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 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-138- 5.61% |
$76.5K - $85K
|
2.32K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-140- 2.04% |
$77.6K - $86.2K
|
6.72K
$4.24M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-140- 6.51% |
$77.6K - $86.2K
|
2.01K
$1.27M
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-140- 2.85% |
$77.6K - $86.2K
|
4.77K
$3.01M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-142- 2.64% |
$78.7K - $87.5K
|
5.24K
$3.31M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-142- 0.18% |
$78.7K - $87.5K
|
77.8K
$49.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-143- 16.82% |
$79.2K - $88.1K
|
707
$447K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-143- 7.62% |
$79.2K - $88.1K
|
1.73K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-143- 8.79% |
$79.2K - $88.1K
|
1.48K
$938K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-144- 4.83% |
$79.8K - $88.7K
|
2.84K
$1.79M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-145- 8.68% |
$80.3K - $89.3K
|
1.53K
$963K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-146- 6.8% |
$80.9K - $89.9K
|
2K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-147- 0.36% |
$81.4K - $90.5K
|
40.6K
$25.7M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-147- 11.07% |
$81.4K - $90.5K
|
1.18K
$746K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-149- 0.64% |
$82.6K - $91.8K
|
23.3K
$14.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-150- 3.95% |
$83.1K - $92.4K
|
3.65K
$2.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-150- 6.53% |
$83.1K - $92.4K
|
2.15K
$1.36M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-150- 6.4% |
$83.1K - $92.4K
|
2.19K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-150- 2.18% |
$83.1K - $92.4K
|
6.73K
$4.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-151- 1.33% |
$83.7K - $93K
|
11.2K
$7.09M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-151- 0.14% |
$83.7K - $93K
|
109K
$69.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-151- 3.3% |
$83.7K - $93K
|
4.42K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-151- 1.35% |
$83.7K - $93K
|
11.1K
$7M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-152- 36.36% |
$84.2K - $93.6K
|
266
$168K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-154- 28.15% |
$85.3K - $94.8K
|
393
$248K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-154- 9.49% |
$85.3K - $94.8K
|
1.47K
$927K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-154- 7.11% |
$85.3K - $94.8K
|
2.01K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-154- 1.6% |
$85.3K - $94.8K
|
9.44K
$5.96M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-155- 4.11% |
$85.9K - $95.5K
|
3.62K
$2.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-156- 0.86% |
$86.4K - $96.1K
|
17.9K
$11.3M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-157- 14.21% |
$87K - $96.7K
|
948
$599K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-158- 4.06% |
$87.5K - $97.3K
|
3.73K
$2.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-159- 0.43% |
$88.1K - $97.9K
|
36.5K
$23M
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-159- 28.09% |
$88.1K - $97.9K
|
407
$257K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-160- 1.75% |
$88.6K - $98.5K
|
8.97K
$5.67M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-160- 2.52% |
$88.6K - $98.5K
|
6.18K
$3.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-161- 1.81% |
$89.2K - $99.2K
|
8.75K
$5.53M
|
|
|
May 13, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-163- 23.42% |
$90.3K - $100K
|
533
$337K
|
|
|
Jul 15, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-163- 23.42% |
$90.3K - $100K
|
533
$337K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-164- 3.65% |
$90.9K - $101K
|
4.33K
$2.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-165- 2.16% |
$91.4K - $102K
|
7.49K
$4.73M
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-165- 7.14% |
$91.4K - $102K
|
2.15K
$1.36M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-166- 2.56% |
$92K - $102K
|
6.32K
$4M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-168- 8.36% |
$93.1K - $103K
|
1.84K
$1.16M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-169- 0.97% |
$93.6K - $104K
|
17.3K
$10.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-170- 6.47% |
$94.2K - $105K
|
2.46K
$1.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-171- 23.2% |
$94.7K - $105K
|
566
$358K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-171- 3.31% |
$94.7K - $105K
|
4.99K
$3.15M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-171- 2.69% |
$94.7K - $105K
|
6.18K
$3.9M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-171- 0.5% |
$94.7K - $105K
|
34.2K
$21.6M
|