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
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
216K+ 21.89% |
$120M - $133M
|
1.2M
$747M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
195KNew |
$108M - $120M
|
195K
$121M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
191K+ 15.5% |
$106M - $117M
|
1.42M
$882M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
178K+ 0.82% |
$98.8M - $110M
|
21.8M
$13.6B
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
175KNew |
$96.7M - $108M
|
175K
$108M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
160K+ 5.7% |
$88.4M - $98.3M
|
2.96M
$1.84B
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
149K+ 38.74% |
$82.8M - $92M
|
535K
$332M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
148K+ 9.46% |
$82M - $91.1M
|
1.71M
$1.06B
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
147K+ 0.97% |
$81.2M - $90.3M
|
15.3M
$9.48B
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
139K+ 2.34% |
$77.2M - $85.8M
|
6.1M
$3.79B
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
136K+ 6.66% |
$75.3M - $83.7M
|
2.18M
$1.35B
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
132KNew |
$73.2M - $81.4M
|
132K
$82M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
129K+ 99.85% |
$71.6M - $79.6M
|
259K
$161M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
121K+ 14.87% |
$67.1M - $74.6M
|
936K
$581M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
120K+ 2335.26% |
$66.4M - $73.8M
|
125K
$77.5M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
118KNew |
$65.2M - $72.4M
|
118K
$73M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
108K+ 230.99% |
$60.1M - $66.8M
|
155K
$96.4M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
108K+ 11.72% |
$59.6M - $66.3M
|
1.03M
$637M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
106K+ 66.52% |
$58.9M - $65.5M
|
266K
$165M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
103K+ 9.85% |
$57.3M - $63.7M
|
1.15M
$717M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
101K+ 5.35% |
$55.8M - $62M
|
1.98M
$1.23B
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
99.7K+ 9.16% |
$55.2M - $61.4M
|
1.19M
$737M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
96.5KNew |
$53.5M - $59.4M
|
96.5K
$59.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
95.8K+ 147.35% |
$53.1M - $59M
|
161K
$99.8M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
93.6K+ 150.64% |
$51.8M - $57.6M
|
156K
$96.6M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
90.6K+ 61.89% |
$50.2M - $55.8M
|
237K
$147M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
87.3KNew |
$48.4M - $53.8M
|
87.3K
$54.2M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
87.3K+ 8169.76% |
$48.3M - $53.7M
|
88.3K
$54.8M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
85.2K+ 0.36% |
$47.2M - $52.5M
|
23.7M
$14.7B
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
83.3K+ 22.38% |
$46.2M - $51.3M
|
456K
$283M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
83K+ 40.83% |
$46M - $51.1M
|
286K
$178M
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
82.8KNew |
$45.9M - $51M
|
82.8K
$51.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
82.6K+ 25.94% |
$45.7M - $50.9M
|
401K
$249M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
81K+ 88.3% |
$44.9M - $49.9M
|
173K
$107M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
80.9K+ 4.07% |
$44.8M - $49.8M
|
2.07M
$1.28B
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
80.6K+ 203.55% |
$44.7M - $49.7M
|
120K
$74.6M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
79.3K+ 5.46% |
$44M - $48.9M
|
1.53M
$951M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealth Navi Inc.
|
BUY
|
- |
78.9K+ 27.81% |
$43.7M - $48.6M
|
362K
$225M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
75.8K+ 4.23% |
$42M - $46.7M
|
1.87M
$1.16B
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
75.2K+ 52.6% |
$41.7M - $46.3M
|
218K
$135M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
74.9K+ 3.58% |
$41.5M - $46.1M
|
2.17M
$1.34B
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
74.8K+ 3.33% |
$41.5M - $46.1M
|
2.33M
$1.44B
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
74.3KNew |
$41.2M - $45.8M
|
74.3K
$46.1M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
73.5K+ 9.95% |
$40.7M - $45.3M
|
812K
$504M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
72K+ 18.96% |
$39.9M - $44.4M
|
452K
$281M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
71K+ 69.63% |
$39.3M - $43.7M
|
173K
$107M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
68.3K+ 1.66% |
$37.8M - $42.1M
|
4.19M
$2.6B
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
68.1K+ 661.03% |
$37.7M - $41.9M
|
78.4K
$48.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
66.6K+ 3.06% |
$36.9M - $41M
|
2.24M
$1.39B
|
|
|
May 15, 2025
Q1 2025
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
65.2K+ 37.81% |
$36.1M - $40.2M
|
238K
$148M
|