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 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-16- 5.59% |
$8.86K - $9.85K
|
270
$172K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-16- 2.0% |
$8.86K - $9.85K
|
786
$500K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-16- 0.22% |
$8.86K - $9.85K
|
7.35K
$4.68M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-16- 0.36% |
$8.86K - $9.85K
|
4.46K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-16- 0.29% |
$8.86K - $9.85K
|
5.59K
$3.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-17- 0.26% |
$9.42K - $10.5K
|
6.62K
$4.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-17- 0.51% |
$9.42K - $10.5K
|
3.29K
$2.1M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-17- 0.17% |
$9.42K - $10.5K
|
9.76K
$6.21M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-17- 0.36% |
$9.42K - $10.5K
|
4.65K
$2.96M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-17- 0.31% |
$9.42K - $10.5K
|
5.55K
$3.53M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-18- 0.41% |
$9.97K - $11.1K
|
4.4K
$2.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-18- 1.76% |
$9.97K - $11.1K
|
1K
$638K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-18- 0.12% |
$9.97K - $11.1K
|
15K
$9.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-18- 4.14% |
$9.97K - $11.1K
|
417
$265K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-18- 0.59% |
$9.97K - $11.1K
|
3.01K
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-18- 3.91% |
$9.97K - $11.1K
|
442
$281K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-18- 4.09% |
$9.97K - $11.1K
|
422
$269K
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-18- 0.8% |
$9.97K - $11.1K
|
2.22K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-18- 2.35% |
$9.97K - $11.1K
|
747
$475K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-18- 0.3% |
$9.97K - $11.1K
|
5.89K
$3.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-19- 0.83% |
$10.5K - $11.7K
|
2.27K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-19- 0.23% |
$10.5K - $11.7K
|
8.42K
$5.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-19- 0.54% |
$10.5K - $11.7K
|
3.49K
$2.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-20- 2.48% |
$11.1K - $12.3K
|
785
$500K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
SELL
|
- |
-20- 0.8% |
$11.1K - $12.3K
|
2.47K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-20- 1.12% |
$11.1K - $12.3K
|
1.76K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-20- 1.56% |
$11.1K - $12.3K
|
1.26K
$804K
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-20- 4.49% |
$11.1K - $12.3K
|
425
$270K
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-20- 0.12% |
$11.1K - $12.3K
|
16.5K
$10.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-20- 0.11% |
$11.1K - $12.3K
|
18.3K
$11.6M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-20- 1.2% |
$11.1K - $12.3K
|
1.65K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-20- 0.37% |
$11.1K - $12.3K
|
5.32K
$3.38M
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-20- 0.26% |
$11.1K - $12.3K
|
7.79K
$4.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-21- 4.4% |
$11.6K - $12.9K
|
456
$290K
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-21- 1.49% |
$11.6K - $12.9K
|
1.39K
$884K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-21- 0.88% |
$11.6K - $12.9K
|
2.36K
$1.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-22- 3.99% |
$12.2K - $13.5K
|
530
$337K
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-22- 3.14% |
$12.2K - $13.5K
|
678
$431K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-22- 1.66% |
$12.2K - $13.5K
|
1.3K
$828K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-22- 0.21% |
$12.2K - $13.5K
|
10.5K
$6.7M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-22- 4.87% |
$12.2K - $13.5K
|
430
$274K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-22- 3.89% |
$12.2K - $13.5K
|
543
$346K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-22- 4.47% |
$12.2K - $13.5K
|
470
$299K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-22- 2.76% |
$12.2K - $13.5K
|
775
$493K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-23- 4.05% |
$12.7K - $14.2K
|
545
$347K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-23- 0.55% |
$12.7K - $14.2K
|
4.14K
$2.63M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-23- 1.24% |
$12.7K - $14.2K
|
1.83K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-23- 0.7% |
$12.7K - $14.2K
|
3.27K
$2.08M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-23- 2.7% |
$12.7K - $14.2K
|
828
$527K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-24- 1.22% |
$13.3K - $14.8K
|
1.94K
$1.24M
|