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 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
64.2K+ 10.68% |
$35.5M - $39.5M
|
665K
$413M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
61.7K+ 44.29% |
$34.2M - $38M
|
201K
$125M
|
|
|
Apr 10, 2025
Q1 2025
|
Ams Capital Ltda
|
BUY
|
- |
61.1KNew |
$33.9M - $37.7M
|
61.1K
$37.9M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
60.7KNew |
$33.6M - $37.4M
|
60.7K
$37.7M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
60.6KNew |
$33.6M - $37.3M
|
60.6K
$37.6M
|
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
60KNew |
$33.2M - $37M
|
60K
$37.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
59.8K+ 142.51% |
$33.2M - $36.9M
|
102K
$63.2M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
59.2K+ 19.65% |
$32.8M - $36.5M
|
360K
$224M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
58.2K+ 2.82% |
$32.2M - $35.8M
|
2.12M
$1.32B
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
57.7K+ 50.23% |
$32M - $35.5M
|
173K
$107M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
55.2K+ 217.87% |
$30.6M - $34M
|
80.5K
$50M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
54.7K+ 210.08% |
$30.3M - $33.7M
|
80.7K
$50.1M
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
54.1KNew |
$30M - $33.3M
|
54.1K
$33.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
53.3K+ 9.52% |
$29.5M - $32.8M
|
613K
$380M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
52.4K+ 7.69% |
$29.1M - $32.3M
|
735K
$456M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
52.1KNew |
$28.9M - $32.1M
|
52.1K
$32.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
52.1K+ 24.46% |
$28.8M - $32.1M
|
265K
$164M
|
|
|
May 15, 2025
Q1 2025
|
Conrad N. Hilton Foundation
Agoura Hills, CA |
BUY
|
- |
51.4K+ 28.48% |
$28.5M - $31.7M
|
232K
$144M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
51.2K+ 11.77% |
$28.4M - $31.5M
|
486K
$302M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
50.9K+ 48.21% |
$28.2M - $31.3M
|
156K
$97.1M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
49.6K+ 60.22% |
$27.5M - $30.5M
|
132K
$81.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
49.6K+ 57.96% |
$27.5M - $30.5M
|
135K
$83.8M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
48.5K+ 23.43% |
$26.9M - $29.9M
|
256K
$159M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
48.2K+ 9.0% |
$26.7M - $29.7M
|
584K
$362M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
48.1K+ 27.06% |
$26.6M - $29.6M
|
226K
$140M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
46K+ 34.57% |
$25.5M - $28.3M
|
179K
$111M
|
|
|
May 09, 2025
Q1 2025
|
Toews Corp
|
BUY
|
- |
45.6K+ 17.06% |
$25.2M - $28.1M
|
313K
$194M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
44.1KNew |
$24.4M - $27.2M
|
44.1K
$27.4M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
43.6K+ 18.74% |
$24.1M - $26.8M
|
276K
$171M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
43.4K+ 207.26% |
$24.1M - $26.7M
|
64.4K
$40M
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
43K+ 238.07% |
$23.8M - $26.5M
|
61.1K
$37.9M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
42.5K+ 10.46% |
$23.5M - $26.2M
|
449K
$279M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
42.4K+ 13.14% |
$23.5M - $26.1M
|
365K
$227M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
42K+ 18.21% |
$23.3M - $25.9M
|
273K
$169M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
42K+ 1659.52% |
$23.3M - $25.9M
|
44.6K
$27.7M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
41.3K+ 33.46% |
$22.9M - $25.5M
|
165K
$102M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
40.8K+ 39.24% |
$22.6M - $25.1M
|
145K
$89.9M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
38.8K+ 60.53% |
$21.5M - $23.9M
|
103K
$63.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
38K+ 3.34% |
$21.1M - $23.4M
|
1.17M
$729M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
37.5K+ 86.0% |
$20.8M - $23.1M
|
81.2K
$50.4M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
37.5K+ 6.39% |
$20.8M - $23.1M
|
624K
$387M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
37.2K+ 2.33% |
$20.6M - $22.9M
|
1.64M
$1.01B
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
36.6K+ 176.2% |
$20.3M - $22.5M
|
57.3K
$35.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
36.5K+ 891.24% |
$20.2M - $22.5M
|
40.6K
$25.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
36K+ 24.16% |
$20M - $22.2M
|
185K
$115M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
34.8K+ 9.53% |
$19.3M - $21.4M
|
400K
$248M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
34.6K+ 56.65% |
$19.2M - $21.3M
|
95.6K
$59.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
34.6KNew |
$19.2M - $21.3M
|
34.6K
$21.5M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
34.6K+ 36.63% |
$19.2M - $21.3M
|
129K
$80M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
34.5K+ 140.4% |
$19.1M - $21.2M
|
59K
$36.6M
|