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
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
159+ 4.15% |
$88.1K - $97.9K
|
3.99K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
158+ 309.8% |
$87.5K - $97.3K
|
209
$133K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
157+ 7.41% |
$87K - $96.7K
|
2.28K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
156+ 31.08% |
$86.4K - $96.1K
|
658
$419K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
155+ 30.39% |
$85.9K - $95.5K
|
665
$423K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
153+ 4.17% |
$84.8K - $94.2K
|
3.82K
$2.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
152+ 8.66% |
$84.2K - $93.6K
|
1.91K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
149+ 14.42% |
$82.6K - $91.8K
|
1.18K
$752K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
149+ 14.94% |
$82.6K - $91.8K
|
1.15K
$729K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
148+ 0.92% |
$82K - $91.1K
|
16.2K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
148+ 6.48% |
$82K - $91.1K
|
2.43K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
143+ 5.58% |
$79.2K - $88.1K
|
2.7K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Verger Capital Management LLC
|
BUY
|
- |
143+ 0.31% |
$79.2K - $88.1K
|
46.1K
$29.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
142+ 17.44% |
$78.7K - $87.5K
|
956
$608K
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
140+ 14.13% |
$77.6K - $86.2K
|
1.13K
$720K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
140+ 3.41% |
$77.6K - $86.2K
|
4.25K
$2.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
139New |
$77K - $85.6K
|
139
$88.5K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
139+ 0.18% |
$77K - $85.6K
|
77.7K
$49.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
138+ 4.12% |
$76.5K - $85K
|
3.49K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
137+ 33.01% |
$75.9K - $84.4K
|
552
$351K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
136+ 11.3% |
$75.4K - $83.8K
|
1.34K
$853K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
136+ 23.73% |
$75.4K - $83.8K
|
709
$451K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
136+ 1.19% |
$75.4K - $83.8K
|
11.6K
$7.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
135+ 12.15% |
$74.8K - $83.1K
|
1.25K
$793K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
135+ 26.21% |
$74.8K - $83.1K
|
650
$414K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
135New |
$74.8K - $83.1K
|
135
$85.9K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
132+ 0.39% |
$73.1K - $81.3K
|
34.3K
$21.8M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
132+ 5.76% |
$73.1K - $81.3K
|
2.43K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
131+ 2.03% |
$72.6K - $80.7K
|
6.57K
$4.18M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
131+ 6.89% |
$72.6K - $80.7K
|
2.03K
$1.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
130+ 1.25% |
$72K - $80.1K
|
10.5K
$6.7M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
130+ 3.86% |
$72K - $80.1K
|
3.49K
$2.22M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
130+ 1.77% |
$72K - $80.1K
|
7.47K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
130+ 9.35% |
$72K - $80.1K
|
1.52K
$967K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
129+ 1.44% |
$71.5K - $79.4K
|
9.06K
$5.76M
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
BUY
|
- |
129+ 9.0% |
$71.5K - $79.4K
|
1.56K
$995K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
128+ 1.93% |
$70.9K - $78.8K
|
6.76K
$4.3M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
128+ 9.73% |
$70.9K - $78.8K
|
1.44K
$919K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
127+ 2.71% |
$70.4K - $78.2K
|
4.81K
$3.06M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
126+ 15.48% |
$69.8K - $77.6K
|
940
$598K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
125+ 9.55% |
$69.3K - $77K
|
1.43K
$913K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
125+ 13.97% |
$69.3K - $77K
|
1.02K
$649K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
125+ 1.01% |
$69.3K - $77K
|
12.5K
$7.94M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
125+ 10.38% |
$69.3K - $77K
|
1.33K
$846K
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
125+ 1.56% |
$69.3K - $77K
|
8.15K
$5.18M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
125+ 0.21% |
$69.3K - $77K
|
59.1K
$37.6M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
124+ 4.28% |
$68.7K - $76.4K
|
3.02K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
123+ 6.3% |
$68.1K - $75.7K
|
2.08K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
121+ 2.43% |
$67K - $74.5K
|
5.1K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
120+ 0.94% |
$66.5K - $73.9K
|
12.9K
$8.2M
|