Purchases and Sales Made in Q3 2025 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 23, 2025 Q3 2025
Cromwell Holdings LLC

Jackson, WY
BUY
 -
7.34K
New
$4.55M - $4.92M
7.34K $4.87M
Oct 21, 2025 Q3 2025
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
7.33K
+ 24.87%
$4.55M - $4.91M
36.8K $24.4M
Oct 24, 2025 Q3 2025
Trilogy Capital Inc.

BUY
 -
7.28K
+ 6.05%
$4.52M - $4.88M
128K $84.7M
Oct 28, 2025 Q3 2025
Ssi Investment Management LLC

Los Angeles, CA
BUY
 -
7.22K
+ 7.86%
$4.48M - $4.84M
99.1K $65.8M
Oct 27, 2025 Q3 2025
Blalock Williams, LLC

Alexander City, AL
BUY
 -
7.2K
New
$4.47M - $4.82M
7.2K $4.78M
Oct 14, 2025 Q3 2025
Capital Insight Partners, LLC

BUY
 -
7.15K
+ 23.47%
$4.44M - $4.79M
37.6K $25M
Oct 27, 2025 Q3 2025
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
6.93K
+ 25.28%
$4.3M - $4.65M
34.4K $22.8M
Oct 07, 2025 Q3 2025
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
6.88K
+ 1.51%
$4.27M - $4.61M
463K $307M
Oct 24, 2025 Q3 2025
Phillips Financial Management, LLC

BUY
 -
6.82K
+ 2.76%
$4.23M - $4.57M
253K $168M
Oct 15, 2025 Q3 2025
Bsw Wealth Partners

Boulder, CO
BUY
 -
6.77K
+ 3.63%
$4.2M - $4.53M
193K $128M
Oct 09, 2025 Q3 2025
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
6.58K
+ 12.51%
$4.08M - $4.41M
59.1K $39.3M
Oct 08, 2025 Q3 2025
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
6.57K
+ 2.92%
$4.08M - $4.4M
231K $154M
Oct 10, 2025 Q3 2025
Corsicana & Co.

BUY
 -
6.54K
New
$4.06M - $4.39M
6.54K $4.35M
Nov 03, 2025 Q3 2025
Matson Money. Inc.

BUY
 -
6.45K
+ 1.04%
$4M - $4.32M
627K $416M
Oct 17, 2025 Q3 2025
Nixon Peabody Trust CO

Boston, MA
BUY
 -
6.32K
+ 12.45%
$3.92M - $4.23M
57K $37.9M
Oct 21, 2025 Q3 2025
Fulton Bank, N.A.

BUY
 -
6.14K
+ 12.86%
$3.81M - $4.12M
53.9K $35.8M
Oct 21, 2025 Q3 2025
Global Retirement Partners, LLC

BUY
 -
6.14K
+ 4.4%
$3.81M - $4.12M
146K $96.8M
Oct 29, 2025 Q3 2025
Nordwand Advisors, LLC

Radnor, PA
BUY
 -
6.09K
+ 45.17%
$3.78M - $4.08M
19.6K $13M
Oct 24, 2025 Q3 2025
Toews Corp

BUY
 -
6.05K
+ 1.47%
$3.76M - $4.05M
417K $277M
Oct 10, 2025 Q3 2025
Newton One Investments LLC

BUY
 -
6K
+ 8.25%
$3.72M - $4.02M
78.7K $52.3M
Oct 30, 2025 Q3 2025
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
5.98K
+ 3.64%
$3.71M - $4M
170K $113M
Oct 02, 2025 Q3 2025
Central Pacific Bank Trust Division

Honolulu, HI
BUY
 -
5.95K
+ 7.54%
$3.69M - $3.98M
84.8K $56.3M
Oct 17, 2025 Q3 2025
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
5.8K
+ 13.35%
$3.6M - $3.89M
49.2K $32.7M
Oct 20, 2025 Q3 2025
Wright Fund Management, LLC

Santa Monica, CA
BUY
 -
5.65K
New
$3.51M - $3.79M
5.65K $3.75M
Nov 03, 2025 Q3 2025
Berman Mc Aleer LLC

Timonium, MD
BUY
 -
5.47K
New
$3.4M - $3.67M
5.47K $3.63M
Nov 04, 2025 Q3 2025
Bridges Investment Management Inc

BUY
 -
5.41K
+ 2.8%
$3.36M - $3.62M
198K $132M
Oct 27, 2025 Q3 2025
Stone House Investment Management, LLC

BUY
 -
5.4K
+ 9.61%
$3.35M - $3.62M
61.7K $40.9M
Oct 10, 2025 Q3 2025
Sharkey, Howes & Javer

BUY
 -
5.34K
+ 6.66%
$3.31M - $3.58M
85.5K $56.8M
Oct 23, 2025 Q3 2025
Hb Wealth Management, LLC

BUY
 -
5.31K
+ 2.63%
$3.3M - $3.56M
207K $137M
Oct 16, 2025 Q3 2025
Asio Capital, LLC

BUY
 -
5.25K
+ 4.98%
$3.26M - $3.52M
111K $73.5M
Oct 14, 2025 Q3 2025
Praetorian Wealth Management, Inc.

BUY
 -
5.14K
New
$3.19M - $3.45M
5.14K $3.41M
Oct 07, 2025 Q3 2025
Proathlete Wealth Management LLC

Boca Raton, FL
BUY
 -
5.12K
+ 3.6%
$3.18M - $3.43M
147K $97.7M
Oct 09, 2025 Q3 2025
Kmg Fiduciary Partners, LLC

BUY
 -
5.09K
+ 5.17%
$3.16M - $3.41M
103K $68.7M
Oct 23, 2025 Q3 2025
Invested Advisors

State College, PA
BUY
 -
5.04K
New
$3.13M - $3.38M
5.04K $3.35M
Oct 09, 2025 Q3 2025
Affinity Capital Advisors, LLC

BUY
 -
5.01K
+ 5.47%
$3.11M - $3.35M
96.6K $64.1M
Oct 16, 2025 Q3 2025
Silverleafe Capital Partners, LLC

Memphis, TN
BUY
 -
5K
+ 12.29%
$3.11M - $3.35M
45.7K $30.3M
Oct 10, 2025 Q3 2025
Fairvoy Private Wealth, LLC

Birmingham, AL
BUY
 -
4.97K
+ 23.69%
$3.08M - $3.33M
26K $17.2M
Oct 22, 2025 Q3 2025
Summit Financial Strategies, Inc.

BUY
 -
4.95K
+ 3.61%
$3.07M - $3.31M
142K $94.4M
Oct 16, 2025 Q3 2025
Halbert Hargrove Global Advisors, LLC

BUY
 -
4.7K
+ 0.95%
$2.92M - $3.15M
502K $333M
Oct 28, 2025 Q3 2025
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
4.7K
+ 5.77%
$2.92M - $3.15M
86.1K $57.2M
Oct 27, 2025 Q3 2025
Wespac Advisors, LLC

BUY
 -
4.65K
+ 79.29%
$2.89M - $3.12M
10.5K $6.98M
Oct 24, 2025 Q3 2025
Mgo One Seven LLC

Beachwood, OH
BUY
 -
4.65K
+ 9.01%
$2.88M - $3.11M
56.2K $37.3M
Oct 22, 2025 Q3 2025
Cwa Asset Management Group, LLC

BUY
 -
4.63K
+ 20.7%
$2.87M - $3.1M
27K $17.9M
Oct 09, 2025 Q3 2025
Embree Financial Group

Chicago, IL
BUY
 -
4.6K
+ 48.91%
$2.85M - $3.08M
14K $9.3M
Oct 22, 2025 Q3 2025
Park Place Capital Corp

Birmingham, AL
BUY
 -
4.59K
+ 13.6%
$2.85M - $3.08M
38.4K $25.5M
Oct 30, 2025 Q3 2025
Fairway Wealth LLC

Independence, OH
BUY
 -
4.59K
+ 13.87%
$2.85M - $3.08M
37.7K $25M
Oct 06, 2025 Q3 2025
Grove Bank & Trust

BUY
 -
4.55K
+ 11.44%
$2.82M - $3.05M
44.3K $29.4M
Oct 06, 2025 Q3 2025
Gradient Investments LLC

BUY
 -
4.44K
+ 21.26%
$2.76M - $2.98M
25.3K $16.8M
Oct 30, 2025 Q3 2025
Colton Groome Financial Advisors, LLC

BUY
 -
4.38K
+ 5.37%
$2.72M - $2.93M
85.9K $57M

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