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 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-33- 3.06% |
$18.3K - $20.3K
|
1.05K
$665K
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-33- 3.43% |
$18.3K - $20.3K
|
929
$591K
|
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-33- 61.11% |
$18.3K - $20.3K
|
21
$13.4K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-33- 8.25% |
$18.3K - $20.3K
|
367
$234K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-34- 6.36% |
$18.8K - $20.9K
|
501
$319K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-34- 0.87% |
$18.8K - $20.9K
|
3.87K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-34- 6.6% |
$18.8K - $20.9K
|
481
$306K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-35- 3.11% |
$19.4K - $21.6K
|
1.09K
$693K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-35- 5.45% |
$19.4K - $21.6K
|
607
$386K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-35- 2.85% |
$19.4K - $21.6K
|
1.2K
$761K
|
|
|
Apr 25, 2025
Q1 2025
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-35- 5.51% |
$19.4K - $21.6K
|
600
$382K
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-35- 0.43% |
$19.4K - $21.6K
|
8.11K
$5.16M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-35- 5.33% |
$19.4K - $21.6K
|
622
$396K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-35- 1.62% |
$19.4K - $21.6K
|
2.13K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-35- 0.68% |
$19.4K - $21.6K
|
5.13K
$3.26M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-36- 5.43% |
$19.9K - $22.2K
|
627
$399K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-36- 2.32% |
$19.9K - $22.2K
|
1.51K
$963K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-36- 8.02% |
$19.9K - $22.2K
|
413
$263K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-36- 1.27% |
$19.9K - $22.2K
|
2.8K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-36- 4.09% |
$19.9K - $22.2K
|
845
$538K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-36- 0.3% |
$19.9K - $22.2K
|
12.1K
$7.71M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-37- 7.05% |
$20.5K - $22.8K
|
488
$311K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-37- 0.43% |
$20.5K - $22.8K
|
8.66K
$5.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-37- 1.81% |
$20.5K - $22.8K
|
2.01K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-37- 1.44% |
$20.5K - $22.8K
|
2.53K
$1.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
SELL
|
- |
-37- 4.07% |
$20.5K - $22.8K
|
873
$556K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-37- 4.07% |
$20.5K - $22.8K
|
873
$556K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-37- 0.5% |
$20.5K - $22.8K
|
7.43K
$4.73M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-37- 0.65% |
$20.5K - $22.8K
|
5.67K
$3.61M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-37- 1.63% |
$20.5K - $22.8K
|
2.24K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
SELL
|
- |
-38- 0.59% |
$21.1K - $23.4K
|
6.41K
$4.08M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-38- 0.08% |
$21.1K - $23.4K
|
48.7K
$31M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-38- 6.2% |
$21.1K - $23.4K
|
575
$366K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-39- 3.48% |
$21.6K - $24K
|
1.08K
$689K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-39- 1.47% |
$21.6K - $24K
|
2.62K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-39- 1.84% |
$21.6K - $24K
|
2.08K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-39- 6.32% |
$21.6K - $24K
|
578
$368K
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-39- 0.08% |
$21.6K - $24K
|
48.5K
$30.9M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-39- 3.11% |
$21.6K - $24K
|
1.22K
$775K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-39- 5.41% |
$21.6K - $24K
|
682
$434K
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-39- 2.05% |
$21.6K - $24K
|
1.87K
$1.19M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-40- 1.14% |
$22.2K - $24.6K
|
3.46K
$2.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-40- 1.69% |
$22.2K - $24.6K
|
2.33K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-40- 0.08% |
$22.2K - $24.6K
|
51.3K
$32.7M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-40- 0.35% |
$22.2K - $24.6K
|
11.3K
$7.2M
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-40- 5.84% |
$22.2K - $24.6K
|
645
$410K
|
|
|
May 15, 2025
Q1 2025
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-40- 5.18% |
$22.2K - $24.6K
|
732
$466K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-41- 2.06% |
$22.7K - $25.2K
|
1.95K
$1.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-41- 0.71% |
$22.7K - $25.2K
|
5.76K
$3.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-42- 6.0% |
$23.3K - $25.9K
|
658
$419K
|