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 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-110- 1.95% |
$60.9K - $67.7K
|
5.53K
$3.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-110- 0.64% |
$60.9K - $67.7K
|
17.2K
$10.9M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-110- 16.72% |
$60.9K - $67.7K
|
548
$346K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-111- 2.38% |
$61.5K - $68.4K
|
4.56K
$2.88M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-111- 2.33% |
$61.5K - $68.4K
|
4.65K
$2.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-112- 1.74% |
$62.1K - $69K
|
6.34K
$4M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-112- 1.67% |
$62.1K - $69K
|
6.61K
$4.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-113- 11.53% |
$62.6K - $69.6K
|
867
$548K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-114- 1.0% |
$63.2K - $70.2K
|
11.3K
$7.11M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-114- 0.16% |
$63.2K - $70.2K
|
70.6K
$44.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-117- 1.92% |
$64.8K - $72.1K
|
5.97K
$3.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-117- 0.58% |
$64.8K - $72.1K
|
20.1K
$12.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-118- 7.99% |
$65.4K - $72.7K
|
1.36K
$859K
|
|
|
May 13, 2025
Q1 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
SELL
|
- |
-118- 1.49% |
$65.4K - $72.7K
|
7.82K
$4.94M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-118- 10.88% |
$65.4K - $72.7K
|
967
$611K
|
|
|
Apr 11, 2025
Q1 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-119- 5.32% |
$65.9K - $73.3K
|
2.12K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-119- 4.71% |
$65.9K - $73.3K
|
2.41K
$1.52M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-119- 25.0% |
$65.9K - $73.3K
|
357
$226K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-119- 1.95% |
$65.9K - $73.3K
|
5.98K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-119- 2.47% |
$65.9K - $73.3K
|
4.71K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-120- 8.38% |
$66.5K - $73.9K
|
1.31K
$829K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-121- 0.81% |
$67K - $74.5K
|
14.8K
$9.32M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-123- 3.77% |
$68.1K - $75.7K
|
3.14K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-124- 0.45% |
$68.7K - $76.4K
|
27.3K
$17.3M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-124- 1.09% |
$68.7K - $76.4K
|
11.3K
$7.11M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-125- 3.25% |
$69.3K - $77K
|
3.72K
$2.35M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-125- 3.62% |
$69.3K - $77K
|
3.33K
$2.1M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-125- 5.71% |
$69.3K - $77K
|
2.07K
$1.31M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-126- 1.34% |
$69.8K - $77.6K
|
9.26K
$5.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-126- 1.4% |
$69.8K - $77.6K
|
8.9K
$5.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-126- 4.6% |
$69.8K - $77.6K
|
2.62K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-126- 3.31% |
$69.8K - $77.6K
|
3.69K
$2.33M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-126- 2.88% |
$69.8K - $77.6K
|
4.25K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-126- 8.87% |
$69.8K - $77.6K
|
1.29K
$817K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-127- 0.73% |
$70.4K - $78.2K
|
17.2K
$10.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-128- 36.57% |
$70.9K - $78.8K
|
222
$140K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-129- 20.48% |
$71.5K - $79.4K
|
501
$317K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-129- 1.58% |
$71.5K - $79.4K
|
8.01K
$5.06M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-129- 6.04% |
$71.5K - $79.4K
|
2.01K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-131- 0.24% |
$72.6K - $80.7K
|
55.5K
$35.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-133- 1.93% |
$73.7K - $81.9K
|
6.76K
$4.27M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-133- 1.06% |
$73.7K - $81.9K
|
12.5K
$7.87M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-133- 1.64% |
$73.7K - $81.9K
|
7.99K
$5.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-135- 4.49% |
$74.8K - $83.1K
|
2.87K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-135- 8.31% |
$74.8K - $83.1K
|
1.49K
$941K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-136- 18.94% |
$75.4K - $83.8K
|
582
$368K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-137- 1.49% |
$75.9K - $84.4K
|
9.04K
$5.71M
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-137- 0.97% |
$75.9K - $84.4K
|
13.9K
$8.8M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-137- 1.02% |
$75.9K - $84.4K
|
13.3K
$8.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-138- 8.58% |
$76.5K - $85K
|
1.47K
$929K
|