Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.3M+ 56.19% |
$2.67B - $2.88B
|
12M
$7.94B
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
643K+ 225.2% |
$399M - $431M
|
928K
$616M
|
|
|
Nov 03, 2025
Q3 2025
|
Australian Super Pty LTD
|
BUY
|
- |
404KNew |
$251M - $271M
|
404K
$268M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
304K+ 976.85% |
$189M - $204M
|
335K
$222M
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
205K+ 277.62% |
$127M - $138M
|
279K
$185M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
168K+ 22.81% |
$104M - $113M
|
906K
$602M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
130K+ 4.35% |
$80.6M - $87M
|
3.12M
$2.07B
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
127K+ 75.03% |
$78.9M - $85.2M
|
297K
$197M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
125K+ 10.17% |
$77.6M - $83.8M
|
1.35M
$899M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
112K+ 46.48% |
$69.4M - $75M
|
353K
$234M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
89.2KNew |
$55.4M - $59.8M
|
89.2K
$59.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
87.8K+ 284.41% |
$54.5M - $58.9M
|
119K
$78.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
80.6K+ 47.86% |
$50M - $54M
|
249K
$165M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
79.1K+ 18745.73% |
$49.1M - $53M
|
79.5K
$52.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
70.4KNew |
$43.7M - $47.1M
|
70.4K
$46.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Wealth Navi Inc.
|
BUY
|
- |
70.1K+ 16.28% |
$43.5M - $47M
|
501K
$332M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
69.9K+ 103.84% |
$43.4M - $46.8M
|
137K
$91.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
63.3K+ 15.68% |
$39.3M - $42.4M
|
467K
$310M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
51.4KNew |
$31.9M - $34.5M
|
51.4K
$34.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
48.6K+ 31.05% |
$30.2M - $32.6M
|
205K
$136M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
46K+ 0.71% |
$28.5M - $30.8M
|
6.5M
$4.32B
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
45.3K+ 2.0% |
$28.1M - $30.4M
|
2.31M
$1.53B
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
44.8K+ 28.35% |
$27.8M - $30M
|
203K
$135M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
41.9K+ 7.57% |
$26M - $28.1M
|
596K
$396M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
40.2K+ 1.33% |
$25M - $26.9M
|
3.07M
$2.04B
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
36.1K+ 17.33% |
$22.4M - $24.2M
|
244K
$162M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
34.5K+ 271.81% |
$21.4M - $23.1M
|
47.2K
$31.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
33.3K+ 2.83% |
$20.7M - $22.3M
|
1.21M
$803M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
32.6KNew |
$20.3M - $21.9M
|
32.6K
$21.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
30.9KNew |
$19.2M - $20.7M
|
30.9K
$20.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
29.6K+ 6.38% |
$18.4M - $19.8M
|
493K
$328M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
29.5K+ 284.53% |
$18.3M - $19.8M
|
39.8K
$26.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
29.2K+ 102.68% |
$18.1M - $19.6M
|
57.7K
$38.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
26.4K+ 283.25% |
$16.4M - $17.7M
|
35.7K
$23.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
23.3K+ 5.45% |
$14.4M - $15.6M
|
451K
$299M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
21.9K+ 2.57% |
$13.6M - $14.7M
|
873K
$580M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
21.8K+ 56.93% |
$13.6M - $14.6M
|
60.2K
$40M
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
21.5KNew |
$13.3M - $14.4M
|
21.5K
$14.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
21.3K+ 8.49% |
$13.2M - $14.3M
|
272K
$181M
|
|
|
Oct 23, 2025
Q3 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
20.9K+ 14.24% |
$13M - $14M
|
168K
$111M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
20.5K+ 11.3% |
$12.8M - $13.8M
|
202K
$134M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20.2K+ 45.69% |
$12.5M - $13.5M
|
64.3K
$42.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
19.6K+ 18.15% |
$12.2M - $13.1M
|
127K
$84.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
19K+ 26.79% |
$11.8M - $12.7M
|
89.9K
$59.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
18.7K+ 16.98% |
$11.6M - $12.5M
|
129K
$85.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Amtrust Financial Services, Inc.
New York, NY |
BUY
|
- |
18.5K+ 14.04% |
$11.5M - $12.4M
|
150K
$99.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
17.9K+ 13.44% |
$11.1M - $12M
|
151K
$100M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
17.9K+ 12.97% |
$11.1M - $12M
|
156K
$103M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
17.1K+ 521.71% |
$10.6M - $11.4M
|
20.4K
$13.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
17K+ 60.21% |
$10.6M - $11.4M
|
45.3K
$30.1M
|