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 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
48+ 0.21% |
$26.6K - $29.6K
|
22.9K
$14.6M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
48+ 0.1% |
$26.6K - $29.6K
|
45.9K
$29.2M
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
48+ 12.83% |
$26.6K - $29.6K
|
422
$269K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
47+ 5.43% |
$26K - $28.9K
|
913
$581K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
47+ 3.37% |
$26K - $28.9K
|
1.44K
$916K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
47+ 0.33% |
$26K - $28.9K
|
14.3K
$9.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
47+ 1.62% |
$26K - $28.9K
|
2.95K
$1.88M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
47+ 0.43% |
$26K - $28.9K
|
10.9K
$6.91M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
47+ 8.94% |
$26K - $28.9K
|
573
$365K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
47+ 7.39% |
$26K - $28.9K
|
683
$435K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
47+ 2.28% |
$26K - $28.9K
|
2.11K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
46+ 1.01% |
$25.5K - $28.3K
|
4.61K
$2.93M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
45+ 5.92% |
$24.9K - $27.7K
|
805
$512K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
44+ 0.05% |
$24.4K - $27.1K
|
96.9K
$61.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
44+ 2.6% |
$24.4K - $27.1K
|
1.74K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
43+ 1.93% |
$23.8K - $26.5K
|
2.28K
$1.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
43+ 4.39% |
$23.8K - $26.5K
|
1.02K
$650K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
43+ 1.35% |
$23.8K - $26.5K
|
3.22K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
42+ 2.07% |
$23.3K - $25.9K
|
2.07K
$1.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
41+ 1.53% |
$22.7K - $25.2K
|
2.72K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
41+ 2.62% |
$22.7K - $25.2K
|
1.61K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
41+ 0.93% |
$22.7K - $25.2K
|
4.47K
$2.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
40+ 1.4% |
$22.2K - $24.6K
|
2.89K
$1.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
40+ 0.1% |
$22.2K - $24.6K
|
39.1K
$24.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
40+ 38.83% |
$22.2K - $24.6K
|
143
$91K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
40+ 0.94% |
$22.2K - $24.6K
|
4.29K
$2.73M
|
|
|
May 08, 2025
Q1 2025
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
40+ 7.08% |
$22.2K - $24.6K
|
605
$385K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
39+ 0.33% |
$21.6K - $24K
|
12K
$7.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
39+ 3.96% |
$21.6K - $24K
|
1.03K
$652K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
39+ 1.72% |
$21.6K - $24K
|
2.31K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
39+ 3.77% |
$21.6K - $24K
|
1.07K
$684K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
38+ 21.47% |
$21.1K - $23.4K
|
215
$137K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
38+ 0.6% |
$21.1K - $23.4K
|
6.35K
$4.04M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
38+ 1.03% |
$21.1K - $23.4K
|
3.74K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
38+ 11.41% |
$21.1K - $23.4K
|
371
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
37+ 0.22% |
$20.5K - $22.8K
|
17.2K
$10.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
37+ 2.27% |
$20.5K - $22.8K
|
1.67K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
BUY
|
- |
37+ 0.26% |
$20.5K - $22.8K
|
14.3K
$9.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
36+ 9.73% |
$19.9K - $22.2K
|
406
$258K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
36+ 4.69% |
$19.9K - $22.2K
|
804
$512K
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
35+ 1.56% |
$19.4K - $21.6K
|
2.28K
$1.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
35+ 1.28% |
$19.4K - $21.6K
|
2.77K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
35+ 1.58% |
$19.4K - $21.6K
|
2.25K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
35+ 10.94% |
$19.4K - $21.6K
|
355
$226K
|
|
|
Jun 27, 2025
Q1 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
35+ 3.89% |
$19.4K - $21.6K
|
934
$594K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
32+ 0.7% |
$17.7K - $19.7K
|
4.61K
$2.94M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
32+ 5.75% |
$17.7K - $19.7K
|
589
$375K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.98% |
$17.2K - $19.1K
|
3.2K
$2.04M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
31+ 2.79% |
$17.2K - $19.1K
|
1.14K
$727K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
30+ 0.42% |
$16.6K - $18.5K
|
7.11K
$4.52M
|