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 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-4.15K- 17.15% |
$2.07M - $2.58M
|
20.1K
$13.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Ams Capital Ltda
|
SELL
|
- |
-4.16K- 6.8% |
$2.08M - $2.58M
|
57K
$37.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-4.23K- 23.77% |
$2.11M - $2.63M
|
13.6K
$9.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.25K- 7.34% |
$2.12M - $2.64M
|
53.6K
$35.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.29K- 5.33% |
$2.14M - $2.66M
|
76.3K
$50.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-4.37K- 27.15% |
$2.18M - $2.72M
|
11.7K
$7.79M
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-4.39K- 10.24% |
$2.19M - $2.72M
|
38.4K
$25.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.41K- 24.37% |
$2.2M - $2.74M
|
13.7K
$9.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-4.43K- 10.0% |
$2.21M - $2.75M
|
39.8K
$26.5M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-4.43K- 1.11% |
$2.21M - $2.75M
|
396K
$263M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-4.44K- 3.28% |
$2.21M - $2.75M
|
131K
$86.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4.53K- 2.85% |
$2.26M - $2.81M
|
155K
$103M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4.54K- 3.14% |
$2.26M - $2.82M
|
140K
$92.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-4.57K- 17.73% |
$2.28M - $2.84M
|
21.2K
$14.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.59K- 2.97% |
$2.29M - $2.85M
|
150K
$99.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-4.61K- 62.5% |
$2.3M - $2.86M
|
2.77K
$1.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.71K- 4.04% |
$2.35M - $2.92M
|
112K
$74.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-4.72K- 3.45% |
$2.35M - $2.93M
|
132K
$87.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.73K- 8.82% |
$2.36M - $2.93M
|
48.9K
$32.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
SELL
|
- |
-4.82K- 3.42% |
$2.4M - $2.99M
|
136K
$90.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-4.97K- 10.2% |
$2.48M - $3.09M
|
43.8K
$29.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-5.01K- 42.62% |
$2.5M - $3.11M
|
6.74K
$4.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.03K- 6.45% |
$2.51M - $3.12M
|
73K
$48.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-5.05K- 6.44% |
$2.52M - $3.14M
|
73.4K
$48.7M
|
|
|
Oct 08, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-5.07K- 4.29% |
$2.53M - $3.15M
|
113K
$75.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-5.13K- 26.04% |
$2.56M - $3.19M
|
14.6K
$9.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-5.13K- 17.42% |
$2.56M - $3.19M
|
24.3K
$16.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-5.21K- 7.64% |
$2.6M - $3.24M
|
63K
$41.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-5.32K- 46.99% |
$2.65M - $3.3M
|
6K
$3.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-5.41K- 36.96% |
$2.7M - $3.36M
|
9.23K
$6.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-5.61K- 11.75% |
$2.8M - $3.48M
|
42.1K
$27.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.72K- 1.29% |
$2.85M - $3.55M
|
436K
$289M
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-5.72K- 40.17% |
$2.85M - $3.55M
|
8.52K
$5.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-5.83K- 10.15% |
$2.91M - $3.62M
|
51.5K
$34.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.9K- 7.34% |
$2.94M - $3.66M
|
74.4K
$49.4M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.93K- 36.15% |
$2.96M - $3.68M
|
10.5K
$6.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-5.97K- 0.27% |
$2.98M - $3.71M
|
2.24M
$1.49B
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-5.98K- 44.16% |
$2.98M - $3.71M
|
7.56K
$5.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.01K- 3.17% |
$3M - $3.73M
|
184K
$122M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-6.06K- 7.98% |
$3.02M - $3.77M
|
69.9K
$46.4M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-6.1K- 8.15% |
$3.04M - $3.79M
|
68.8K
$45.6M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-6.16K- 7.01% |
$3.07M - $3.82M
|
81.7K
$54.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-6.16K- 13.83% |
$3.07M - $3.82M
|
38.4K
$25.5M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-6.38K- 35.66% |
$3.18M - $3.96M
|
11.5K
$7.64M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-6.39K- 19.76% |
$3.18M - $3.96M
|
25.9K
$17.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-6.51K- 58.78% |
$3.25M - $4.04M
|
4.57K
$3.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-6.57K- 22.59% |
$3.27M - $4.08M
|
22.5K
$14.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-6.59K- 18.27% |
$3.29M - $4.09M
|
29.5K
$19.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.71K- 0.42% |
$3.35M - $4.17M
|
1.57M
$1.05B
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-6.72K- 17.9% |
$3.35M - $4.17M
|
30.8K
$20.5M
|