Purchases and Sales Made in Q3 2025 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 29, 2025 Q3 2025
Joel Isaacson & Co., LLC

BUY
 -
102
+ 0.72%
$63.3K - $68.3K
14.2K $9.43M
Oct 31, 2025 Q3 2025
Pmg Wealth Management, Inc.

Hawthorn Woods, IL
BUY
 -
100
+ 2.07%
$62.1K - $67K
4.94K $3.28M
Oct 20, 2025 Q3 2025
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
99
+ 0.72%
$61.4K - $66.3K
13.9K $9.2M
Oct 22, 2025 Q3 2025
Spirepoint Private Client, LLC

Vero Beach, FL
BUY
 -
99
+ 2.08%
$61.4K - $66.3K
4.85K $3.22M
Oct 20, 2025 Q3 2025
Marietta Wealth Management, LLC

BUY
 -
97
+ 1.34%
$60.2K - $65K
7.35K $4.88M
Oct 09, 2025 Q3 2025
Jackson Square Capital, LLC

BUY
 -
96
+ 10.97%
$59.6K - $64.3K
971 $645K
Oct 30, 2025 Q3 2025
Investment Management Corp /Va/ /Adv

Roanoke, VA
BUY
 -
96
+ 0.65%
$59.6K - $64.3K
14.8K $9.8M
Oct 08, 2025 Q3 2025
Pacifica Partners Inc.

BUY
 -
95
+ 2.82%
$59K - $63.7K
3.47K $2.3M
Oct 15, 2025 Q3 2025
Vci Wealth Management LLC

St Louis, MO
BUY
 -
95
+ 8.37%
$59K - $63.7K
1.23K $817K
Oct 15, 2025 Q3 2025
Define Financial, LLC

San Diego, CA
BUY
 -
95
+ 22.41%
$59K - $63.7K
519 $345K
Oct 30, 2025 Q3 2025
Coign Capital Advisors LLC

Draper, UT
BUY
 -
95
+ 0.75%
$59K - $63.7K
12.8K $8.49M
Nov 04, 2025 Q3 2025
Badgley Phelps Wealth Managers, LLC

BUY
 -
94
+ 0.88%
$58.3K - $63K
10.8K $7.16M
Oct 17, 2025 Q3 2025
Norris Perne & French LLP

Grand Rapids, MI
BUY
 -
93
+ 0.15%
$57.7K - $62.3K
60.2K $40M
Oct 07, 2025 Q3 2025
Cullen Investment Group, Ltd.

Lafayette, LA
BUY
 -
92
+ 6.18%
$57.1K - $61.6K
1.58K $1.05M
Nov 03, 2025 Q3 2025
Winnow Wealth LLC

Waco, TX
BUY
 -
91
New
$56.5K - $61K
91 $60.4K
Oct 20, 2025 Q3 2025
E&G Advisors, LP

BUY
 -
90
+ 4.0%
$55.9K - $60.3K
2.34K $1.55M
Oct 27, 2025 Q3 2025
Arcadia Investment Management Corp

BUY
 -
90
+ 1.81%
$55.9K - $60.3K
5.06K $3.36M
Oct 16, 2025 Q3 2025
25 LLC

St. Louis, MO
BUY
 -
89
+ 23.0%
$55.2K - $59.6K
476 $316K
Oct 17, 2025 Q3 2025
Warren Street Wealth Advisors, LLC

BUY
 -
89
+ 2.18%
$55.2K - $59.6K
4.17K $2.77M
Oct 22, 2025 Q3 2025
Powers Advisory Group, LLC

BUY
 -
87
+ 5.89%
$54K - $58.3K
1.57K $1.04M
Nov 03, 2025 Q3 2025
Private Wealth Partners, LLC

BUY
 -
87
+ 1.03%
$54K - $58.3K
8.51K $5.65M
Oct 27, 2025 Q3 2025
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
86
+ 3.72%
$53.4K - $57.6K
2.4K $1.59M
Oct 24, 2025 Q3 2025
Arkansas Financial Group, Inc.

BUY
 -
85
+ 0.14%
$52.8K - $57K
59.6K $39.6M
Oct 20, 2025 Q3 2025
Chemistry Wealth Management LLC

New York, NY
BUY
 -
84
+ 6.99%
$52.1K - $56.3K
1.29K $853K
Oct 20, 2025 Q3 2025
Heritage Oak Wealth Advisors LLC

Santa Rosa Beach, FL
BUY
 -
84
+ 15.44%
$52.1K - $56.3K
628 $417K
Nov 03, 2025 Q3 2025
Welch & Forbes LLC

BUY
 -
84
+ 0.48%
$52.1K - $56.3K
17.5K $11.6M
Oct 06, 2025 Q3 2025
Baring Financial LLC

Bellingham, WA
BUY
 -
83
+ 0.53%
$51.5K - $55.6K
15.9K $10.5M
Oct 22, 2025 Q3 2025
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
83
+ 0.27%
$51.5K - $55.6K
31.2K $20.7M
Oct 16, 2025 Q3 2025
Olio Financial Planning

BUY
 -
81
+ 10.8%
$50.3K - $54.3K
831 $552K
Oct 20, 2025 Q3 2025
Life Wealth Investments, LLC

Winter Garden, FL
BUY
 -
81
+ 3.94%
$50.3K - $54.3K
2.14K $1.42M
Oct 24, 2025 Q3 2025
Acorn Financial Advisory Services Inc

BUY
 -
81
+ 3.41%
$50.3K - $54.3K
2.45K $1.63M
Oct 10, 2025 Q3 2025
Sara Bay Financial

BUY
 -
80
+ 5.09%
$49.7K - $53.6K
1.65K $1.1M
Oct 03, 2025 Q3 2025
Cambridge Financial Group, LLC

Tucson, AZ
BUY
 -
80
+ 13.54%
$49.7K - $53.6K
671 $446K
Oct 27, 2025 Q3 2025
Retirement Planning Group, LLC / Ny

Malta, NY
BUY
 -
79
+ 4.51%
$49K - $52.9K
1.83K $1.22M
Oct 30, 2025 Q3 2025
Next Level Wealth Planning, LLC

Meridian, ID
BUY
 -
78
+ 3.31%
$48.4K - $52.3K
2.44K $1.62M
Oct 20, 2025 Q3 2025
Seascape Capital Management

Portsmouth, NH
BUY
 -
77
+ 5.05%
$47.8K - $51.6K
1.6K $1.06M
Nov 03, 2025 Q3 2025
J. Safra Sarasin Holding Ag

Basel, V8
BUY
 -
77
+ 3.43%
$47.8K - $51.6K
2.32K $1.54M
Nov 03, 2025 Q3 2025
Alpha Cubed Investments, LLC

BUY
 -
77
+ 2.17%
$47.8K - $51.6K
3.63K $2.41M
Oct 03, 2025 Q3 2025
Morangie Management LLC

New York, NY
BUY
 -
76
+ 4.04%
$47.2K - $50.9K
1.96K $1.3M
Oct 14, 2025 Q3 2025
Juncture Wealth Strategies, LLC

BUY
 -
76
+ 2.8%
$47.2K - $50.9K
2.79K $1.85M
Oct 21, 2025 Q3 2025
Lifelong Wealth Advisors, Inc.

Arden Hills, MN
BUY
 -
75
+ 1.32%
$46.6K - $50.3K
5.75K $3.82M
Oct 22, 2025 Q3 2025
Milestone Asset Management Group, LLC

Avon, CT
BUY
 -
75
+ 1.02%
$46.6K - $50.3K
7.46K $4.95M
Oct 29, 2025 Q3 2025
Element Wealth, LLC

BUY
 -
74
+ 0.25%
$45.9K - $49.6K
29.8K $19.8M
Nov 03, 2025 Q3 2025
Pandora Wealth, Inc.

Oakbrook Terrace, IL
BUY
 -
74
+ 0.35%
$45.9K - $49.6K
21.2K $14.1M
Oct 17, 2025 Q3 2025
Apella Capital, LLC

BUY
 -
73
+ 3.44%
$45.3K - $48.9K
2.2K $1.46M
Oct 21, 2025 Q3 2025
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
73
+ 2.62%
$45.3K - $48.9K
2.85K $1.89M
Oct 22, 2025 Q3 2025
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
73
+ 0.92%
$45.3K - $48.9K
8K $5.31M
Oct 20, 2025 Q3 2025
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
72
+ 20.06%
$44.7K - $48.2K
431 $286K
Oct 21, 2025 Q3 2025
Mn Wealth Advisors, LLC

Overland Park, KS
BUY
 -
72
+ 5.04%
$44.7K - $48.2K
1.5K $997K

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