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 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
119+ 35.0% |
$65.9K - $73.3K
|
459
$292K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
117+ 7.19% |
$64.8K - $72.1K
|
1.74K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
117+ 0.93% |
$64.8K - $72.1K
|
12.7K
$8.11M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
116+ 11.71% |
$64.3K - $71.4K
|
1.11K
$705K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
116+ 11.41% |
$64.3K - $71.4K
|
1.13K
$721K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
115+ 0.38% |
$63.7K - $70.8K
|
30.5K
$19.4M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
114+ 1.61% |
$63.2K - $70.2K
|
7.22K
$4.59M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
114+ 4.19% |
$63.2K - $70.2K
|
2.84K
$1.81M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
113+ 7.75% |
$62.6K - $69.6K
|
1.57K
$1M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
113+ 4.99% |
$62.6K - $69.6K
|
2.38K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
111+ 9.88% |
$61.5K - $68.4K
|
1.23K
$785K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
110+ 1.66% |
$60.9K - $67.7K
|
6.73K
$4.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
110+ 2.22% |
$60.9K - $67.7K
|
5.06K
$3.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
110+ 8.76% |
$60.9K - $67.7K
|
1.37K
$869K
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
110+ 3.07% |
$60.9K - $67.7K
|
3.7K
$2.35M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
110+ 1.94% |
$60.9K - $67.7K
|
5.79K
$3.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
109+ 5.29% |
$60.4K - $67.1K
|
2.17K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
108+ 23.33% |
$59.8K - $66.5K
|
571
$363K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
108+ 8.42% |
$59.8K - $66.5K
|
1.39K
$885K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
107+ 18.71% |
$59.3K - $65.9K
|
679
$432K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
107+ 84.25% |
$59.3K - $65.9K
|
234
$149K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
106New |
$58.7K - $65.3K
|
106
$67.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
105+ 0.36% |
$58.2K - $64.7K
|
28.9K
$18.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
104+ 8.25% |
$57.6K - $64K
|
1.36K
$868K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
104+ 4.09% |
$57.6K - $64K
|
2.65K
$1.68M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
104+ 11.35% |
$57.6K - $64K
|
1.02K
$649K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
104+ 23.8% |
$57.6K - $64K
|
541
$344K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
103+ 2.92% |
$57.1K - $63.4K
|
3.63K
$2.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
102+ 2.43% |
$56.5K - $62.8K
|
4.3K
$2.74M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
101+ 2.67% |
$56K - $62.2K
|
3.88K
$2.47M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
100+ 0.36% |
$55.4K - $61.6K
|
27.8K
$17.7M
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
100+ 6.15% |
$55.4K - $61.6K
|
1.73K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
99+ 0.74% |
$54.9K - $61K
|
13.4K
$8.55M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
99+ 1.81% |
$54.9K - $61K
|
5.56K
$3.54M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
99+ 1.68% |
$54.9K - $61K
|
6K
$3.82M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
99+ 1.03% |
$54.9K - $61K
|
9.74K
$6.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
98+ 3.21% |
$54.3K - $60.4K
|
3.15K
$2.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
98+ 18.85% |
$54.3K - $60.4K
|
618
$393K
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
98+ 2.55% |
$54.3K - $60.4K
|
3.95K
$2.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
97+ 7.98% |
$53.7K - $59.7K
|
1.31K
$835K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
97+ 1.77% |
$53.7K - $59.7K
|
5.58K
$3.55M
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
97New |
$53.7K - $59.7K
|
97
$61.7K
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
97+ 6.54% |
$53.7K - $59.7K
|
1.58K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
96+ 6.47% |
$53.2K - $59.1K
|
1.58K
$1M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
96+ 5.91% |
$53.2K - $59.1K
|
1.72K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
96+ 1.45% |
$53.2K - $59.1K
|
6.73K
$4.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
94+ 0.22% |
$52.1K - $57.9K
|
43.4K
$27.6M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
94+ 0.93% |
$52.1K - $57.9K
|
10.2K
$6.5M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
94New |
$52.1K - $57.9K
|
94
$59.8K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
94+ 1.7% |
$52.1K - $57.9K
|
5.61K
$3.57M
|