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 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
562+ 1.42% |
$311K - $346K
|
40.2K
$25.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
560+ 2.83% |
$310K - $345K
|
20.4K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
559New |
$310K - $344K
|
559
$353K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
557New |
$309K - $343K
|
557
$352K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
556New |
$308K - $342K
|
556
$351K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
555+ 33.19% |
$308K - $342K
|
2.23K
$1.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
553+ 51.68% |
$306K - $341K
|
1.62K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
551+ 7.39% |
$305K - $339K
|
8K
$5.06M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
550+ 3.04% |
$305K - $339K
|
18.6K
$11.8M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
547+ 2.6% |
$303K - $337K
|
21.6K
$13.6M
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
542+ 78.21% |
$300K - $334K
|
1.24K
$780K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
542New |
$300K - $334K
|
542
$342K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
542+ 4169.23% |
$300K - $334K
|
555
$351K
|
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
540New |
$299K - $333K
|
540
$341K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
538+ 2.62% |
$298K - $331K
|
21.1K
$13.3M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
535+ 8.22% |
$296K - $329K
|
7.05K
$4.45M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
535+ 0.64% |
$296K - $329K
|
84.4K
$53.3M
|
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
534+ 57.36% |
$296K - $329K
|
1.47K
$925K
|
|
|
May 14, 2025
Q1 2025
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
532New |
$295K - $328K
|
532
$336K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
529+ 22.1% |
$293K - $326K
|
2.92K
$1.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
527New |
$292K - $325K
|
527
$333K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
526+ 0.66% |
$291K - $324K
|
80.2K
$50.6M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
525+ 22.11% |
$291K - $323K
|
2.9K
$1.83M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
522+ 2.35% |
$289K - $321K
|
22.7K
$14.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
521New |
$289K - $321K
|
521
$329K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
520+ 113.54% |
$288K - $320K
|
978
$618K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
519+ 3.25% |
$288K - $320K
|
16.5K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
518+ 0.94% |
$287K - $319K
|
55.8K
$35.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
515+ 1.0% |
$285K - $317K
|
51.9K
$32.8M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
511+ 4.49% |
$283K - $315K
|
11.9K
$7.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
510New |
$283K - $314K
|
510
$322K
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
509+ 31.61% |
$282K - $313K
|
2.12K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
508+ 11.75% |
$281K - $313K
|
4.83K
$3.05M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
508+ 4.76% |
$281K - $313K
|
11.2K
$7.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
507+ 36.85% |
$281K - $312K
|
1.88K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
502+ 22.99% |
$278K - $309K
|
2.69K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
502+ 1.01% |
$278K - $309K
|
50.4K
$31.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
498+ 31.22% |
$276K - $307K
|
2.09K
$1.32M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
497+ 1.21% |
$275K - $306K
|
41.4K
$26.2M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
497+ 3.27% |
$275K - $306K
|
15.7K
$9.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
495+ 3.12% |
$274K - $305K
|
16.4K
$10.3M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
495+ 34.66% |
$274K - $305K
|
1.92K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
495+ 65.74% |
$274K - $305K
|
1.25K
$788K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
494+ 16.91% |
$274K - $304K
|
3.42K
$2.16M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
494+ 0.31% |
$274K - $304K
|
159K
$101M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
494+ 0.9% |
$274K - $304K
|
55.3K
$34.9M
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
493New |
$273K - $304K
|
493
$311K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
492+ 16.12% |
$273K - $303K
|
3.54K
$2.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
492New |
$273K - $303K
|
492
$311K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
491+ 6.24% |
$272K - $302K
|
8.37K
$5.28M
|