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
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-24- 1.84% |
$13.3K - $14.8K
|
1.28K
$814K
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-24- 0.3% |
$13.3K - $14.8K
|
7.92K
$5.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-25- 1.79% |
$13.9K - $15.4K
|
1.37K
$871K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-25- 5.81% |
$13.9K - $15.4K
|
405
$258K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 20.0% |
$13.9K - $15.4K
|
100
$63.6K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-25- 10.46% |
$13.9K - $15.4K
|
214
$136K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-25- 0.24% |
$13.9K - $15.4K
|
10.4K
$6.6M
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-25- 4.09% |
$13.9K - $15.4K
|
586
$373K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
SELL
|
- |
-25- 3.31% |
$13.9K - $15.4K
|
731
$465K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-26- 2.27% |
$14.4K - $16K
|
1.12K
$711K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-26- 41.27% |
$14.4K - $16K
|
37
$23.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-26- 2.29% |
$14.4K - $16K
|
1.11K
$706K
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-26- 1.38% |
$14.4K - $16K
|
1.86K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-26- 2.39% |
$14.4K - $16K
|
1.06K
$675K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-26- 0.63% |
$14.4K - $16K
|
4.1K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-26- 1.09% |
$14.4K - $16K
|
2.36K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-26- 1.23% |
$14.4K - $16K
|
2.09K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-27- 96.43% |
$15K - $16.6K
|
1
$636
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-27- 1.16% |
$15K - $16.6K
|
2.3K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-27- 2.24% |
$15K - $16.6K
|
1.18K
$750K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-27- 0.06% |
$15K - $16.6K
|
44.7K
$28.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-28- 0.64% |
$15.5K - $17.2K
|
4.36K
$2.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-28- 2.55% |
$15.5K - $17.2K
|
1.07K
$682K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-28- 1.18% |
$15.5K - $17.2K
|
2.34K
$1.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-28- 0.51% |
$15.5K - $17.2K
|
5.5K
$3.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-28- 1.15% |
$15.5K - $17.2K
|
2.42K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-28- 2.51% |
$15.5K - $17.2K
|
1.09K
$691K
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-28- 0.18% |
$15.5K - $17.2K
|
15.4K
$9.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-29- 1.43% |
$16.1K - $17.9K
|
2K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-29- 0.26% |
$16.1K - $17.9K
|
11K
$6.97M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-29- 0.68% |
$16.1K - $17.9K
|
4.24K
$2.7M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-30- 3.55% |
$16.6K - $18.5K
|
814
$518K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-30- 1.85% |
$16.6K - $18.5K
|
1.59K
$1.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-30- 1.16% |
$16.6K - $18.5K
|
2.56K
$1.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-30- 3.72% |
$16.6K - $18.5K
|
777
$494K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-30- 7.73% |
$16.6K - $18.5K
|
358
$228K
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-30- 5.57% |
$16.6K - $18.5K
|
509
$324K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-30- 1.15% |
$16.6K - $18.5K
|
2.58K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-30- 0.08% |
$16.6K - $18.5K
|
36K
$22.9M
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-30- 0.65% |
$16.6K - $18.5K
|
4.58K
$2.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-31- 24.6% |
$17.2K - $19.1K
|
95
$60.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-31- 0.36% |
$17.2K - $19.1K
|
8.61K
$5.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-31- 5.45% |
$17.2K - $19.1K
|
538
$342K
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-31- 0.89% |
$17.2K - $19.1K
|
3.43K
$2.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-32- 0.36% |
$17.7K - $19.7K
|
8.91K
$5.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-32- 1.88% |
$17.7K - $19.7K
|
1.67K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-32- 1.62% |
$17.7K - $19.7K
|
1.94K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-32- 1.47% |
$17.7K - $19.7K
|
2.15K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-32- 5.1% |
$17.7K - $19.7K
|
596
$379K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-33- 4.16% |
$18.3K - $20.3K
|
761
$484K
|