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 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
72+ 18.09% |
$44.7K - $48.2K
|
470
$312K
|
|
|
Nov 04, 2025
Q3 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
70+ 1.38% |
$43.4K - $46.9K
|
5.14K
$3.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
69+ 2.29% |
$42.8K - $46.2K
|
3.09K
$2.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
69+ 0.94% |
$42.8K - $46.2K
|
7.41K
$4.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
68+ 5.87% |
$42.2K - $45.6K
|
1.23K
$814K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
68+ 0.35% |
$42.2K - $45.6K
|
19.5K
$12.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
65+ 3.74% |
$40.3K - $43.6K
|
1.8K
$1.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
61+ 0.02% |
$37.9K - $40.9K
|
329K
$219M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
59+ 2.58% |
$36.6K - $39.5K
|
2.35K
$1.56M
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
57+ 0.19% |
$35.4K - $38.2K
|
30.8K
$20.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
56+ 9.59% |
$34.8K - $37.5K
|
640
$425K
|
|
|
Nov 04, 2025
Q3 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
56+ 0.66% |
$34.8K - $37.5K
|
8.57K
$5.69M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
55+ 0.17% |
$34.1K - $36.9K
|
31.8K
$21.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
55+ 3.92% |
$34.1K - $36.9K
|
1.46K
$968K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
55+ 0.61% |
$34.1K - $36.9K
|
9.12K
$6.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
55+ 1.68% |
$34.1K - $36.9K
|
3.33K
$2.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
55+ 33.33% |
$34.1K - $36.9K
|
220
$146K
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
54+ 8.67% |
$33.5K - $36.2K
|
677
$450K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
53+ 3.67% |
$32.9K - $35.5K
|
1.5K
$995K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
BUY
|
- |
51+ 1.35% |
$31.7K - $34.2K
|
3.82K
$2.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
51+ 3.86% |
$31.7K - $34.2K
|
1.37K
$912K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
51+ 14.49% |
$31.7K - $34.2K
|
403
$268K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
51+ 41.8% |
$31.7K - $34.2K
|
173
$115K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
51+ 5.48% |
$31.7K - $34.2K
|
981
$651K
|
|
|
Oct 06, 2025
Q3 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
50+ 0.55% |
$31K - $33.5K
|
9.17K
$6.09M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
50+ 4.56% |
$31K - $33.5K
|
1.15K
$762K
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
50+ 15.15% |
$31K - $33.5K
|
380
$252K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
50+ 1.15% |
$31K - $33.5K
|
4.38K
$2.91M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
50+ 1.99% |
$31K - $33.5K
|
2.56K
$1.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
50+ 2.04% |
$31K - $33.5K
|
2.5K
$1.66M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
50+ 3.3% |
$31K - $33.5K
|
1.57K
$1.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
49+ 1.11% |
$30.4K - $32.8K
|
4.45K
$2.96M
|
|
|
Oct 16, 2025
Q3 2025
|
Cadinha & CO LLC
|
BUY
|
- |
48+ 0.11% |
$29.8K - $32.2K
|
42.6K
$28.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
47+ 8.17% |
$29.2K - $31.5K
|
622
$413K
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
47+ 1.74% |
$29.2K - $31.5K
|
2.74K
$1.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
46+ 7.97% |
$28.6K - $30.8K
|
623
$414K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
45+ 2.95% |
$27.9K - $30.2K
|
1.57K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
45+ 1.36% |
$27.9K - $30.2K
|
3.36K
$2.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
44+ 0.41% |
$27.3K - $29.5K
|
10.8K
$7.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
44+ 1.27% |
$27.3K - $29.5K
|
3.5K
$2.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
43+ 8.88% |
$26.7K - $28.8K
|
527
$350K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
42+ 3.05% |
$26.1K - $28.1K
|
1.42K
$941K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
42+ 7.66% |
$26.1K - $28.1K
|
590
$392K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
42+ 11.38% |
$26.1K - $28.1K
|
411
$273K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
42+ 3.6% |
$26.1K - $28.1K
|
1.21K
$803K
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
41+ 3.61% |
$25.4K - $27.5K
|
1.18K
$782K
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
41+ 11.65% |
$25.4K - $27.5K
|
393
$261K
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
40+ 1.24% |
$24.8K - $26.8K
|
3.28K
$2.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
40+ 9.93% |
$24.8K - $26.8K
|
443
$294K
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
39+ 7.07% |
$24.2K - $26.1K
|
591
$392K
|