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 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.24K+ 4.24% |
$768K - $829K
|
30.4K
$20.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.23K+ 6.48% |
$764K - $825K
|
20.2K
$13.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.21K+ 3.21% |
$750K - $810K
|
38.9K
$25.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
1.2K+ 0.55% |
$745K - $804K
|
221K
$147M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.2K+ 23.03% |
$744K - $803K
|
6.4K
$4.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
1.2K+ 25.65% |
$743K - $802K
|
5.86K
$3.89M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.2KNew |
$742K - $801K
|
1.2K
$794K
|
|
|
Oct 23, 2025
Q3 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
1.19K+ 2.61% |
$737K - $796K
|
46.8K
$31M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.19K+ 21.79% |
$737K - $795K
|
6.64K
$4.41M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.17K+ 5.1% |
$727K - $785K
|
24.1K
$16M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.17K+ 47.5% |
$724K - $782K
|
3.62K
$2.41M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.16K+ 4.24% |
$720K - $777K
|
28.5K
$18.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.13K+ 8.5% |
$704K - $760K
|
14.5K
$9.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.13K+ 51.36% |
$703K - $759K
|
3.34K
$2.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.13K+ 1.56% |
$703K - $759K
|
73.5K
$48.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
1.13K+ 1.24% |
$701K - $757K
|
92.3K
$61.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.13K+ 2.52% |
$700K - $756K
|
45.8K
$30.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
1.12K+ 1.21% |
$696K - $751K
|
94K
$62.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.1K+ 2.76% |
$685K - $740K
|
41K
$27.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
1.1K+ 50.46% |
$682K - $736K
|
3.28K
$2.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.09K+ 2.36% |
$677K - $731K
|
47.3K
$31.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
1.06K+ 1.07% |
$660K - $713K
|
100K
$66.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.06K+ 243.91% |
$659K - $711K
|
1.5K
$993K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.06K+ 14.34% |
$655K - $707K
|
8.41K
$5.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
1.05K+ 10.26% |
$649K - $701K
|
11.2K
$7.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.04K+ 98.02% |
$645K - $697K
|
2.1K
$1.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1.03K+ 1266.67% |
$637K - $688K
|
1.11K
$735K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.03K+ 2.35% |
$636K - $687K
|
44.6K
$29.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.02K+ 5.56% |
$635K - $685K
|
19.4K
$12.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.02K+ 8.57% |
$632K - $682K
|
12.9K
$8.56M
|
|
|
Oct 08, 2025
Q3 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
1.01KNew |
$624K - $674K
|
1.01K
$668K
|
|
|
Oct 22, 2025
Q3 2025
|
Community Trust & Investment CO
|
BUY
|
- |
992+ 29.86% |
$616K - $665K
|
4.31K
$2.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
986+ 1.98% |
$612K - $661K
|
50.7K
$33.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
983+ 3.55% |
$610K - $659K
|
28.6K
$19M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
978+ 4.46% |
$607K - $655K
|
22.9K
$15.2M
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
973+ 11.15% |
$604K - $652K
|
9.7K
$6.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
965+ 0.58% |
$599K - $647K
|
167K
$111M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
964+ 217.61% |
$598K - $646K
|
1.41K
$934K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
956+ 3.14% |
$593K - $641K
|
31.4K
$20.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
947+ 11.58% |
$588K - $635K
|
9.13K
$6.06M
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
946+ 5.52% |
$587K - $634K
|
18.1K
$12M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
945New |
$587K - $633K
|
945
$627K
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
937New |
$582K - $628K
|
937
$622K
|
|
|
Nov 03, 2025
Q3 2025
|
Meridian Management CO
|
BUY
|
- |
935+ 1.88% |
$580K - $627K
|
50.6K
$33.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
926+ 7.14% |
$575K - $620K
|
13.9K
$9.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
924+ 2.69% |
$573K - $619K
|
35.2K
$23.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
919+ 20.06% |
$570K - $616K
|
5.5K
$3.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
915+ 3.28% |
$568K - $613K
|
28.8K
$19.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
910+ 3.61% |
$565K - $610K
|
26.1K
$17.4M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
909New |
$564K - $609K
|
909
$604K
|