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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Parker Investment Management, LLC
|
BUY
|
- |
2.83K+ 3.06% |
$1.75M - $1.89M
|
95K
$63.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.82K+ 3.61% |
$1.75M - $1.89M
|
81K
$53.8M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.82K+ 4.75% |
$1.75M - $1.89M
|
62.1K
$41.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
2.79K+ 3.26% |
$1.73M - $1.87M
|
88.3K
$58.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
2.76K+ 1.26% |
$1.71M - $1.85M
|
221K
$147M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.76K+ 29.85% |
$1.71M - $1.85M
|
12K
$7.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
2.76K+ 24.34% |
$1.71M - $1.85M
|
14.1K
$9.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.68K+ 30.0% |
$1.66M - $1.8M
|
11.6K
$7.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
2.68K+ 7.65% |
$1.66M - $1.79M
|
37.6K
$25M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.65K+ 29.14% |
$1.64M - $1.77M
|
11.7K
$7.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.59K+ 10.02% |
$1.61M - $1.74M
|
28.5K
$18.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
2.57K+ 29.59% |
$1.59M - $1.72M
|
11.2K
$7.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.56K+ 16.68% |
$1.59M - $1.71M
|
17.9K
$11.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
2.56K+ 0.6% |
$1.59M - $1.71M
|
426K
$283M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.55K+ 1.0% |
$1.58M - $1.71M
|
259K
$172M
|
|
|
Oct 15, 2025
Q3 2025
|
My Wealth Management Inc.
|
BUY
|
- |
2.52K+ 19.55% |
$1.56M - $1.69M
|
15.4K
$10.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.51K+ 1.77% |
$1.56M - $1.68M
|
144K
$95.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.47K+ 3.27% |
$1.53M - $1.65M
|
78K
$51.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.45K+ 6.8% |
$1.52M - $1.64M
|
38.4K
$25.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
2.43K+ 90.85% |
$1.51M - $1.63M
|
5.11K
$3.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.42K+ 1.63% |
$1.5M - $1.62M
|
151K
$100M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.4K+ 37.9% |
$1.49M - $1.61M
|
8.73K
$5.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.38K+ 41.8% |
$1.48M - $1.59M
|
8.07K
$5.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
2.36K+ 79.84% |
$1.46M - $1.58M
|
5.32K
$3.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.33K+ 22.23% |
$1.45M - $1.56M
|
12.8K
$8.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.31K+ 83.47% |
$1.43M - $1.55M
|
5.07K
$3.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
2.3KNew |
$1.43M - $1.54M
|
2.3K
$1.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.3K+ 546.43% |
$1.42M - $1.54M
|
2.72K
$1.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.28K+ 124.15% |
$1.41M - $1.53M
|
4.11K
$2.73M
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2.22K+ 681.85% |
$1.38M - $1.48M
|
2.54K
$1.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.2K+ 4.52% |
$1.36M - $1.47M
|
50.8K
$33.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.15K+ 3.78% |
$1.34M - $1.44M
|
59.2K
$39.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.13K+ 3.55% |
$1.32M - $1.42M
|
62.1K
$41.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
2.1K+ 7.88% |
$1.3M - $1.4M
|
28.7K
$19M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.06K+ 632.62% |
$1.28M - $1.38M
|
2.38K
$1.58M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
2.03K+ 5.07% |
$1.26M - $1.36M
|
42.1K
$28M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.01K+ 1.45% |
$1.25M - $1.35M
|
141K
$93.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.99K+ 9.65% |
$1.23M - $1.33M
|
22.6K
$15M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.95K+ 63.12% |
$1.21M - $1.31M
|
5.04K
$3.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.94K+ 10.07% |
$1.2M - $1.3M
|
21.2K
$14.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
1.9K+ 24.57% |
$1.18M - $1.28M
|
9.65K
$6.41M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.87K+ 9.4% |
$1.16M - $1.26M
|
21.8K
$14.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
1.87KNew |
$1.16M - $1.26M
|
1.87K
$1.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
1.84K+ 9.03% |
$1.14M - $1.23M
|
22.2K
$14.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.83K+ 4.94% |
$1.14M - $1.23M
|
38.9K
$25.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.83K+ 27.06% |
$1.13M - $1.22M
|
8.57K
$5.69M
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.83K+ 3.73% |
$1.13M - $1.22M
|
50.7K
$33.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.82K+ 74.79% |
$1.13M - $1.22M
|
4.25K
$2.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
1.78K+ 1.17% |
$1.11M - $1.19M
|
155K
$103M
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.77K+ 2.59% |
$1.1M - $1.19M
|
70.1K
$46.5M
|