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 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-118- 7.04% |
$73.2K - $79.1K
|
1.56K
$1.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-118- 0.37% |
$73.2K - $79.1K
|
31.6K
$21M
|
|
|
Nov 03, 2025
Q3 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-118- 7.0% |
$73.2K - $79.1K
|
1.57K
$1.04M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-119- 1.89% |
$73.9K - $79.7K
|
6.19K
$4.11M
|
|
|
Oct 09, 2025
Q3 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-120- 8.25% |
$74.5K - $80.4K
|
1.34K
$886K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-121- 2.31% |
$75.1K - $81.1K
|
5.12K
$3.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-124- 4.43% |
$77K - $83.1K
|
2.68K
$1.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-126- 9.66% |
$78.2K - $84.4K
|
1.18K
$783K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-127- 42.62% |
$78.8K - $85.1K
|
171
$114K
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-128- 3.09% |
$79.4K - $85.8K
|
4.01K
$2.66M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-131- 5.46% |
$81.3K - $87.8K
|
2.27K
$1.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-131- 2.55% |
$81.3K - $87.8K
|
5K
$3.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-131- 0.5% |
$81.3K - $87.8K
|
25.9K
$17.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-131- 0.58% |
$81.3K - $87.8K
|
22.5K
$14.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-133- 1.11% |
$82.5K - $89.1K
|
11.9K
$7.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-133- 1.52% |
$82.5K - $89.1K
|
8.62K
$5.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-134- 1.75% |
$83.2K - $89.8K
|
7.54K
$5.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-134- 0.05% |
$83.2K - $89.8K
|
266K
$176M
|
|
|
Oct 31, 2025
Q3 2025
|
Tufton Capital Management
|
SELL
|
- |
-134- 1.82% |
$83.2K - $89.8K
|
7.24K
$4.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Dash Acquisitions Inc.
|
SELL
|
- |
-135- 11.94% |
$83.8K - $90.5K
|
996
$661K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-137- 14.35% |
$85K - $91.8K
|
818
$543K
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-137- 3.63% |
$85K - $91.8K
|
3.64K
$2.41M
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
SELL
|
- |
-138- 1.02% |
$85.7K - $92.5K
|
13.4K
$8.87M
|
|
|
Oct 30, 2025
Q3 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-138- 0.85% |
$85.7K - $92.5K
|
16K
$10.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-138- 1.66% |
$85.7K - $92.5K
|
8.2K
$5.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-139- 11.97% |
$86.3K - $93.1K
|
1.02K
$679K
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-140- 11.7% |
$86.9K - $93.8K
|
1.06K
$702K
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-141- 1.64% |
$87.5K - $94.5K
|
8.45K
$5.61M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-143- 1.56% |
$88.8K - $95.8K
|
9.05K
$6.01M
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-144- 8.01% |
$89.4K - $96.5K
|
1.65K
$1.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-145- 12.4% |
$90K - $97.2K
|
1.02K
$680K
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-146- 3.48% |
$90.6K - $97.8K
|
4.05K
$2.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-147- 2.33% |
$91.2K - $98.5K
|
6.17K
$4.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-148- 11.34% |
$91.9K - $99.2K
|
1.16K
$768K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-155- 3.18% |
$96.2K - $104K
|
4.71K
$3.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-156- 1.4% |
$96.8K - $105K
|
11K
$7.28M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-156- 1.66% |
$96.8K - $105K
|
9.27K
$6.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-156- 2.8% |
$96.8K - $105K
|
5.42K
$3.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-156- 0.32% |
$96.8K - $105K
|
47.9K
$31.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-158- 34.05% |
$98.1K - $106K
|
306
$203K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-159- 1.38% |
$98.7K - $107K
|
11.3K
$7.52M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-160- 0.87% |
$99.3K - $107K
|
18.1K
$12M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-163- 5.3% |
$101K - $109K
|
2.92K
$1.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-165- 0.55% |
$102K - $111K
|
30K
$19.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-165- 2.29% |
$102K - $111K
|
7.03K
$4.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-168- 11.86% |
$104K - $113K
|
1.25K
$829K
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-172- 23.09% |
$107K - $115K
|
573
$380K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-174- 5.33% |
$108K - $117K
|
3.09K
$2.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-174- 2.39% |
$108K - $117K
|
7.12K
$4.73M
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
SELL
|
- |
-175- 3.01% |
$109K - $117K
|
5.65K
$3.75M
|