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 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-209- 1.38% |
$116K - $129K
|
14.9K
$9.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-210- 8.01% |
$116K - $129K
|
2.41K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-210- 10.26% |
$116K - $129K
|
1.84K
$1.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-211- 14.88% |
$117K - $130K
|
1.21K
$763K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-212- 0.24% |
$117K - $131K
|
89.9K
$56.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-212- 2.63% |
$117K - $131K
|
7.86K
$4.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-212- 33.39% |
$117K - $131K
|
423
$267K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-214- 2.14% |
$119K - $132K
|
9.79K
$6.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-215- 35.25% |
$119K - $132K
|
395
$250K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-215- 2.95% |
$119K - $132K
|
7.08K
$4.47M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-216- 55.96% |
$120K - $133K
|
170
$107K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-216- 10.39% |
$120K - $133K
|
1.86K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-216- 0.57% |
$120K - $133K
|
37.7K
$23.8M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-219- 25.86% |
$121K - $135K
|
628
$397K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-220- 7.04% |
$122K - $135K
|
2.91K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-221- 99.55% |
$122K - $136K
|
1
$632
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-223- 5.34% |
$124K - $137K
|
3.95K
$2.5M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-224- 10.4% |
$124K - $138K
|
1.93K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-224- 13.87% |
$124K - $138K
|
1.39K
$879K
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-225- 0.7% |
$125K - $139K
|
31.8K
$20.1M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-225- 4.24% |
$125K - $139K
|
5.09K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-225- 4.92% |
$125K - $139K
|
4.35K
$2.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-226- 19.33% |
$125K - $139K
|
943
$596K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-227- 9.61% |
$126K - $140K
|
2.14K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
SELL
|
- |
-229- 26.35% |
$127K - $141K
|
640
$404K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-229- 20.14% |
$127K - $141K
|
908
$574K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-230- 9.11% |
$127K - $142K
|
2.3K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-230- 0.96% |
$127K - $142K
|
23.7K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-230- 4.52% |
$127K - $142K
|
4.85K
$3.07M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-230- 0.93% |
$127K - $142K
|
24.4K
$15.4M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-232- 4.35% |
$129K - $143K
|
5.1K
$3.22M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-232- 1.71% |
$129K - $143K
|
13.3K
$8.42M
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-233- 30.54% |
$129K - $143K
|
530
$335K
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-233- 2.55% |
$129K - $143K
|
8.92K
$5.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-235- 18.09% |
$130K - $145K
|
1.06K
$672K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-236- 5.81% |
$131K - $145K
|
3.83K
$2.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-236- 0.39% |
$131K - $145K
|
59.5K
$37.6M
|
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-237- 3.09% |
$131K - $146K
|
7.42K
$4.69M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-238- 10.9% |
$132K - $147K
|
1.95K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-238- 0.52% |
$132K - $147K
|
45.9K
$29M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-239- 28.32% |
$132K - $147K
|
605
$382K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-240- 5.55% |
$133K - $148K
|
4.08K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-240- 1.0% |
$133K - $148K
|
23.7K
$15M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-242- 7.31% |
$134K - $149K
|
3.07K
$1.94M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-242- 0.26% |
$134K - $149K
|
94.6K
$59.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-244- 5.58% |
$135K - $150K
|
4.13K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-246- 0.79% |
$136K - $151K
|
30.8K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-246- 3.45% |
$136K - $151K
|
6.88K
$4.35M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-250- 19.89% |
$139K - $154K
|
1.01K
$636K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-251- 41.28% |
$139K - $155K
|
357
$226K
|