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 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
3.6KNew |
$1.8M - $2.24M
|
3.6K
$2.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.57K+ 1.68% |
$1.78M - $2.22M
|
216K
$143M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.55K+ 54.94% |
$1.77M - $2.21M
|
10K
$6.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
3.54K+ 31.95% |
$1.76M - $2.2M
|
14.6K
$9.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3.52K+ 5.13% |
$1.75M - $2.18M
|
72.1K
$47.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.51K+ 20.35% |
$1.75M - $2.18M
|
20.8K
$13.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
3.5K+ 13.6% |
$1.75M - $2.18M
|
29.3K
$19.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.5KNew |
$1.74M - $2.17M
|
3.5K
$2.32M
|
|
|
Sep 25, 2025
Q2 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
3.48K+ 7.66% |
$1.73M - $2.16M
|
48.9K
$32.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3.47K+ 351.77% |
$1.73M - $2.16M
|
4.46K
$2.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
3.45K+ 81.02% |
$1.72M - $2.14M
|
7.71K
$5.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3.44K+ 27.34% |
$1.72M - $2.14M
|
16K
$10.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
3.44K+ 79.99% |
$1.72M - $2.14M
|
7.75K
$5.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
3.44K+ 11.02% |
$1.71M - $2.13M
|
34.6K
$23M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.43K+ 91.78% |
$1.71M - $2.13M
|
7.16K
$4.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.42K+ 2.47% |
$1.71M - $2.12M
|
142K
$94.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
3.4K+ 50.01% |
$1.69M - $2.11M
|
10.2K
$6.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.38K+ 0.65% |
$1.68M - $2.1M
|
524K
$348M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.37K+ 19.38% |
$1.68M - $2.09M
|
20.7K
$13.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.36K+ 3.61% |
$1.68M - $2.09M
|
96.6K
$64.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.34K+ 3.92% |
$1.67M - $2.08M
|
88.7K
$58.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.34K+ 8.28% |
$1.66M - $2.07M
|
43.6K
$29M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.33K+ 3.03% |
$1.66M - $2.07M
|
113K
$75.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.3K+ 4.77% |
$1.64M - $2.05M
|
72.3K
$48M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
3.29KNew |
$1.64M - $2.05M
|
3.29K
$2.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.29K+ 19.72% |
$1.64M - $2.05M
|
20K
$13.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.28K+ 17.7% |
$1.64M - $2.04M
|
21.8K
$14.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.27K+ 6679.59% |
$1.63M - $2.03M
|
3.32K
$2.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.27K+ 45.76% |
$1.63M - $2.03M
|
10.4K
$6.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
3.24K+ 16.78% |
$1.62M - $2.01M
|
22.6K
$15M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.23K+ 4.34% |
$1.61M - $2M
|
77.6K
$51.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
3.22K+ 2.79% |
$1.61M - $2M
|
119K
$78.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3.19K+ 6.37% |
$1.59M - $1.98M
|
53.3K
$35.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
3.19K+ 10.45% |
$1.59M - $1.98M
|
33.7K
$22.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
3.19K+ 484.04% |
$1.59M - $1.98M
|
3.84K
$2.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.18K+ 33.12% |
$1.59M - $1.97M
|
12.8K
$8.48M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
3.16K+ 93.68% |
$1.57M - $1.96M
|
6.53K
$4.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
3.16K+ 10.3% |
$1.57M - $1.96M
|
33.8K
$22.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.14K+ 212.31% |
$1.57M - $1.95M
|
4.62K
$3.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.14K+ 55.9% |
$1.56M - $1.95M
|
8.75K
$5.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Pembroke Management, LTD
|
BUY
|
- |
3.14K+ 12.67% |
$1.56M - $1.95M
|
27.9K
$18.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
3.13K+ 151.45% |
$1.56M - $1.94M
|
5.19K
$3.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
3.12K+ 0.38% |
$1.56M - $1.94M
|
826K
$549M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.12K+ 3.71% |
$1.55M - $1.94M
|
87.2K
$57.9M
|
|
|
Aug 14, 2025
Q2 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
3.08K+ 6.7% |
$1.53M - $1.91M
|
49K
$32.5M
|
|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
3.07K+ 17.69% |
$1.53M - $1.9M
|
20.4K
$13.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.05K+ 0.32% |
$1.52M - $1.89M
|
959K
$637M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
3.04K+ 3.85% |
$1.52M - $1.89M
|
81.9K
$54.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.04K+ 5.88% |
$1.51M - $1.89M
|
54.7K
$36.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
3.04K+ 45.06% |
$1.51M - $1.89M
|
9.77K
$6.49M
|