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 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
332+ 2.57% |
$206K - $222K
|
13.2K
$8.79M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
328+ 33.37% |
$204K - $220K
|
1.31K
$870K
|
|
|
Oct 22, 2025
Q3 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
328New |
$204K - $220K
|
328
$218K
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
326+ 5.49% |
$202K - $218K
|
6.26K
$4.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
324New |
$201K - $217K
|
324
$215K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
322New |
$200K - $216K
|
322
$214K
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
320+ 2.01% |
$199K - $214K
|
16.2K
$10.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
320+ 3.95% |
$199K - $214K
|
8.41K
$5.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
318New |
$197K - $213K
|
318
$211K
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
318New |
$197K - $213K
|
318
$211K
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
318+ 1.98% |
$197K - $213K
|
16.4K
$10.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
316+ 1.59% |
$196K - $212K
|
20.2K
$13.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
314New |
$195K - $210K
|
314
$208K
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
313New |
$194K - $210K
|
313
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
312New |
$194K - $209K
|
312
$207K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
311+ 0.49% |
$193K - $208K
|
63.8K
$42.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
309New |
$192K - $207K
|
309
$205K
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
308New |
$191K - $206K
|
308
$205K
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
308New |
$191K - $206K
|
308
$205K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
308New |
$191K - $206K
|
308
$205K
|
|
|
Oct 22, 2025
Q3 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
307New |
$191K - $206K
|
307
$204K
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
304New |
$189K - $204K
|
304
$202K
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
304New |
$189K - $204K
|
304
$202K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
304+ 26.23% |
$189K - $204K
|
1.46K
$971K
|
|
|
Oct 31, 2025
Q3 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
304New |
$189K - $204K
|
304
$202K
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
303+ 5.05% |
$188K - $203K
|
6.3K
$4.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
302New |
$187K - $202K
|
302
$201K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
302+ 16.5% |
$187K - $202K
|
2.13K
$1.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
BUY
|
- |
300+ 27.12% |
$186K - $201K
|
1.41K
$934K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
299+ 2.71% |
$186K - $200K
|
11.3K
$7.53M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
298+ 2.74% |
$185K - $200K
|
11.2K
$7.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
292+ 0.74% |
$181K - $196K
|
39.9K
$26.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
290+ 8.85% |
$180K - $194K
|
3.57K
$2.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
290+ 1933.33% |
$180K - $194K
|
305
$203K
|
|
|
Nov 04, 2025
Q3 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
290+ 1.82% |
$180K - $194K
|
16.2K
$10.8M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
288+ 14.77% |
$179K - $193K
|
2.24K
$1.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
282+ 28.31% |
$175K - $189K
|
1.28K
$849K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
282+ 4.98% |
$175K - $189K
|
5.95K
$3.95M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
279+ 47.29% |
$173K - $187K
|
869
$577K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
278+ 54.09% |
$173K - $186K
|
792
$526K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
277+ 0.21% |
$172K - $186K
|
129K
$85.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
271+ 1.98% |
$168K - $182K
|
14K
$9.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
270+ 19.52% |
$168K - $181K
|
1.65K
$1.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
267+ 2.9% |
$166K - $179K
|
9.48K
$6.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
263+ 30.58% |
$163K - $176K
|
1.12K
$746K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
261+ 33.08% |
$162K - $175K
|
1.05K
$697K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
261+ 8.83% |
$162K - $175K
|
3.22K
$2.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
260+ 5.38% |
$161K - $174K
|
5.09K
$3.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
259+ 0.13% |
$161K - $174K
|
198K
$131M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
259+ 3.17% |
$161K - $174K
|
8.43K
$5.59M
|