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 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
267+ 21.41% |
$148K - $164K
|
1.51K
$964K
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
267+ 5.73% |
$148K - $164K
|
4.92K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
266+ 8.43% |
$147K - $164K
|
3.42K
$2.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
264+ 22.56% |
$146K - $163K
|
1.43K
$913K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
262+ 2.61% |
$145K - $161K
|
10.3K
$6.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
260+ 6.93% |
$144K - $160K
|
4.01K
$2.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
254+ 3.32% |
$141K - $156K
|
7.91K
$5.03M
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
BUY
|
- |
254New |
$141K - $156K
|
254
$162K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
252+ 1.3% |
$140K - $155K
|
19.7K
$12.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
250+ 4.83% |
$139K - $154K
|
5.43K
$3.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
250+ 10.47% |
$139K - $154K
|
2.64K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
247+ 8.38% |
$137K - $152K
|
3.19K
$2.03M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
247+ 0.96% |
$137K - $152K
|
25.9K
$16.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
246+ 0.58% |
$136K - $151K
|
43K
$27.4M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
245+ 18.89% |
$136K - $151K
|
1.54K
$981K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
244+ 62.72% |
$135K - $150K
|
633
$403K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
242+ 0.08% |
$134K - $149K
|
294K
$187M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
241+ 25.21% |
$134K - $148K
|
1.2K
$762K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
241+ 2.16% |
$134K - $148K
|
11.4K
$7.26M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
241+ 8.16% |
$134K - $148K
|
3.19K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
240+ 1.21% |
$133K - $148K
|
20.1K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
239+ 143.11% |
$132K - $147K
|
406
$258K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
237+ 16.27% |
$131K - $146K
|
1.69K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
237New |
$131K - $146K
|
237
$151K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
237+ 25.85% |
$131K - $146K
|
1.15K
$734K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
237+ 353.73% |
$131K - $146K
|
304
$193K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
236+ 1.09% |
$131K - $145K
|
21.8K
$13.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
236+ 120.41% |
$131K - $145K
|
432
$275K
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
234+ 12.24% |
$130K - $144K
|
2.15K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
233+ 15.55% |
$129K - $143K
|
1.73K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
231+ 12.67% |
$128K - $142K
|
2.05K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
230+ 5.57% |
$127K - $142K
|
4.36K
$2.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
229+ 5.2% |
$127K - $141K
|
4.64K
$2.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
229+ 32.9% |
$127K - $141K
|
925
$589K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
229+ 1.99% |
$127K - $141K
|
11.7K
$7.47M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
228+ 18.45% |
$126K - $140K
|
1.46K
$932K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
227+ 28.34% |
$126K - $140K
|
1.03K
$654K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
227+ 0.59% |
$126K - $140K
|
38.7K
$24.6M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
225+ 13.42% |
$125K - $139K
|
1.9K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
225+ 6.09% |
$125K - $139K
|
3.92K
$2.49M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
224+ 0.98% |
$124K - $138K
|
23.1K
$14.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
223+ 38.58% |
$124K - $137K
|
801
$510K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
223+ 6.89% |
$124K - $137K
|
3.46K
$2.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
222+ 1.25% |
$123K - $137K
|
18K
$11.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
222+ 16.55% |
$123K - $137K
|
1.56K
$995K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
221+ 20.73% |
$122K - $136K
|
1.29K
$819K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
220New |
$122K - $135K
|
220
$140K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
216+ 0.27% |
$120K - $133K
|
80.9K
$51.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
214+ 16.93% |
$119K - $132K
|
1.48K
$941K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
214+ 4.4% |
$119K - $132K
|
5.08K
$3.23M
|