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 27, 2025
Q3 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-293- 0.22% |
$182K - $196K
|
134K
$91.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-294- 22.6% |
$182K - $197K
|
1.01K
$684K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-295- 9.84% |
$183K - $198K
|
2.7K
$1.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-296- 1.43% |
$184K - $198K
|
20.4K
$13.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-297- 1.38% |
$184K - $199K
|
21.2K
$14.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-302- 0.53% |
$187K - $202K
|
56.8K
$38.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-302- 2.7% |
$187K - $202K
|
10.9K
$7.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-304- 1.94% |
$189K - $204K
|
15.4K
$10.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-307- 16.0% |
$191K - $206K
|
1.61K
$1.09M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-309- 0.06% |
$192K - $207K
|
510K
$346M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-311- 2.12% |
$193K - $208K
|
14.3K
$9.73M
|
|
|
Oct 07, 2025
Q3 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-312- 1.47% |
$194K - $209K
|
20.9K
$14.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-312- 5.97% |
$194K - $209K
|
4.92K
$3.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-314- 5.49% |
$195K - $210K
|
5.4K
$3.67M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-324- 11.4% |
$201K - $217K
|
2.52K
$1.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Alternative Capital
|
SELL
|
- |
-324- 44.75% |
$201K - $217K
|
400
$272K
|
|
|
Oct 08, 2025
Q3 2025
|
Flower City Capital
|
SELL
|
- |
-325- 2.54% |
$202K - $218K
|
12.5K
$8.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-325- 2.5% |
$202K - $218K
|
12.7K
$8.61M
|
|
|
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
$22.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-338- 17.86% |
$210K - $226K
|
1.56K
$1.06M
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-341- 39.51% |
$212K - $228K
|
522
$354K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-344- 32.18% |
$214K - $231K
|
725
$492K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-353- 2.8% |
$219K - $237K
|
12.2K
$8.31M
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-356- 0.67% |
$221K - $239K
|
53K
$36M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-357- 11.86% |
$222K - $239K
|
2.65K
$1.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-358- 23.99% |
$222K - $240K
|
1.13K
$770K
|
|
|
Oct 17, 2025
Q3 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-363- 0.59% |
$225K - $243K
|
60.9K
$41.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-363- 0.49% |
$225K - $243K
|
73.1K
$49.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-371- 1.63% |
$230K - $249K
|
22.4K
$15.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-372- 1.47% |
$231K - $249K
|
25K
$17M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-373- 2.25% |
$232K - $250K
|
16.2K
$11M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-376- 2.41% |
$233K - $252K
|
15.3K
$10.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-384- 2.82% |
$238K - $257K
|
13.2K
$8.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-386- 1.31% |
$240K - $259K
|
29K
$19.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-391- 42.32% |
$243K - $262K
|
533
$362K
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-395- 1.6% |
$245K - $265K
|
24.3K
$16.5M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-396- 0.41% |
$246K - $265K
|
96.5K
$65.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-396- 0.95% |
$246K - $265K
|
41.3K
$28.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-399- 17.66% |
$248K - $267K
|
1.86K
$1.26M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-400- 1.32% |
$248K - $268K
|
30K
$20.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-404- 15.44% |
$251K - $271K
|
2.21K
$1.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-404- 2.54% |
$251K - $271K
|
15.5K
$10.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-405- 16.35% |
$251K - $271K
|
2.07K
$1.41M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-405- 4.36% |
$251K - $271K
|
8.88K
$6.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-411- 2.55% |
$255K - $275K
|
15.7K
$10.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-415- 0.85% |
$258K - $278K
|
48.3K
$32.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-416- 7.98% |
$258K - $279K
|
4.8K
$3.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-420- 1.78% |
$261K - $281K
|
23.2K
$15.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-424- 13.77% |
$263K - $284K
|
2.66K
$1.8M
|