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 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
657+ 1.53% |
$364K - $405K
|
43.7K
$27.6M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
651+ 132.32% |
$361K - $401K
|
1.14K
$722K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
648+ 7.03% |
$359K - $399K
|
9.86K
$6.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
648+ 4.77% |
$359K - $399K
|
14.2K
$8.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
646+ 49.46% |
$358K - $398K
|
1.95K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
646+ 4.75% |
$358K - $398K
|
14.2K
$8.99M
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
643+ 4.43% |
$356K - $396K
|
15.1K
$9.57M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
642New |
$356K - $395K
|
642
$406K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
641+ 10.27% |
$355K - $395K
|
6.88K
$4.35M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
640+ 8.52% |
$355K - $394K
|
8.15K
$5.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
639+ 110.75% |
$354K - $394K
|
1.22K
$768K
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
638+ 13.79% |
$353K - $393K
|
5.27K
$3.33M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
636+ 0.34% |
$352K - $392K
|
189K
$120M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
635+ 107.26% |
$352K - $391K
|
1.23K
$775K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
633+ 4.53% |
$351K - $390K
|
14.6K
$9.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
631+ 4.42% |
$350K - $389K
|
14.9K
$9.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
628+ 1.34% |
$348K - $387K
|
47.6K
$30.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
627+ 111.96% |
$347K - $386K
|
1.19K
$750K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
624+ 66.45% |
$346K - $384K
|
1.56K
$987K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
624+ 10.44% |
$346K - $384K
|
6.6K
$4.17M
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
621+ 3.92% |
$344K - $382K
|
16.5K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
621+ 3.52% |
$344K - $382K
|
18.3K
$11.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
620+ 7.3% |
$344K - $382K
|
9.11K
$5.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
620+ 24.56% |
$344K - $382K
|
3.14K
$1.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
619+ 4.59% |
$343K - $381K
|
14.1K
$8.9M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
619+ 3.98% |
$343K - $381K
|
16.2K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
618+ 36.1% |
$342K - $381K
|
2.33K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
609New |
$337K - $375K
|
609
$385K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
600New |
$332K - $370K
|
600
$379K
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
BUY
|
- |
599+ 3.72% |
$332K - $369K
|
16.7K
$10.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
598+ 18.8% |
$331K - $368K
|
3.78K
$2.39M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
597New |
$331K - $368K
|
597
$377K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
596+ 18.8% |
$330K - $367K
|
3.77K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
594+ 0.23% |
$329K - $366K
|
254K
$160M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
591+ 2.29% |
$327K - $364K
|
26.4K
$16.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
588+ 15.08% |
$326K - $362K
|
4.49K
$2.83M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
587+ 3.28% |
$325K - $362K
|
18.5K
$11.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
585+ 8.26% |
$324K - $360K
|
7.67K
$4.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
580+ 8.6% |
$321K - $357K
|
7.33K
$4.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
578+ 3.16% |
$320K - $356K
|
18.9K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
575New |
$319K - $354K
|
575
$363K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
572+ 8.1% |
$317K - $352K
|
7.64K
$4.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
571+ 4.19% |
$316K - $352K
|
14.2K
$8.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
568New |
$315K - $350K
|
568
$359K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
567+ 8.05% |
$314K - $349K
|
7.61K
$4.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
567+ 44.4% |
$314K - $349K
|
1.84K
$1.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
567+ 8.05% |
$314K - $349K
|
7.61K
$4.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
BUY
|
- |
567+ 8.56% |
$314K - $349K
|
7.19K
$4.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
566+ 3.55% |
$314K - $349K
|
16.5K
$10.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
562New |
$311K - $346K
|
562
$355K
|