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
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
9.11K+ 65.72% |
$4.54M - $5.66M
|
23K
$15.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
9.07K+ 30.13% |
$4.53M - $5.63M
|
39.2K
$26M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
9.02K+ 5.02% |
$4.5M - $5.6M
|
189K
$125M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
9.02K+ 5.8% |
$4.5M - $5.6M
|
165K
$109M
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
8.95K+ 4.14% |
$4.47M - $5.56M
|
225K
$150M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8.9K+ 5.96% |
$4.44M - $5.52M
|
158K
$105M
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
BUY
|
- |
8.73K+ 25.82% |
$4.35M - $5.42M
|
42.5K
$28.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Riverstone Advisors, LLC
|
BUY
|
- |
8.72K+ 11.59% |
$4.35M - $5.41M
|
84K
$55.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
8.63K+ 24.38% |
$4.31M - $5.36M
|
44K
$29.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
8.42K+ 6.47% |
$4.2M - $5.23M
|
139K
$92M
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
8.38K+ 17.91% |
$4.18M - $5.2M
|
55.2K
$36.6M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
8.33K+ 5.22% |
$4.16M - $5.17M
|
168K
$112M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
8.3K+ 3.33% |
$4.14M - $5.15M
|
258K
$171M
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
8.22K+ 8.52% |
$4.1M - $5.1M
|
105K
$69.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
8.21K+ 2.31% |
$4.09M - $5.09M
|
363K
$241M
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
8.11K+ 2.12% |
$4.04M - $5.03M
|
391K
$260M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.04K+ 1.67% |
$4.01M - $4.99M
|
491K
$326M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.02KNew |
$4M - $4.98M
|
8.02K
$5.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.99K+ 6.79% |
$3.99M - $4.96M
|
126K
$83.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.95K+ 27.78% |
$3.96M - $4.93M
|
36.5K
$24.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Aaf Wealth Management, LLC
|
BUY
|
- |
7.91K+ 10.28% |
$3.94M - $4.91M
|
84.8K
$56.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
7.85K+ 10.08% |
$3.92M - $4.87M
|
85.7K
$56.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
7.82K+ 22.61% |
$3.9M - $4.85M
|
42.4K
$28.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
7.74K+ 18.01% |
$3.86M - $4.8M
|
50.7K
$33.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
7.65K+ 612.58% |
$3.81M - $4.75M
|
8.89K
$5.9M
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
7.6KNew |
$3.79M - $4.72M
|
7.6K
$5.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
7.57K+ 56.81% |
$3.78M - $4.7M
|
20.9K
$13.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
7.48K+ 53.72% |
$3.73M - $4.64M
|
21.4K
$14.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
7.47K+ 10.27% |
$3.73M - $4.64M
|
80.2K
$53.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.43K+ 160.42% |
$3.71M - $4.62M
|
12.1K
$8.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
7.36K+ 7.72% |
$3.67M - $4.57M
|
103K
$68.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
7.3K+ 5.62% |
$3.64M - $4.53M
|
137K
$91.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
7.3K+ 3.2% |
$3.64M - $4.53M
|
235K
$156M
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
7.27K+ 32.82% |
$3.63M - $4.51M
|
29.4K
$19.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.18K+ 2.83% |
$3.58M - $4.46M
|
261K
$173M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
7.14K+ 68.03% |
$3.56M - $4.43M
|
17.6K
$11.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
7.13KNew |
$3.56M - $4.43M
|
7.13K
$4.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
7.13K+ 95.56% |
$3.56M - $4.43M
|
14.6K
$9.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.1K+ 0.87% |
$3.54M - $4.41M
|
819K
$544M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.08K+ 3.02% |
$3.53M - $4.39M
|
242K
$160M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.01K+ 51.32% |
$3.49M - $4.35M
|
20.7K
$13.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7K+ 9.91% |
$3.49M - $4.35M
|
77.7K
$51.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
6.96K+ 79.55% |
$3.47M - $4.32M
|
15.7K
$10.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
6.91KNew |
$3.45M - $4.29M
|
6.91K
$4.59M
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
6.9K+ 13.05% |
$3.44M - $4.28M
|
59.7K
$39.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.84K+ 5.14% |
$3.41M - $4.24M
|
140K
$92.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.72K+ 13.37% |
$3.35M - $4.17M
|
57K
$37.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.69K+ 49.77% |
$3.34M - $4.15M
|
20.1K
$13.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
6.66K+ 6.02% |
$3.32M - $4.13M
|
117K
$77.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.63K+ 28.91% |
$3.31M - $4.11M
|
29.5K
$19.6M
|