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 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
66+ 14.22% |
$36.6K - $40.6K
|
530
$337K
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
BUY
|
- |
65+ 0.19% |
$36K - $40K
|
34K
$21.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
65+ 6.94% |
$36K - $40K
|
1K
$637K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
65+ 0.99% |
$36K - $40K
|
6.6K
$4.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
64+ 0.79% |
$35.5K - $39.4K
|
8.14K
$5.18M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
64+ 12.1% |
$35.5K - $39.4K
|
593
$377K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
63+ 4.29% |
$34.9K - $38.8K
|
1.53K
$976K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
63+ 4.71% |
$34.9K - $38.8K
|
1.4K
$891K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
62+ 1.62% |
$34.4K - $38.2K
|
3.9K
$2.48M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
62+ 5.64% |
$34.4K - $38.2K
|
1.16K
$740K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
61+ 5.75% |
$33.8K - $37.6K
|
1.12K
$713K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
60+ 1.47% |
$33.2K - $37K
|
4.15K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
60+ 13.79% |
$33.2K - $37K
|
495
$315K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
60+ 4.84% |
$33.2K - $37K
|
1.3K
$827K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
59+ 0.88% |
$32.7K - $36.3K
|
6.77K
$4.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
59+ 0.52% |
$32.7K - $36.3K
|
11.4K
$7.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
58+ 6.14% |
$32.1K - $35.7K
|
1K
$638K
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
58+ 10.84% |
$32.1K - $35.7K
|
593
$377K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
58+ 10.07% |
$32.1K - $35.7K
|
634
$403K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
57+ 6.26% |
$31.6K - $35.1K
|
967
$615K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
57+ 3.13% |
$31.6K - $35.1K
|
1.88K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
57+ 9.91% |
$31.6K - $35.1K
|
632
$402K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
57+ 0.72% |
$31.6K - $35.1K
|
7.99K
$5.08M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
57+ 3.93% |
$31.6K - $35.1K
|
1.51K
$958K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
57+ 1.93% |
$31.6K - $35.1K
|
3.01K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
57+ 0.17% |
$31.6K - $35.1K
|
33.2K
$21.1M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
57+ 0.25% |
$31.6K - $35.1K
|
22.5K
$14.3M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
56New |
$31K - $34.5K
|
56
$35.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
55+ 0.21% |
$30.5K - $33.9K
|
25.9K
$16.5M
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
55+ 15.07% |
$30.5K - $33.9K
|
420
$267K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
55+ 0.68% |
$30.5K - $33.9K
|
8.12K
$5.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
55+ 14.95% |
$30.5K - $33.9K
|
423
$269K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
54+ 0.62% |
$29.9K - $33.3K
|
8.74K
$5.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
54+ 3.79% |
$29.9K - $33.3K
|
1.48K
$941K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
53+ 0.82% |
$29.4K - $32.6K
|
6.52K
$4.15M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
53+ 15.14% |
$29.4K - $32.6K
|
403
$256K
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
53+ 13.35% |
$29.4K - $32.6K
|
450
$286K
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
53+ 0.07% |
$29.4K - $32.6K
|
76.1K
$48.4M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
53+ 0.22% |
$29.4K - $32.6K
|
23.9K
$15.2M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
53+ 0.02% |
$29.4K - $32.6K
|
304K
$194M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
52+ 2.44% |
$28.8K - $32K
|
2.18K
$1.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
51+ 1.62% |
$28.3K - $31.4K
|
3.2K
$2.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
51+ 0.27% |
$28.3K - $31.4K
|
18.8K
$11.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
51+ 19.47% |
$28.3K - $31.4K
|
313
$199K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
50+ 4.59% |
$27.7K - $30.8K
|
1.14K
$725K
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
50+ 2.2% |
$27.7K - $30.8K
|
2.33K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
50+ 0.1% |
$27.7K - $30.8K
|
48.3K
$30.8M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
50New |
$27.7K - $30.8K
|
50
$31.8K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
49+ 1.0% |
$27.1K - $30.2K
|
4.93K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
49+ 0.49% |
$27.1K - $30.2K
|
10K
$6.38M
|