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
|
Omega Financial Group, LLC
|
SELL
|
- |
-306- 1.42% |
$170K - $188K
|
21.2K
$13.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-308- 9.38% |
$171K - $190K
|
2.97K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-308- 12.15% |
$171K - $190K
|
2.23K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-309- 5.73% |
$171K - $190K
|
5.09K
$3.16M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-310- 3.95% |
$172K - $191K
|
7.54K
$4.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-312- 79.39% |
$173K - $192K
|
81
$50.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-313- 0.59% |
$173K - $193K
|
52.5K
$32.6M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-313- 2.06% |
$173K - $193K
|
14.9K
$9.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-322- 2.77% |
$178K - $198K
|
11.3K
$7.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-322- 3.66% |
$178K - $198K
|
8.48K
$5.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-322- 14.56% |
$178K - $198K
|
1.89K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
SELL
|
- |
-323- 16.42% |
$179K - $199K
|
1.64K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-323- 23.61% |
$179K - $199K
|
1.05K
$649K
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-324- 1.97% |
$180K - $200K
|
16.1K
$9.98M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-325- 9.72% |
$180K - $200K
|
3.02K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-328- 10.74% |
$182K - $202K
|
2.73K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-331- 9.83% |
$183K - $204K
|
3.04K
$1.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-336- 2.74% |
$186K - $207K
|
11.9K
$7.39M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-336- 4.14% |
$186K - $207K
|
7.77K
$4.82M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-338- 8.35% |
$187K - $208K
|
3.71K
$2.3M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-340- 10.95% |
$188K - $209K
|
2.77K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-343- 1.59% |
$190K - $211K
|
21.3K
$13.2M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-345- 26.83% |
$191K - $212K
|
941
$584K
|
|
|
May 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
SELL
|
- |
-346- 2.45% |
$192K - $213K
|
13.8K
$8.56M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-347- 1.27% |
$192K - $214K
|
27K
$16.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-348- 1.39% |
$193K - $214K
|
24.6K
$15.3M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-348- 9.36% |
$193K - $214K
|
3.37K
$2.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-350- 26.08% |
$194K - $216K
|
992
$616K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-352- 3.74% |
$195K - $217K
|
9.07K
$5.63M
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-353- 1.65% |
$196K - $217K
|
21.1K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-353- 4.34% |
$196K - $217K
|
7.79K
$4.83M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-353- 4.22% |
$196K - $217K
|
8K
$4.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-354- 1.11% |
$196K - $218K
|
31.6K
$19.6M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-356- 25.8% |
$197K - $219K
|
1.02K
$636K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-357- 1.7% |
$198K - $220K
|
20.7K
$12.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-357- 1.04% |
$198K - $220K
|
34K
$21.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-357- 6.4% |
$198K - $220K
|
5.22K
$3.24M
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-360- 0.51% |
$199K - $222K
|
69.6K
$43.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-362- 17.06% |
$201K - $223K
|
1.76K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-365- 4.37% |
$202K - $225K
|
7.99K
$4.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-365- 9.9% |
$202K - $225K
|
3.32K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-365- 4.98% |
$202K - $225K
|
6.97K
$4.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-367- 1.3% |
$203K - $226K
|
27.8K
$17.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-370- 9.12% |
$205K - $228K
|
3.69K
$2.29M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-370- 1.06% |
$205K - $228K
|
34.6K
$21.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-375- 24.19% |
$208K - $231K
|
1.18K
$729K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-377- 17.82% |
$209K - $232K
|
1.74K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-379- 0.41% |
$210K - $233K
|
92.6K
$57.5M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-380- 1.59% |
$211K - $234K
|
23.5K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
SELL
|
- |
-382- 0.4% |
$212K - $235K
|
95.2K
$59.1M
|