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 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-173- 4.95% |
$95.9K - $107K
|
3.32K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-173- 3.4% |
$95.9K - $107K
|
4.92K
$3.11M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-174- 1.69% |
$96.4K - $107K
|
10.1K
$6.39M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-175- 1.9% |
$97K - $108K
|
9.06K
$5.72M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-175- 0.98% |
$97K - $108K
|
17.6K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-176- 5.23% |
$97.5K - $108K
|
3.19K
$2.01M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-178- 7.32% |
$98.6K - $110K
|
2.25K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-179- 3.47% |
$99.2K - $110K
|
4.98K
$3.14M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-179- 0.38% |
$99.2K - $110K
|
47.3K
$29.9M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-181- 9.89% |
$100K - $111K
|
1.65K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-182- 19.55% |
$101K - $112K
|
749
$473K
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-183- 21.33% |
$101K - $113K
|
675
$426K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-183- 4.73% |
$101K - $113K
|
3.69K
$2.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-183- 5.19% |
$101K - $113K
|
3.35K
$2.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-183- 1.16% |
$101K - $113K
|
15.6K
$9.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-184- 4.36% |
$102K - $113K
|
4.04K
$2.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-187- 11.33% |
$104K - $115K
|
1.46K
$924K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-187- 1.0% |
$104K - $115K
|
18.5K
$11.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-187- 7.19% |
$104K - $115K
|
2.42K
$1.53M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-187- 13.54% |
$104K - $115K
|
1.19K
$754K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-188- 4.95% |
$104K - $116K
|
3.61K
$2.28M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-188- 5.09% |
$104K - $116K
|
3.5K
$2.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-190- 11.74% |
$105K - $117K
|
1.43K
$902K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-191- 1.01% |
$106K - $118K
|
18.6K
$11.8M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-192- 20.56% |
$106K - $118K
|
742
$469K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-193- 14.22% |
$107K - $119K
|
1.16K
$735K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-194- 19.5% |
$107K - $119K
|
801
$506K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-194- 2.38% |
$107K - $119K
|
7.94K
$5.02M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-195- 5.29% |
$108K - $120K
|
3.49K
$2.21M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-195- 3.76% |
$108K - $120K
|
4.99K
$3.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-196- 15.74% |
$109K - $121K
|
1.05K
$663K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-196- 90.74% |
$109K - $121K
|
20
$12.6K
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-198- 2.17% |
$110K - $122K
|
8.94K
$5.65M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-198- 1.7% |
$110K - $122K
|
11.5K
$7.25M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-199- 2.9% |
$110K - $123K
|
6.67K
$4.21M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-199- 1.12% |
$110K - $123K
|
17.5K
$11.1M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-200- 22.88% |
$111K - $123K
|
674
$426K
|
|
|
May 12, 2025
Q1 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-200- 8.85% |
$111K - $123K
|
2.06K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-200- 3.85% |
$111K - $123K
|
4.99K
$3.15M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-201- 3.16% |
$111K - $124K
|
6.15K
$3.89M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-202- 4.21% |
$112K - $124K
|
4.6K
$2.91M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-204- 0.16% |
$113K - $126K
|
124K
$78.4M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-205- 7.96% |
$114K - $126K
|
2.37K
$1.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-206- 7.99% |
$114K - $127K
|
2.37K
$1.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-207- 0.86% |
$115K - $127K
|
23.7K
$15M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-207- 8.67% |
$115K - $127K
|
2.18K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-208- 3.89% |
$115K - $128K
|
5.13K
$3.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-208- 0.74% |
$115K - $128K
|
27.7K
$17.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-208- 3.13% |
$115K - $128K
|
6.43K
$4.06M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-208- 3.75% |
$115K - $128K
|
5.34K
$3.37M
|