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
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
594+ 1.64% |
$369K - $398K
|
36.9K
$24.5M
|
|
|
Oct 01, 2025
Q3 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
593New |
$368K - $397K
|
593
$394K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
589+ 42.74% |
$366K - $395K
|
1.97K
$1.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
588+ 22.84% |
$365K - $394K
|
3.16K
$2.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
588+ 71.19% |
$365K - $394K
|
1.41K
$939K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
583+ 10.37% |
$362K - $391K
|
6.2K
$4.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
579+ 16.91% |
$359K - $388K
|
4K
$2.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
569+ 9.47% |
$353K - $381K
|
6.58K
$4.37M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
567+ 115.01% |
$352K - $380K
|
1.06K
$704K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
558+ 0.93% |
$346K - $374K
|
60.8K
$40.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
552New |
$343K - $370K
|
552
$367K
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
550+ 11.07% |
$341K - $369K
|
5.52K
$3.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
547+ 65.27% |
$340K - $367K
|
1.39K
$920K
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
538+ 1.37% |
$334K - $361K
|
39.8K
$26.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
536+ 24.99% |
$333K - $359K
|
2.68K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
533+ 2.9% |
$331K - $357K
|
18.9K
$12.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
527+ 41.37% |
$327K - $353K
|
1.8K
$1.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
524+ 3.56% |
$325K - $351K
|
15.3K
$10.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
519+ 0.54% |
$322K - $348K
|
97.1K
$64.5M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
519+ 5.01% |
$322K - $348K
|
10.9K
$7.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
518+ 15.63% |
$322K - $347K
|
3.83K
$2.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
507+ 6.31% |
$315K - $340K
|
8.55K
$5.67M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
506+ 22.42% |
$314K - $339K
|
2.76K
$1.83M
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
502+ 1.74% |
$312K - $336K
|
29.4K
$19.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
500+ 1.35% |
$310K - $335K
|
37.5K
$24.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
500New |
$310K - $335K
|
500
$332K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
499New |
$310K - $334K
|
499
$331K
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
493+ 11.75% |
$306K - $330K
|
4.69K
$3.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
492+ 31.02% |
$305K - $330K
|
2.08K
$1.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
486+ 23.41% |
$302K - $326K
|
2.56K
$1.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
486+ 5.08% |
$302K - $326K
|
10K
$6.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
479+ 16.52% |
$297K - $321K
|
3.38K
$2.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
478+ 4.52% |
$297K - $320K
|
11.1K
$7.34M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
475+ 0.84% |
$295K - $318K
|
57.4K
$38.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
471+ 54.7% |
$292K - $316K
|
1.33K
$884K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
471+ 1.71% |
$292K - $316K
|
28K
$18.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
469+ 4.43% |
$291K - $314K
|
11.1K
$7.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
467+ 16.47% |
$290K - $313K
|
3.3K
$2.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
465+ 6.37% |
$289K - $312K
|
7.77K
$5.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
465+ 90.47% |
$289K - $312K
|
979
$650K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
464+ 4.68% |
$288K - $311K
|
10.4K
$6.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
461New |
$286K - $309K
|
461
$306K
|
|
|
Oct 22, 2025
Q3 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
459New |
$285K - $308K
|
459
$305K
|
|
|
Oct 09, 2025
Q3 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
454New |
$282K - $304K
|
454
$301K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
451+ 0.39% |
$280K - $302K
|
116K
$77.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
451+ 0.49% |
$280K - $302K
|
91.7K
$60.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
447+ 4.73% |
$277K - $300K
|
9.89K
$6.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
446+ 0.34% |
$277K - $299K
|
133K
$88.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
442+ 27.42% |
$274K - $296K
|
2.05K
$1.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
442+ 95.46% |
$274K - $296K
|
905
$601K
|