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 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-90- 0.17% |
$49.9K - $55.4K
|
52.4K
$33.1M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-91- 1.85% |
$50.4K - $56K
|
4.83K
$3.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-92- 0.78% |
$51K - $56.7K
|
11.7K
$7.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-92- 16.08% |
$51K - $56.7K
|
480
$303K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-92- 7.98% |
$51K - $56.7K
|
1.06K
$670K
|
|
|
May 01, 2025
Q1 2025
|
Cortland Associates Inc
|
SELL
|
- |
-92- 4.71% |
$51K - $56.7K
|
1.86K
$1.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-93- 5.55% |
$51.5K - $57.3K
|
1.58K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-94- 2.13% |
$52.1K - $57.9K
|
4.32K
$2.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-94- 1.78% |
$52.1K - $57.9K
|
5.2K
$3.28M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-94- 5.6% |
$52.1K - $57.9K
|
1.58K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-94- 1.93% |
$52.1K - $57.9K
|
4.77K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-94- 3.2% |
$52.1K - $57.9K
|
2.84K
$1.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-95- 3.63% |
$52.6K - $58.5K
|
2.52K
$1.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-96- 11.62% |
$53.2K - $59.1K
|
730
$461K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-96- 0.76% |
$53.2K - $59.1K
|
12.6K
$7.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-97- 0.84% |
$53.7K - $59.7K
|
11.5K
$7.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-97- 4.1% |
$53.7K - $59.7K
|
2.27K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-97- 6.75% |
$53.7K - $59.7K
|
1.34K
$847K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-97- 2.68% |
$53.7K - $59.7K
|
3.53K
$2.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-97- 6.48% |
$53.7K - $59.7K
|
1.4K
$884K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-98- 13.42% |
$54.3K - $60.4K
|
632
$399K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-99- 0.39% |
$54.9K - $61K
|
25.5K
$16.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-99- 2.13% |
$54.9K - $61K
|
4.56K
$2.88M
|
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-99- 15.81% |
$54.9K - $61K
|
527
$333K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-99- 1.44% |
$54.9K - $61K
|
6.79K
$4.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-100- 7.34% |
$55.4K - $61.6K
|
1.26K
$797K
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 15.38% |
$55.4K - $61.6K
|
550
$347K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-101- 0.29% |
$56K - $62.2K
|
34.5K
$21.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-102- 7.52% |
$56.5K - $62.8K
|
1.26K
$793K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-102- 1.33% |
$56.5K - $62.8K
|
7.56K
$4.77M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-102- 7.33% |
$56.5K - $62.8K
|
1.29K
$814K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-102- 3.46% |
$56.5K - $62.8K
|
2.84K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-103- 4.58% |
$57.1K - $63.4K
|
2.14K
$1.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-104- 11.8% |
$57.6K - $64K
|
777
$491K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-104- 19.89% |
$57.6K - $64K
|
419
$265K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-104- 11.24% |
$57.6K - $64K
|
821
$519K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-104- 4.08% |
$57.6K - $64K
|
2.45K
$1.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-105- 10.42% |
$58.2K - $64.7K
|
903
$570K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-105- 0.79% |
$58.2K - $64.7K
|
13.2K
$8.31M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-105- 0.06% |
$58.2K - $64.7K
|
183K
$116M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-106- 1.9% |
$58.7K - $65.3K
|
5.46K
$3.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-106- 1.49% |
$58.7K - $65.3K
|
7.03K
$4.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-106- 2.31% |
$58.7K - $65.3K
|
4.48K
$2.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-106- 7.76% |
$58.7K - $65.3K
|
1.26K
$796K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-106- 5.33% |
$58.7K - $65.3K
|
1.88K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-106- 1.46% |
$58.7K - $65.3K
|
7.17K
$4.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-108- 4.31% |
$59.8K - $66.5K
|
2.4K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-108- 2.81% |
$59.8K - $66.5K
|
3.74K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-108- 12.66% |
$59.8K - $66.5K
|
745
$471K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-109- 7.13% |
$60.4K - $67.1K
|
1.42K
$897K
|