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 15, 2025
Q3 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
258+ 3.53% |
$160K - $173K
|
7.56K
$5.02M
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
257+ 3.38% |
$160K - $172K
|
7.86K
$5.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
256+ 4.35% |
$159K - $172K
|
6.14K
$4.08M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
250+ 1.06% |
$155K - $168K
|
23.8K
$15.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
249+ 4.86% |
$155K - $167K
|
5.37K
$3.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
248+ 0.47% |
$154K - $166K
|
52.5K
$34.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
247+ 2.01% |
$153K - $166K
|
12.6K
$8.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
246+ 0.8% |
$153K - $165K
|
31.1K
$20.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
245+ 0.3% |
$152K - $164K
|
82.4K
$54.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
244+ 73.94% |
$151K - $163K
|
574
$381K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
243+ 54.48% |
$151K - $163K
|
689
$457K
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
243+ 16.89% |
$151K - $163K
|
1.68K
$1.12M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
239+ 20.22% |
$148K - $160K
|
1.42K
$944K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
235+ 19.09% |
$146K - $157K
|
1.47K
$973K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
235+ 7.28% |
$146K - $157K
|
3.46K
$2.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
234+ 65.36% |
$145K - $157K
|
592
$393K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
234+ 2.21% |
$145K - $157K
|
10.8K
$7.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
232+ 61.05% |
$144K - $155K
|
612
$406K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
229+ 57.39% |
$142K - $153K
|
628
$417K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
225+ 3.22% |
$140K - $151K
|
7.21K
$4.78M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
224+ 1.09% |
$139K - $150K
|
20.9K
$13.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
224+ 1.19% |
$139K - $150K
|
19K
$12.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
223+ 0.38% |
$138K - $149K
|
58.8K
$39M
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
220+ 20.02% |
$137K - $147K
|
1.32K
$876K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
218+ 0.65% |
$135K - $146K
|
34K
$22.6M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
215+ 1.23% |
$133K - $144K
|
17.7K
$11.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
202+ 0.57% |
$125K - $135K
|
35.3K
$23.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
201+ 26.87% |
$125K - $135K
|
949
$630K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
199+ 5.85% |
$124K - $133K
|
3.6K
$2.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
198+ 49.01% |
$123K - $133K
|
602
$400K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
198+ 0.81% |
$123K - $133K
|
24.5K
$16.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
197+ 1.05% |
$122K - $132K
|
19K
$12.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
195+ 3.83% |
$121K - $131K
|
5.29K
$3.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
187+ 7.41% |
$116K - $125K
|
2.71K
$1.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
187+ 20.96% |
$116K - $125K
|
1.08K
$716K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
187+ 0.93% |
$116K - $125K
|
20.3K
$13.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
186+ 0.66% |
$115K - $125K
|
28.2K
$18.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
184+ 2.57% |
$114K - $123K
|
7.35K
$4.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
183+ 2.58% |
$114K - $123K
|
7.29K
$4.84M
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
181+ 19.46% |
$112K - $121K
|
1.11K
$738K
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
173+ 1.61% |
$107K - $116K
|
10.9K
$7.24M
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
172+ 1.64% |
$107K - $115K
|
10.6K
$7.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
172+ 5.51% |
$107K - $115K
|
3.3K
$2.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
172+ 0.89% |
$107K - $115K
|
19.5K
$13M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
171+ 8.09% |
$106K - $115K
|
2.29K
$1.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
171+ 38.0% |
$106K - $115K
|
621
$412K
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
BUY
|
- |
166+ 40.99% |
$103K - $111K
|
571
$379K
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
165+ 30.11% |
$102K - $111K
|
713
$473K
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
164+ 4.6% |
$102K - $110K
|
3.73K
$2.48M
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
164+ 0.46% |
$102K - $110K
|
35.6K
$23.6M
|