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 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-42- 1.28% |
$23.3K - $25.9K
|
3.23K
$2.05M
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-42- 7.42% |
$23.3K - $25.9K
|
524
$333K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-42- 0.23% |
$23.3K - $25.9K
|
18.1K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-42- 7.66% |
$23.3K - $25.9K
|
506
$322K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-42- 1.91% |
$23.3K - $25.9K
|
2.15K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-42- 1.02% |
$23.3K - $25.9K
|
4.08K
$2.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-43- 6.16% |
$23.8K - $26.5K
|
655
$417K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-43- 1.2% |
$23.8K - $26.5K
|
3.53K
$2.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-43- 0.75% |
$23.8K - $26.5K
|
5.72K
$3.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-43- 0.34% |
$23.8K - $26.5K
|
12.6K
$8.01M
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-43- 8.22% |
$23.8K - $26.5K
|
480
$305K
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-43- 0.53% |
$23.8K - $26.5K
|
8K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-43- 6.1% |
$23.8K - $26.5K
|
662
$421K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-43- 5.37% |
$23.8K - $26.5K
|
758
$482K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-44- 0.59% |
$24.4K - $27.1K
|
7.37K
$4.69M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-44- 0.71% |
$24.4K - $27.1K
|
6.14K
$3.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-44- 6.25% |
$24.4K - $27.1K
|
660
$420K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-44- 2.72% |
$24.4K - $27.1K
|
1.57K
$1M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-44- 0.62% |
$24.4K - $27.1K
|
7.02K
$4.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-45- 10.23% |
$24.9K - $27.7K
|
395
$251K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-46- 2.37% |
$25.5K - $28.3K
|
1.9K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-46- 7.86% |
$25.5K - $28.3K
|
539
$343K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-46- 4.92% |
$25.5K - $28.3K
|
889
$566K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-46- 3.17% |
$25.5K - $28.3K
|
1.4K
$894K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-47- 6.84% |
$26K - $28.9K
|
640
$407K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-48- 10.79% |
$26.6K - $29.6K
|
397
$253K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-48- 1.53% |
$26.6K - $29.6K
|
3.08K
$1.96M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-48- 0.61% |
$26.6K - $29.6K
|
7.76K
$4.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-50- 1.78% |
$27.7K - $30.8K
|
2.75K
$1.75M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-50- 1.49% |
$27.7K - $30.8K
|
3.31K
$2.11M
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-50- 3.04% |
$27.7K - $30.8K
|
1.6K
$1.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-51- 4.4% |
$28.3K - $31.4K
|
1.11K
$705K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-51- 5.39% |
$28.3K - $31.4K
|
895
$570K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-51- 2.54% |
$28.3K - $31.4K
|
1.96K
$1.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-52- 4.87% |
$28.8K - $32K
|
1.02K
$646K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-52- 0.93% |
$28.8K - $32K
|
5.54K
$3.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-52- 3.74% |
$28.8K - $32K
|
1.34K
$852K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-52- 0.75% |
$28.8K - $32K
|
6.93K
$4.41M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-52- 3.94% |
$28.8K - $32K
|
1.27K
$807K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-52- 34.21% |
$28.8K - $32K
|
100
$63.6K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-52- 34.21% |
$28.8K - $32K
|
100
$63.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-53- 5.87% |
$29.4K - $32.6K
|
850
$541K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-53Closed |
$29.4K - $32.6K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-54- 0.34% |
$29.9K - $33.3K
|
16K
$10.2M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-54- 1.09% |
$29.9K - $33.3K
|
4.88K
$3.11M
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-54- 1.14% |
$29.9K - $33.3K
|
4.7K
$2.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-55- 10.17% |
$30.5K - $33.9K
|
486
$309K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-55- 5.57% |
$30.5K - $33.9K
|
932
$593K
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-55- 11.75% |
$30.5K - $33.9K
|
413
$263K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-55- 1.97% |
$30.5K - $33.9K
|
2.74K
$1.74M
|