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 09, 2025
Q3 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
454New |
$282K - $304K
|
454
$301K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
451+ 0.39% |
$280K - $302K
|
116K
$77.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
451+ 0.49% |
$280K - $302K
|
91.7K
$60.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
447+ 4.73% |
$277K - $300K
|
9.89K
$6.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
446+ 0.34% |
$277K - $299K
|
133K
$88.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
442+ 27.42% |
$274K - $296K
|
2.05K
$1.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
442+ 95.46% |
$274K - $296K
|
905
$601K
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
434+ 314.49% |
$269K - $291K
|
572
$380K
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
418+ 0.82% |
$259K - $280K
|
51.5K
$34.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
418+ 1.05% |
$259K - $280K
|
40.3K
$26.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
417New |
$259K - $279K
|
417
$277K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
415+ 0.16% |
$258K - $278K
|
257K
$171M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
410New |
$254K - $275K
|
410
$272K
|
|
|
Oct 27, 2025
Q3 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
409+ 1.91% |
$254K - $274K
|
21.8K
$14.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
408+ 3.6% |
$253K - $273K
|
11.8K
$7.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
405+ 65.96% |
$251K - $271K
|
1.02K
$677K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
405+ 1.82% |
$251K - $271K
|
22.7K
$15.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
405New |
$251K - $271K
|
405
$269K
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
404+ 1.4% |
$251K - $271K
|
29.3K
$19.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
403+ 23.55% |
$250K - $270K
|
2.11K
$1.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
403+ 1.96% |
$250K - $270K
|
21K
$13.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
402+ 2.38% |
$250K - $269K
|
17.3K
$11.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
402+ 10.32% |
$250K - $269K
|
4.3K
$2.85M
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
401+ 2.8% |
$249K - $269K
|
14.7K
$9.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
393New |
$244K - $263K
|
393
$261K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
389+ 6.57% |
$241K - $261K
|
6.31K
$4.19M
|
|
|
Oct 08, 2025
Q3 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
388+ 7.03% |
$241K - $260K
|
5.91K
$3.92M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
387New |
$240K - $259K
|
387
$257K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
385+ 15.32% |
$239K - $258K
|
2.9K
$1.92M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
384+ 2.46% |
$238K - $257K
|
16K
$10.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
384+ 1.77% |
$238K - $257K
|
22.1K
$14.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
384+ 6.98% |
$238K - $257K
|
5.89K
$3.91M
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
BUY
|
- |
381+ 0.68% |
$236K - $255K
|
56.4K
$37.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
378+ 0.96% |
$235K - $253K
|
39.6K
$26.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
373+ 3.64% |
$232K - $250K
|
10.6K
$7.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
372+ 1.14% |
$231K - $249K
|
32.9K
$21.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
364+ 0.51% |
$226K - $244K
|
71.5K
$47.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
363+ 5.9% |
$225K - $243K
|
6.52K
$4.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
362New |
$225K - $243K
|
362
$240K
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
360+ 3.02% |
$223K - $241K
|
12.3K
$8.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
358+ 3.29% |
$222K - $240K
|
11.2K
$7.46M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
358+ 1.34% |
$222K - $240K
|
27K
$17.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
357New |
$222K - $239K
|
357
$237K
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
357+ 2.3% |
$222K - $239K
|
15.9K
$10.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
355+ 8.07% |
$220K - $238K
|
4.75K
$3.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
353+ 92.41% |
$219K - $237K
|
735
$488K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
343+ 5.42% |
$213K - $230K
|
6.67K
$4.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
337+ 8.1% |
$209K - $226K
|
4.5K
$2.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
336New |
$209K - $225K
|
336
$223K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
335+ 4.07% |
$208K - $224K
|
8.56K
$5.69M
|