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 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.06K- 27.66% |
$1.53M - $1.9M
|
8.01K
$5.32M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.07K- 3.75% |
$1.53M - $1.91M
|
78.9K
$52.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-3.1K- 1.02% |
$1.55M - $1.93M
|
301K
$200M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.1K- 6.05% |
$1.55M - $1.93M
|
48.2K
$32M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3.21K- 6.85% |
$1.6M - $1.99M
|
43.6K
$28.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-3.26K- 15.05% |
$1.63M - $2.02M
|
18.4K
$12.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-3.27K- 71.51% |
$1.63M - $2.03M
|
1.3K
$864K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.3K- 9.65% |
$1.65M - $2.05M
|
30.9K
$20.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.34K- 27.95% |
$1.67M - $2.07M
|
8.61K
$5.72M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-3.41K- 33.47% |
$1.7M - $2.11M
|
6.77K
$4.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.42K- 3.59% |
$1.7M - $2.12M
|
91.8K
$61M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-3.44K- 9.41% |
$1.72M - $2.14M
|
33.2K
$22M
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
SELL
|
- |
-3.47K- 0.52% |
$1.73M - $2.15M
|
668K
$443M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-3.47K- 13.59% |
$1.73M - $2.16M
|
22.1K
$14.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-3.48K- 38.23% |
$1.74M - $2.16M
|
5.63K
$3.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-3.51K- 31.37% |
$1.75M - $2.18M
|
7.67K
$5.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.51K- 51.4% |
$1.75M - $2.18M
|
3.32K
$2.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-3.52K- 54.37% |
$1.75M - $2.18M
|
2.95K
$1.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3.53K- 19.13% |
$1.76M - $2.19M
|
14.9K
$9.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-3.58K- 39.88% |
$1.78M - $2.22M
|
5.39K
$3.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.59K- 4.98% |
$1.79M - $2.23M
|
68.5K
$45.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-3.61K- 33.1% |
$1.8M - $2.24M
|
7.3K
$4.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.63K- 0.98% |
$1.81M - $2.26M
|
368K
$244M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.64K- 0.22% |
$1.81M - $2.26M
|
1.69M
$1.12B
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.69K- 96.17% |
$1.84M - $2.29M
|
147
$97.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-3.75K- 76.66% |
$1.87M - $2.33M
|
1.14K
$757K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.76K- 0.47% |
$1.88M - $2.33M
|
789K
$524M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.76K- 32.76% |
$1.88M - $2.34M
|
7.72K
$5.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-3.76K- 83.65% |
$1.88M - $2.34M
|
735
$488K
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-3.79K- 2.3% |
$1.89M - $2.35M
|
161K
$107M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-3.84K- 58.94% |
$1.92M - $2.39M
|
2.68K
$1.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-3.86K- 10.61% |
$1.93M - $2.4M
|
32.5K
$21.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-3.89K- 5.18% |
$1.94M - $2.42M
|
71.2K
$47.3M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-3.91K- 1.9% |
$1.95M - $2.43M
|
202K
$134M
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-3.94K- 56.1% |
$1.96M - $2.44M
|
3.08K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.94K- 28.7% |
$1.97M - $2.45M
|
9.79K
$6.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-3.94K- 41.75% |
$1.97M - $2.45M
|
5.5K
$3.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-3.97K- 16.45% |
$1.98M - $2.46M
|
20.2K
$13.4M
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-4.02K- 27.73% |
$2M - $2.49M
|
10.5K
$6.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4.02K- 88.65% |
$2.01M - $2.5M
|
515
$342K
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-4.02K- 1.12% |
$2.01M - $2.5M
|
356K
$236M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-4.07K- 47.25% |
$2.03M - $2.53M
|
4.54K
$3.02M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-4.08K- 28.27% |
$2.03M - $2.53M
|
10.3K
$6.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-4.08K- 18.89% |
$2.03M - $2.53M
|
17.5K
$11.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-4.09K- 5.87% |
$2.04M - $2.54M
|
65.6K
$43.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-4.1K- 27.13% |
$2.05M - $2.55M
|
11K
$7.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.11K- 32.85% |
$2.05M - $2.55M
|
8.4K
$5.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-4.12K- 17.53% |
$2.05M - $2.56M
|
19.4K
$12.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-4.12K- 75.51% |
$2.06M - $2.56M
|
1.34K
$888K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-4.14K- 4.69% |
$2.06M - $2.57M
|
84.1K
$55.9M
|