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 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-9- 0.94% |
$4.99K - $5.54K
|
944
$601K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-9- 1.0% |
$4.99K - $5.54K
|
892
$568K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-9- 0.24% |
$4.99K - $5.54K
|
3.77K
$2.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-9- 0.32% |
$4.99K - $5.54K
|
2.79K
$1.77M
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-9- 27.27% |
$4.99K - $5.54K
|
24
$15.3K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-9- 0.88% |
$4.99K - $5.54K
|
1.01K
$643K
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-9- 2.18% |
$4.99K - $5.54K
|
404
$257K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-9- 0.11% |
$4.99K - $5.54K
|
8.21K
$5.23M
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-9- 0.23% |
$4.99K - $5.54K
|
3.84K
$2.45M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-9- 9.47% |
$4.99K - $5.54K
|
86
$54.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-10- 0.42% |
$5.54K - $6.16K
|
2.39K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-10- 2.64% |
$5.54K - $6.16K
|
369
$235K
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-10- 0.34% |
$5.54K - $6.16K
|
2.94K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-10- 1.11% |
$5.54K - $6.16K
|
891
$567K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-10- 1.19% |
$5.54K - $6.16K
|
831
$529K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-10- 0.11% |
$5.54K - $6.16K
|
8.96K
$5.7M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-10- 0.29% |
$5.54K - $6.16K
|
3.46K
$2.2M
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-10- 0.97% |
$5.54K - $6.16K
|
1.02K
$649K
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-10- 1.97% |
$5.54K - $6.16K
|
497
$316K
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-10- 0.05% |
$5.54K - $6.16K
|
19.8K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-10- 6.13% |
$5.54K - $6.16K
|
153
$97.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-11- 0.1% |
$6.09K - $6.77K
|
11.1K
$7.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-11- 1.57% |
$6.09K - $6.77K
|
689
$438K
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-11- 0.42% |
$6.09K - $6.77K
|
2.62K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-11- 1.41% |
$6.09K - $6.77K
|
771
$491K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-11- 0.67% |
$6.09K - $6.77K
|
1.63K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-11- 0.39% |
$6.09K - $6.77K
|
2.81K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-11- 0.54% |
$6.09K - $6.77K
|
2.02K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 5.53% |
$6.09K - $6.77K
|
188
$120K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-12- 0.4% |
$6.65K - $7.39K
|
3.01K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-12- 1.12% |
$6.65K - $7.39K
|
1.06K
$677K
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-12- 0.28% |
$6.65K - $7.39K
|
4.28K
$2.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-13- 1.38% |
$7.2K - $8.01K
|
931
$592K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-13- 0.5% |
$7.2K - $8.01K
|
2.6K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-13- 2.71% |
$7.2K - $8.01K
|
466
$297K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-13- 1.79% |
$7.2K - $8.01K
|
714
$454K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-14- 2.3% |
$7.76K - $8.62K
|
594
$378K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-14- 0.65% |
$7.76K - $8.62K
|
2.13K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-14- 0.28% |
$7.76K - $8.62K
|
4.93K
$3.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-15- 2.47% |
$8.31K - $9.24K
|
593
$377K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-15- 0.33% |
$8.31K - $9.24K
|
4.52K
$2.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-15- 0.43% |
$8.31K - $9.24K
|
3.44K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-15- 0.32% |
$8.31K - $9.24K
|
4.64K
$2.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.6% |
$8.86K - $9.85K
|
2.64K
$1.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-16- 0.02% |
$8.86K - $9.85K
|
67.1K
$42.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-16- 3.33% |
$8.86K - $9.85K
|
464
$295K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-16- 0.93% |
$8.86K - $9.85K
|
1.7K
$1.08M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-16- 1.05% |
$8.86K - $9.85K
|
1.51K
$964K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-16- 1.63% |
$8.86K - $9.85K
|
966
$615K
|
|
|
May 02, 2025
Q1 2025
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-16- 1.98% |
$8.86K - $9.85K
|
793
$505K
|