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 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-71- 0.17% |
$39.3K - $43.7K
|
42.4K
$26.8M
|
|
|
May 12, 2025
Q1 2025
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-71- 8.02% |
$39.3K - $43.7K
|
814
$514K
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-72- 10.43% |
$39.9K - $44.3K
|
618
$390K
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-72- 9.84% |
$39.9K - $44.3K
|
660
$417K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-73- 0.34% |
$40.4K - $45K
|
21.6K
$13.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-75- 3.01% |
$41.6K - $46.2K
|
2.42K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-75- 14.12% |
$41.6K - $46.2K
|
456
$288K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-76- 3.81% |
$42.1K - $46.8K
|
1.92K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-76- 2.33% |
$42.1K - $46.8K
|
3.18K
$2.01M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-77- 6.94% |
$42.7K - $47.4K
|
1.03K
$652K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-78- 1.21% |
$43.2K - $48K
|
6.39K
$4.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-78- 1.68% |
$43.2K - $48K
|
4.57K
$2.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-78- 0.82% |
$43.2K - $48K
|
9.38K
$5.93M
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-78- 0.99% |
$43.2K - $48K
|
7.78K
$4.92M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-78- 0.88% |
$43.2K - $48K
|
8.81K
$5.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-79- 1.46% |
$43.8K - $48.7K
|
5.33K
$3.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-79- 0.95% |
$43.8K - $48.7K
|
8.25K
$5.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-79- 0.24% |
$43.8K - $48.7K
|
32.5K
$20.5M
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-79- 0.36% |
$43.8K - $48.7K
|
21.6K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-79- 0.66% |
$43.8K - $48.7K
|
11.9K
$7.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
SELL
|
- |
-80- 6.25% |
$44.3K - $49.3K
|
1.2K
$758K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-80- 0.84% |
$44.3K - $49.3K
|
9.49K
$6M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-80- 0.87% |
$44.3K - $49.3K
|
9.1K
$5.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-81- 0.41% |
$44.9K - $49.9K
|
19.5K
$12.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-81- 0.73% |
$44.9K - $49.9K
|
11.1K
$7M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-81- 1.36% |
$44.9K - $49.9K
|
5.87K
$3.71M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-81- 3.75% |
$44.9K - $49.9K
|
2.08K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-81- 12.29% |
$44.9K - $49.9K
|
578
$365K
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-82- 0.84% |
$45.4K - $50.5K
|
9.72K
$6.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Flower City Capital
|
SELL
|
- |
-83- 0.65% |
$46K - $51.1K
|
12.8K
$8.06M
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-83- 0.6% |
$46K - $51.1K
|
13.7K
$8.68M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-83- 1.72% |
$46K - $51.1K
|
4.73K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-84- 6.49% |
$46.5K - $51.7K
|
1.21K
$765K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-85- 0.9% |
$47.1K - $52.3K
|
9.38K
$5.92M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-85- 2.68% |
$47.1K - $52.3K
|
3.08K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-85- 1.12% |
$47.1K - $52.3K
|
7.49K
$4.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-86- 1.0% |
$47.6K - $53K
|
8.53K
$5.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-86- 2.46% |
$47.6K - $53K
|
3.4K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-86- 12.93% |
$47.6K - $53K
|
579
$366K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-87- 1.28% |
$48.2K - $53.6K
|
6.69K
$4.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-87- 0.42% |
$48.2K - $53.6K
|
20.7K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-87- 5.31% |
$48.2K - $53.6K
|
1.55K
$980K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-88- 69.84% |
$48.8K - $54.2K
|
38
$24K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-89- 14.78% |
$49.3K - $54.8K
|
513
$324K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-89- 1.86% |
$49.3K - $54.8K
|
4.7K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-89- 13.71% |
$49.3K - $54.8K
|
560
$354K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-90- 3.87% |
$49.9K - $55.4K
|
2.24K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-90- 1.71% |
$49.9K - $55.4K
|
5.18K
$3.27M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-90- 57.32% |
$49.9K - $55.4K
|
67
$42.3K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-90- 8.94% |
$49.9K - $55.4K
|
917
$579K
|