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 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-56- 4.96% |
$34.8K - $37.5K
|
1.07K
$712K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-57- 1.48% |
$35.4K - $38.2K
|
3.8K
$2.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-57- 1.43% |
$35.4K - $38.2K
|
3.93K
$2.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-57- 11.2% |
$35.4K - $38.2K
|
452
$300K
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-58- 4.0% |
$36K - $38.9K
|
1.39K
$924K
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-58- 0.62% |
$36K - $38.9K
|
9.3K
$6.17M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-59- 0.27% |
$36.6K - $39.5K
|
21.7K
$14.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-59- 2.39% |
$36.6K - $39.5K
|
2.41K
$1.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-60- 0.86% |
$37.2K - $40.2K
|
6.89K
$4.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-60- 31.75% |
$37.2K - $40.2K
|
129
$85.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-61- 0.79% |
$37.9K - $40.9K
|
7.66K
$5.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-61- 7.77% |
$37.9K - $40.9K
|
724
$481K
|
|
|
Nov 04, 2025
Q3 2025
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-61- 10.83% |
$37.9K - $40.9K
|
502
$333K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-62- 1.69% |
$38.5K - $41.5K
|
3.61K
$2.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-63- 1.53% |
$39.1K - $42.2K
|
4.07K
$2.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
SELL
|
- |
-63- 15.83% |
$39.1K - $42.2K
|
335
$222K
|
|
|
Oct 17, 2025
Q3 2025
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-63- 1.56% |
$39.1K - $42.2K
|
3.97K
$2.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-63- 1.16% |
$39.1K - $42.2K
|
5.38K
$3.57M
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-63- 2.08% |
$39.1K - $42.2K
|
2.96K
$1.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-63- 4.09% |
$39.1K - $42.2K
|
1.48K
$981K
|
|
|
Nov 04, 2025
Q3 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-63- 0.85% |
$39.1K - $42.2K
|
7.35K
$4.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-64- 1.39% |
$39.7K - $42.9K
|
4.54K
$3.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-64- 4.58% |
$39.7K - $42.9K
|
1.33K
$886K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-64- 3.4% |
$39.7K - $42.9K
|
1.82K
$1.21M
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-65- 6.03% |
$40.3K - $43.6K
|
1.01K
$673K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-65- 4.48% |
$40.3K - $43.6K
|
1.39K
$920K
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-65- 7.81% |
$40.3K - $43.6K
|
767
$509K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-66- 2.99% |
$41K - $44.2K
|
2.14K
$1.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-67- 0.77% |
$41.6K - $44.9K
|
8.64K
$5.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-67- 0.99% |
$41.6K - $44.9K
|
6.68K
$4.44M
|
|
|
Oct 07, 2025
Q3 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-68- 1.0% |
$42.2K - $45.6K
|
6.74K
$4.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-68- 3.72% |
$42.2K - $45.6K
|
1.76K
$1.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-68- 0.36% |
$42.2K - $45.6K
|
18.8K
$12.5M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-68- 0.93% |
$42.2K - $45.6K
|
7.24K
$4.81M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
SELL
|
- |
-68- 1.11% |
$42.2K - $45.6K
|
6.07K
$4.03M
|
|
|
Oct 09, 2025
Q3 2025
|
Verisail Partners, LLC
Chamblee, GA |
SELL
|
- |
-69- 15.07% |
$42.8K - $46.2K
|
389
$258K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-69- 1.41% |
$42.8K - $46.2K
|
4.83K
$3.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-70- 0.17% |
$43.4K - $46.9K
|
40.2K
$26.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-70- 3.33% |
$43.4K - $46.9K
|
2.03K
$1.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-72- 8.7% |
$44.7K - $48.2K
|
756
$502K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-74- 0.94% |
$45.9K - $49.6K
|
7.82K
$5.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-75- 4.73% |
$46.6K - $50.3K
|
1.51K
$1M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
SELL
|
- |
-75- 0.67% |
$46.6K - $50.3K
|
11K
$7.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-75- 13.64% |
$46.6K - $50.3K
|
475
$315K
|
|
|
Nov 03, 2025
Q3 2025
|
Field & Main Bank
|
SELL
|
- |
-77- 6.91% |
$47.8K - $51.6K
|
1.04K
$689K
|
|
|
Oct 22, 2025
Q3 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-78- 0.4% |
$48.4K - $52.3K
|
19.4K
$12.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-78- 1.53% |
$48.4K - $52.3K
|
5.02K
$3.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-79- 0.58% |
$49K - $52.9K
|
13.5K
$8.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-80- 0.46% |
$49.7K - $53.6K
|
17.3K
$11.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Meyer Handelman CO
|
SELL
|
- |
-80- 1.71% |
$49.7K - $53.6K
|
4.59K
$3.05M
|