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 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.53K+ 3.07% |
$849K - $944K
|
51.4K
$31.9M
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.53K+ 11.78% |
$846K - $940K
|
14.5K
$8.99M
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.52K+ 1.1% |
$844K - $938K
|
141K
$87.3M
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.51K+ 18.13% |
$836K - $929K
|
9.82K
$6.1M
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.5K+ 12.44% |
$830K - $923K
|
13.5K
$8.4M
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.5KNew |
$829K - $921K
|
1.5K
$929K
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
1.49K+ 65.86% |
$827K - $919K
|
3.76K
$2.33M
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1.49K+ 3.46% |
$824K - $916K
|
44.5K
$27.6M
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
BUY
|
- |
1.48K+ 1.3% |
$822K - $913K
|
115K
$71.6M
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.48K+ 4.94% |
$818K - $909K
|
31.3K
$19.5M
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
1.47K+ 129.85% |
$812K - $903K
|
2.6K
$1.61M
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
1.46K+ 1.13% |
$809K - $900K
|
131K
$81.3M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.46K+ 1.7% |
$809K - $899K
|
87.5K
$54.3M
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.45K+ 1.79% |
$805K - $895K
|
82.5K
$51.2M
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.45K+ 98.84% |
$804K - $894K
|
2.92K
$1.81M
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.45K+ 17.2% |
$803K - $892K
|
9.87K
$6.13M
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.44K+ 1.79% |
$798K - $887K
|
82.1K
$51M
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.43K+ 694.66% |
$793K - $881K
|
1.64K
$1.02M
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.43K+ 4.26% |
$791K - $879K
|
35K
$21.7M
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.41K+ 2.32% |
$783K - $871K
|
62.3K
$38.7M
|
|
Jul 18, 2025
Q1 2025
|
Vigilare Wealth Management
|
BUY
|
- |
1.4K+ 31.0% |
$777K - $863K
|
5.92K
$3.68M
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
1.4K+ 8.64% |
$776K - $862K
|
17.6K
$10.9M
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.38K+ 84.03% |
$767K - $852K
|
3.03K
$1.88M
|
|
May 09, 2025
Q1 2025
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
1.38K+ 132.69% |
$765K - $850K
|
2.42K
$1.5M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.38K+ 1.51% |
$764K - $849K
|
92.4K
$57.4M
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.38K+ 303.08% |
$764K - $849K
|
1.83K
$1.14M
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.36K+ 4.45% |
$751K - $834K
|
31.8K
$19.8M
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.35K+ 2.36% |
$750K - $833K
|
58.6K
$36.4M
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.35K+ 5.46% |
$749K - $833K
|
26.1K
$16.2M
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.35KNew |
$749K - $832K
|
1.35K
$839K
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.35K+ 156.63% |
$746K - $830K
|
2.21K
$1.37M
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.33K+ 88.64% |
$735K - $817K
|
2.82K
$1.75M
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.32K+ 2.83% |
$732K - $814K
|
48K
$29.8M
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.32K+ 3.2% |
$730K - $811K
|
42.4K
$26.3M
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
1.32K+ 1.06% |
$730K - $811K
|
126K
$78M
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.3K+ 0.43% |
$722K - $803K
|
304K
$188M
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
1.3KNew |
$721K - $801K
|
1.3K
$807K
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.29K+ 22.61% |
$712K - $791K
|
6.97K
$4.33M
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
1.28K+ 195.43% |
$711K - $791K
|
1.94K
$1.2M
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.28K+ 5.6% |
$711K - $791K
|
24.2K
$15M
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.28KNew |
$710K - $790K
|
1.28K
$796K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.28K+ 0.68% |
$709K - $788K
|
190K
$118M
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.28K+ 2.99% |
$707K - $786K
|
44K
$27.3M
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 30.44% |
$706K - $785K
|
5.46K
$3.39M
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.27K+ 18.96% |
$705K - $784K
|
7.99K
$4.96M
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.27K+ 9.37% |
$705K - $784K
|
14.9K
$9.22M
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.26K+ 352.51% |
$699K - $777K
|
1.62K
$1.01M
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.26K+ 3.78% |
$699K - $777K
|
34.6K
$21.5M
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
1.26K+ 48.89% |
$698K - $775K
|
3.83K
$2.38M
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.26K+ 188.59% |
$696K - $774K
|
1.92K
$1.19M
|