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 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-80- 2.35% |
$49.7K - $53.6K
|
3.33K
$2.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-82- 1.11% |
$50.9K - $54.9K
|
7.33K
$4.87M
|
|
|
Oct 10, 2025
Q3 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-82- 3.49% |
$50.9K - $54.9K
|
2.27K
$1.51M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-82- 12.08% |
$50.9K - $54.9K
|
597
$396K
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-84- 1.86% |
$52.1K - $56.3K
|
4.44K
$2.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-84- 2.27% |
$52.1K - $56.3K
|
3.62K
$2.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-85- 9.29% |
$52.8K - $57K
|
830
$551K
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-86- 8.08% |
$53.4K - $57.6K
|
979
$650K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-86- 1.74% |
$53.4K - $57.6K
|
4.85K
$3.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-86- 13.4% |
$53.4K - $57.6K
|
556
$369K
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-87- 1.64% |
$54K - $58.3K
|
5.22K
$3.47M
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
SELL
|
- |
-89- 2.6% |
$55.2K - $59.6K
|
3.34K
$2.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-91- 9.24% |
$56.5K - $61K
|
894
$594K
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
SELL
|
- |
-92- 1.07% |
$57.1K - $61.6K
|
8.54K
$5.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-92- 10.19% |
$57.1K - $61.6K
|
811
$538K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-92- 3.43% |
$57.1K - $61.6K
|
2.59K
$1.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-93- 2.47% |
$57.7K - $62.3K
|
3.67K
$2.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-93- 5.12% |
$57.7K - $62.3K
|
1.72K
$1.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-93- 0.83% |
$57.7K - $62.3K
|
11.2K
$7.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-94- 1.05% |
$58.3K - $63K
|
8.86K
$5.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-94- 4.34% |
$58.3K - $63K
|
2.07K
$1.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-94- 0.68% |
$58.3K - $63K
|
13.7K
$9.11M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-94- 0.58% |
$58.3K - $63K
|
16K
$10.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-94- 0.75% |
$58.3K - $63K
|
12.4K
$8.21M
|
|
|
Oct 07, 2025
Q3 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-95- 4.07% |
$59K - $63.7K
|
2.24K
$1.49M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-96- 22.75% |
$59.6K - $64.3K
|
326
$216K
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-96- 2.6% |
$59.6K - $64.3K
|
3.6K
$2.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-96- 6.89% |
$59.6K - $64.3K
|
1.3K
$862K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-96- 0.13% |
$59.6K - $64.3K
|
75.3K
$50M
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-97- 6.59% |
$60.2K - $65K
|
1.37K
$912K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-98- 2.85% |
$60.8K - $65.7K
|
3.34K
$2.22M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-98- 5.65% |
$60.8K - $65.7K
|
1.64K
$1.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-99- 1.33% |
$61.4K - $66.3K
|
7.37K
$4.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
SELL
|
- |
-99- 19.34% |
$61.4K - $66.3K
|
413
$274K
|
|
|
Oct 14, 2025
Q3 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-100- 11.21% |
$62.1K - $67K
|
792
$526K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-100- 18.45% |
$62.1K - $67K
|
442
$293K
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-101- 3.07% |
$62.7K - $67.7K
|
3.19K
$2.12M
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-102- 0.48% |
$63.3K - $68.3K
|
21.3K
$14.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-102- 1.33% |
$63.3K - $68.3K
|
7.55K
$5.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-103- 0.91% |
$63.9K - $69K
|
11.2K
$7.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-104- 0.6% |
$64.5K - $69.7K
|
17.1K
$11.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
SELL
|
- |
-105- 30.7% |
$65.2K - $70.4K
|
237
$157K
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-105- 0.61% |
$65.2K - $70.4K
|
17.2K
$11.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-106- 0.18% |
$65.8K - $71K
|
58K
$38.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-107- 3.83% |
$66.4K - $71.7K
|
2.69K
$1.78M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-107- 0.06% |
$66.4K - $71.7K
|
169K
$112M
|
|
|
Nov 04, 2025
Q3 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-108- 20.26% |
$67K - $72.4K
|
425
$282K
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-109- 1.34% |
$67.7K - $73K
|
8.02K
$5.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-111- 9.49% |
$68.9K - $74.4K
|
1.06K
$703K
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-112- 3.26% |
$69.5K - $75K
|
3.32K
$2.2M
|