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
|
Flc Capital Advisors
|
SELL
|
- |
-35- 0.37% |
$21.7K - $23.5K
|
9.39K
$6.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-35- 0.86% |
$21.7K - $23.5K
|
4.06K
$2.69M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-36- 1.03% |
$22.3K - $24.1K
|
3.46K
$2.3M
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
SELL
|
- |
-37- 1.88% |
$23K - $24.8K
|
1.93K
$1.28M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-38- 0.83% |
$23.6K - $25.5K
|
4.52K
$3M
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-38- 0.6% |
$23.6K - $25.5K
|
6.3K
$4.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-38- 1.04% |
$23.6K - $25.5K
|
3.6K
$2.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-38- 3.83% |
$23.6K - $25.5K
|
953
$633K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-38- 1.13% |
$23.6K - $25.5K
|
3.32K
$2.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-39- 4.12% |
$24.2K - $26.1K
|
908
$603K
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-39- 8.42% |
$24.2K - $26.1K
|
424
$282K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-39- 1.08% |
$24.2K - $26.1K
|
3.57K
$2.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-39- 5.44% |
$24.2K - $26.1K
|
678
$450K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-40- 3.35% |
$24.8K - $26.8K
|
1.15K
$766K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-40- 4.55% |
$24.8K - $26.8K
|
840
$558K
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-40- 9.01% |
$24.8K - $26.8K
|
404
$268K
|
|
|
Oct 14, 2025
Q3 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-41- 4.75% |
$25.4K - $27.5K
|
823
$546K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-41- 0.01% |
$25.4K - $27.5K
|
335K
$222M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-41- 9.15% |
$25.4K - $27.5K
|
407
$270K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-42- 6.8% |
$26.1K - $28.1K
|
576
$382K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-42- 6.76% |
$26.1K - $28.1K
|
579
$384K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-43- 1.81% |
$26.7K - $28.8K
|
2.33K
$1.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-43- 1.73% |
$26.7K - $28.8K
|
2.44K
$1.62M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-43- 1.06% |
$26.7K - $28.8K
|
4.02K
$2.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-44- 20.18% |
$27.3K - $29.5K
|
174
$116K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-47- 0.4% |
$29.2K - $31.5K
|
11.6K
$7.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-47- 0.97% |
$29.2K - $31.5K
|
4.82K
$3.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Presper Financial Architects, LLC
Akron, OH |
SELL
|
- |
-47- 7.4% |
$29.2K - $31.5K
|
588
$390K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-47- 10.71% |
$29.2K - $31.5K
|
392
$260K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-48- 1.7% |
$29.8K - $32.2K
|
2.78K
$1.84M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-49- 0.59% |
$30.4K - $32.8K
|
8.22K
$5.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-49- 9.55% |
$30.4K - $32.8K
|
464
$308K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-50- 9.29% |
$31K - $33.5K
|
488
$324K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-50- 4.33% |
$31K - $33.5K
|
1.11K
$734K
|
|
|
Oct 31, 2025
Q3 2025
|
Parthenon LLC
|
SELL
|
- |
-50- 1.7% |
$31K - $33.5K
|
2.89K
$1.92M
|
|
|
Oct 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-51- 1.71% |
$31.7K - $34.2K
|
2.93K
$1.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-51- 2.58% |
$31.7K - $34.2K
|
1.93K
$1.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-51- 2.19% |
$31.7K - $34.2K
|
2.27K
$1.51M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-51- 13.01% |
$31.7K - $34.2K
|
341
$226K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-52- 1.85% |
$32.3K - $34.8K
|
2.76K
$1.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-52- 0.43% |
$32.3K - $34.8K
|
11.9K
$7.92M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-52- 0.69% |
$32.3K - $34.8K
|
7.51K
$4.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-52- 1.34% |
$32.3K - $34.8K
|
3.82K
$2.53M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-52- 4.34% |
$32.3K - $34.8K
|
1.15K
$761K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-53- 10.71% |
$32.9K - $35.5K
|
442
$293K
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-54- 4.12% |
$33.5K - $36.2K
|
1.26K
$835K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-54- 1.83% |
$33.5K - $36.2K
|
2.9K
$1.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-54- 0.8% |
$33.5K - $36.2K
|
6.68K
$4.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-55- 3.58% |
$34.1K - $36.9K
|
1.48K
$985K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-56- 7.24% |
$34.8K - $37.5K
|
717
$476K
|