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-2.65K- 99.44% |
$1.32M - $1.64M
|
15
$9.96K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.66K- 19.28% |
$1.33M - $1.65M
|
11.1K
$7.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-2.7K- 5.9% |
$1.35M - $1.68M
|
43.1K
$28.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-2.7K- 54.72% |
$1.35M - $1.68M
|
2.24K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Bnp Paribas
New York, NY |
SELL
|
- |
-2.75K- 34.44% |
$1.37M - $1.7M
|
5.23K
$3.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.75K- 15.21% |
$1.37M - $1.71M
|
15.3K
$10.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.77K- 38.02% |
$1.38M - $1.72M
|
4.52K
$3M
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.78K- 2.7% |
$1.39M - $1.73M
|
100K
$66.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-2.79K- 17.51% |
$1.39M - $1.73M
|
13.2K
$8.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.8K- 13.03% |
$1.39M - $1.74M
|
18.7K
$12.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2.87K- 4.55% |
$1.43M - $1.78M
|
60.2K
$40M
|
|
|
Jul 24, 2025
Q2 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-2.88K- 27.05% |
$1.44M - $1.79M
|
7.77K
$5.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.91K- 2.61% |
$1.45M - $1.81M
|
109K
$72.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.92K- 1.07% |
$1.45M - $1.81M
|
270K
$179M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.94K- 30.29% |
$1.47M - $1.83M
|
6.77K
$4.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-2.94K- 49.65% |
$1.47M - $1.83M
|
2.98K
$1.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.97K- 23.57% |
$1.48M - $1.84M
|
9.62K
$6.39M
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Hutchinson
|
SELL
|
- |
-3.01K- 6.15% |
$1.5M - $1.87M
|
45.9K
$30.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-3.01K- 51.45% |
$1.5M - $1.87M
|
2.84K
$1.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.03K- 2.59% |
$1.51M - $1.88M
|
114K
$75.7M
|