Purchases and Sales Made in Q1 2025 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 24, 2025 Q1 2025
Financial Insights, Inc.

BUY
 -
415
New
$230K - $256K
415 $262K
Apr 30, 2025 Q1 2025
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
414
+ 56.79%
$229K - $255K
1.14K $722K
May 08, 2025 Q1 2025
Harbour Investments, Inc.

Madison, WI
BUY
 -
413
+ 0.52%
$229K - $254K
80.3K $50.7M
Apr 29, 2025 Q1 2025
Dupree Financial Group, LLC

Lexington, KY
BUY
 -
412
New
$228K - $254K
412 $260K
May 06, 2025 Q1 2025
M. Kulyk & Associates, LLC

BUY
 -
412
+ 51.31%
$228K - $254K
1.22K $768K
May 14, 2025 Q1 2025
Pembroke Management, LTD

BUY
 -
412
+ 1.69%
$228K - $254K
24.7K $15.6M
Apr 24, 2025 Q1 2025
Stone Point Wealth LLC

BUY
 -
411
+ 5.41%
$228K - $253K
8K $5.06M
May 13, 2025 Q1 2025
Transatlantique Private Wealth LLC

BUY
 -
411
New
$228K - $253K
411 $260K
Apr 17, 2025 Q1 2025
Christensen, King & Associates Investment Services, Inc.

Richland, WA
BUY
 -
410
+ 19.25%
$227K - $252K
2.54K $1.6M
Apr 17, 2025 Q1 2025
Rebalance, LLC

Palo Alto, CA
BUY
 -
410
+ 17.21%
$227K - $252K
2.79K $1.76M
May 05, 2025 Q1 2025
Bluestem Financial Advisors, LLC

Champaign, IL
BUY
 -
403
+ 0.5%
$223K - $248K
80.7K $51M
Apr 11, 2025 Q1 2025
Snider Financial Group

Bellevue, WA
BUY
 -
402
+ 0.71%
$223K - $248K
57.1K $36M
May 01, 2025 Q1 2025
Security Benefit Life Insurance CO

Topeka, KS
BUY
 -
400
+ 6.25%
$222K - $246K
6.8K $4.3M
May 13, 2025 Q1 2025
Knuff & CO LLC

Foster City, CA
BUY
 -
400
+ 400.0%
$222K - $246K
500 $316K
May 15, 2025 Q1 2025
Marquette Associates, Inc.

Chicago, IL
BUY
 -
400
+ 1.05%
$222K - $246K
38.3K $24.2M
May 13, 2025 Q1 2025
Vaughan David Investments LLC

Peoria, IL
BUY
 -
399
New
$221K - $246K
399 $252K
May 01, 2025 Q1 2025
Pittenger & Anderson Inc

BUY
 -
398
+ 3.43%
$221K - $245K
12K $7.59M
Apr 25, 2025 Q1 2025
New Millennium Group LLC

Sandy, UT
BUY
 -
395
+ 3.68%
$219K - $243K
11.1K $7.03M
Apr 28, 2025 Q1 2025
Revisor Wealth Management LLC

Akron, OH
BUY
 -
395
+ 69.91%
$219K - $243K
960 $606K
May 13, 2025 Q1 2025
Harbor Advisory Corp

BUY
 -
395
+ 2.11%
$219K - $243K
19.2K $12.1M
May 12, 2025 Q1 2025
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
391
+ 0.42%
$217K - $241K
93.4K $59M
May 14, 2025 Q1 2025
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
391
+ 3.43%
$217K - $241K
11.8K $7.46M
May 06, 2025 Q1 2025
Richardson Financial Services Inc.

Medway, MA
BUY
 -
388
+ 170.93%
$215K - $239K
615 $389K
May 07, 2025 Q1 2025
Inspire Advisors, LLC

Meridian, ID
BUY
 -
388
+ 11.25%
$215K - $239K
3.84K $2.42M
Apr 14, 2025 Q1 2025
25 LLC

St. Louis, MO
BUY
 -
387
New
$214K - $238K
387 $244K
May 08, 2025 Q1 2025
Davis R M Inc

Portland, ME
BUY
 -
386
+ 8.13%
$214K - $238K
5.13K $3.24M
Apr 10, 2025 Q1 2025
Heritage Family Offices, LLP

Scottsdale, AZ
BUY
 -
384
+ 3.01%
$213K - $236K
13.2K $8.31M
May 06, 2025 Q1 2025
Carnegie Capital Asset Management, LLC

BUY
 -
384
+ 2.59%
$213K - $236K
15.2K $9.63M
May 06, 2025 Q1 2025
Tufton Capital Management

BUY
 -
383
+ 5.57%
$212K - $236K
7.25K $4.58M
Apr 01, 2025 Q1 2025
Cullen Investment Group, Ltd.

Lafayette, LA
BUY
 -
380
+ 50.07%
$211K - $234K
1.14K $720K
May 15, 2025 Q1 2025
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
379
+ 10.91%
$210K - $233K
3.85K $2.43M
May 13, 2025 Q1 2025
Manchester Financial Inc

BUY
 -
375
New
$208K - $231K
375 $237K
Apr 22, 2025 Q1 2025
Manning & Napier Advisors LLC

Fairport, NY
BUY
 -
372
New
$206K - $229K
372 $235K
Apr 11, 2025 Q1 2025
Successful Portfolios LLC

BUY
 -
370
+ 3.75%
$205K - $228K
10.2K $6.46M
Apr 16, 2025 Q1 2025
Tpg Financial Advisors, LLC

BUY
 -
369
+ 24.75%
$204K - $227K
1.86K $1.18M
May 15, 2025 Q1 2025
Wallace Capital Management Inc.

Dallas, TX
BUY
 -
368
New
$204K - $227K
368 $232K
Apr 11, 2025 Q1 2025
Impact Capital Partners LLC

Greenwood Village, CO
BUY
 -
365
+ 10.52%
$202K - $225K
3.83K $2.42M
Apr 30, 2025 Q1 2025
Alps Advisors Inc

Denver, CO
BUY
 -
365
+ 0.28%
$202K - $225K
132K $83.3M
Apr 28, 2025 Q1 2025
Klingenstein Fields & CO LP

BUY
 -
364
+ 17.41%
$202K - $224K
2.46K $1.55M
May 06, 2025 Q1 2025
Close Asset Management LTD

BUY
 -
364
+ 25.45%
$202K - $224K
1.79K $1.13M
May 14, 2025 Q1 2025
Laffer Tengler Investments

Nashville, TN
BUY
 -
364
New
$202K - $224K
364 $230K
May 13, 2025 Q1 2025
Moment Partners, LLC

San Francisco, CA
BUY
 -
363
+ 24.76%
$201K - $224K
1.83K $1.16M
May 07, 2025 Q1 2025
Fiera Capital Corp

Montreal, A8
BUY
 -
361
+ 1.73%
$200K - $222K
21.2K $13.4M
Apr 08, 2025 Q1 2025
Ables, Iannone, Moore & Associates, Inc.

Savannah, GA
BUY
 -
360
New
$199K - $222K
360 $227K
Apr 30, 2025 Q1 2025
Ade, LLC

BUY
 -
360
+ 1.22%
$199K - $222K
29.9K $18.9M
May 12, 2025 Q1 2025
Pcg Asset Management, LLC

Gladstone, NJ
BUY
 -
360
New
$199K - $222K
360 $227K
May 14, 2025 Q1 2025
Gerber Kawasaki Wealth & Investment Management

BUY
 -
360
+ 0.9%
$199K - $222K
40.3K $25.5M
Apr 18, 2025 Q1 2025
Wells Trecaso Financial Group, LLC

BUY
 -
358
+ 47.42%
$198K - $220K
1.11K $703K
Apr 29, 2025 Q1 2025
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
357
New
$198K - $220K
357 $226K

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