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 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-41.1K- 22.3% |
$20.5M - $25.5M
|
143K
$95.2M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-42.1K- 19.61% |
$21M - $26.1M
|
172K
$114M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-42.4K- 4.47% |
$21.2M - $26.3M
|
907K
$602M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-42.7K- 23.03% |
$21.3M - $26.5M
|
143K
$94.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-43.3K- 60.4% |
$21.6M - $26.9M
|
28.4K
$18.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-44.5K- 59.06% |
$22.2M - $27.6M
|
30.9K
$20.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-45.1K- 40.59% |
$22.5M - $28M
|
66.1K
$43.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-45.5K- 16.5% |
$22.7M - $28.3M
|
231K
$153M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-46K- 85.87% |
$22.9M - $28.5M
|
7.56K
$5.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-47.2K- 95.4% |
$23.5M - $29.3M
|
2.27K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-47.4K- 45.05% |
$23.7M - $29.4M
|
57.9K
$38.4M
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-47.7K- 39.68% |
$23.8M - $29.6M
|
72.5K
$48.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-47.9K- 23.42% |
$23.9M - $29.7M
|
157K
$104M
|
|
|
Aug 11, 2025
Q2 2025
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-48.7K- 9.52% |
$24.3M - $30.2M
|
463K
$307M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-50.5K- 7.42% |
$25.2M - $31.4M
|
631K
$419M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-51.2K- 0.29% |
$25.6M - $31.8M
|
17.7M
$11.8B
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-51.7K- 39.18% |
$25.8M - $32.1M
|
80.2K
$53.3M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-52.1K- 67.39% |
$26M - $32.4M
|
25.2K
$16.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-52.3K- 48.16% |
$26.1M - $32.4M
|
56.3K
$37.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-54.8K- 8.46% |
$27.4M - $34M
|
593K
$394M
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-57.5K- 40.54% |
$28.7M - $35.7M
|
84.3K
$56M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-59.2K- 50.59% |
$29.5M - $36.7M
|
57.8K
$38.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-59.5K- 75.96% |
$29.7M - $37M
|
18.8K
$12.5M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-60.4K- 50.49% |
$30.1M - $37.5M
|
59.3K
$39.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-66.9K- 23.38% |
$33.4M - $41.5M
|
219K
$146M
|
|
|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-68.1K- 47.02% |
$34M - $42.3M
|
76.8K
$51M
|
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-69.3K- 93.25% |
$34.6M - $43M
|
5.02K
$3.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-72K- 19.72% |
$35.9M - $44.7M
|
293K
$195M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-77.8K- 89.08% |
$38.8M - $48.3M
|
9.53K
$6.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Financial Counselors Inc
|
SELL
|
- |
-78.3K- 84.74% |
$39.1M - $48.6M
|
14.1K
$9.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-78.8K- 4.82% |
$39.3M - $48.9M
|
1.56M
$1.03B
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-79.3K- 4.83% |
$39.6M - $49.2M
|
1.56M
$1.04B
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-80.6K- 10.94% |
$40.2M - $50.1M
|
656K
$436M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-82.1K- 43.29% |
$41M - $51M
|
108K
$71.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-83K- 96.28% |
$41.4M - $51.5M
|
3.21K
$2.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-90K- 7.48% |
$44.9M - $55.9M
|
1.11M
$739M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-90.4K- 38.15% |
$45.1M - $56.1M
|
146K
$97.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-91.8K- 6.46% |
$45.8M - $57M
|
1.33M
$882M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-92.1K- 99.84% |
$45.9M - $57.2M
|
148
$98.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-92.5K- 11.14% |
$46.1M - $57.4M
|
738K
$490M
|
|
|
Aug 14, 2025
Q2 2025
|
Conrad N. Hilton Foundation
Agoura Hills, CA |
SELL
|
- |
-94.9K- 40.88% |
$47.3M - $58.9M
|
137K
$91.1M
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-101K- 61.25% |
$50.4M - $62.7M
|
63.9K
$42.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-102K- 3.71% |
$51.1M - $63.6M
|
2.66M
$1.77B
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-103K- 38.75% |
$51.4M - $64M
|
163K
$108M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-104K- 3.5% |
$51.7M - $64.3M
|
2.86M
$1.9B
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-104K- 46.29% |
$52.1M - $64.9M
|
121K
$80.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-120K- 15.6% |
$59.7M - $74.3M
|
647K
$430M
|
|
|
Aug 01, 2025
Q2 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-127K- 63.22% |
$63.4M - $78.9M
|
73.9K
$49.1M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-129K- 13.06% |
$64.2M - $79.9M
|
856K
$568M
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-134K- 51.92% |
$67M - $83.4M
|
124K
$82.6M
|