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
|
Klingman & Associates, LLC
|
SELL
|
- |
-4.15K- 0.81% |
$2.57M - $2.78M
|
508K
$345M
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-4.21K- 32.01% |
$2.61M - $2.82M
|
8.94K
$6.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-4.26K- 9.86% |
$2.64M - $2.85M
|
38.9K
$26.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.29K- 6.41% |
$2.66M - $2.88M
|
62.6K
$42.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.36K- 1.62% |
$2.7M - $2.92M
|
265K
$180M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.36K- 1.39% |
$2.71M - $2.92M
|
310K
$211M
|
|
|
Oct 03, 2025
Q3 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-4.45K- 2.17% |
$2.76M - $2.98M
|
200K
$136M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4.54K- 5.82% |
$2.82M - $3.04M
|
73.4K
$49.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-4.62K- 26.22% |
$2.87M - $3.1M
|
13K
$8.83M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.86K- 8.53% |
$3.01M - $3.25M
|
52.1K
$35.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.89K- 1.12% |
$3.04M - $3.28M
|
431K
$293M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.93K- 2.94% |
$3.06M - $3.31M
|
163K
$110M
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-4.94K- 14.05% |
$3.07M - $3.31M
|
30.2K
$20.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-4.97K- 48.01% |
$3.09M - $3.33M
|
5.39K
$3.66M
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
SELL
|
- |
-5.04K- 1.27% |
$3.13M - $3.38M
|
391K
$265M
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-5.07K- 6.56% |
$3.15M - $3.4M
|
72.2K
$49M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-5.22K- 11.64% |
$3.24M - $3.5M
|
39.6K
$26.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-5.38K- 7.53% |
$3.34M - $3.61M
|
66.1K
$44.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-5.39K- 36.07% |
$3.34M - $3.61M
|
9.55K
$6.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Pembroke Management, LTD
|
SELL
|
- |
-5.51K- 19.78% |
$3.42M - $3.69M
|
22.4K
$15.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-5.88K- 57.91% |
$3.65M - $3.94M
|
4.28K
$2.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-5.98K- 0.9% |
$3.71M - $4.01M
|
655K
$445M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.98K- 79.06% |
$3.71M - $4.01M
|
1.58K
$1.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-6.09K- 12.6% |
$3.78M - $4.08M
|
42.2K
$28.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-6.14K- 6.33% |
$3.81M - $4.12M
|
91K
$61.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.15K- 13.9% |
$3.81M - $4.12M
|
38.1K
$25.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-6.45K- 4.89% |
$4M - $4.32M
|
126K
$85.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-6.47K- 32.29% |
$4.02M - $4.34M
|
13.6K
$9.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.7K- 3.06% |
$4.16M - $4.49M
|
213K
$144M
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-7.16K- 49.11% |
$4.45M - $4.8M
|
7.43K
$5.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-7.65K- 48.98% |
$4.75M - $5.13M
|
7.97K
$5.41M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-8.23K- 11.67% |
$5.11M - $5.52M
|
62.3K
$42.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-8.54K- 52.66% |
$5.3M - $5.72M
|
7.68K
$5.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-9.3K- 9.44% |
$5.77M - $6.23M
|
89.3K
$60.6M
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-9.31K- 5.84% |
$5.78M - $6.24M
|
150K
$102M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-9.47K- 20.92% |
$5.88M - $6.35M
|
35.8K
$24.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.61K- 0.34% |
$5.96M - $6.44M
|
2.85M
$1.93B
|
|
|
Oct 31, 2025
Q3 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-10.5K- 8.91% |
$6.49M - $7M
|
107K
$72.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-10.7K- 20.55% |
$6.66M - $7.19M
|
41.5K
$28.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-11.5K- 3.81% |
$7.13M - $7.7M
|
290K
$197M
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-11.7K- 49.32% |
$7.26M - $7.84M
|
12K
$8.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-12.2K- 17.63% |
$7.57M - $8.17M
|
57K
$38.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
SELL
|
- |
-12.5K- 8.79% |
$7.77M - $8.39M
|
130K
$88.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-12.7K- 0.18% |
$7.91M - $8.54M
|
6.93M
$4.7B
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-13.4K- 7.24% |
$8.31M - $8.97M
|
172K
$116M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-13.5K- 13.04% |
$8.38M - $9.05M
|
90K
$61.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-13.8K- 49.94% |
$8.55M - $9.23M
|
13.8K
$9.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-14.4K- 3.65% |
$8.92M - $9.63M
|
380K
$258M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-15.1K- 16.93% |
$9.39M - $10.1M
|
74.3K
$50.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.1K- 8.75% |
$9.97M - $10.8M
|
168K
$114M
|