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 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
16+ 0.58% |
$9.93K - $10.7K
|
2.76K
$1.83M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
15+ 0.36% |
$9.31K - $10.1K
|
4.14K
$2.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
15+ 0.85% |
$9.31K - $10.1K
|
1.78K
$1.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
15+ 2.66% |
$9.31K - $10.1K
|
578
$384K
|
|
|
Oct 27, 2025
Q3 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
15+ 0.78% |
$9.31K - $10.1K
|
1.93K
$1.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
15New |
$9.31K - $10.1K
|
15
$9.96K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
14+ 1.01% |
$8.69K - $9.38K
|
1.39K
$926K
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.27% |
$8.69K - $9.38K
|
5.15K
$3.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
14+ 0.15% |
$8.69K - $9.38K
|
9.13K
$6.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
14+ 0.21% |
$8.69K - $9.38K
|
6.84K
$4.54M
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
13+ 1.44% |
$8.07K - $8.71K
|
916
$608K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
13+ 3.08% |
$8.07K - $8.71K
|
435
$289K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
13+ 0.5% |
$8.07K - $8.71K
|
2.62K
$1.74M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
13+ 0.55% |
$8.07K - $8.71K
|
2.39K
$1.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
13+ 0.39% |
$8.07K - $8.71K
|
3.32K
$2.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
13+ 0.78% |
$8.07K - $8.71K
|
1.68K
$1.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
13+ 0.73% |
$8.07K - $8.71K
|
1.8K
$1.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
13+ 0.13% |
$8.07K - $8.71K
|
10.1K
$6.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
BUY
|
- |
13+ 2.16% |
$8.07K - $8.71K
|
615
$408K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
12+ 0.2% |
$7.45K - $8.04K
|
5.99K
$3.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
12+ 2.43% |
$7.45K - $8.04K
|
506
$336K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
12+ 0.45% |
$7.45K - $8.04K
|
2.65K
$1.76M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.37% |
$7.45K - $8.04K
|
3.28K
$2.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
12+ 1.31% |
$7.45K - $8.04K
|
929
$617K
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
BUY
|
- |
12+ 0.6% |
$7.45K - $8.04K
|
2.01K
$1.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
12+ 2.11% |
$7.45K - $8.04K
|
580
$385K
|
|
|
Oct 28, 2025
Q3 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
12+ 3.37% |
$7.45K - $8.04K
|
368
$244K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
12+ 0.56% |
$7.45K - $8.04K
|
2.15K
$1.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12+ 2.13% |
$7.45K - $8.04K
|
576
$382K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
11+ 1.87% |
$6.83K - $7.37K
|
598
$397K
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
11+ 2.03% |
$6.83K - $7.37K
|
552
$367K
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
11+ 2.14% |
$6.83K - $7.37K
|
524
$348K
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
11+ 0.1% |
$6.83K - $7.37K
|
11.4K
$7.55M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
10+ 0.59% |
$6.21K - $6.7K
|
1.71K
$1.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
10+ 0.11% |
$6.21K - $6.7K
|
9.16K
$6.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
10+ 0.48% |
$6.21K - $6.7K
|
2.11K
$1.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
10+ 5.88% |
$6.21K - $6.7K
|
180
$120K
|
|
|
Oct 09, 2025
Q3 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
9+ 0.3% |
$5.59K - $6.03K
|
3.06K
$2.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
9+ 0.32% |
$5.59K - $6.03K
|
2.81K
$1.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
9+ 0.44% |
$5.59K - $6.03K
|
2.07K
$1.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
9+ 0.35% |
$5.59K - $6.03K
|
2.56K
$1.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8+ 1.13% |
$4.97K - $5.36K
|
719
$477K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
8+ 2.36% |
$4.97K - $5.36K
|
347
$230K
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
8+ 0.25% |
$4.97K - $5.36K
|
3.23K
$2.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8+ 0.26% |
$4.97K - $5.36K
|
3.09K
$2.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
8+ 2.38% |
$4.97K - $5.36K
|
344
$228K
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
8+ 1.17% |
$4.97K - $5.36K
|
694
$461K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
8+ 1.06% |
$4.97K - $5.36K
|
766
$509K
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.35% |
$4.34K - $4.69K
|
1.98K
$1.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
7+ 0.79% |
$4.34K - $4.69K
|
895
$594K
|