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
|
Access Financial Services, Inc.
|
SELL
|
- |
-176- 2.16% |
$109K - $118K
|
7.96K
$5.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-180- 8.2% |
$112K - $121K
|
2.02K
$1.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-180- 1.9% |
$112K - $121K
|
9.31K
$6.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-186- 1.82% |
$115K - $125K
|
10K
$6.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-190- 0.98% |
$118K - $127K
|
19.2K
$12.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-190- 9.03% |
$118K - $127K
|
1.92K
$1.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-192- 12.21% |
$119K - $129K
|
1.38K
$916K
|
|
|
Oct 15, 2025
Q3 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-193- 4.29% |
$120K - $129K
|
4.31K
$2.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-194- 7.8% |
$120K - $130K
|
2.29K
$1.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-195- 2.7% |
$121K - $131K
|
7.02K
$4.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-195- 4.19% |
$121K - $131K
|
4.46K
$2.96M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-195- 40.46% |
$121K - $131K
|
287
$191K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-196- 7.71% |
$122K - $131K
|
2.35K
$1.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-199- 5.81% |
$124K - $133K
|
3.23K
$2.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-200- 1.07% |
$124K - $134K
|
18.5K
$12.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-200- 36.04% |
$124K - $134K
|
355
$236K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-202- 2.48% |
$125K - $135K
|
7.94K
$5.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-203- 0.47% |
$126K - $136K
|
42.7K
$28.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-203- 14.94% |
$126K - $136K
|
1.16K
$768K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-207- 0.51% |
$128K - $139K
|
40.7K
$27M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-208- 6.03% |
$129K - $139K
|
3.24K
$2.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
SELL
|
- |
-210- 3.26% |
$130K - $141K
|
6.22K
$4.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-211- 0.8% |
$131K - $141K
|
26.1K
$17.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-212- 1.42% |
$132K - $142K
|
14.8K
$9.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-213- 3.15% |
$132K - $143K
|
6.55K
$4.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Hoese & CO LLP
|
SELL
|
- |
-214- 0.63% |
$133K - $143K
|
33.6K
$22.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
SELL
|
- |
-215- 1.85% |
$133K - $144K
|
11.4K
$7.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-216- 0.4% |
$134K - $145K
|
53.4K
$35.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-219- 4.44% |
$136K - $147K
|
4.71K
$3.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-219- 14.94% |
$136K - $147K
|
1.25K
$828K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-221- 2.5% |
$137K - $148K
|
8.62K
$5.72M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-221- 3.04% |
$137K - $148K
|
7.05K
$4.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-225- 2.28% |
$140K - $151K
|
9.66K
$6.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-227- 1.39% |
$141K - $152K
|
16.1K
$10.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-227- 1.58% |
$141K - $152K
|
14.1K
$9.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-227- 1.46% |
$141K - $152K
|
15.3K
$10.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-230- 19.69% |
$143K - $154K
|
938
$623K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-230- 6.39% |
$143K - $154K
|
3.37K
$2.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-231- 6.16% |
$143K - $155K
|
3.52K
$2.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-234- 15.74% |
$145K - $157K
|
1.25K
$832K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-235- 3.04% |
$146K - $157K
|
7.49K
$4.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
SELL
|
- |
-244- 4.54% |
$151K - $163K
|
5.13K
$3.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-246- 38.02% |
$153K - $165K
|
401
$266K
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-247- 4.62% |
$153K - $166K
|
5.1K
$3.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-250- 8.68% |
$155K - $168K
|
2.63K
$1.75M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-251- 14.98% |
$156K - $168K
|
1.43K
$946K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-259- 1.42% |
$161K - $174K
|
18K
$12M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-265- 3.83% |
$164K - $178K
|
6.65K
$4.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-266- 12.35% |
$165K - $178K
|
1.89K
$1.25M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-267- 1.1% |
$166K - $179K
|
24.1K
$16M
|