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 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-10.5K- 34.58% |
$5.25M - $6.54M
|
19.9K
$13.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-10.6K- 15.25% |
$5.3M - $6.6M
|
59.1K
$39.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-10.7K- 29.02% |
$5.36M - $6.67M
|
26.3K
$17.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-10.8K- 2.06% |
$5.4M - $6.72M
|
514K
$341M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-10.8K- 14.6% |
$5.4M - $6.72M
|
63.3K
$42M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-10.9K- 4.07% |
$5.42M - $6.75M
|
256K
$170M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-10.9K- 18.81% |
$5.46M - $6.79M
|
47.2K
$31.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-11K- 4.14% |
$5.47M - $6.81M
|
254K
$169M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-11.1K- 54.06% |
$5.55M - $6.91M
|
9.46K
$6.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-11.4K- 10.37% |
$5.69M - $7.08M
|
98.6K
$65.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-11.5K- 49.19% |
$5.74M - $7.14M
|
11.9K
$7.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11.6K- 21.23% |
$5.8M - $7.22M
|
43.1K
$28.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-12.1K- 8.66% |
$6.05M - $7.53M
|
128K
$85M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-12.2K- 55.23% |
$6.09M - $7.58M
|
9.9K
$6.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-12.3K- 5.3% |
$6.14M - $7.64M
|
220K
$146M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-12.4K- 46.68% |
$6.2M - $7.71M
|
14.2K
$9.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-12.4K- 23.66% |
$6.2M - $7.72M
|
40.1K
$26.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.5K- 75.43% |
$6.22M - $7.75M
|
4.07K
$2.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-12.5K- 26.22% |
$6.24M - $7.76M
|
35.2K
$23.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-12.7K- 5.66% |
$6.34M - $7.9M
|
212K
$141M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-12.8K- 25.96% |
$6.37M - $7.93M
|
36.4K
$24.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-13K- 94.55% |
$6.47M - $8.05M
|
748
$497K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-13.4K- 23.52% |
$6.66M - $8.29M
|
43.4K
$28.8M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-13.4K- 0.44% |
$6.68M - $8.31M
|
3.02M
$2B
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.4K- 3.61% |
$6.69M - $8.33M
|
358K
$238M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-13.4K- 7.32% |
$6.71M - $8.35M
|
170K
$113M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-13.5K- 43.99% |
$6.71M - $8.36M
|
17.1K
$11.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-13.9K- 30.92% |
$6.94M - $8.64M
|
31.1K
$20.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
SELL
|
- |
-14K- 0.87% |
$6.96M - $8.67M
|
1.59M
$1.05B
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-14.3K- 5.97% |
$7.13M - $8.87M
|
225K
$149M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-14.4K- 3.64% |
$7.17M - $8.93M
|
381K
$253M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-14.4K- 33.1% |
$7.2M - $8.96M
|
29.2K
$19.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-14.6K- 8.19% |
$7.26M - $9.04M
|
163K
$108M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.7K- 4.55% |
$7.33M - $9.12M
|
308K
$205M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-14.7K- 37.95% |
$7.33M - $9.12M
|
24K
$16M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.5K- 7.11% |
$7.71M - $9.6M
|
202K
$134M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-16.1K- 14.31% |
$8.05M - $10M
|
96.6K
$64.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-16.7K- 59.02% |
$8.33M - $10.4M
|
11.6K
$7.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-16.8K- 5.98% |
$8.4M - $10.5M
|
265K
$176M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-16.8K- 16.8% |
$8.4M - $10.5M
|
83.4K
$55.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-17.2K- 3.25% |
$8.56M - $10.7M
|
512K
$340M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17.3K- 8.57% |
$8.62M - $10.7M
|
185K
$123M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-17.7K- 7.93% |
$8.83M - $11M
|
205K
$136M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-17.8K- 31.92% |
$8.89M - $11.1M
|
38K
$25.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-18.1K- 2.42% |
$9.01M - $11.2M
|
728K
$483M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-18.2K- 13.94% |
$9.09M - $11.3M
|
113K
$74.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-18.3K- 28.3% |
$9.13M - $11.4M
|
46.4K
$30.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-18.5K- 99.56% |
$9.2M - $11.5M
|
81
$53.8K
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-18.5K- 3.91% |
$9.22M - $11.5M
|
454K
$302M
|
|
|
Aug 14, 2025
Q2 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-18.6K- 55.55% |
$9.29M - $11.6M
|
14.9K
$9.9M
|