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
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-251- 1.75% |
$139K - $155K
|
14.1K
$8.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-251- 2.34% |
$139K - $155K
|
10.5K
$6.5M
|
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-252- 31.62% |
$140K - $155K
|
545
$338K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-254- 6.6% |
$141K - $156K
|
3.6K
$2.23M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-254- 7.52% |
$141K - $156K
|
3.12K
$1.94M
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-254- 3.25% |
$141K - $156K
|
7.56K
$4.69M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-255- 5.44% |
$141K - $157K
|
4.44K
$2.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-255- 6.99% |
$141K - $157K
|
3.39K
$2.1M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-255- 0.98% |
$141K - $157K
|
25.8K
$16M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-257- 6.97% |
$142K - $158K
|
3.43K
$2.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-257- 1.84% |
$142K - $158K
|
13.7K
$8.51M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-259- 4.74% |
$144K - $160K
|
5.2K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-260- 20.59% |
$144K - $160K
|
1K
$623K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-261- 4.67% |
$145K - $161K
|
5.33K
$3.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-262- 15.26% |
$145K - $161K
|
1.46K
$903K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-264- 12.49% |
$146K - $163K
|
1.85K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-264- 27.76% |
$146K - $163K
|
687
$426K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-266- 13.48% |
$147K - $164K
|
1.71K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-267- 0.2% |
$148K - $164K
|
135K
$83.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-268- 5.62% |
$148K - $165K
|
4.5K
$2.79M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-270- 19.44% |
$150K - $166K
|
1.12K
$695K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-271- 2.35% |
$150K - $167K
|
11.3K
$7M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-272- 5.43% |
$151K - $168K
|
4.74K
$2.94M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-273- 3.79% |
$151K - $168K
|
6.93K
$4.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-274- 9.35% |
$152K - $169K
|
2.66K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-274- 7.96% |
$152K - $169K
|
3.17K
$1.97M
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-275- 4.84% |
$152K - $169K
|
5.4K
$3.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-276- 0.48% |
$153K - $170K
|
57.3K
$35.6M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-279- 2.32% |
$155K - $172K
|
11.8K
$7.29M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-281- 11.16% |
$156K - $173K
|
2.24K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-282- 27.57% |
$156K - $174K
|
741
$460K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-282- 7.42% |
$156K - $174K
|
3.52K
$2.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-284- 3.47% |
$157K - $175K
|
7.91K
$4.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-285- 2.31% |
$158K - $176K
|
12K
$7.47M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-286- 1.97% |
$158K - $176K
|
14.2K
$8.83M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-288- 24.1% |
$160K - $177K
|
907
$563K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-289- 1.63% |
$160K - $178K
|
17.4K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-290- 0.57% |
$161K - $179K
|
50.9K
$31.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-291- 9.49% |
$161K - $179K
|
2.78K
$1.72M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-292- 5.48% |
$162K - $180K
|
5.03K
$3.12M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-294- 1.57% |
$163K - $181K
|
18.4K
$11.4M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-295- 6.53% |
$163K - $182K
|
4.22K
$2.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-296- 13.6% |
$164K - $182K
|
1.88K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-296- 6.5% |
$164K - $182K
|
4.26K
$2.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-297- 3.18% |
$165K - $183K
|
9.05K
$5.62M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-298- 3.74% |
$165K - $184K
|
7.68K
$4.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-300- 3.19% |
$166K - $185K
|
9.1K
$5.65M
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-300- 11.24% |
$166K - $185K
|
2.37K
$1.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-302- 1.2% |
$167K - $186K
|
24.9K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-302- 30.44% |
$167K - $186K
|
690
$428K
|