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
|
American Financial Advisors, LLC
|
SELL
|
- |
-637- 9.35% |
$395K - $427K
|
6.18K
$4.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-646- 1.68% |
$401K - $433K
|
37.7K
$25M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-647- 2.64% |
$402K - $434K
|
23.9K
$15.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-647- 0.91% |
$402K - $434K
|
70.5K
$46.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-651- 19.88% |
$404K - $436K
|
2.62K
$1.74M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-654- 0.53% |
$406K - $438K
|
123K
$81.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-655- 1.64% |
$407K - $439K
|
39.2K
$26M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-661- 2.24% |
$410K - $443K
|
28.9K
$19.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-665- 3.91% |
$413K - $446K
|
16.3K
$10.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-672- 0.87% |
$417K - $450K
|
77K
$51.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-684- 9.2% |
$425K - $458K
|
6.75K
$4.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-693- 0.65% |
$430K - $464K
|
106K
$70.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-702- 98.18% |
$436K - $470K
|
13
$8.63K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-703- 19.46% |
$436K - $471K
|
2.91K
$1.93M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-703- 17.85% |
$436K - $471K
|
3.24K
$2.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-721- 2.45% |
$448K - $483K
|
28.7K
$19M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-723- 0.42% |
$449K - $484K
|
169K
$113M
|
|
|
Oct 14, 2025
Q3 2025
|
Fort Henry Capital, LLC
|
SELL
|
- |
-725- 1.15% |
$450K - $486K
|
62.3K
$41.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-727- 9.35% |
$451K - $487K
|
7.05K
$4.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-743- 13.28% |
$461K - $498K
|
4.85K
$3.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-748- 14.41% |
$464K - $501K
|
4.44K
$2.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-766- 5.24% |
$475K - $513K
|
13.8K
$9.19M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-770- 14.35% |
$478K - $516K
|
4.59K
$3.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-785- 1.81% |
$487K - $526K
|
42.5K
$28.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-810- 1.72% |
$503K - $543K
|
46.2K
$30.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-820- 7.86% |
$509K - $549K
|
9.61K
$6.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-835- 0.67% |
$518K - $560K
|
124K
$82.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-837- 1.77% |
$520K - $561K
|
46.4K
$30.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
SELL
|
- |
-852- 2.48% |
$529K - $571K
|
33.6K
$22.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-858- 0.62% |
$533K - $575K
|
137K
$91.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-861- 1.89% |
$534K - $577K
|
44.8K
$29.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-865- 34.35% |
$537K - $580K
|
1.65K
$1.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-868- 5.27% |
$539K - $582K
|
15.6K
$10.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-872- 3.88% |
$541K - $584K
|
21.6K
$14.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-894- 4.79% |
$555K - $599K
|
17.8K
$11.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-896- 20.09% |
$556K - $600K
|
3.56K
$2.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-898- 53.61% |
$557K - $602K
|
777
$516K
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-907- 9.72% |
$563K - $608K
|
8.42K
$5.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-914- 3.68% |
$567K - $612K
|
23.9K
$15.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-920- 5.25% |
$571K - $616K
|
16.6K
$11M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-930- 10.87% |
$577K - $623K
|
7.63K
$5.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-933- 2.82% |
$579K - $625K
|
32.1K
$21.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-941- 18.79% |
$584K - $631K
|
4.07K
$2.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-956- 28.61% |
$593K - $641K
|
2.39K
$1.58M
|
|
|
Oct 09, 2025
Q3 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-960- 4.96% |
$596K - $643K
|
18.4K
$12.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-964- 7.17% |
$598K - $646K
|
12.5K
$8.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-964- 0.83% |
$598K - $646K
|
115K
$76.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-966- 2.89% |
$600K - $647K
|
32.5K
$21.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-979- 2.27% |
$608K - $656K
|
42.1K
$28M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-980- 0.89% |
$608K - $657K
|
109K
$72.5M
|