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 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-6.74K- 5.92% |
$3.36M - $4.18M
|
107K
$71.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6.79K- 5.8% |
$3.39M - $4.22M
|
110K
$73.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-6.93K- 21.08% |
$3.46M - $4.3M
|
25.9K
$17.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-6.96K- 33.7% |
$3.47M - $4.32M
|
13.7K
$9.09M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.02K- 37.95% |
$3.5M - $4.36M
|
11.5K
$7.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7.03K- 66.76% |
$3.5M - $4.36M
|
3.5K
$2.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7.07K- 12.72% |
$3.53M - $4.39M
|
48.5K
$32.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-7.37K- 2.26% |
$3.68M - $4.58M
|
319K
$212M
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-7.43K- 14.09% |
$3.7M - $4.61M
|
45.3K
$30.1M
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-7.43K- 36.59% |
$3.71M - $4.61M
|
12.9K
$8.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-7.47K- 45.43% |
$3.73M - $4.64M
|
8.98K
$5.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-7.6K- 1.14% |
$3.79M - $4.72M
|
657K
$436M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-7.66K- 6.1% |
$3.82M - $4.76M
|
118K
$78.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-7.7K- 50.16% |
$3.84M - $4.78M
|
7.65K
$5.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-7.74K- 1.53% |
$3.86M - $4.8M
|
497K
$330M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-7.78K- 16.1% |
$3.88M - $4.83M
|
40.5K
$26.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-7.88K- 22.32% |
$3.93M - $4.89M
|
27.4K
$18.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-8.11K- 8.59% |
$4.05M - $5.04M
|
86.4K
$57.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-8.35K- 90.6% |
$4.16M - $5.18M
|
866
$575K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-8.48K- 35.11% |
$4.23M - $5.26M
|
15.7K
$10.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.49K- 2.03% |
$4.23M - $5.27M
|
410K
$272M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-8.54K- 48.77% |
$4.26M - $5.3M
|
8.97K
$5.96M
|
|
|
Oct 28, 2025
Q2 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.55K- 13.05% |
$4.26M - $5.31M
|
57K
$37.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-8.56K- 28.31% |
$4.27M - $5.32M
|
21.7K
$14.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-8.62K- 68.0% |
$4.3M - $5.35M
|
4.06K
$2.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-8.68K- 4.41% |
$4.33M - $5.39M
|
188K
$125M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-8.72K- 57.95% |
$4.35M - $5.42M
|
6.33K
$4.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-8.73K- 96.36% |
$4.35M - $5.42M
|
330
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-8.74K- 10.59% |
$4.36M - $5.43M
|
73.8K
$49M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-8.75K- 17.42% |
$4.36M - $5.43M
|
41.5K
$27.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-8.8K- 0.94% |
$4.39M - $5.46M
|
927K
$616M
|
|
|
Jul 24, 2025
Q2 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-8.84K- 2.17% |
$4.41M - $5.49M
|
398K
$264M
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-8.91K- 13.3% |
$4.44M - $5.53M
|
58.1K
$38.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-8.92K- 15.86% |
$4.45M - $5.54M
|
47.3K
$31.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-8.94K- 75.42% |
$4.46M - $5.55M
|
2.91K
$1.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-8.96K- 12.33% |
$4.47M - $5.56M
|
63.7K
$42.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
SELL
|
- |
-9K- 1.8% |
$4.49M - $5.59M
|
491K
$326M
|
|
|
Aug 08, 2025
Q2 2025
|
Client First Capital LLC
|
SELL
|
- |
-9.28K- 19.51% |
$4.63M - $5.76M
|
38.3K
$25.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-9.33K- 57.38% |
$4.65M - $5.79M
|
6.93K
$4.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-9.44K- 42.23% |
$4.71M - $5.86M
|
12.9K
$8.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-9.49K- 82.13% |
$4.73M - $5.89M
|
2.07K
$1.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-9.5K- 7.25% |
$4.74M - $5.9M
|
122K
$80.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.64K- 3.27% |
$4.81M - $5.98M
|
285K
$190M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-9.8K- 33.83% |
$4.89M - $6.08M
|
19.2K
$12.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-9.81K- 69.08% |
$4.9M - $6.09M
|
4.39K
$2.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-9.91K- 11.19% |
$4.95M - $6.16M
|
78.7K
$52.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-9.93K- 89.22% |
$4.95M - $6.17M
|
1.2K
$797K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-10.3K- 17.0% |
$5.14M - $6.4M
|
50.3K
$33.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.4K- 8.42% |
$5.19M - $6.46M
|
113K
$75.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-10.5K- 84.65% |
$5.23M - $6.51M
|
1.9K
$1.26M
|