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 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
162+ 15.76% |
$101K - $109K
|
1.19K
$790K
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
161+ 1.95% |
$99.9K - $108K
|
8.41K
$5.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
158+ 15.93% |
$98.1K - $106K
|
1.15K
$764K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
158+ 2.04% |
$98.1K - $106K
|
7.92K
$5.26M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
157+ 0.18% |
$97.4K - $105K
|
86.5K
$57.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
155+ 0.68% |
$96.2K - $104K
|
22.8K
$15.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
155+ 5.03% |
$96.2K - $104K
|
3.24K
$2.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
154+ 0.19% |
$95.6K - $103K
|
79.5K
$52.8M
|
|
|
Oct 01, 2025
Q3 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
150+ 24.51% |
$93.1K - $101K
|
762
$506K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
147+ 0.76% |
$91.2K - $98.5K
|
19.5K
$13M
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
145+ 29.18% |
$90K - $97.2K
|
642
$426K
|
|
|
Oct 23, 2025
Q3 2025
|
Cortland Associates Inc
|
BUY
|
- |
145+ 7.8% |
$90K - $97.2K
|
2.01K
$1.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
144+ 21.05% |
$89.4K - $96.5K
|
828
$550K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
144+ 1.86% |
$89.4K - $96.5K
|
7.88K
$5.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Verger Capital Management LLC
|
BUY
|
- |
139+ 0.3% |
$86.3K - $93.1K
|
46.4K
$30.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
138+ 6.41% |
$85.7K - $92.5K
|
2.29K
$1.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
136+ 14.95% |
$84.4K - $91.1K
|
1.05K
$695K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
135+ 0.31% |
$83.8K - $90.5K
|
44K
$29.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
135+ 1.47% |
$83.8K - $90.5K
|
9.33K
$6.19M
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
135+ 1.71% |
$83.8K - $90.5K
|
8.04K
$5.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
135+ 7.63% |
$83.8K - $90.5K
|
1.9K
$1.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
132+ 1.88% |
$81.9K - $88.5K
|
7.17K
$4.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
129+ 0.62% |
$80.1K - $86.4K
|
20.8K
$13.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
128+ 10.19% |
$79.4K - $85.8K
|
1.38K
$919K
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
BUY
|
- |
127+ 19.97% |
$78.8K - $85.1K
|
763
$507K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
127+ 15.58% |
$78.8K - $85.1K
|
942
$625K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
125+ 11.98% |
$77.6K - $83.8K
|
1.17K
$776K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
125+ 1.21% |
$77.6K - $83.8K
|
10.5K
$6.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
124+ 0.35% |
$77K - $83.1K
|
36K
$23.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
123New |
$76.3K - $82.4K
|
123
$81.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
121+ 0.72% |
$75.1K - $81.1K
|
16.8K
$11.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
121+ 13.18% |
$75.1K - $81.1K
|
1.04K
$690K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
119+ 38.51% |
$73.9K - $79.7K
|
428
$284K
|
|
|
Oct 09, 2025
Q3 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
117+ 2.24% |
$72.6K - $78.4K
|
5.34K
$3.54M
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
BUY
|
- |
115+ 10.64% |
$71.4K - $77.1K
|
1.2K
$794K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
115+ 2.97% |
$71.4K - $77.1K
|
3.98K
$2.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
111+ 0.73% |
$68.9K - $74.4K
|
15.3K
$10.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
111+ 17.7% |
$68.9K - $74.4K
|
738
$490K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
111+ 0.35% |
$68.9K - $74.4K
|
31.8K
$21.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
111+ 2.13% |
$68.9K - $74.4K
|
5.32K
$3.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
110+ 1.43% |
$68.3K - $73.7K
|
7.82K
$5.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
108+ 47.58% |
$67K - $72.4K
|
335
$222K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
107+ 1.22% |
$66.4K - $71.7K
|
8.9K
$5.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
107+ 0.71% |
$66.4K - $71.7K
|
15.2K
$10.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
105+ 4.07% |
$65.2K - $70.4K
|
2.68K
$1.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
104+ 9.17% |
$64.5K - $69.7K
|
1.24K
$822K
|
|
|
Oct 14, 2025
Q3 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
103+ 0.08% |
$63.9K - $69K
|
125K
$83.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
102+ 10.03% |
$63.3K - $68.3K
|
1.12K
$743K
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
102+ 18.28% |
$63.3K - $68.3K
|
660
$438K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
102+ 0.72% |
$63.3K - $68.3K
|
14.2K
$9.43M
|