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
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
17.9K+ 12.97% |
$11.1M - $12M
|
156K
$103M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
17.1K+ 521.71% |
$10.6M - $11.4M
|
20.4K
$13.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
17K+ 60.21% |
$10.6M - $11.4M
|
45.3K
$30.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
16.4KNew |
$10.2M - $11M
|
16.4K
$10.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
15.5KNew |
$9.61M - $10.4M
|
15.5K
$10.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
14.9K+ 4.14% |
$9.27M - $10M
|
375K
$249M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
13.6K+ 2.55% |
$8.45M - $9.12M
|
547K
$363M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
13.3K+ 9.71% |
$8.27M - $8.93M
|
151K
$99.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
13.2K+ 5.08% |
$8.21M - $8.87M
|
274K
$182M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
13.2K+ 124.89% |
$8.2M - $8.86M
|
23.8K
$15.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
13.2K+ 0.41% |
$8.17M - $8.82M
|
3.24M
$2.15B
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
13K+ 4.81% |
$8.08M - $8.72M
|
283K
$188M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.4K+ 2.05% |
$7.71M - $8.33M
|
619K
$411M
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
12.2K+ 2428.23% |
$7.58M - $8.18M
|
12.7K
$8.44M
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
BUY
|
- |
12.1K+ 5036.93% |
$7.53M - $8.13M
|
12.4K
$8.22M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
12.1K+ 2.92% |
$7.51M - $8.11M
|
427K
$284M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
11.8K+ 18.71% |
$7.34M - $7.92M
|
75K
$49.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
11.6K+ 4.65% |
$7.17M - $7.74M
|
260K
$173M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
11.5K+ 135.18% |
$7.14M - $7.7M
|
20K
$13.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
11.4K+ 30.61% |
$7.07M - $7.64M
|
48.6K
$32.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11.3K+ 5.05% |
$7.01M - $7.57M
|
235K
$156M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
11.1K+ 28.15% |
$6.88M - $7.43M
|
50.5K
$33.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
10.9K+ 15.2% |
$6.79M - $7.33M
|
83K
$55.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
10.9K+ 2.05% |
$6.79M - $7.33M
|
545K
$362M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
10.8K+ 941.94% |
$6.71M - $7.24M
|
12K
$7.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
10.5K+ 29.28% |
$6.52M - $7.04M
|
46.4K
$30.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
10.3K+ 10.58% |
$6.37M - $6.87M
|
107K
$71.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
10.2K+ 2.4% |
$6.35M - $6.85M
|
437K
$290M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10.1K+ 1435.27% |
$6.29M - $6.79M
|
10.8K
$7.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10K+ 3.96% |
$6.24M - $6.73M
|
264K
$175M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10K+ 9.81% |
$6.24M - $6.73M
|
113K
$74.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
9.9K+ 27.66% |
$6.15M - $6.64M
|
45.7K
$30.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
9.9KNew |
$6.14M - $6.63M
|
9.9K
$6.57M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.82K+ 3.22% |
$6.1M - $6.58M
|
315K
$209M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.8K+ 16.96% |
$6.08M - $6.57M
|
67.6K
$44.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
9.75K+ 7.46% |
$6.05M - $6.53M
|
140K
$93.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
9.52K+ 10.91% |
$5.91M - $6.38M
|
96.8K
$64.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
9.49K+ 5.11% |
$5.89M - $6.36M
|
195K
$130M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9.47K+ 8.38% |
$5.88M - $6.34M
|
123K
$81.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
9.45K+ 5.25% |
$5.86M - $6.33M
|
190K
$126M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
9.28K+ 9.95% |
$5.76M - $6.22M
|
103K
$68.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.14K+ 10.28% |
$5.67M - $6.12M
|
98K
$65.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.1K+ 15.95% |
$5.64M - $6.09M
|
66.1K
$43.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
8.92K+ 306.11% |
$5.54M - $5.98M
|
11.8K
$7.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
8.67K+ 3.15% |
$5.38M - $5.81M
|
284K
$188M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
8.63K+ 3.5% |
$5.36M - $5.78M
|
255K
$169M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8.43K+ 1.4% |
$5.23M - $5.65M
|
612K
$406M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
8.24K+ 185.14% |
$5.11M - $5.52M
|
12.7K
$8.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7.99K+ 4.86% |
$4.96M - $5.36M
|
173K
$115M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
7.66K+ 10.61% |
$4.75M - $5.13M
|
79.8K
$53M
|