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 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-994- 4.57% |
$617K - $666K
|
20.8K
$13.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-995- 33.2% |
$618K - $667K
|
2K
$1.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1K- 1.94% |
$623K - $672K
|
50.8K
$33.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.01K- 25.25% |
$624K - $674K
|
2.98K
$1.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.01K- 12.27% |
$629K - $679K
|
7.24K
$4.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.01K- 22.66% |
$629K - $679K
|
3.46K
$2.3M
|
|
|
Oct 28, 2025
Q3 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-1.02K- 2.08% |
$631K - $681K
|
48K
$31.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.06K- 5.94% |
$660K - $713K
|
16.8K
$11.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.09K- 5.56% |
$676K - $730K
|
18.5K
$12.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.11K- 4.01% |
$686K - $740K
|
26.5K
$17.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.11K- 1.76% |
$686K - $741K
|
61.9K
$41.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-1.11K- 9.11% |
$689K - $744K
|
11.1K
$7.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.12K- 39.51% |
$697K - $752K
|
1.72K
$1.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.13K- 2.45% |
$700K - $756K
|
44.9K
$29.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.13K- 11.41% |
$703K - $759K
|
8.8K
$5.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.15K- 4.17% |
$712K - $769K
|
26.4K
$17.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.15K- 16.62% |
$714K - $771K
|
5.77K
$3.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.16K- 12.82% |
$718K - $775K
|
7.87K
$5.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.17K- 51.21% |
$724K - $781K
|
1.11K
$738K
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.18K- 13.27% |
$732K - $791K
|
7.71K
$5.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.19K- 0.85% |
$737K - $796K
|
139K
$92.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.21K- 2.61% |
$751K - $811K
|
45.2K
$30M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.22K- 2.28% |
$758K - $819K
|
52.3K
$34.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
SELL
|
- |
-1.22K- 3.03% |
$760K - $820K
|
39.2K
$26M
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-1.28K- 1.26% |
$796K - $859K
|
101K
$66.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.3K- 80.69% |
$804K - $868K
|
310
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.3K- 31.82% |
$804K - $868K
|
2.78K
$1.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
SELL
|
- |
-1.32K- 2.32% |
$821K - $886K
|
55.7K
$37M
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-1.33K- 0.71% |
$825K - $891K
|
187K
$124M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.34K- 1.83% |
$830K - $896K
|
71.6K
$47.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.35K- 2.33% |
$837K - $903K
|
56.4K
$37.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-1.37K- 1.58% |
$847K - $915K
|
84.8K
$56.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.37K- 12.44% |
$853K - $921K
|
9.67K
$6.42M
|
|
|
Oct 07, 2025
Q3 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.38K- 3.07% |
$859K - $927K
|
43.7K
$29M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.4K- 45.78% |
$866K - $935K
|
1.65K
$1.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.4K- 7.2% |
$868K - $937K
|
18K
$12M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.41K- 24.04% |
$878K - $947K
|
4.47K
$2.97M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-1.43K- 7.72% |
$889K - $960K
|
17.1K
$11.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.44K- 0.63% |
$895K - $966K
|
227K
$151M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.45K- 2.94% |
$897K - $968K
|
47.8K
$31.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.45K- 2.96% |
$898K - $970K
|
47.5K
$31.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.47K- 1.53% |
$914K - $987K
|
94.5K
$62.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.48K- 0.63% |
$915K - $988K
|
233K
$155M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.49K- 10.21% |
$922K - $996K
|
13.1K
$8.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.49K- 1.2% |
$924K - $998K
|
123K
$81.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-1.52K- 3.1% |
$945K - $1.02M
|
47.6K
$31.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.53K- 3.18% |
$951K - $1.03M
|
46.7K
$31M
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-1.54K- 1.3% |
$958K - $1.03M
|
117K
$77.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.55K- 0.24% |
$965K - $1.04M
|
656K
$435M
|
|
|
Oct 14, 2025
Q3 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-1.56K- 15.01% |
$970K - $1.05M
|
8.85K
$5.88M
|