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
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
30+ 0.77% |
$16.6K - $18.5K
|
3.95K
$2.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
30+ 6.9% |
$16.6K - $18.5K
|
465
$296K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
30+ 0.54% |
$16.6K - $18.5K
|
5.59K
$3.56M
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
30+ 0.64% |
$16.6K - $18.5K
|
4.75K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
30+ 3.13% |
$16.6K - $18.5K
|
987
$628K
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
30+ 7.83% |
$16.6K - $18.5K
|
413
$263K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
29+ 0.59% |
$16.1K - $17.9K
|
4.96K
$3.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
29+ 8.24% |
$16.1K - $17.9K
|
381
$242K
|
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
29+ 4.11% |
$16.1K - $17.9K
|
734
$467K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
29+ 1.15% |
$16.1K - $17.9K
|
2.56K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
29+ 2.48% |
$16.1K - $17.9K
|
1.2K
$762K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
29+ 0.26% |
$16.1K - $17.9K
|
11K
$7.01M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
29+ 0.17% |
$16.1K - $17.9K
|
17.3K
$11M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
28+ 1.57% |
$15.5K - $17.2K
|
1.81K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
28+ 1.88% |
$15.5K - $17.2K
|
1.52K
$968K
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
28+ 8.02% |
$15.5K - $17.2K
|
377
$240K
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
28+ 0.18% |
$15.5K - $17.2K
|
15.2K
$9.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
27+ 51.92% |
$15K - $16.6K
|
79
$50.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
27+ 0.61% |
$15K - $16.6K
|
4.46K
$2.84M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
27+ 19.42% |
$15K - $16.6K
|
166
$106K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
26+ 2.32% |
$14.4K - $16K
|
1.15K
$731K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
26+ 1.76% |
$14.4K - $16K
|
1.5K
$955K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
26+ 2.96% |
$14.4K - $16K
|
904
$575K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
26+ 1.87% |
$14.4K - $16K
|
1.42K
$903K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
26+ 1.49% |
$14.4K - $16K
|
1.78K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
26+ 2.95% |
$14.4K - $16K
|
908
$578K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
25+ 3.37% |
$13.9K - $15.4K
|
766
$487K
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
25+ 5.84% |
$13.9K - $15.4K
|
453
$288K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
25+ 0.63% |
$13.9K - $15.4K
|
3.99K
$2.54M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
25+ 0.81% |
$13.9K - $15.4K
|
3.13K
$1.99M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
25+ 1.24% |
$13.9K - $15.4K
|
2.04K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
25+ 0.73% |
$13.9K - $15.4K
|
3.44K
$2.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
24+ 0.79% |
$13.3K - $14.8K
|
3.06K
$1.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
24+ 2.85% |
$13.3K - $14.8K
|
866
$551K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
24+ 2.23% |
$13.3K - $14.8K
|
1.1K
$701K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
24+ 1.98% |
$13.3K - $14.8K
|
1.23K
$785K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
24+ 0.19% |
$13.3K - $14.8K
|
12.9K
$8.18M
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
24+ 0.36% |
$13.3K - $14.8K
|
6.62K
$4.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
23+ 0.04% |
$12.7K - $14.2K
|
63.1K
$40.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
22+ 0.16% |
$12.2K - $13.5K
|
13.6K
$8.69M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
22+ 2.95% |
$12.2K - $13.5K
|
767
$488K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
22+ 4.55% |
$12.2K - $13.5K
|
505
$321K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
22+ 1.75% |
$12.2K - $13.5K
|
1.28K
$812K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
21+ 0.07% |
$11.6K - $12.9K
|
30.1K
$19.1M
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
21+ 0.35% |
$11.6K - $12.9K
|
5.99K
$3.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
20+ 1.36% |
$11.1K - $12.3K
|
1.49K
$949K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
20+ 1.59% |
$11.1K - $12.3K
|
1.28K
$811K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
20+ 0.84% |
$11.1K - $12.3K
|
2.39K
$1.52M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
19+ 0.26% |
$10.5K - $11.7K
|
7.24K
$4.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
19+ 0.48% |
$10.5K - $11.7K
|
3.95K
$2.51M
|