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
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.13% |
$621 - $670
|
771
$523K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
1+ 0.02% |
$621 - $670
|
5.13K
$3.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.03% |
$621 - $670
|
3.97K
$2.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.13% |
$621 - $670
|
764
$519K
|
|
|
Oct 21, 2025
Q3 2025
|
Deere & CO
Moline, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1- 0.02% |
$621 - $670
|
4.15K
$2.81M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-1- 0.08% |
$621 - $670
|
1.22K
$828K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1- 0.3% |
$621 - $670
|
327
$222K
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$621 - $670
|
12.1K
$8.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1- 0.02% |
$621 - $670
|
4.28K
$2.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1- 0.08% |
$621 - $670
|
1.29K
$874K
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-1- 0.02% |
$621 - $670
|
5.59K
$3.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 0.4% |
$621 - $670
|
251
$170K
|
|
|
Nov 05, 2025
Q3 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1- 0.17% |
$621 - $670
|
603
$409K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2- 0.02% |
$1.24K - $1.34K
|
13.1K
$8.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-2- 0.22% |
$1.24K - $1.34K
|
915
$621K
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-2- 0.07% |
$1.24K - $1.34K
|
2.73K
$1.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2- 0.16% |
$1.24K - $1.34K
|
1.22K
$826K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2- 0.14% |
$1.24K - $1.34K
|
1.46K
$993K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-2- 0.38% |
$1.24K - $1.34K
|
524
$356K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2- 0.43% |
$1.24K - $1.34K
|
464
$315K
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2- 0.04% |
$1.24K - $1.34K
|
5.11K
$3.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2- 0.03% |
$1.24K - $1.34K
|
6.08K
$4.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-2- 0.13% |
$1.24K - $1.34K
|
1.5K
$1.02M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-3- 0.34% |
$1.86K - $2.01K
|
879
$597K
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-3- 0.1% |
$1.86K - $2.01K
|
3.06K
$2.08M
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-3- 0.19% |
$1.86K - $2.01K
|
1.56K
$1.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-3- 0.08% |
$1.86K - $2.01K
|
3.83K
$2.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-3- 0.82% |
$1.86K - $2.01K
|
363
$246K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-3- 0.48% |
$1.86K - $2.01K
|
626
$425K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-3- 0.09% |
$1.86K - $2.01K
|
3.48K
$2.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-3- 0.07% |
$1.86K - $2.01K
|
4.46K
$3.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.16% |
$1.86K - $2.01K
|
1.86K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-3- 0.2% |
$1.86K - $2.01K
|
1.47K
$994K
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.06% |
$1.86K - $2.01K
|
5.44K
$3.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-3- 0.18% |
$1.86K - $2.01K
|
1.63K
$1.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-4- 0.27% |
$2.48K - $2.68K
|
1.46K
$990K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-4- 0.58% |
$2.48K - $2.68K
|
687
$466K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 0.11% |
$2.48K - $2.68K
|
3.61K
$2.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-4- 0.39% |
$2.48K - $2.68K
|
1.02K
$689K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-5- 0.53% |
$3.1K - $3.35K
|
933
$633K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-5- 0.01% |
$3.1K - $3.35K
|
92.5K
$62.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5- 1.24% |
$3.1K - $3.35K
|
399
$271K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-5- 2.06% |
$3.1K - $3.35K
|
238
$162K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-5- 1.28% |
$3.1K - $3.35K
|
386
$262K
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-5- 0.37% |
$3.1K - $3.35K
|
1.36K
$926K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-5- 0.2% |
$3.1K - $3.35K
|
2.48K
$1.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-5- 0.4% |
$3.1K - $3.35K
|
1.23K
$836K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5- 0.47% |
$3.1K - $3.35K
|
1.07K
$726K
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-5- 0.03% |
$3.1K - $3.35K
|
15.1K
$10.3M
|