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 16, 2025 Q1 2025
Bensler, LLC

Bellevue, WA
BUY
 -
213
+ 19.42%
$118K - $131K
1.31K $834K
Apr 16, 2025 Q1 2025
Greenhouse Wealth Management, LLC

BUY
 -
212
+ 1.11%
$117K - $131K
19.3K $12.3M
Apr 25, 2025 Q1 2025
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
212
+ 9.87%
$117K - $131K
2.36K $1.5M
Apr 18, 2025 Q1 2025
Optivise Advisory Services LLC

Franklin, TN
BUY
 -
211
+ 2.22%
$117K - $130K
9.71K $6.18M
Apr 10, 2025 Q1 2025
Chesley Taft & Associates LLC

BUY
 -
210
+ 0.78%
$116K - $129K
27K $17.2M
May 06, 2025 Q1 2025
Ima Wealth, Inc.

Wichita, KS
BUY
 -
209
New
$116K - $129K
209 $133K
Apr 11, 2025 Q1 2025
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
208
+ 5.69%
$115K - $128K
3.86K $2.46M
May 09, 2025 Q1 2025
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
208
+ 1.0%
$115K - $128K
21.1K $13.4M
Apr 08, 2025 Q1 2025
Beese Fulmer Investment Management, Inc.

BUY
 -
206
+ 10.39%
$114K - $127K
2.19K $1.39M
Apr 16, 2025 Q1 2025
Pathway Financial Advisors LLC

BUY
 -
205
+ 15.81%
$114K - $126K
1.5K $956K
Apr 11, 2025 Q1 2025
Littlejohn Financial Services, Inc.

Roseburg, OR
BUY
 -
204
+ 18.98%
$113K - $126K
1.28K $814K
Apr 14, 2025 Q1 2025
Centricity Wealth Management, LLC

Westerville, OH
BUY
 -
204
+ 2.8%
$113K - $126K
7.5K $4.77M
Apr 14, 2025 Q1 2025
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
202
+ 3.51%
$112K - $124K
5.96K $3.79M
Apr 10, 2025 Q1 2025
Safeguard Financial, LLC

BUY
 -
200
+ 13.89%
$111K - $123K
1.64K $1.04M
May 15, 2025 Q1 2025
Rothschild Capital Partners, LLC

New York, NY
BUY
 -
198
+ 26.47%
$110K - $122K
946 $602K
Apr 16, 2025 Q1 2025
Liberty Capital Management, Inc.

BUY
 -
197
+ 3.37%
$109K - $121K
6.04K $3.84M
May 07, 2025 Q1 2025
Northwest Bancshares, Inc.

Warren, PA
BUY
 -
197
+ 0.81%
$109K - $121K
24.7K $15.7M
Apr 28, 2025 Q1 2025
North Capital, Inc.

Salt Lake City, UT
BUY
 -
196
New
$109K - $121K
196 $125K
Apr 22, 2025 Q1 2025
Gallagher Capital Advisors, LLC

Argyle, TX
BUY
 -
195
+ 2.07%
$108K - $120K
9.6K $6.11M
May 12, 2025 Q1 2025
Capital International Investors

Los Angeles, CA
BUY
 -
195
+ 18.52%
$108K - $120K
1.25K $794K
May 21, 2025 Q1 2025
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
195
+ 10.09%
$108K - $120K
2.13K $1.35M
Apr 14, 2025 Q1 2025
Rda Financial Network

BUY
 -
193
+ 17.23%
$107K - $119K
1.31K $836K
May 12, 2025 Q1 2025
Peak Financial Management, Inc.

BUY
 -
192
+ 5.37%
$106K - $118K
3.77K $2.4M
Apr 30, 2025 Q1 2025
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
191
+ 47.99%
$106K - $118K
589 $375K
Apr 29, 2025 Q1 2025
Crew Capital Management, Ltd.

BUY
 -
188
+ 8.79%
$104K - $116K
2.33K $1.48M
May 08, 2025 Q1 2025
Rvw Wealth, LLC

BUY
 -
188
+ 25.34%
$104K - $116K
930 $592K
May 07, 2025 Q1 2025
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
187
+ 3.5%
$104K - $115K
5.53K $3.52M
May 06, 2025 Q1 2025
Blue Chip Wealth Advisors LLC

Milton, GA
BUY
 -
186
+ 1.68%
$103K - $115K
11.3K $7.16M
May 07, 2025 Q1 2025
Bearing Point Capital, LLC

Bloomington, MN
BUY
 -
186
+ 4.01%
$103K - $115K
4.82K $3.07M
May 01, 2025 Q1 2025
Lane & Associates LLC

Moorestown, NJ
BUY
 -
184
+ 4.36%
$102K - $113K
4.4K $2.8M
May 14, 2025 Q1 2025
Hollow Brook Wealth Management LLC

BUY
 -
184
+ 2.46%
$102K - $113K
7.67K $4.88M
May 13, 2025 Q1 2025
Leigh Baldwin & Co., LLC

Cazenovia, NY
BUY
 -
182
+ 10.18%
$101K - $112K
1.97K $1.25M
Apr 16, 2025 Q1 2025
Lakeridge Wealth Management LLC

Mentor, OH
BUY
 -
181
+ 1.75%
$100K - $111K
10.5K $6.7M
May 02, 2025 Q1 2025
Opulen Financial Group LLC

Arlington, VA
BUY
 -
179
+ 2.69%
$99.2K - $110K
6.84K $4.35M
May 02, 2025 Q1 2025
Frederick Financial Consultants, LLC

Frederick, MD
BUY
 -
179
+ 8.96%
$99.2K - $110K
2.18K $1.39M
May 14, 2025 Q1 2025
Wealth Trust Axiom LLC

BUY
 -
178
+ 9.4%
$98.6K - $110K
2.07K $1.32M
May 14, 2025 Q1 2025
South Plains Financial, Inc.

Lubbock, TX
BUY
 -
177
+ 2.87%
$98.1K - $109K
6.34K $4.03M
Apr 23, 2025 Q1 2025
C2 C Wealth Management, LLC

BUY
 -
176
+ 1.41%
$97.5K - $108K
12.7K $8.07M
May 14, 2025 Q1 2025
Spectrum Strategic Capital Management, LLC

Corvallis, OR
BUY
 -
174
+ 0.31%
$96.4K - $107K
56.7K $36.1M
Apr 15, 2025 Q1 2025
First United Bank & Trust

BUY
 -
173
+ 2.63%
$95.9K - $107K
6.75K $4.29M
May 14, 2025 Q1 2025
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
173
+ 13.18%
$95.9K - $107K
1.49K $946K
Apr 09, 2025 Q1 2025
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
171
+ 14.07%
$94.7K - $105K
1.39K $882K
May 15, 2025 Q1 2025
Plancorp, LLC

BUY
 -
170
+ 3.78%
$94.2K - $105K
4.67K $2.97M
May 15, 2025 Q1 2025
Kiker Wealth Management, LLC

Jasper, GA
BUY
 -
169
+ 24.32%
$93.6K - $104K
864 $550K
Apr 14, 2025 Q1 2025
Wesbanco Bank Inc

BUY
 -
168
+ 0.66%
$93.1K - $103K
25.8K $16.4M
May 06, 2025 Q1 2025
Old Port Advisors

BUY
 -
163
+ 1.05%
$90.3K - $100K
15.7K $10M
Apr 23, 2025 Q1 2025
Pinnacle Bancorp, Inc.

BUY
 -
162
+ 1.74%
$89.8K - $99.8K
9.47K $6.03M
May 12, 2025 Q1 2025
Eagle Global Advisors LLC

Houston, TX
BUY
 -
160
+ 23.12%
$88.6K - $98.5K
852 $542K
Apr 09, 2025 Q1 2025
St Germain D J CO Inc

Springfield, MA
BUY
 -
159
+ 4.69%
$88.1K - $97.9K
3.55K $2.26M

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