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 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.95K+ 21.38% |
$1.08M - $1.2M
|
11.1K
$6.87M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.93K+ 13.42% |
$1.07M - $1.19M
|
16.3K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
1.93K+ 18.4% |
$1.07M - $1.19M
|
12.4K
$7.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.92K+ 17.8% |
$1.06M - $1.18M
|
12.7K
$7.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.91KNew |
$1.06M - $1.18M
|
1.91K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
1.9K+ 4.33% |
$1.05M - $1.17M
|
45.8K
$28.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.9K+ 8.47% |
$1.05M - $1.17M
|
24.4K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.89K+ 0.71% |
$1.05M - $1.17M
|
269K
$167M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.89K+ 12.26% |
$1.05M - $1.16M
|
17.3K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.88K+ 2.5% |
$1.04M - $1.16M
|
77.2K
$47.9M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.88K+ 2.07% |
$1.04M - $1.16M
|
92.7K
$57.5M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.88K+ 22.07% |
$1.04M - $1.15M
|
10.4K
$6.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.87K+ 1.74% |
$1.04M - $1.15M
|
109K
$67.7M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.87K+ 1.72% |
$1.03M - $1.15M
|
110K
$68.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.84K+ 32.5% |
$1.02M - $1.13M
|
7.49K
$4.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.82K+ 2.24% |
$1.01M - $1.12M
|
83.2K
$51.7M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.81K+ 2.72% |
$1M - $1.11M
|
68.2K
$42.3M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.81K+ 6.95% |
$1M - $1.11M
|
27.8K
$17.2M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.8K+ 3.78% |
$998K - $1.11M
|
49.4K
$30.7M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.79K+ 8.35% |
$990K - $1.1M
|
23.2K
$14.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.78K+ 10.84% |
$986K - $1.1M
|
18.2K
$11.3M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
1.75K+ 40.81% |
$970K - $1.08M
|
6.04K
$3.75M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.75KNew |
$970K - $1.08M
|
1.75K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.74K+ 13.99% |
$965K - $1.07M
|
14.2K
$8.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.74K+ 3.75% |
$962K - $1.07M
|
48K
$29.8M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.74K+ 2.48% |
$962K - $1.07M
|
71.6K
$44.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
1.73K+ 8.99% |
$961K - $1.07M
|
21K
$13M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.72K+ 17.96% |
$954K - $1.06M
|
11.3K
$7.02M
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.72K+ 102.2% |
$951K - $1.06M
|
3.4K
$2.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.7K+ 3.86% |
$944K - $1.05M
|
45.8K
$28.4M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
1.7K+ 49.74% |
$941K - $1.05M
|
5.11K
$3.17M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
1.68K+ 126.81% |
$933K - $1.04M
|
3.01K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.67K+ 3.93% |
$927K - $1.03M
|
44.2K
$27.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.66KNew |
$922K - $1.02M
|
1.66K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.65K+ 5.87% |
$914K - $1.02M
|
29.8K
$18.5M
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.65K+ 2.19% |
$912K - $1.01M
|
76.9K
$47.7M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.63K+ 96.79% |
$901K - $1M
|
3.31K
$2.05M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.62K+ 1.25% |
$898K - $998K
|
131K
$81.2M
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
1.61K+ 2.99% |
$892K - $992K
|
55.5K
$34.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
1.61K+ 7.14% |
$891K - $990K
|
24.1K
$15M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.6K+ 9.67% |
$888K - $987K
|
18.2K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.6K+ 2.4% |
$884K - $983K
|
68.1K
$42.2M
|
|
|
May 12, 2025
Q1 2025
|
Bank Of Finland
|
BUY
|
- |
1.59K+ 0.31% |
$882K - $980K
|
517K
$321M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
1.59K+ 3.02% |
$881K - $979K
|
54.2K
$33.7M
|
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
1.57K+ 30.39% |
$870K - $967K
|
6.74K
$4.18M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.57K+ 5.51% |
$867K - $964K
|
30K
$18.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.56K+ 4.19% |
$863K - $959K
|
38.7K
$24M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
1.54K+ 3.01% |
$855K - $950K
|
52.9K
$32.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
BUY
|
- |
1.54K+ 6.56% |
$854K - $950K
|
25K
$15.5M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.54K+ 6.28% |
$854K - $949K
|
26.1K
$16.2M
|