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 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
488+ 36.17% |
$270K - $301K
|
1.84K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
487+ 26.18% |
$270K - $300K
|
2.35K
$1.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
485+ 5.3% |
$269K - $299K
|
9.64K
$6.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
485New |
$269K - $299K
|
485
$306K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
483+ 9.58% |
$268K - $297K
|
5.52K
$3.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
480+ 1.6% |
$266K - $296K
|
30.6K
$19.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
480+ 16.59% |
$266K - $296K
|
3.37K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
478+ 11.95% |
$265K - $294K
|
4.48K
$2.83M
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
476New |
$264K - $293K
|
476
$301K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
475+ 2.17% |
$263K - $293K
|
22.3K
$14.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
474+ 2.64% |
$263K - $292K
|
18.4K
$11.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
470+ 10.61% |
$260K - $289K
|
4.9K
$3.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
469+ 30.67% |
$260K - $289K
|
2K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
466+ 1.04% |
$258K - $287K
|
45.1K
$28.5M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
466+ 32.68% |
$258K - $287K
|
1.89K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
465+ 1.6% |
$258K - $286K
|
29.5K
$18.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
463New |
$257K - $285K
|
463
$292K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
462+ 1.7% |
$256K - $285K
|
27.6K
$17.4M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
461New |
$255K - $284K
|
461
$291K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
460New |
$255K - $283K
|
460
$291K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
460+ 2.99% |
$255K - $283K
|
15.9K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
459+ 27.37% |
$254K - $283K
|
2.14K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
457+ 6.69% |
$253K - $281K
|
7.28K
$4.6M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
457+ 14.04% |
$253K - $281K
|
3.71K
$2.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
453New |
$251K - $279K
|
453
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
451+ 7.8% |
$250K - $278K
|
6.23K
$3.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
448+ 2.12% |
$248K - $276K
|
21.6K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
448+ 40.25% |
$248K - $276K
|
1.56K
$986K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
447+ 20.78% |
$248K - $275K
|
2.6K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
442+ 0.91% |
$245K - $272K
|
49.1K
$31M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
442+ 7.48% |
$245K - $272K
|
6.35K
$4.01M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
442+ 2.95% |
$245K - $272K
|
15.4K
$9.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
441+ 10.59% |
$244K - $272K
|
4.61K
$2.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
439+ 10.04% |
$243K - $270K
|
4.81K
$3.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
438New |
$243K - $270K
|
438
$277K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
437+ 2.79% |
$242K - $269K
|
16.1K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
436+ 0.69% |
$242K - $269K
|
63.5K
$40.1M
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
435+ 0.94% |
$241K - $268K
|
46.8K
$29.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
433+ 1.29% |
$240K - $267K
|
33.9K
$21.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
432+ 18.42% |
$239K - $266K
|
2.78K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
431+ 0.96% |
$239K - $265K
|
45.4K
$28.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
430+ 10.58% |
$238K - $265K
|
4.5K
$2.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
429New |
$238K - $264K
|
429
$271K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
423+ 1.39% |
$234K - $261K
|
30.9K
$19.5M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
423+ 117.5% |
$234K - $261K
|
783
$495K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
422+ 56.34% |
$234K - $260K
|
1.17K
$740K
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
421New |
$233K - $259K
|
421
$266K
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
419+ 55.06% |
$232K - $258K
|
1.18K
$745K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
417+ 13.56% |
$231K - $257K
|
3.49K
$2.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
416+ 7.97% |
$230K - $256K
|
5.64K
$3.56M
|