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 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6.63K+ 238.6% |
$3.31M - $4.11M
|
9.4K
$6.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
6.61K+ 10.89% |
$3.3M - $4.1M
|
67.3K
$44.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
6.6K+ 2.64% |
$3.29M - $4.1M
|
257K
$171M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
6.58K+ 5.6% |
$3.28M - $4.09M
|
124K
$82.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
6.54K+ 36.27% |
$3.26M - $4.06M
|
24.6K
$16.3M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
6.51K+ 570.7% |
$3.25M - $4.04M
|
7.65K
$5.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
6.49K+ 26.48% |
$3.24M - $4.03M
|
31K
$20.6M
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
6.46K+ 12.83% |
$3.22M - $4.01M
|
56.8K
$37.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
6.43KNew |
$3.21M - $3.99M
|
6.43K
$4.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.28K+ 1.54% |
$3.13M - $3.9M
|
415K
$276M
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
6.17K+ 6.57% |
$3.08M - $3.83M
|
100K
$66.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.15K+ 109.38% |
$3.07M - $3.82M
|
11.8K
$7.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.89K+ 4.44% |
$2.94M - $3.66M
|
138K
$92M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5.87K+ 2.18% |
$2.93M - $3.64M
|
275K
$183M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.86K+ 41.4% |
$2.92M - $3.64M
|
20K
$13.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
5.83K+ 1.4% |
$2.91M - $3.62M
|
424K
$281M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
5.79KNew |
$2.89M - $3.6M
|
5.79K
$3.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
5.78K+ 35.04% |
$2.88M - $3.59M
|
22.3K
$14.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
5.76K+ 4.03% |
$2.87M - $3.58M
|
149K
$98.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5.72K+ 205.35% |
$2.85M - $3.55M
|
8.5K
$5.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5.71K+ 52.84% |
$2.85M - $3.54M
|
16.5K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.7K+ 1.02% |
$2.84M - $3.54M
|
565K
$375M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.65K+ 128.52% |
$2.82M - $3.51M
|
10K
$6.67M
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
5.59K+ 25.39% |
$2.79M - $3.47M
|
27.6K
$18.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
5.56K+ 9.5% |
$2.78M - $3.45M
|
64.1K
$42.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.56K+ 12.25% |
$2.77M - $3.45M
|
50.9K
$33.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.54K+ 12.19% |
$2.76M - $3.44M
|
51K
$33.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
5.47K+ 612.3% |
$2.73M - $3.4M
|
6.37K
$4.23M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
5.47K+ 2.74% |
$2.73M - $3.39M
|
205K
$136M
|
|
|
Oct 10, 2025
Q2 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
5.45KNew |
$2.72M - $3.38M
|
5.45K
$3.62M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.44K+ 0.21% |
$2.71M - $3.38M
|
2.57M
$1.7B
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.39K+ 4.78% |
$2.69M - $3.35M
|
118K
$78.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.25K+ 15.37% |
$2.62M - $3.26M
|
39.4K
$26.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
5.24K+ 256.37% |
$2.61M - $3.25M
|
7.28K
$4.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
5.15K+ 4.25% |
$2.57M - $3.2M
|
126K
$84M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5.1K+ 6.36% |
$2.54M - $3.17M
|
85.3K
$56.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.08K+ 269.99% |
$2.54M - $3.16M
|
6.97K
$4.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
5.03K+ 40.33% |
$2.51M - $3.12M
|
17.5K
$11.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5.01K+ 3.79% |
$2.5M - $3.11M
|
137K
$91.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
5.01K+ 7.92% |
$2.5M - $3.11M
|
68.3K
$45.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.99K+ 16.22% |
$2.49M - $3.1M
|
35.8K
$23.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
4.93KNew |
$2.46M - $3.06M
|
4.93K
$3.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.92K+ 9.0% |
$2.45M - $3.06M
|
59.6K
$39.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.9K+ 500.31% |
$2.45M - $3.04M
|
5.88K
$3.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.87K+ 9.18% |
$2.43M - $3.02M
|
57.9K
$38.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.8K+ 5.45% |
$2.39M - $2.98M
|
92.9K
$61.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.77K+ 697.66% |
$2.38M - $2.96M
|
5.45K
$3.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
4.75K+ 11.03% |
$2.37M - $2.95M
|
47.8K
$31.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
4.73K+ 18.16% |
$2.36M - $2.93M
|
30.7K
$20.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
4.67K+ 10.55% |
$2.33M - $2.9M
|
48.9K
$32.5M
|