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 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-11.5K- 3.81% |
$7.13M - $7.7M
|
290K
$193M
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-11.7K- 49.32% |
$7.26M - $7.84M
|
12K
$7.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-12.2K- 17.63% |
$7.57M - $8.17M
|
57K
$37.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
SELL
|
- |
-12.5K- 8.79% |
$7.77M - $8.39M
|
130K
$86.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-12.7K- 0.18% |
$7.91M - $8.54M
|
6.93M
$4.6B
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-13.4K- 7.24% |
$8.31M - $8.97M
|
172K
$114M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-13.5K- 13.04% |
$8.38M - $9.05M
|
90K
$59.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-13.8K- 49.94% |
$8.55M - $9.23M
|
13.8K
$9.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-14.4K- 3.65% |
$8.92M - $9.63M
|
380K
$252M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-15.1K- 16.93% |
$9.39M - $10.1M
|
74.3K
$49.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.1K- 8.75% |
$9.97M - $10.8M
|
168K
$111M
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-16.4K- 3.21% |
$10.2M - $11M
|
495K
$329M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-16.4K- 8.73% |
$10.2M - $11M
|
172K
$114M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-17K- 3.25% |
$10.6M - $11.4M
|
507K
$337M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-18.3K- 0.89% |
$11.3M - $12.2M
|
2.03M
$1.35B
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-18.3K- 92.66% |
$11.3M - $12.2M
|
1.45K
$961K
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-20.5K- 5.53% |
$12.8M - $13.8M
|
351K
$233M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-22.8K- 7.78% |
$14.2M - $15.3M
|
270K
$179M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
SELL
|
- |
-24.5K- 7.21% |
$15.2M - $16.4M
|
315K
$209M
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-24.9K- 33.75% |
$15.5M - $16.7M
|
48.9K
$32.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-26.3K- 4.21% |
$16.3M - $17.6M
|
598K
$397M
|
|
|
Nov 03, 2025
Q3 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-26.3K- 6.63% |
$16.4M - $17.7M
|
371K
$247M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-29.5K- 2.23% |
$18.3M - $19.8M
|
1.29M
$859M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-34K- 72.11% |
$21.1M - $22.8M
|
13.2K
$8.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-36.5K- 4.39% |
$22.6M - $24.5M
|
795K
$528M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-42.4K- 57.83% |
$26.3M - $28.4M
|
30.9K
$20.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-45.8K- 5.61% |
$28.4M - $30.7M
|
769K
$511M
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
SELL
|
- |
-50.8K- 60.37% |
$31.5M - $34M
|
33.3K
$22.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Nationwide Fund Advisors
|
SELL
|
- |
-54.1K- 5.71% |
$33.6M - $36.2M
|
892K
$593M
|
|
|
Oct 31, 2025
Q3 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-60.3K- 22.33% |
$37.4M - $40.4M
|
210K
$139M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-60.6K- 11.0% |
$37.6M - $40.6M
|
491K
$326M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-66.4K- 5.25% |
$41.2M - $44.5M
|
1.2M
$796M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-70.3K- 40.26% |
$43.6M - $47.1M
|
104K
$69.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-120K- 10.74% |
$74.2M - $80.1M
|
994K
$660M
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-142K- 86.39% |
$88.1M - $95.2M
|
22.4K
$14.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Constellation Investments, Inc.
Montgomery, OH |
SELL
|
- |
-145K- 12.52% |
$89.8M - $96.9M
|
1.01M
$671M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-193K- 57.03% |
$120M - $129M
|
145K
$96.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-232K- 44.3% |
$144M - $156M
|
292K
$194M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-247K- 41.71% |
$154M - $166M
|
346K
$230M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-778K- 7.78% |
$483M - $521M
|
9.23M
$6.13B
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-822K- 99.53% |
$510M - $551M
|
3.92K
$2.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-826K- 95.67% |
$513M - $553M
|
37.4K
$24.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Kedalion Capital Management LLP
London, X0 |
SELL
|
- |
-911K- 27.64% |
$565M - $610M
|
2.39M
$1.58B
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-914K- 99.71% |
$568M - $613M
|
2.65K
$1.76M
|