Purchases and Sales Made in Q3 2025 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 21, 2025 Q3 2025
Discipline Wealth Solutions, LLC

Greenville, SC
BUY
 -
891
+ 17.62%
$553K - $597K
5.95K $3.95M
Oct 31, 2025 Q3 2025
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
891
+ 12.11%
$553K - $597K
8.25K $5.48M
Oct 23, 2025 Q3 2025
Pasadena Private Wealth, LLC

Pasadena, CA
BUY
 -
889
+ 80.16%
$552K - $596K
2K $1.33M
Oct 10, 2025 Q3 2025
Quotient Wealth Partners, LLC

Houston, TX
BUY
 -
886
+ 0.15%
$550K - $594K
581K $386M
Nov 03, 2025 Q3 2025
Jordan Park Group LLC

BUY
 -
885
New
$549K - $593K
885 $588K
Oct 31, 2025 Q3 2025
Cullen/Frost Bankers, Inc.

BUY
 -
882
+ 27.35%
$547K - $591K
4.11K $2.73M
Oct 29, 2025 Q3 2025
Chicago Partners Investment Group LLC

BUY
 -
877
+ 1.46%
$544K - $588K
60.8K $40.4M
Oct 16, 2025 Q3 2025
Stockman Wealth Management, Inc.

BUY
 -
869
+ 10.56%
$539K - $582K
9.1K $6.04M
Oct 10, 2025 Q3 2025
Castleview Partners, LLC

Dallas, TX
BUY
 -
861
New
$534K - $577K
861 $572K
Oct 14, 2025 Q3 2025
Brighton Jones LLC

BUY
 -
842
+ 1.83%
$523K - $564K
46.8K $31.1M
Nov 04, 2025 Q3 2025
Southern Capital Advisors, LLC

BUY
 -
821
+ 2.27%
$510K - $550K
37K $24.6M
Oct 02, 2025 Q3 2025
Gamma Investing LLC

Foster City, CA
BUY
 -
809
+ 12.12%
$502K - $542K
7.49K $4.97M
Oct 07, 2025 Q3 2025
Grant Private Wealth Management Inc

Pleasanton, CA
BUY
 -
809
+ 198.28%
$502K - $542K
1.22K $808K
Oct 30, 2025 Q3 2025
Boston Common Asset Management, LLC

Boston, MA
BUY
 -
795
New
$493K - $533K
795 $528K
Oct 20, 2025 Q3 2025
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
791
+ 2.39%
$491K - $530K
34K $22.5M
Oct 30, 2025 Q3 2025
Parkside Financial Bank & Trust

BUY
 -
790
+ 8.89%
$490K - $529K
9.67K $6.42M
Oct 21, 2025 Q3 2025
Apricus Wealth, LLC

Beaufort, SC
BUY
 -
780
New
$484K - $523K
780 $518K
Oct 24, 2025 Q3 2025
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
778
+ 9.72%
$483K - $521K
8.79K $5.83M
Oct 10, 2025 Q3 2025
Hixon Zuercher, LLC

BUY
 -
757
New
$470K - $507K
757 $503K
Oct 24, 2025 Q3 2025
Catalina Capital Group, LLC

Torrance, CA
BUY
 -
753
+ 7.03%
$467K - $505K
11.5K $7.61M
Oct 29, 2025 Q3 2025
Bank Of Stockton

BUY
 -
752
+ 0.79%
$467K - $504K
96.3K $63.9M
Oct 10, 2025 Q3 2025
Ccm Investment Advisers LLC

BUY
 -
748
New
$464K - $501K
748 $497K
Oct 22, 2025 Q3 2025
Bryant Woods Investment Advisors, LLC

BUY
 -
745
+ 0.59%
$462K - $499K
128K $84.9M
Oct 15, 2025 Q3 2025
Successful Portfolios LLC

BUY
 -
730
+ 6.55%
$453K - $489K
11.9K $7.89M
Oct 06, 2025 Q3 2025
Inspirion Wealth Advisors, LLC

BUY
 -
727
+ 28.79%
$451K - $487K
3.25K $2.16M
Oct 17, 2025 Q3 2025
Boston Trust Walden Corp

BUY
 -
726
+ 29.26%
$451K - $486K
3.21K $2.13M
Oct 27, 2025 Q3 2025
Orin Green Financial, LLC

BUY
 -
716
+ 1.4%
$444K - $480K
51.9K $34.5M
Oct 03, 2025 Q3 2025
Summit Financial Wealth Advisors, LLC

BUY
 -
711
+ 14.28%
$441K - $476K
5.69K $3.78M
Oct 16, 2025 Q3 2025
Darwin Advisors, LLC

BUY
 -
690
+ 469.39%
$428K - $462K
837 $556K
Oct 24, 2025 Q3 2025
Associated Banc Corp

Green Bay, WI
BUY
 -
687
+ 2.81%
$426K - $460K
25.1K $16.7M
Oct 07, 2025 Q3 2025
St Germain D J CO Inc

Springfield, MA
BUY
 -
685
+ 24.8%
$425K - $459K
3.45K $2.29M
Oct 21, 2025 Q3 2025
4 J Wealth Management LLC

BUY
 -
681
+ 1.81%
$423K - $456K
38.2K $25.4M
Oct 15, 2025 Q3 2025
Capital Advisors Wealth Management, LLC

BUY
 -
679
+ 1.13%
$421K - $455K
60.9K $40.5M
Oct 29, 2025 Q3 2025
Turtle Creek Wealth Advisors, LLC

Dallas, TX
BUY
 -
664
+ 10.3%
$412K - $445K
7.11K $4.72M
Oct 28, 2025 Q3 2025
Gilliland Jeter Wealth Management LLC

Little Rock, AR
BUY
 -
663
+ 14.01%
$412K - $444K
5.39K $3.58M
Oct 14, 2025 Q3 2025
Kirr Marbach & CO LLC

BUY
 -
654
New
$406K - $438K
654 $434K
Oct 29, 2025 Q3 2025
Wpg Advisers, LLC

Baltimore, MD
BUY
 -
651
+ 7.19%
$404K - $436K
9.71K $6.45M
Oct 27, 2025 Q3 2025
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
642
+ 3.12%
$398K - $430K
21.2K $14.1M
Oct 08, 2025 Q3 2025
Retirement Wealth Solutions LLC

Marshfield, WI
BUY
 -
640
+ 3.48%
$397K - $429K
19K $12.6M
Oct 20, 2025 Q3 2025
Segment Wealth Management, LLC

BUY
 -
640
+ 13.27%
$397K - $429K
5.46K $3.63M
Oct 06, 2025 Q3 2025
Pps&V Asset Management Consultants, Inc.

Portage, MI
BUY
 -
639
+ 0.91%
$397K - $428K
70.7K $46.9M
Oct 02, 2025 Q3 2025
Mc Alister, Sweet & Associates, Inc.

BUY
 -
637
+ 12.7%
$395K - $427K
5.65K $3.75M
Oct 29, 2025 Q3 2025
Lee Danner & Bass Inc

BUY
 -
637
+ 27.61%
$395K - $427K
2.94K $1.95M
Oct 22, 2025 Q3 2025
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
629
+ 1.34%
$390K - $421K
47.5K $31.5M
Oct 23, 2025 Q3 2025
Steinberganna Wealth Management

Huntington, NY
BUY
 -
628
New
$390K - $421K
628 $417K
Oct 14, 2025 Q3 2025
Welch Group, LLC

BUY
 -
619
+ 3.51%
$384K - $415K
18.3K $12.1M
Oct 27, 2025 Q3 2025
Pb Mares Wealth Management LLC

BUY
 -
612
+ 29.75%
$380K - $410K
2.67K $1.77M
Oct 23, 2025 Q3 2025
Bay Colony Advisory Group, Inc D

BUY
 -
609
+ 2.12%
$378K - $408K
29.3K $19.5M
Oct 23, 2025 Q3 2025
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
602
+ 2.42%
$374K - $403K
25.5K $16.9M

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