Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.08K+ 20.47% |
$1.7M - $1.89M
|
18.1K
$11.5M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.04K+ 104.0% |
$1.69M - $1.87M
|
5.97K
$3.8M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3.04K+ 1.72% |
$1.68M - $1.87M
|
180K
$114M
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
3.04K+ 2.49% |
$1.68M - $1.87M
|
125K
$79.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.03K+ 26.66% |
$1.68M - $1.87M
|
14.4K
$9.16M
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
3K+ 64.25% |
$1.66M - $1.85M
|
7.67K
$4.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
3K+ 2.14% |
$1.66M - $1.85M
|
143K
$90.9M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.98K+ 4.41% |
$1.65M - $1.84M
|
70.7K
$45M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.98K+ 58.04% |
$1.65M - $1.83M
|
8.11K
$5.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
2.97K+ 6.76% |
$1.64M - $1.83M
|
46.8K
$29.8M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.96K+ 111.24% |
$1.64M - $1.82M
|
5.62K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
2.94KNew |
$1.63M - $1.81M
|
2.94K
$1.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.94K+ 8.38% |
$1.63M - $1.81M
|
38K
$24.2M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
2.93K+ 8.64% |
$1.62M - $1.8M
|
36.8K
$23.4M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.93K+ 2.67% |
$1.62M - $1.8M
|
113K
$71.8M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.93K+ 28.96% |
$1.62M - $1.8M
|
13K
$8.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.92K+ 1.62% |
$1.62M - $1.8M
|
183K
$116M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.89K+ 4.0% |
$1.6M - $1.78M
|
75K
$47.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
2.87K+ 11.34% |
$1.59M - $1.77M
|
28.2K
$17.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2.86K+ 9.58% |
$1.59M - $1.76M
|
32.7K
$20.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
2.85K+ 5.12% |
$1.58M - $1.75M
|
58.4K
$37.2M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.84K+ 11.36% |
$1.57M - $1.75M
|
27.8K
$17.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.83K+ 25.67% |
$1.57M - $1.74M
|
13.9K
$8.82M
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2.83K+ 38.1% |
$1.57M - $1.74M
|
10.3K
$6.53M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
2.81K+ 15.56% |
$1.55M - $1.73M
|
20.8K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
2.8K+ 2.66% |
$1.55M - $1.72M
|
108K
$68.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
2.79K+ 123.65% |
$1.54M - $1.72M
|
5.04K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.78K+ 8.23% |
$1.54M - $1.71M
|
36.6K
$23.3M
|
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
2.73K+ 7.88% |
$1.51M - $1.68M
|
37.4K
$23.8M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.73K+ 36.81% |
$1.51M - $1.68M
|
10.2K
$6.46M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.72K+ 0.21% |
$1.51M - $1.67M
|
1.3M
$826M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
2.72K+ 3.25% |
$1.5M - $1.67M
|
86.3K
$54.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.71K+ 482.35% |
$1.5M - $1.67M
|
3.27K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.7KNew |
$1.49M - $1.66M
|
2.7K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.65K+ 37.88% |
$1.47M - $1.63M
|
9.65K
$6.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.65K+ 12.32% |
$1.47M - $1.63M
|
24.1K
$15.4M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.64K+ 3.45% |
$1.46M - $1.63M
|
79.2K
$50.4M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.64K+ 76.5% |
$1.46M - $1.62M
|
6.08K
$3.87M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.63K+ 3.38% |
$1.46M - $1.62M
|
80.5K
$51.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.63K+ 8.86% |
$1.46M - $1.62M
|
32.3K
$20.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.63K+ 2.27% |
$1.46M - $1.62M
|
118K
$75.3M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
2.6K+ 35.05% |
$1.44M - $1.6M
|
10K
$6.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.6K+ 17.93% |
$1.44M - $1.6M
|
17.1K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
2.57KNew |
$1.43M - $1.58M
|
2.57K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2.56K+ 8.93% |
$1.42M - $1.58M
|
31.3K
$19.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.53K+ 3.72% |
$1.4M - $1.56M
|
70.6K
$44.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.51K+ 7.84% |
$1.39M - $1.55M
|
34.5K
$22M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.5K+ 44.29% |
$1.39M - $1.54M
|
8.15K
$5.18M
|
|
|
Apr 18, 2025
Q1 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
2.49K+ 2.72% |
$1.38M - $1.53M
|
94K
$59.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.49K+ 8.06% |
$1.38M - $1.53M
|
33.4K
$21.2M
|