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
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-9- 0.63% |
$5.59K - $6.03K
|
1.42K
$941K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
SELL
|
- |
-10- 0.1% |
$6.21K - $6.7K
|
10K
$6.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
SELL
|
- |
-10- 0.14% |
$6.21K - $6.7K
|
6.9K
$4.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-10- 7.41% |
$6.21K - $6.7K
|
125
$83K
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-10- 0.31% |
$6.21K - $6.7K
|
3.21K
$2.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
SELL
|
- |
-10- 2.16% |
$6.21K - $6.7K
|
452
$300K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-11- 0.17% |
$6.83K - $7.37K
|
6.6K
$4.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-11- 2.28% |
$6.83K - $7.37K
|
472
$313K
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-11- 0.06% |
$6.83K - $7.37K
|
19.9K
$13.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-12- 0.91% |
$7.45K - $8.04K
|
1.31K
$869K
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-12- 0.09% |
$7.45K - $8.04K
|
13.8K
$9.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-12- 16.22% |
$7.45K - $8.04K
|
62
$41.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-12- 0.45% |
$7.45K - $8.04K
|
2.65K
$1.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-12- 1.08% |
$7.45K - $8.04K
|
1.1K
$728K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-12- 0.13% |
$7.45K - $8.04K
|
9.4K
$6.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-12- 1.44% |
$7.45K - $8.04K
|
824
$547K
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-12- 0.8% |
$7.45K - $8.04K
|
1.49K
$987K
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-12- 3.51% |
$7.45K - $8.04K
|
330
$219K
|
|
|
Oct 08, 2025
Q3 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-13- 0.73% |
$8.07K - $8.71K
|
1.77K
$1.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-13- 0.55% |
$8.07K - $8.71K
|
2.34K
$1.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-13- 1.12% |
$8.07K - $8.71K
|
1.15K
$765K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-14- 2.41% |
$8.69K - $9.38K
|
566
$376K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
SELL
|
- |
-14- 0.08% |
$8.69K - $9.38K
|
17.1K
$11.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-14- 0.6% |
$8.69K - $9.38K
|
2.31K
$1.54M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-14- 1.36% |
$8.69K - $9.38K
|
1.02K
$677K
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-15- 1.02% |
$9.31K - $10.1K
|
1.46K
$971K
|
|
|
Oct 08, 2025
Q3 2025
|
Vista Finance, LLC
|
SELL
|
- |
-15- 0.72% |
$9.31K - $10.1K
|
2.07K
$1.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.35% |
$9.31K - $10.1K
|
4.29K
$2.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-15- 1.59% |
$9.31K - $10.1K
|
927
$616K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-15- 0.5% |
$9.31K - $10.1K
|
3K
$1.99M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-15- 5.19% |
$9.31K - $10.1K
|
274
$182K
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
SELL
|
- |
-16- 0.67% |
$9.93K - $10.7K
|
2.38K
$1.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-16- 1.52% |
$9.93K - $10.7K
|
1.04K
$689K
|
|
|
Nov 04, 2025
Q3 2025
|
Arjuna Capital
|
SELL
|
- |
-16- 6.3% |
$9.93K - $10.7K
|
238
$158K
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-17- 1.96% |
$10.6K - $11.4K
|
852
$566K
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-17- 1.27% |
$10.6K - $11.4K
|
1.32K
$876K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-17- 0.82% |
$10.6K - $11.4K
|
2.05K
$1.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-17- 1.85% |
$10.6K - $11.4K
|
901
$598K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-17- 0.52% |
$10.6K - $11.4K
|
3.27K
$2.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-17- 0.16% |
$10.6K - $11.4K
|
10.4K
$6.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-18- 30.51% |
$11.2K - $12.1K
|
41
$27.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-18- 2.32% |
$11.2K - $12.1K
|
759
$504K
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-18- 3.2% |
$11.2K - $12.1K
|
545
$362K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-18- 0.79% |
$11.2K - $12.1K
|
2.25K
$1.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-19- 4.09% |
$11.8K - $12.7K
|
445
$295K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-19- 2.85% |
$11.8K - $12.7K
|
647
$430K
|
|
|
Oct 28, 2025
Q3 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
SELL
|
- |
-19- 1.26% |
$11.8K - $12.7K
|
1.49K
$988K
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-19- 4.79% |
$11.8K - $12.7K
|
378
$251K
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-19- 0.31% |
$11.8K - $12.7K
|
6.03K
$4M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-20- 1.43% |
$12.4K - $13.4K
|
1.38K
$918K
|