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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.48K+ 2.12% |
$1.37M - $1.53M
|
119K
$74.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.48K+ 8.5% |
$1.37M - $1.53M
|
31.6K
$19.6M
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
2.47K+ 4.81% |
$1.37M - $1.52M
|
53.8K
$33.4M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2.45K+ 3.2% |
$1.36M - $1.51M
|
78.9K
$49M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.44K+ 4.23% |
$1.35M - $1.5M
|
60.1K
$37.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
2.44K+ 1078.76% |
$1.35M - $1.5M
|
2.66K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.42K+ 37.83% |
$1.34M - $1.49M
|
8.81K
$5.47M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.42K+ 33.43% |
$1.34M - $1.49M
|
9.65K
$5.99M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.41K+ 4.22% |
$1.34M - $1.48M
|
59.6K
$37M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.39K+ 2.02% |
$1.32M - $1.47M
|
121K
$75M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.38K+ 1.93% |
$1.32M - $1.47M
|
126K
$77.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
BUY
|
- |
2.38K+ 1.0% |
$1.32M - $1.46M
|
240K
$149M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.38K+ 15.96% |
$1.32M - $1.46M
|
17.3K
$10.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.37K+ 28.53% |
$1.32M - $1.46M
|
10.7K
$6.64M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.37K+ 5.04% |
$1.31M - $1.46M
|
49.3K
$30.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.35K+ 4.05% |
$1.3M - $1.45M
|
60.4K
$37.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.33K+ 5.88% |
$1.29M - $1.44M
|
42K
$26.1M
|
|
|
May 06, 2025
Q1 2025
|
My Wealth Management Inc.
|
BUY
|
- |
2.32K+ 12.9% |
$1.28M - $1.43M
|
20.3K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
2.32K+ 0.93% |
$1.28M - $1.43M
|
252K
$157M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.32K+ 0.5% |
$1.28M - $1.43M
|
469K
$291M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
2.27K+ 1.17% |
$1.26M - $1.4M
|
197K
$122M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
2.26K+ 2.42% |
$1.25M - $1.39M
|
95.9K
$59.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.25K+ 5.17% |
$1.25M - $1.39M
|
45.8K
$28.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.23K+ 86.02% |
$1.24M - $1.38M
|
4.83K
$3M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.23K+ 4.88% |
$1.24M - $1.37M
|
47.9K
$29.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 11.24% |
$1.22M - $1.35M
|
21.7K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.19K+ 24.68% |
$1.21M - $1.35M
|
11.1K
$6.87M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
2.17K+ 6.87% |
$1.2M - $1.34M
|
33.8K
$21M
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
2.14KNew |
$1.19M - $1.32M
|
2.14K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.11KNew |
$1.17M - $1.3M
|
2.11K
$1.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
2.09K+ 32.92% |
$1.16M - $1.29M
|
8.44K
$5.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.09K+ 79.98% |
$1.16M - $1.29M
|
4.7K
$2.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.09K+ 7.4% |
$1.16M - $1.29M
|
30.3K
$18.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.06KNew |
$1.14M - $1.27M
|
2.06K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.06K+ 2.71% |
$1.14M - $1.27M
|
78K
$48.4M
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
2.05K+ 4.24% |
$1.14M - $1.26M
|
50.4K
$31.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.04K+ 17.01% |
$1.13M - $1.26M
|
14K
$8.71M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.04K+ 2.37% |
$1.13M - $1.25M
|
87.9K
$54.5M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.03K+ 5.9% |
$1.12M - $1.25M
|
36.4K
$22.6M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.02K+ 1.55% |
$1.12M - $1.25M
|
133K
$82.3M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.01K+ 1.55% |
$1.12M - $1.24M
|
132K
$82.1M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
2.01K+ 21.85% |
$1.11M - $1.24M
|
11.2K
$6.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2K+ 4.16% |
$1.11M - $1.23M
|
50.1K
$31.1M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.99K+ 0.66% |
$1.1M - $1.23M
|
303K
$188M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.99K+ 7.15% |
$1.1M - $1.22M
|
29.8K
$18.5M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.99K+ 7.15% |
$1.1M - $1.22M
|
29.8K
$18.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.98K+ 4.24% |
$1.1M - $1.22M
|
48.8K
$30.3M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.98K+ 21.72% |
$1.1M - $1.22M
|
11.1K
$6.88M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.96K+ 23.04% |
$1.09M - $1.21M
|
10.5K
$6.5M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.96K+ 1.25% |
$1.09M - $1.21M
|
159K
$98.8M
|