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 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.25K+ 2.48% |
$693K - $770K
|
51.6K
$32.6M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.24K+ 10.29% |
$685K - $761K
|
13.2K
$8.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
1.24K+ 2.03% |
$684K - $761K
|
62K
$39.2M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.23K+ 14.84% |
$681K - $757K
|
9.52K
$6.01M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.23K+ 97.85% |
$680K - $756K
|
2.48K
$1.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.22K+ 10.5% |
$678K - $754K
|
12.9K
$8.14M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.22K+ 1.76% |
$677K - $752K
|
70.4K
$44.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.22K+ 41.68% |
$675K - $751K
|
4.14K
$2.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
1.22K+ 6.09% |
$674K - $749K
|
21.2K
$13.4M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.22K+ 22.1% |
$673K - $748K
|
6.71K
$4.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.21K+ 3.97% |
$670K - $745K
|
31.7K
$20M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
1.21KNew |
$670K - $745K
|
1.21K
$764K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.2K+ 16.52% |
$667K - $741K
|
8.49K
$5.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
1.2K+ 6.62% |
$665K - $739K
|
19.3K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.2K+ 5.08% |
$664K - $738K
|
24.8K
$15.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.19KNew |
$660K - $733K
|
1.19K
$752K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
1.19K+ 116.26% |
$658K - $731K
|
2.21K
$1.39M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.18K+ 11.82% |
$652K - $725K
|
11.1K
$7.04M
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.16K+ 8.51% |
$644K - $716K
|
14.8K
$9.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.16KNew |
$644K - $716K
|
1.16K
$734K
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.16K+ 6.17% |
$643K - $715K
|
20K
$12.6M
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.15K+ 30.73% |
$639K - $710K
|
4.91K
$3.1M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.15KNew |
$634K - $705K
|
1.15K
$723K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1.14K+ 17.06% |
$629K - $699K
|
7.79K
$4.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.13K+ 3.29% |
$627K - $697K
|
35.6K
$22.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
1.13K+ 2.2% |
$624K - $694K
|
52.4K
$33.1M
|
|
|
May 01, 2025
Q1 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1.12K+ 1.42% |
$619K - $689K
|
80K
$50.5M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.11K+ 1.0% |
$615K - $684K
|
112K
$71M
|
|
|
May 14, 2025
Q1 2025
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
1.1K+ 73.33% |
$609K - $677K
|
2.6K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
1.1K+ 4.01% |
$607K - $674K
|
28.4K
$18M
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.09K+ 3.04% |
$605K - $673K
|
37K
$23.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.09K+ 4.95% |
$604K - $671K
|
23.1K
$14.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.09K+ 2.18% |
$603K - $670K
|
51K
$32.2M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.09K+ 1.65% |
$602K - $669K
|
66.8K
$42.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
1.08K+ 2.8% |
$596K - $662K
|
39.5K
$25M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
1.07K+ 4.12% |
$595K - $661K
|
27.1K
$17.1M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
1.07K+ 8.72% |
$593K - $660K
|
13.3K
$8.43M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.07K+ 3.07% |
$593K - $660K
|
35.9K
$22.7M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.06K+ 7.59% |
$586K - $652K
|
15K
$9.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
1.06K+ 19.72% |
$585K - $650K
|
6.41K
$4.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.05K+ 24.47% |
$584K - $649K
|
5.36K
$3.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.05K+ 18.93% |
$582K - $647K
|
6.6K
$4.17M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.05K+ 2.14% |
$582K - $647K
|
50.2K
$31.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.04K+ 3.36% |
$577K - $642K
|
32.1K
$20.2M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.03K+ 23.91% |
$572K - $636K
|
5.35K
$3.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
1.03K+ 3.26% |
$571K - $635K
|
32.7K
$20.6M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.02KNew |
$565K - $628K
|
1.02K
$644K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.02K+ 2.83% |
$565K - $628K
|
37.1K
$23.4M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.02K+ 42.28% |
$565K - $628K
|
3.43K
$2.17M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.02K+ 50.98% |
$563K - $626K
|
3.01K
$1.9M
|