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 15, 2025
Q1 2025
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
356New |
$197K - $219K
|
356
$225K
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
355+ 3.57% |
$197K - $219K
|
10.3K
$6.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
354+ 22.38% |
$196K - $218K
|
1.94K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
353+ 90.05% |
$196K - $217K
|
745
$471K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
352+ 9.44% |
$195K - $217K
|
4.08K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
348+ 0.57% |
$193K - $214K
|
61.7K
$39M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
342+ 79.53% |
$189K - $211K
|
772
$488K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
341+ 8.65% |
$189K - $210K
|
4.28K
$2.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
337+ 0.1% |
$187K - $208K
|
327K
$206M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
335+ 9.17% |
$186K - $206K
|
3.99K
$2.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
333+ 0.99% |
$185K - $205K
|
33.9K
$21.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
332+ 0.7% |
$184K - $204K
|
47.7K
$30.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
332+ 5.34% |
$184K - $204K
|
6.55K
$4.14M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
327+ 0.78% |
$181K - $201K
|
42.4K
$26.8M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
326+ 32.12% |
$181K - $201K
|
1.34K
$847K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
325+ 5.82% |
$180K - $200K
|
5.91K
$3.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
BUY
|
- |
322+ 3.7% |
$178K - $198K
|
9.03K
$5.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
321+ 276.72% |
$178K - $198K
|
437
$276K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
319+ 6.29% |
$177K - $196K
|
5.39K
$3.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
318+ 85.25% |
$176K - $196K
|
691
$437K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
317+ 1.29% |
$176K - $195K
|
25K
$15.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
310+ 3.47% |
$172K - $191K
|
9.25K
$5.85M
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
309+ 2.27% |
$171K - $190K
|
13.9K
$8.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
306+ 2.86% |
$170K - $188K
|
11K
$6.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
304+ 1.53% |
$168K - $187K
|
20.1K
$12.7M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
301+ 0.57% |
$167K - $185K
|
53.1K
$33.5M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
299+ 1.26% |
$166K - $184K
|
24K
$15.1M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
299+ 0.43% |
$166K - $184K
|
70.4K
$44.5M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
298+ 39.47% |
$165K - $184K
|
1.05K
$665K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
297+ 3.66% |
$165K - $183K
|
8.41K
$5.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
286+ 2.37% |
$158K - $176K
|
12.3K
$7.79M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
286+ 1.61% |
$158K - $176K
|
18.1K
$11.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
285+ 5.87% |
$158K - $176K
|
5.14K
$3.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
285+ 2.85% |
$158K - $176K
|
10.3K
$6.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
285+ 20.37% |
$158K - $176K
|
1.68K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
285+ 0.1% |
$158K - $176K
|
273K
$172M
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
281+ 58.18% |
$156K - $173K
|
764
$483K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
281+ 3.59% |
$156K - $173K
|
8.12K
$5.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
279+ 6.49% |
$155K - $172K
|
4.58K
$2.89M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
276+ 1.18% |
$153K - $170K
|
23.8K
$15M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
275+ 2.57% |
$152K - $169K
|
11K
$6.94M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
275+ 15.24% |
$152K - $169K
|
2.08K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
273+ 3.05% |
$151K - $168K
|
9.21K
$5.82M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
272+ 11.12% |
$151K - $168K
|
2.72K
$1.72M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
272+ 2.26% |
$151K - $168K
|
12.3K
$7.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
271+ 20.21% |
$150K - $167K
|
1.61K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
269+ 9.51% |
$149K - $166K
|
3.1K
$1.96M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
269+ 8.96% |
$149K - $166K
|
3.27K
$2.07M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
268+ 1.9% |
$148K - $165K
|
14.4K
$9.07M
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
267+ 0.86% |
$148K - $164K
|
31.5K
$19.9M
|