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 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-18.6K- 31.26% |
$9.3M - $11.6M
|
41K
$27.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Constellation Investments, Inc.
Montgomery, OH |
SELL
|
- |
-19.8K- 1.68% |
$9.86M - $12.3M
|
1.16M
$767M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-20K- 48.07% |
$9.97M - $12.4M
|
21.6K
$14.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-20.3K- 13.76% |
$10.1M - $12.6M
|
128K
$84.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-20.6K- 15.11% |
$10.3M - $12.8M
|
116K
$76.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-20.6K- 2.7% |
$10.3M - $12.8M
|
744K
$494M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-20.7K- 55.86% |
$10.3M - $12.8M
|
16.3K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-20.9K- 45.93% |
$10.4M - $13M
|
24.6K
$16.4M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-21.2K- 77.42% |
$10.6M - $13.2M
|
6.19K
$4.11M
|
|
|
Aug 18, 2025
Q2 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-21.3K- 7.63% |
$10.6M - $13.2M
|
258K
$171M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-21.3K- 52.53% |
$10.6M - $13.2M
|
19.3K
$12.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-21.6K- 7.41% |
$10.8M - $13.4M
|
270K
$179M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-22.3K- 52.87% |
$11.1M - $13.9M
|
19.9K
$13.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22.4K- 21.26% |
$11.1M - $13.9M
|
82.8K
$55M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-22.9K- 24.89% |
$11.4M - $14.2M
|
69.2K
$46M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-23.1K- 3.69% |
$11.5M - $14.4M
|
604K
$401M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-23.5K- 22.8% |
$11.7M - $14.6M
|
79.5K
$52.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-23.7K- 42.77% |
$11.8M - $14.7M
|
31.8K
$21.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-24.4K- 1.31% |
$12.2M - $15.1M
|
1.84M
$1.22B
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-25.4K- 23.79% |
$12.7M - $15.8M
|
81.4K
$54M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-26K- 39.52% |
$13M - $16.2M
|
39.8K
$26.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-26.1K- 2.67% |
$13M - $16.2M
|
952K
$632M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-26.1K- 47.52% |
$13M - $16.2M
|
28.9K
$19.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-26.9K- 55.23% |
$13.4M - $16.7M
|
21.8K
$14.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-26.9K- 29.94% |
$13.4M - $16.7M
|
63K
$41.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-28.3K- 6.21% |
$14.1M - $17.6M
|
427K
$284M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-29.2K- 43.31% |
$14.6M - $18.1M
|
38.2K
$25.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-29.8K- 49.11% |
$14.9M - $18.5M
|
30.9K
$20.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-30.2K- 51.1% |
$15M - $18.7M
|
28.9K
$19.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-31.2K- 54.38% |
$15.6M - $19.4M
|
26.2K
$17.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
SELL
|
- |
-31.8K- 19.86% |
$15.9M - $19.7M
|
128K
$85.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-32.2K- 36.06% |
$16M - $20M
|
57K
$37.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-32.3K- 36.39% |
$16.1M - $20M
|
56.4K
$37.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-32.5K- 9.37% |
$16.2M - $20.2M
|
314K
$209M
|
|
|
Aug 14, 2025
Q2 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-32.5K- 38.83% |
$16.2M - $20.2M
|
51.2K
$34M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-32.8K- 3.18% |
$16.3M - $20.3M
|
997K
$662M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-33.3K- 9.95% |
$16.6M - $20.7M
|
302K
$200M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-33.4K- 11.16% |
$16.7M - $20.7M
|
266K
$177M
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-34.6K- 47.41% |
$17.3M - $21.5M
|
38.4K
$25.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-34.6K- 13.35% |
$17.3M - $21.5M
|
225K
$149M
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-34.9K- 61.59% |
$17.4M - $21.7M
|
21.8K
$14.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-35K- 22.54% |
$17.5M - $21.7M
|
120K
$79.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-35.6K- 44.13% |
$17.8M - $22.1M
|
45.1K
$29.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-36.6K- 14.13% |
$18.2M - $22.7M
|
222K
$148M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-37K- 66.68% |
$18.4M - $22.9M
|
18.5K
$12.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-37.6K- 49.89% |
$18.7M - $23.3M
|
37.7K
$25.1M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-37.6K- 2.76% |
$18.8M - $23.4M
|
1.33M
$881M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-38.3K- 15.56% |
$19.1M - $23.8M
|
208K
$138M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-38.6K- 39.7% |
$19.2M - $23.9M
|
58.6K
$38.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-40.6K- 37.2% |
$20.3M - $25.2M
|
68.6K
$45.5M
|