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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
37+ 0.47% |
$23K - $24.8K
|
7.96K
$5.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
36+ 3.72% |
$22.3K - $24.1K
|
1K
$666K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
36+ 3.17% |
$22.3K - $24.1K
|
1.17K
$778K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
36+ 1.95% |
$22.3K - $24.1K
|
1.89K
$1.25M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
36+ 16.59% |
$22.3K - $24.1K
|
253
$168K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
35+ 0.18% |
$21.7K - $23.5K
|
19.4K
$12.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
35+ 7.87% |
$21.7K - $23.5K
|
480
$319K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
34+ 2.82% |
$21.1K - $22.8K
|
1.24K
$824K
|
|
|
Oct 29, 2025
Q3 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
34+ 0.76% |
$21.1K - $22.8K
|
4.53K
$3M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
34+ 9.29% |
$21.1K - $22.8K
|
400
$266K
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
33+ 4.24% |
$20.5K - $22.1K
|
812
$539K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
33+ 1.74% |
$20.5K - $22.1K
|
1.93K
$1.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
33+ 0.22% |
$20.5K - $22.1K
|
15.1K
$10.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
33+ 0.65% |
$20.5K - $22.1K
|
5.12K
$3.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
31+ 3.35% |
$19.2K - $20.8K
|
956
$635K
|
|
|
Oct 20, 2025
Q3 2025
|
Benin Management Corp
|
BUY
|
- |
30+ 1.04% |
$18.6K - $20.1K
|
2.92K
$1.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
30+ 1.03% |
$18.6K - $20.1K
|
2.95K
$1.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.49% |
$18.6K - $20.1K
|
2.05K
$1.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
30+ 2.06% |
$18.6K - $20.1K
|
1.48K
$985K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
29+ 1.39% |
$18K - $19.4K
|
2.11K
$1.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Covenant Partners, LLC
|
BUY
|
- |
29+ 3.59% |
$18K - $19.4K
|
837
$556K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
28+ 0.76% |
$17.4K - $18.8K
|
3.73K
$2.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
27+ 1.06% |
$16.8K - $18.1K
|
2.58K
$1.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
26+ 4.16% |
$16.1K - $17.4K
|
651
$432K
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
25+ 1.5% |
$15.5K - $16.8K
|
1.69K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
25+ 0.51% |
$15.5K - $16.8K
|
4.88K
$3.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
24+ 1.63% |
$14.9K - $16.1K
|
1.5K
$995K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
24+ 0.19% |
$14.9K - $16.1K
|
12.6K
$8.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
23+ 3.62% |
$14.3K - $15.4K
|
658
$437K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
23+ 1.76% |
$14.3K - $15.4K
|
1.33K
$882K
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
21+ 2.16% |
$13K - $14.1K
|
993
$659K
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
21+ 0.31% |
$13K - $14.1K
|
6.74K
$4.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
21+ 0.89% |
$13K - $14.1K
|
2.39K
$1.59M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
20+ 4.09% |
$12.4K - $13.4K
|
509
$338K
|
|
|
Oct 10, 2025
Q3 2025
|
Jvl Associates LLC
|
BUY
|
- |
20+ 0.12% |
$12.4K - $13.4K
|
16.5K
$11M
|
|
|
Oct 14, 2025
Q3 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
20+ 2.14% |
$12.4K - $13.4K
|
955
$634K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
20+ 0.52% |
$12.4K - $13.4K
|
3.83K
$2.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
20+ 0.06% |
$12.4K - $13.4K
|
36K
$23.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
20+ 2.83% |
$12.4K - $13.4K
|
727
$483K
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
19+ 0.57% |
$11.8K - $12.7K
|
3.33K
$2.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
19+ 0.29% |
$11.8K - $12.7K
|
6.54K
$4.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
19+ 1.98% |
$11.8K - $12.7K
|
981
$651K
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
18+ 0.06% |
$11.2K - $12.1K
|
32.7K
$21.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
18+ 1.82% |
$11.2K - $12.1K
|
1.01K
$668K
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
18New |
$11.2K - $12.1K
|
18
$12K
|
|
|
Oct 29, 2025
Q3 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
18+ 1.54% |
$11.2K - $12.1K
|
1.19K
$787K
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
18+ 1.44% |
$11.2K - $12.1K
|
1.27K
$843K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
18+ 0.28% |
$11.2K - $12.1K
|
6.47K
$4.29M
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
17+ 0.22% |
$10.6K - $11.4K
|
7.78K
$5.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
17+ 0.81% |
$10.6K - $11.4K
|
2.12K
$1.41M
|