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 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-1.62K- 34.01% |
$1M - $1.08M
|
3.14K
$2.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.7K- 8.97% |
$1.06M - $1.14M
|
17.3K
$11.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.7K- 7.86% |
$1.06M - $1.14M
|
20K
$13.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-1.73K- 5.64% |
$1.07M - $1.16M
|
29K
$19.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.77K- 3.08% |
$1.1M - $1.18M
|
55.6K
$36.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-1.78K- 38.57% |
$1.11M - $1.19M
|
2.84K
$1.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.83K- 5.16% |
$1.13M - $1.22M
|
33.5K
$22.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.84K- 1.71% |
$1.14M - $1.24M
|
106K
$70.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-1.86K- 2.14% |
$1.15M - $1.25M
|
85.1K
$56.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-1.87K- 15.1% |
$1.16M - $1.25M
|
10.5K
$6.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-1.88K- 28.1% |
$1.17M - $1.26M
|
4.81K
$3.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.92K- 1.82% |
$1.19M - $1.28M
|
103K
$68.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.92K- 7.42% |
$1.19M - $1.29M
|
24K
$15.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.95K- 0.87% |
$1.21M - $1.31M
|
223K
$148M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.96K- 2.58% |
$1.22M - $1.32M
|
74K
$49.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
SELL
|
- |
-1.97K- 7.38% |
$1.22M - $1.32M
|
24.7K
$16.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-1.98K- 4.71% |
$1.23M - $1.33M
|
40.1K
$26.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-2.02K- 0.89% |
$1.25M - $1.35M
|
224K
$149M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.03K- 2.35% |
$1.26M - $1.36M
|
84.2K
$55.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-2.05K- 9.88% |
$1.27M - $1.38M
|
18.7K
$12.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.06K- 54.19% |
$1.28M - $1.38M
|
1.74K
$1.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.07K- 31.42% |
$1.29M - $1.39M
|
4.53K
$3.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-2.08K- 1.69% |
$1.29M - $1.39M
|
121K
$80.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.08K- 3.53% |
$1.29M - $1.39M
|
56.8K
$37.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-2.09K- 25.76% |
$1.3M - $1.4M
|
6.02K
$4M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-2.11K- 8.66% |
$1.31M - $1.42M
|
22.3K
$14.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-2.13K- 99.77% |
$1.32M - $1.43M
|
5
$3.32K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.18K- 3.03% |
$1.35M - $1.46M
|
69.6K
$46.2M
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-2.19K- 5.05% |
$1.36M - $1.47M
|
41.2K
$27.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-2.2K- 6.83% |
$1.37M - $1.48M
|
30K
$19.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.21K- 35.85% |
$1.37M - $1.48M
|
3.96K
$2.63M
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.31K- 2.97% |
$1.43M - $1.55M
|
75.3K
$50M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2.33K- 47.37% |
$1.45M - $1.56M
|
2.59K
$1.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-2.34K- 37.79% |
$1.45M - $1.57M
|
3.85K
$2.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.34K- 3.96% |
$1.45M - $1.57M
|
56.7K
$37.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.38K- 8.85% |
$1.48M - $1.6M
|
24.5K
$16.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-2.4K- 6.01% |
$1.49M - $1.61M
|
37.6K
$25M
|
|
|
Oct 17, 2025
Q3 2025
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-2.42K- 26.81% |
$1.5M - $1.62M
|
6.61K
$4.39M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.51K- 88.54% |
$1.56M - $1.68M
|
325
$216K
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-2.53K- 4.27% |
$1.57M - $1.69M
|
56.7K
$37.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.62K- 6.85% |
$1.62M - $1.75M
|
35.6K
$23.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.62K- 4.07% |
$1.62M - $1.75M
|
61.7K
$41M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-2.77K- 3.33% |
$1.72M - $1.86M
|
80.5K
$53.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.87K- 6.57% |
$1.78M - $1.93M
|
40.9K
$27.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.88K- 0.78% |
$1.79M - $1.93M
|
365K
$243M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.89K- 33.06% |
$1.79M - $1.94M
|
5.86K
$3.89M
|
|
|
Nov 03, 2025
Q3 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.9K- 3.27% |
$1.8M - $1.94M
|
85.8K
$57M
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.97K- 3.43% |
$1.85M - $1.99M
|
83.6K
$55.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-3.03K- 15.59% |
$1.88M - $2.03M
|
16.4K
$10.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-3.04K- 37.85% |
$1.88M - $2.03M
|
4.98K
$3.31M
|