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 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-20- 0.16% |
$12.4K - $13.4K
|
12.7K
$8.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-20- 5.06% |
$12.4K - $13.4K
|
375
$249K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-20- 0.21% |
$12.4K - $13.4K
|
9.57K
$6.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-20- 1.41% |
$12.4K - $13.4K
|
1.4K
$930K
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-20- 5.06% |
$12.4K - $13.4K
|
375
$249K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-21- 1.97% |
$13K - $14.1K
|
1.04K
$693K
|
|
|
Oct 29, 2025
Q3 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-21- 1.99% |
$13K - $14.1K
|
1.04K
$687K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-21- 1.57% |
$13K - $14.1K
|
1.31K
$872K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-22- 2.36% |
$13.7K - $14.7K
|
912
$606K
|
|
|
Oct 22, 2025
Q3 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
SELL
|
- |
-22- 4.38% |
$13.7K - $14.7K
|
480
$319K
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-23- 0.37% |
$14.3K - $15.4K
|
6.11K
$4.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-23- 0.82% |
$14.3K - $15.4K
|
2.79K
$1.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-24- 2.63% |
$14.9K - $16.1K
|
889
$590K
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-25- 3.43% |
$15.5K - $16.8K
|
703
$467K
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-25- 2.15% |
$15.5K - $16.8K
|
1.14K
$755K
|
|
|
Oct 28, 2025
Q3 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-25- 0.16% |
$15.5K - $16.8K
|
15.9K
$10.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-25- 0.86% |
$15.5K - $16.8K
|
2.87K
$1.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-25- 4.05% |
$15.5K - $16.8K
|
593
$394K
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-25- 3.42% |
$15.5K - $16.8K
|
705
$468K
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-26- 0.2% |
$16.1K - $17.4K
|
13.2K
$8.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-26- 2.84% |
$16.1K - $17.4K
|
891
$592K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-27- 0.3% |
$16.8K - $18.1K
|
8.86K
$5.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-27- 2.9% |
$16.8K - $18.1K
|
903
$600K
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
SELL
|
- |
-27- 3.02% |
$16.8K - $18.1K
|
867
$576K
|
|
|
Oct 28, 2025
Q3 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-28- 0.59% |
$17.4K - $18.8K
|
4.69K
$3.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-28- 0.58% |
$17.4K - $18.8K
|
4.76K
$3.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-29- 0.32% |
$18K - $19.4K
|
9.07K
$6.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-29- 2.02% |
$18K - $19.4K
|
1.41K
$933K
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-29- 1.22% |
$18K - $19.4K
|
2.35K
$1.56M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-29- 2.6% |
$18K - $19.4K
|
1.09K
$721K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-30- 0.4% |
$18.6K - $20.1K
|
7.47K
$4.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-30- 0.65% |
$18.6K - $20.1K
|
4.58K
$3.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-30- 2.68% |
$18.6K - $20.1K
|
1.09K
$724K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-30- 0.93% |
$18.6K - $20.1K
|
3.19K
$2.12M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-30- 0.44% |
$18.6K - $20.1K
|
6.72K
$4.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-30- 1.98% |
$18.6K - $20.1K
|
1.48K
$985K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-30- 0.88% |
$18.6K - $20.1K
|
3.39K
$2.25M
|
|
|
Oct 03, 2025
Q3 2025
|
Iowa State Bank
|
SELL
|
- |
-31- 0.96% |
$19.2K - $20.8K
|
3.2K
$2.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
SELL
|
- |
-31- 4.05% |
$19.2K - $20.8K
|
735
$488K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-31- 0.68% |
$19.2K - $20.8K
|
4.51K
$3M
|
|
|
Nov 03, 2025
Q3 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-31- 1.27% |
$19.2K - $20.8K
|
2.42K
$1.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-32- 1.96% |
$19.9K - $21.4K
|
1.6K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-32- 0.09% |
$19.9K - $21.4K
|
36.8K
$24.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-32- 1.65% |
$19.9K - $21.4K
|
1.9K
$1.26M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-33- 0.64% |
$20.5K - $22.1K
|
5.12K
$3.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-33- 1.78% |
$20.5K - $22.1K
|
1.82K
$1.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-34- 0.98% |
$21.1K - $22.8K
|
3.45K
$2.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-34- 3.66% |
$21.1K - $22.8K
|
896
$595K
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-34- 9.14% |
$21.1K - $22.8K
|
338
$224K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-35- 4.28% |
$21.7K - $23.5K
|
783
$520K
|