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 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.01K+ 13.99% |
$560K - $622K
|
8.23K
$5.2M
|
|
|
May 14, 2025
Q1 2025
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
1.01K+ 105.89% |
$558K - $620K
|
1.96K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1K+ 1.46% |
$556K - $618K
|
70K
$44.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
997+ 36.28% |
$552K - $614K
|
3.75K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
993+ 1.25% |
$550K - $612K
|
80.5K
$50.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
990+ 1.66% |
$549K - $610K
|
60.7K
$38.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
BUY
|
- |
988+ 0.12% |
$547K - $608K
|
823K
$520M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
988+ 66.13% |
$547K - $608K
|
2.48K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
988+ 50.2% |
$547K - $608K
|
2.96K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
984+ 1.71% |
$545K - $606K
|
58.4K
$36.9M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
981+ 8.88% |
$544K - $604K
|
12K
$7.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
969+ 20.41% |
$537K - $597K
|
5.72K
$3.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
969+ 4.66% |
$537K - $597K
|
21.7K
$13.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
968+ 7.76% |
$536K - $596K
|
13.4K
$8.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
965+ 2.5% |
$535K - $594K
|
39.5K
$25M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
965+ 13.05% |
$535K - $594K
|
8.36K
$5.28M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
965+ 7.09% |
$535K - $594K
|
14.6K
$9.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
961+ 1.07% |
$532K - $592K
|
90.6K
$57.2M
|
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
961+ 2.28% |
$532K - $592K
|
43.2K
$27.3M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
959+ 4.0% |
$531K - $591K
|
24.9K
$15.8M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
944+ 5.28% |
$523K - $581K
|
18.8K
$11.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
942+ 2.46% |
$522K - $580K
|
39.2K
$24.8M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
939+ 9.55% |
$520K - $578K
|
10.8K
$6.81M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
936+ 114.85% |
$519K - $576K
|
1.75K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
930New |
$515K - $573K
|
930
$588K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
926+ 118.26% |
$513K - $570K
|
1.71K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
922+ 4.79% |
$511K - $568K
|
20.2K
$12.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
921+ 2.38% |
$510K - $567K
|
39.6K
$25M
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
918+ 4.7% |
$509K - $565K
|
20.4K
$12.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
915+ 1.76% |
$507K - $564K
|
52.8K
$33.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
901+ 1.36% |
$499K - $555K
|
67K
$42.3M
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
901+ 9.33% |
$499K - $555K
|
10.6K
$6.67M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
900+ 0.39% |
$499K - $554K
|
235K
$148M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
898New |
$498K - $553K
|
898
$567K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
896+ 5.32% |
$496K - $552K
|
17.7K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
894New |
$495K - $551K
|
894
$565K
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
880+ 1.88% |
$488K - $542K
|
47.8K
$30.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
879+ 25.22% |
$487K - $541K
|
4.37K
$2.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
877+ 5.67% |
$486K - $540K
|
16.3K
$10.3M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
876+ 0.68% |
$485K - $539K
|
130K
$82.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
874+ 1.89% |
$484K - $538K
|
47.1K
$29.8M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
873+ 14.87% |
$484K - $538K
|
6.74K
$4.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
870New |
$482K - $536K
|
870
$550K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
868+ 4.12% |
$481K - $535K
|
21.9K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
865+ 0.7% |
$479K - $533K
|
125K
$79.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
859+ 1.01% |
$476K - $529K
|
85.6K
$54.1M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
858+ 0.81% |
$475K - $528K
|
107K
$67.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
856+ 5.09% |
$474K - $527K
|
17.7K
$11.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
855+ 3.52% |
$474K - $527K
|
25.1K
$15.9M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
851+ 5.74% |
$472K - $524K
|
15.7K
$9.9M
|