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
|
L.M. Kohn & Company
|
SELL
|
- |
-272- 31.85% |
$169K - $182K
|
582
$386K
|
|
|
Oct 09, 2025
Q3 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-278- 4.55% |
$173K - $186K
|
5.84K
$3.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-279- 2.45% |
$173K - $187K
|
11.1K
$7.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-279- 1.26% |
$173K - $187K
|
21.8K
$14.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-280- 0.68% |
$174K - $188K
|
40.9K
$27.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-280- 1.24% |
$174K - $188K
|
22.3K
$14.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-281- 2.69% |
$174K - $188K
|
10.2K
$6.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-284- 2.71% |
$176K - $190K
|
10.2K
$6.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-285- 47.11% |
$177K - $191K
|
320
$212K
|
|
|
Oct 27, 2025
Q3 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-293- 0.22% |
$182K - $196K
|
134K
$89.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-294- 22.6% |
$182K - $197K
|
1.01K
$669K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-295- 9.84% |
$183K - $198K
|
2.7K
$1.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-296- 1.43% |
$184K - $198K
|
20.4K
$13.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-297- 1.38% |
$184K - $199K
|
21.2K
$14.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-302- 0.53% |
$187K - $202K
|
56.8K
$37.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-302- 2.7% |
$187K - $202K
|
10.9K
$7.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-304- 1.94% |
$189K - $204K
|
15.4K
$10.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-307- 16.0% |
$191K - $206K
|
1.61K
$1.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-309- 0.06% |
$192K - $207K
|
510K
$338M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-311- 2.12% |
$193K - $208K
|
14.3K
$9.51M
|
|
|
Oct 07, 2025
Q3 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-312- 1.47% |
$194K - $209K
|
20.9K
$13.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-312- 5.97% |
$194K - $209K
|
4.92K
$3.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-314- 5.49% |
$195K - $210K
|
5.4K
$3.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-324- 11.4% |
$201K - $217K
|
2.52K
$1.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Alternative Capital
|
SELL
|
- |
-324- 44.75% |
$201K - $217K
|
400
$266K
|
|
|
Oct 08, 2025
Q3 2025
|
Flower City Capital
|
SELL
|
- |
-325- 2.54% |
$202K - $218K
|
12.5K
$8.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-325- 2.5% |
$202K - $218K
|
12.7K
$8.42M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-325Closed |
$202K - $218K
|
0
$0
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-335- 0.99% |
$208K - $224K
|
33.4K
$22.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-338- 17.86% |
$210K - $226K
|
1.56K
$1.03M
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-341- 39.51% |
$212K - $228K
|
522
$347K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-344- 32.18% |
$214K - $231K
|
725
$481K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-353- 2.8% |
$219K - $237K
|
12.2K
$8.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-356- 0.67% |
$221K - $239K
|
53K
$35.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-357- 11.86% |
$222K - $239K
|
2.65K
$1.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-358- 23.99% |
$222K - $240K
|
1.13K
$753K
|
|
|
Oct 17, 2025
Q3 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-363- 0.59% |
$225K - $243K
|
60.9K
$40.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-363- 0.49% |
$225K - $243K
|
73.1K
$48.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-371- 1.63% |
$230K - $249K
|
22.4K
$14.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-372- 1.47% |
$231K - $249K
|
25K
$16.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-373- 2.25% |
$232K - $250K
|
16.2K
$10.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-376- 2.41% |
$233K - $252K
|
15.3K
$10.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-384- 2.82% |
$238K - $257K
|
13.2K
$8.77M
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-386- 1.31% |
$240K - $259K
|
29K
$19.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-391- 42.32% |
$243K - $262K
|
533
$354K
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-395- 1.6% |
$245K - $265K
|
24.3K
$16.1M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-396- 0.41% |
$246K - $265K
|
96.5K
$64.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-396- 0.95% |
$246K - $265K
|
41.3K
$27.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-399- 17.66% |
$248K - $267K
|
1.86K
$1.24M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-400- 1.32% |
$248K - $268K
|
30K
$19.9M
|