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 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-3- 0.17% |
$1.66K - $1.85K
|
1.76K
$1.12M
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-3- 0.05% |
$1.66K - $1.85K
|
6.54K
$4.16M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-3- 0.25% |
$1.66K - $1.85K
|
1.21K
$770K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-4- 0.21% |
$2.22K - $2.46K
|
1.92K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-4- 0.8% |
$2.22K - $2.46K
|
493
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4- 0.68% |
$2.22K - $2.46K
|
580
$369K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-4- 0.08% |
$2.22K - $2.46K
|
5.14K
$3.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-4- 0.32% |
$2.22K - $2.46K
|
1.23K
$781K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-4- 0.46% |
$2.22K - $2.46K
|
875
$557K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-4- 0.23% |
$2.22K - $2.46K
|
1.75K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-4- 1.04% |
$2.22K - $2.46K
|
380
$242K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-4- 0.21% |
$2.22K - $2.46K
|
1.91K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-4- 0.22% |
$2.22K - $2.46K
|
1.83K
$1.16M
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-4- 0.08% |
$2.22K - $2.46K
|
5.22K
$3.32M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-5- 1.59% |
$2.77K - $3.08K
|
309
$197K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-5- 9.43% |
$2.77K - $3.08K
|
48
$30.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-5- 0.49% |
$2.77K - $3.08K
|
1.01K
$645K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-5- 0.92% |
$2.77K - $3.08K
|
539
$343K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-5- 0.1% |
$2.77K - $3.08K
|
4.77K
$3.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-5- 0.54% |
$2.77K - $3.08K
|
919
$585K
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-5- 0.41% |
$2.77K - $3.08K
|
1.22K
$773K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-5- 1.0% |
$2.77K - $3.08K
|
496
$316K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-5- 0.71% |
$2.77K - $3.08K
|
696
$443K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-5- 0.96% |
$2.77K - $3.08K
|
514
$327K
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-5- 0.05% |
$2.77K - $3.08K
|
9.6K
$6.11M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-5- 1.05% |
$2.77K - $3.08K
|
471
$300K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-6- 0.89% |
$3.32K - $3.7K
|
670
$426K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-6- 0.18% |
$3.32K - $3.7K
|
3.42K
$2.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-6- 0.05% |
$3.32K - $3.7K
|
13.1K
$8.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-6- 0.52% |
$3.32K - $3.7K
|
1.16K
$738K
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-6- 1.2% |
$3.32K - $3.7K
|
495
$315K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-6- 0.86% |
$3.32K - $3.7K
|
693
$441K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-6- 0.25% |
$3.32K - $3.7K
|
2.41K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-6- 9.52% |
$3.32K - $3.7K
|
57
$36.3K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-6- 0.55% |
$3.32K - $3.7K
|
1.08K
$689K
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-6- 0.08% |
$3.32K - $3.7K
|
7.11K
$4.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-7- 1.79% |
$3.88K - $4.31K
|
385
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-7- 0.27% |
$3.88K - $4.31K
|
2.59K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-7- 0.08% |
$3.88K - $4.31K
|
8.34K
$5.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-7- 0.07% |
$3.88K - $4.31K
|
9.67K
$6.15M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-7- 1.88% |
$3.88K - $4.31K
|
366
$233K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-7- 0.91% |
$3.88K - $4.31K
|
764
$486K
|
|
|
May 12, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-7- 0.33% |
$3.88K - $4.31K
|
2.14K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
SELL
|
- |
-7- 0.13% |
$3.88K - $4.31K
|
5.22K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-7- 0.06% |
$3.88K - $4.31K
|
11.7K
$7.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-8- 0.53% |
$4.43K - $4.93K
|
1.49K
$947K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
SELL
|
- |
-8- 0.42% |
$4.43K - $4.93K
|
1.9K
$1.21M
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-9- 0.62% |
$4.99K - $5.54K
|
1.43K
$912K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-9- 0.62% |
$4.99K - $5.54K
|
1.45K
$922K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9- 6.72% |
$4.99K - $5.54K
|
125
$79.6K
|