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 28, 2025
Q3 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
4.35KNew |
$2.7M - $2.91M
|
4.35K
$2.89M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
4.31K+ 3.91% |
$2.68M - $2.89M
|
115K
$76.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
4.31K+ 740.21% |
$2.67M - $2.89M
|
4.89K
$3.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
4.26K+ 103.88% |
$2.64M - $2.85M
|
8.35K
$5.55M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.16K+ 5.11% |
$2.58M - $2.78M
|
85.4K
$56.7M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
4.15K+ 19.49% |
$2.58M - $2.78M
|
25.4K
$16.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.09K+ 3.35% |
$2.54M - $2.74M
|
126K
$83.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.08K+ 27.19% |
$2.53M - $2.74M
|
19.1K
$12.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Divergent Planning, LLC
|
BUY
|
- |
4.07K+ 2.84% |
$2.53M - $2.73M
|
148K
$98M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.02K+ 7.27% |
$2.49M - $2.69M
|
59.3K
$39.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.96K+ 30.68% |
$2.46M - $2.65M
|
16.9K
$11.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.91K+ 5.14% |
$2.43M - $2.62M
|
80.1K
$53.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.87K+ 4.92% |
$2.4M - $2.59M
|
82.5K
$54.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.82K+ 10.11% |
$2.37M - $2.56M
|
41.6K
$27.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
3.76K+ 5.9% |
$2.33M - $2.52M
|
67.4K
$44.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
3.74K+ 21.35% |
$2.32M - $2.5M
|
21.2K
$14.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.72K+ 2.83% |
$2.31M - $2.49M
|
135K
$89.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.72K+ 25.11% |
$2.31M - $2.49M
|
18.5K
$12.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.69K+ 10.32% |
$2.29M - $2.47M
|
39.5K
$26.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.66K+ 51.87% |
$2.27M - $2.45M
|
10.7K
$7.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
3.61K+ 82.02% |
$2.24M - $2.42M
|
8.01K
$5.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
3.57K+ 120.84% |
$2.21M - $2.39M
|
6.52K
$4.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.56K+ 3.69% |
$2.21M - $2.39M
|
100K
$66.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.5K+ 1.98% |
$2.17M - $2.34M
|
180K
$120M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.48K+ 11.02% |
$2.16M - $2.33M
|
35.1K
$23.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.46K+ 3.0% |
$2.15M - $2.32M
|
119K
$78.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.44K+ 4.27% |
$2.13M - $2.3M
|
84K
$55.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Congress Park Capital LLC
|
BUY
|
- |
3.42K+ 13.17% |
$2.12M - $2.29M
|
29.3K
$19.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
3.39K+ 461.77% |
$2.11M - $2.27M
|
4.13K
$2.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3.39K+ 8.89% |
$2.1M - $2.27M
|
41.5K
$27.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
3.37K+ 4.07% |
$2.09M - $2.26M
|
86.1K
$57.2M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
3.31K+ 5.96% |
$2.06M - $2.22M
|
58.8K
$39.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.29K+ 4.01% |
$2.04M - $2.2M
|
85.3K
$56.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.29K+ 2.68% |
$2.04M - $2.2M
|
126K
$83.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.24K+ 1.86% |
$2.01M - $2.17M
|
178K
$118M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
3.22K+ 121.29% |
$2M - $2.16M
|
5.88K
$3.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.19K+ 21.31% |
$1.98M - $2.14M
|
18.2K
$12.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
3.14K+ 15.32% |
$1.95M - $2.11M
|
23.6K
$15.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.14K+ 10.87% |
$1.95M - $2.1M
|
32K
$21.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.08K+ 22.7% |
$1.91M - $2.07M
|
16.7K
$11.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.08K+ 64.35% |
$1.91M - $2.06M
|
7.87K
$5.22M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.03K+ 21.22% |
$1.88M - $2.03M
|
17.3K
$11.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3.01K+ 28.52% |
$1.87M - $2.02M
|
13.6K
$9.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.89K+ 13.37% |
$1.79M - $1.93M
|
24.5K
$16.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
2.86K+ 2.49% |
$1.77M - $1.92M
|
117K
$78M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.86K+ 8.39% |
$1.77M - $1.91M
|
36.9K
$24.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.85K+ 6.96% |
$1.77M - $1.91M
|
43.9K
$29.1M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
2.85K+ 8.95% |
$1.77M - $1.91M
|
34.7K
$23M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.85K+ 1.75% |
$1.77M - $1.91M
|
166K
$110M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.83K+ 1.71% |
$1.75M - $1.89M
|
168K
$112M
|