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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
93+ 1.27% |
$51.5K - $57.3K
|
7.44K
$4.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
92+ 10.22% |
$51K - $56.7K
|
992
$631K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
92+ 3.21% |
$51K - $56.7K
|
2.96K
$1.88M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
91+ 2.73% |
$50.4K - $56K
|
3.42K
$2.18M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
91New |
$50.4K - $56K
|
91
$57.9K
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
91+ 0.15% |
$50.4K - $56K
|
62.4K
$39.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
90+ 6.97% |
$49.9K - $55.4K
|
1.38K
$880K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
89+ 1.57% |
$49.3K - $54.8K
|
5.77K
$3.67M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
88+ 6.07% |
$48.8K - $54.2K
|
1.54K
$979K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
87+ 0.04% |
$48.2K - $53.6K
|
224K
$142M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
86+ 1.27% |
$47.6K - $53K
|
6.88K
$4.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
86+ 3.6% |
$47.6K - $53K
|
2.47K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
86+ 10.01% |
$47.6K - $53K
|
945
$601K
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
86+ 24.64% |
$47.6K - $53K
|
435
$277K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
86+ 1.22% |
$47.6K - $53K
|
7.14K
$4.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
85+ 3.8% |
$47.1K - $52.3K
|
2.32K
$1.48M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
85+ 4.48% |
$47.1K - $52.3K
|
1.98K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
85+ 1.7% |
$47.1K - $52.3K
|
5.09K
$3.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
84+ 1.85% |
$46.5K - $51.7K
|
4.64K
$2.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
84+ 13.64% |
$46.5K - $51.7K
|
700
$445K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
84+ 25.38% |
$46.5K - $51.7K
|
415
$264K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
83+ 2.83% |
$46K - $51.1K
|
3.02K
$1.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
83+ 12.19% |
$46K - $51.1K
|
764
$486K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
83+ 0.99% |
$46K - $51.1K
|
8.44K
$5.37M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
82+ 0.34% |
$45.4K - $50.5K
|
24.5K
$15.6M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
82+ 11.68% |
$45.4K - $50.5K
|
784
$499K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
82+ 2.46% |
$45.4K - $50.5K
|
3.41K
$2.17M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
80+ 2.27% |
$44.3K - $49.3K
|
3.6K
$2.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
79+ 6.31% |
$43.8K - $48.7K
|
1.33K
$846K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
79+ 0.45% |
$43.8K - $48.7K
|
17.7K
$11.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
BUY
|
- |
78+ 3.92% |
$43.2K - $48K
|
2.07K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
78+ 3.71% |
$43.2K - $48K
|
2.18K
$1.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
77+ 0.1% |
$42.7K - $47.4K
|
76.5K
$48.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
77+ 1.08% |
$42.7K - $47.4K
|
7.23K
$4.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
77+ 0.52% |
$42.7K - $47.4K
|
15K
$9.52M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
77+ 100.0% |
$42.7K - $47.4K
|
154
$98K
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
77+ 0.09% |
$42.7K - $47.4K
|
86.2K
$54.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
76+ 12.58% |
$42.1K - $46.8K
|
680
$433K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
74+ 1.54% |
$41K - $45.6K
|
4.86K
$3.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
74+ 1.83% |
$41K - $45.6K
|
4.11K
$2.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
73+ 1.96% |
$40.4K - $45K
|
3.79K
$2.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
73+ 0.71% |
$40.4K - $45K
|
10.3K
$6.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
73+ 59.35% |
$40.4K - $45K
|
196
$125K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
70+ 19.77% |
$38.8K - $43.1K
|
424
$270K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
70+ 5.48% |
$38.8K - $43.1K
|
1.35K
$858K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
70+ 4.48% |
$38.8K - $43.1K
|
1.63K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
69+ 5.05% |
$38.2K - $42.5K
|
1.43K
$913K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
68+ 13.6% |
$37.7K - $41.9K
|
568
$361K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
67+ 0.28% |
$37.1K - $41.3K
|
24.1K
$15.4M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
67New |
$37.1K - $41.3K
|
67
$42.6K
|