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 17, 2025
Q3 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
7+ 1.42% |
$4.34K - $4.69K
|
499
$331K
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
7+ 1.48% |
$4.34K - $4.69K
|
480
$319K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
7+ 0.06% |
$4.34K - $4.69K
|
12.2K
$8.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
6+ 0.24% |
$3.72K - $4.02K
|
2.56K
$1.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6+ 0.12% |
$3.72K - $4.02K
|
4.93K
$3.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
6+ 0.4% |
$3.72K - $4.02K
|
1.52K
$1.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.02% |
$3.72K - $4.02K
|
26K
$17.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
6+ 0.26% |
$3.72K - $4.02K
|
2.29K
$1.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
5+ 0.22% |
$3.1K - $3.35K
|
2.29K
$1.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
5+ 0.3% |
$3.1K - $3.35K
|
1.66K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
5+ 0.06% |
$3.1K - $3.35K
|
8.31K
$5.52M
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
5+ 5.49% |
$3.1K - $3.35K
|
96
$63.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
5+ 0.12% |
$3.1K - $3.35K
|
4.26K
$2.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.56% |
$3.1K - $3.35K
|
891
$592K
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5+ 0.7% |
$3.1K - $3.35K
|
717
$476K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
4+ 0.23% |
$2.48K - $2.68K
|
1.72K
$1.14M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4+ 0.1% |
$2.48K - $2.68K
|
4.03K
$2.67M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4+ 0.38% |
$2.48K - $2.68K
|
1.07K
$709K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
4+ 0.04% |
$2.48K - $2.68K
|
9.14K
$6.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4+ 0.14% |
$2.48K - $2.68K
|
2.83K
$1.88M
|
|
|
Oct 09, 2025
Q3 2025
|
Bath Savings Trust CO
|
BUY
|
- |
3+ 0.1% |
$1.86K - $2.01K
|
2.94K
$1.95M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.3% |
$1.86K - $2.01K
|
1.01K
$668K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
3+ 0.4% |
$1.86K - $2.01K
|
744
$494K
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
3+ 0.13% |
$1.86K - $2.01K
|
2.4K
$1.59M
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.33% |
$1.86K - $2.01K
|
903
$600K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.07% |
$1.86K - $2.01K
|
4.49K
$2.98M
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
3+ 0.1% |
$1.86K - $2.01K
|
3.08K
$2.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.02% |
$1.86K - $2.01K
|
16.2K
$10.8M
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2+ 0.34% |
$1.24K - $1.34K
|
590
$392K
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2+ 0.09% |
$1.24K - $1.34K
|
2.33K
$1.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
2+ 0.13% |
$1.24K - $1.34K
|
1.53K
$1.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
2+ 0.08% |
$1.24K - $1.34K
|
2.48K
$1.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.13% |
$1.24K - $1.34K
|
1.5K
$993K
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
2+ 0.08% |
$1.24K - $1.34K
|
2.37K
$1.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
2+ 0.26% |
$1.24K - $1.34K
|
767
$509K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2+ 0.39% |
$1.24K - $1.34K
|
510
$339K
|
|
|
Oct 31, 2025
Q3 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
2+ 0.02% |
$1.24K - $1.34K
|
8.65K
$5.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
2+ 0.29% |
$1.24K - $1.34K
|
693
$460K
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2+ 0.04% |
$1.24K - $1.34K
|
5.6K
$3.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
2+ 0.29% |
$1.24K - $1.34K
|
693
$460K
|
|
|
Oct 06, 2025
Q3 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
1+ 0.19% |
$621 - $670
|
524
$348K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$621 - $670
|
6.94K
$4.61M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.57% |
$621 - $670
|
177
$118K
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
1+ 0.11% |
$621 - $670
|
914
$607K
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1+ 0.08% |
$621 - $670
|
1.18K
$782K
|
|
|
Oct 14, 2025
Q3 2025
|
Tl Private Wealth
|
BUY
|
- |
1+ 0.15% |
$621 - $670
|
654
$434K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1+ 0.25% |
$621 - $670
|
406
$270K
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
1+ 0.25% |
$621 - $670
|
396
$263K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1+ 0.14% |
$621 - $670
|
721
$479K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1+ 0.41% |
$621 - $670
|
243
$161K
|