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 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
33.9K+ 6.91% |
$18.8M - $20.9M
|
524K
$325M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
33.6K+ 5.63% |
$18.6M - $20.7M
|
631K
$392M
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
33.6K+ 4.71% |
$18.6M - $20.7M
|
746K
$463M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
33.5K+ 2467.77% |
$18.5M - $20.6M
|
34.8K
$21.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
33.1K+ 62.15% |
$18.3M - $20.4M
|
86.3K
$53.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33.1K+ 58.87% |
$18.3M - $20.4M
|
89.2K
$55.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
32.2K+ 7.09% |
$17.9M - $19.9M
|
487K
$303M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
32.1K+ 3.15% |
$17.8M - $19.8M
|
1.05M
$652M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
31.8K+ 93.37% |
$17.6M - $19.6M
|
65.8K
$40.8M
|
|
|
May 15, 2025
Q1 2025
|
Qalhat Capital LTD
St Helier, Y9 |
BUY
|
- |
31.4K+ 21.83% |
$17.4M - $19.3M
|
175K
$109M
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
31.2K+ 29.68% |
$17.3M - $19.2M
|
136K
$84.5M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
30.8K+ 142.88% |
$17.1M - $19M
|
52.4K
$32.5M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
30.4K+ 5.03% |
$16.8M - $18.7M
|
634K
$394M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
30.1K+ 56.93% |
$16.7M - $18.6M
|
83K
$51.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
29.5K+ 208.29% |
$16.3M - $18.1M
|
43.6K
$27.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
28.5K+ 27.67% |
$15.8M - $17.5M
|
131K
$81.5M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
28.3K+ 9.23% |
$15.7M - $17.4M
|
334K
$207M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
27.8K+ 3.64% |
$15.4M - $17.1M
|
793K
$492M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
27.7K+ 13.24% |
$15.3M - $17.1M
|
237K
$147M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
27.4K+ 76.03% |
$15.2M - $16.8M
|
63.3K
$39.3M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
26.4K+ 1.63% |
$14.6M - $16.2M
|
1.64M
$1.02B
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
26.3K+ 9.87% |
$14.6M - $16.2M
|
293K
$182M
|
|
|
May 15, 2025
Q1 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
25.9K+ 44.82% |
$14.4M - $16M
|
83.8K
$52M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
25.3K+ 10.68% |
$14M - $15.6M
|
263K
$163M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
25.3K+ 62.44% |
$14M - $15.6M
|
65.9K
$40.9M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
24.8K+ 8.28% |
$13.8M - $15.3M
|
325K
$202M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
24.8K+ 2.35% |
$13.7M - $15.3M
|
1.08M
$671M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
24.4K+ 822.57% |
$13.5M - $15M
|
27.4K
$17M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
24.1K+ 5.92% |
$13.4M - $14.9M
|
432K
$268M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
22.7K+ 0.85% |
$12.6M - $14M
|
2.68M
$1.66B
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
21.8KNew |
$12.1M - $13.4M
|
21.8K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
21.4K+ 2.3% |
$11.8M - $13.2M
|
949K
$589M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
21.2K+ 11.79% |
$11.8M - $13.1M
|
201K
$125M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
21.1KNew |
$11.7M - $13M
|
21.1K
$13.1M
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
21KNew |
$11.6M - $12.9M
|
21K
$13M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
20.9K+ 5.27% |
$11.6M - $12.9M
|
418K
$259M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
20.8K+ 4.39% |
$11.5M - $12.8M
|
496K
$308M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
20.6K+ 7.67% |
$11.4M - $12.7M
|
289K
$180M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
20.4K+ 1183.28% |
$11.3M - $12.6M
|
22.1K
$13.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
20.4KNew |
$11.3M - $12.5M
|
20.4K
$12.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
20.3K+ 135.36% |
$11.2M - $12.5M
|
35.3K
$21.9M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
20.3K+ 26.22% |
$11.2M - $12.5M
|
97.7K
$60.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
19.9K+ 50.71% |
$11M - $12.2M
|
59.1K
$36.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
19K+ 10.15% |
$10.5M - $11.7M
|
206K
$128M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
18.7K+ 15.32% |
$10.4M - $11.5M
|
141K
$87.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
18.6K+ 11.4% |
$10.3M - $11.5M
|
182K
$113M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
18.6KNew |
$10.3M - $11.5M
|
18.6K
$11.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
18.6K+ 45.13% |
$10.3M - $11.4M
|
59.7K
$37.1M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
18.5KNew |
$10.3M - $11.4M
|
18.5K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
18.4KNew |
$10.2M - $11.3M
|
18.4K
$11.4M
|