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 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.64K+ 6.06% |
$2.32M - $2.88M
|
81.3K
$53.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
4.62K+ 8.82% |
$2.31M - $2.87M
|
57K
$37.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.59K+ 21.14% |
$2.29M - $2.85M
|
26.3K
$17.5M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.51K+ 1.54% |
$2.25M - $2.8M
|
297K
$197M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
4.48K+ 1.38% |
$2.23M - $2.78M
|
329K
$219M
|
|
|
Aug 14, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
4.42KNew |
$2.2M - $2.74M
|
4.42K
$2.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.39KNew |
$2.19M - $2.73M
|
4.39K
$2.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
4.38K+ 39.79% |
$2.19M - $2.72M
|
15.4K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.38KNew |
$2.18M - $2.72M
|
4.38K
$2.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.36K+ 5.44% |
$2.18M - $2.71M
|
84.7K
$56.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.34K+ 3.89% |
$2.17M - $2.7M
|
116K
$77.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.34K+ 31.01% |
$2.17M - $2.7M
|
18.3K
$12.2M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
4.33K+ 2.72% |
$2.16M - $2.69M
|
163K
$109M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
4.3K+ 4.96% |
$2.15M - $2.67M
|
91.2K
$60.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
4.26K+ 171.47% |
$2.13M - $2.65M
|
6.75K
$4.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
4.26K+ 89.24% |
$2.12M - $2.64M
|
9.03K
$5.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.23K+ 3.57% |
$2.11M - $2.62M
|
123K
$81.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4.21K+ 3.34% |
$2.1M - $2.61M
|
130K
$86.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
4.21K+ 77.88% |
$2.1M - $2.61M
|
9.6K
$6.38M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
4.2K+ 213.97% |
$2.09M - $2.61M
|
6.16K
$4.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
4.19K+ 7.9% |
$2.09M - $2.6M
|
57.3K
$38M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.11K+ 38.46% |
$2.05M - $2.55M
|
14.8K
$9.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.11K+ 95.2% |
$2.05M - $2.55M
|
8.42K
$5.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
4.09K+ 4.98% |
$2.04M - $2.54M
|
86.2K
$57.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.09K+ 4.82% |
$2.04M - $2.54M
|
88.9K
$59M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.08K+ 6.84% |
$2.04M - $2.54M
|
63.8K
$42.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.03KNew |
$2.01M - $2.5M
|
4.03K
$2.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
4.01K+ 96.3% |
$2M - $2.49M
|
8.18K
$5.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
4.01K+ 4.38% |
$2M - $2.49M
|
95.5K
$63.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
4K+ 7.57% |
$2M - $2.48M
|
56.9K
$37.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4K+ 3.14% |
$2M - $2.48M
|
132K
$87.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.99K+ 5.11% |
$1.99M - $2.48M
|
82K
$54.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
3.98K+ 9.47% |
$1.98M - $2.47M
|
46K
$30.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.97K+ 3.16% |
$1.98M - $2.46M
|
130K
$86M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.94K+ 6.61% |
$1.97M - $2.45M
|
63.5K
$42.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.9K+ 12.17% |
$1.94M - $2.42M
|
35.9K
$23.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.89K+ 45.65% |
$1.94M - $2.42M
|
12.4K
$8.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
3.87K+ 16.34% |
$1.93M - $2.4M
|
27.6K
$18.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
3.84K+ 1.81% |
$1.92M - $2.38M
|
216K
$143M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.83K+ 7.45% |
$1.91M - $2.38M
|
55.3K
$36.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.82K+ 1.7% |
$1.9M - $2.37M
|
229K
$152M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.77K+ 4.04% |
$1.88M - $2.34M
|
97.1K
$64.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.77K+ 8.62% |
$1.88M - $2.34M
|
47.5K
$31.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.75K+ 4.44% |
$1.87M - $2.33M
|
88.2K
$58.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3.71K+ 216.79% |
$1.85M - $2.3M
|
5.41K
$3.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
3.7K+ 74.8% |
$1.85M - $2.3M
|
8.65K
$5.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
3.69K+ 67.36% |
$1.84M - $2.29M
|
9.16K
$6.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
3.66K+ 4.62% |
$1.82M - $2.27M
|
82.8K
$55M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
3.61K+ 11.52% |
$1.8M - $2.24M
|
35K
$23.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
3.6K+ 60.47% |
$1.8M - $2.24M
|
9.56K
$6.35M
|