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 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.74K+ 5.64% |
$1.08M - $1.17M
|
32.6K
$21.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
1.73K+ 18.83% |
$1.07M - $1.16M
|
10.9K
$7.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.71K+ 14.3% |
$1.06M - $1.15M
|
13.7K
$9.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.68K+ 4.57% |
$1.04M - $1.13M
|
38.4K
$25.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.63K+ 2.2% |
$1.01M - $1.09M
|
75.8K
$50.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.63K+ 42.41% |
$1.01M - $1.09M
|
5.48K
$3.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
1.63K+ 5.52% |
$1.01M - $1.09M
|
31.2K
$20.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
1.63K+ 2.96% |
$1.01M - $1.09M
|
56.8K
$37.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.59KNew |
$986K - $1.06M
|
1.59K
$1.05M
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
1.59KNew |
$985K - $1.06M
|
1.59K
$1.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.59K+ 1.84% |
$984K - $1.06M
|
87.8K
$58.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.58K+ 90.73% |
$978K - $1.06M
|
3.31K
$2.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.57K+ 5.06% |
$973K - $1.05M
|
32.6K
$21.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
1.57K+ 5.31% |
$973K - $1.05M
|
31.1K
$20.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Bank Of Finland
|
BUY
|
- |
1.56K+ 0.3% |
$968K - $1.05M
|
520K
$345M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
1.55K+ 6.08% |
$961K - $1.04M
|
27K
$18M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.55K+ 1.11% |
$961K - $1.04M
|
141K
$93.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
1.54K+ 262.56% |
$953K - $1.03M
|
2.12K
$1.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.52K+ 3.02% |
$942K - $1.02M
|
51.8K
$34.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.51K+ 2.07% |
$940K - $1.01M
|
74.6K
$49.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.51K+ 20.26% |
$937K - $1.01M
|
8.96K
$5.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
1.5KNew |
$928K - $1M
|
1.5K
$993K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.45K+ 0.39% |
$902K - $974K
|
375K
$249M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.45K+ 1.7% |
$902K - $974K
|
87.1K
$57.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.45K+ 6.98% |
$898K - $970K
|
22.2K
$14.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.44K+ 2.53% |
$894K - $965K
|
58.4K
$38.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.44K+ 28.65% |
$893K - $964K
|
6.46K
$4.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.44K+ 4.64% |
$893K - $964K
|
32.4K
$21.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
BUY
|
- |
1.44K+ 15.28% |
$892K - $963K
|
10.8K
$7.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.43K+ 7.06% |
$886K - $957K
|
21.7K
$14.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.42K+ 3.95% |
$883K - $954K
|
37.4K
$24.8M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.42K+ 3.55% |
$879K - $950K
|
41.3K
$27.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
1.42K+ 1.04% |
$878K - $948K
|
137K
$91.2M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.39K+ 9.98% |
$863K - $932K
|
15.3K
$10.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1.38K+ 1.74% |
$858K - $927K
|
80.8K
$53.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
1.38K+ 13.75% |
$857K - $925K
|
11.4K
$7.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.38K+ 140.82% |
$857K - $925K
|
2.36K
$1.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.37K+ 1.28% |
$852K - $920K
|
109K
$72.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 3.91% |
$848K - $916K
|
36.3K
$24.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.36KNew |
$845K - $912K
|
1.36K
$904K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.35K+ 0.87% |
$839K - $905K
|
156K
$104M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
1.34K+ 18.46% |
$830K - $897K
|
8.59K
$5.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.3K+ 3.02% |
$807K - $871K
|
44.4K
$29.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.3K+ 299.54% |
$807K - $871K
|
1.73K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
1.29K+ 1.98% |
$801K - $865K
|
66.4K
$44.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.29K+ 1.05% |
$801K - $864K
|
124K
$82.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
1.29K+ 7.02% |
$798K - $862K
|
19.6K
$13M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.28K+ 8.41% |
$795K - $858K
|
16.5K
$11M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
1.27K+ 173.84% |
$788K - $850K
|
2K
$1.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.25K+ 1.4% |
$775K - $836K
|
90.2K
$59.9M
|