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 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
842+ 3.4% |
$467K - $519K
|
25.6K
$16.2M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
834+ 4.45% |
$462K - $514K
|
19.6K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
829+ 4.02% |
$459K - $511K
|
21.5K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
824New |
$457K - $507K
|
824
$521K
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
819+ 23.23% |
$454K - $504K
|
4.35K
$2.74M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
818+ 5.13% |
$453K - $504K
|
16.8K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
815+ 5.91% |
$452K - $502K
|
14.6K
$9.22M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
813New |
$450K - $501K
|
813
$514K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
809+ 2.03% |
$448K - $498K
|
40.6K
$25.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
809+ 2.33% |
$448K - $498K
|
35.5K
$22.5M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
809+ 4.6% |
$448K - $498K
|
18.4K
$11.6M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
804+ 2.16% |
$445K - $495K
|
38K
$24M
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
800+ 42.74% |
$443K - $493K
|
2.67K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
798+ 2.14% |
$442K - $491K
|
38.1K
$24.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
797+ 13.04% |
$442K - $491K
|
6.91K
$4.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
789+ 2.11% |
$437K - $486K
|
38.2K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
789+ 29.59% |
$437K - $486K
|
3.46K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
787+ 1078.08% |
$436K - $485K
|
860
$543K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
786+ 39.5% |
$435K - $484K
|
2.78K
$1.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
782+ 0.57% |
$433K - $482K
|
139K
$87.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
772New |
$428K - $475K
|
772
$488K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
771+ 1.6% |
$427K - $475K
|
48.8K
$30.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
765+ 2.07% |
$424K - $471K
|
37.8K
$23.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
761+ 3.42% |
$422K - $469K
|
23K
$14.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
760+ 2.46% |
$421K - $468K
|
31.7K
$20M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
757+ 1.95% |
$419K - $466K
|
39.5K
$24.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
740+ 121.51% |
$410K - $456K
|
1.35K
$852K
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
731+ 6.62% |
$405K - $450K
|
11.8K
$7.44M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
727+ 6.25% |
$403K - $448K
|
12.4K
$7.8M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
721+ 30.6% |
$399K - $444K
|
3.08K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
721+ 1.12% |
$399K - $444K
|
65.4K
$41.3M
|
|
|
May 09, 2025
Q1 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
720New |
$399K - $443K
|
720
$455K
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
714+ 10.58% |
$396K - $440K
|
7.46K
$4.71M
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
BUY
|
- |
712+ 4.6% |
$394K - $438K
|
16.2K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
711+ 4.56% |
$394K - $438K
|
16.3K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
705+ 28.88% |
$391K - $434K
|
3.15K
$1.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
703New |
$390K - $433K
|
703
$444K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
703+ 13.47% |
$390K - $433K
|
5.92K
$3.74M
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
700+ 18.92% |
$388K - $431K
|
4.4K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
699+ 12.03% |
$387K - $430K
|
6.51K
$4.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
698+ 3.33% |
$387K - $430K
|
21.7K
$13.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
697+ 2.85% |
$386K - $429K
|
25.1K
$15.9M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
689+ 22.85% |
$382K - $424K
|
3.7K
$2.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
685+ 232.2% |
$380K - $422K
|
980
$619K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
685New |
$380K - $422K
|
685
$433K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
679+ 6.7% |
$376K - $418K
|
10.8K
$6.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
677+ 57.86% |
$375K - $417K
|
1.85K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
677+ 41.56% |
$375K - $417K
|
2.31K
$1.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
664+ 27.4% |
$368K - $409K
|
3.09K
$1.95M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
663+ 1.04% |
$367K - $408K
|
64.6K
$40.8M
|