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
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-55- 1.13% |
$30.5K - $33.9K
|
4.82K
$3.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-56- 1.31% |
$31K - $34.5K
|
4.23K
$2.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-56- 1.31% |
$31K - $34.5K
|
4.23K
$2.67M
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-56- 0.5% |
$31K - $34.5K
|
11.2K
$7.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-57- 3.48% |
$31.6K - $35.1K
|
1.58K
$999K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-57- 0.58% |
$31.6K - $35.1K
|
9.76K
$6.17M
|
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-57- 4.73% |
$31.6K - $35.1K
|
1.15K
$726K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-58- 0.51% |
$32.1K - $35.7K
|
11.3K
$7.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-58- 0.61% |
$32.1K - $35.7K
|
9.42K
$5.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-59- 10.87% |
$32.7K - $36.3K
|
484
$306K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-59- 2.4% |
$32.7K - $36.3K
|
2.4K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-59- 0.32% |
$32.7K - $36.3K
|
18.6K
$11.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-60- 0.39% |
$33.2K - $37K
|
15.3K
$9.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-60- 0.55% |
$33.2K - $37K
|
10.8K
$6.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-60- 5.39% |
$33.2K - $37K
|
1.05K
$666K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-60- 1.81% |
$33.2K - $37K
|
3.26K
$2.06M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-60- 5.15% |
$33.2K - $37K
|
1.11K
$699K
|
|
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-60- 1.9% |
$33.2K - $37K
|
3.1K
$1.96M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-61- 1.55% |
$33.8K - $37.6K
|
3.89K
$2.45M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-61- 3.86% |
$33.8K - $37.6K
|
1.52K
$960K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-62- 1.24% |
$34.4K - $38.2K
|
4.94K
$3.12M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-62- 0.16% |
$34.4K - $38.2K
|
39.3K
$24.8M
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-62- 3.01% |
$34.4K - $38.2K
|
2K
$1.26M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-63- 0.52% |
$34.9K - $38.8K
|
12K
$7.6M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-63- 9.2% |
$34.9K - $38.8K
|
622
$393K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-64- 1.73% |
$35.5K - $39.4K
|
3.64K
$2.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-64- 0.33% |
$35.5K - $39.4K
|
19.4K
$12.3M
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-64- 13.2% |
$35.5K - $39.4K
|
421
$266K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-64- 0.59% |
$35.5K - $39.4K
|
10.7K
$6.77M
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-64- 9.18% |
$35.5K - $39.4K
|
633
$400K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-65- 2.82% |
$36K - $40K
|
2.24K
$1.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-65- 3.19% |
$36K - $40K
|
1.97K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-65- 12.57% |
$36K - $40K
|
452
$286K
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
SELL
|
- |
-65- 4.1% |
$36K - $40K
|
1.52K
$960K
|
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-66- 3.91% |
$36.6K - $40.6K
|
1.62K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-66- 10.73% |
$36.6K - $40.6K
|
549
$347K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-67- 7.43% |
$37.1K - $41.3K
|
835
$528K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-67- 14.57% |
$37.1K - $41.3K
|
393
$248K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-67- 6.07% |
$37.1K - $41.3K
|
1.04K
$654K
|
|
|
May 13, 2025
Q1 2025
|
Carroll Investors, Inc
|
SELL
|
- |
-67- 10.91% |
$37.1K - $41.3K
|
547
$346K
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-67- 5.84% |
$37.1K - $41.3K
|
1.08K
$682K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-67- 1.61% |
$37.1K - $41.3K
|
4.11K
$2.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-68- 0.38% |
$37.7K - $41.9K
|
18.1K
$11.4M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-68- 5.36% |
$37.7K - $41.9K
|
1.2K
$759K
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-69- 0.42% |
$38.2K - $42.5K
|
16.3K
$10.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-69- 4.23% |
$38.2K - $42.5K
|
1.56K
$987K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-69- 0.83% |
$38.2K - $42.5K
|
8.24K
$5.21M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-70- 7.25% |
$38.8K - $43.1K
|
895
$565K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-70- 10.28% |
$38.8K - $43.1K
|
611
$386K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-71- 4.58% |
$39.3K - $43.7K
|
1.48K
$934K
|