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 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-383- 1.06% |
$212K - $236K
|
35.6K
$22.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-384- 8.75% |
$213K - $236K
|
4K
$2.53M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-385- 0.1% |
$213K - $237K
|
372K
$235M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-387- 20.01% |
$214K - $238K
|
1.55K
$977K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-391- 13.48% |
$217K - $241K
|
2.51K
$1.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-392- 1.42% |
$217K - $241K
|
27.3K
$17.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-393- 30.18% |
$218K - $242K
|
909
$574K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-394- 2.16% |
$218K - $243K
|
17.8K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-395- 0.75% |
$219K - $243K
|
52.2K
$33M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-397- 11.21% |
$220K - $244K
|
3.14K
$1.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-398- 5.01% |
$221K - $245K
|
7.55K
$4.77M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-400- 2.46% |
$222K - $246K
|
15.9K
$10M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-400- 35.71% |
$222K - $246K
|
720
$455K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-403- 3.52% |
$223K - $248K
|
11K
$6.97M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-403- 4.3% |
$223K - $248K
|
8.96K
$5.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-408- 1.31% |
$226K - $251K
|
30.6K
$19.4M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-409- 7.72% |
$227K - $252K
|
4.89K
$3.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-412- 0.65% |
$228K - $254K
|
63.1K
$39.9M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-416- 0.71% |
$230K - $256K
|
57.9K
$36.6M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-417- 8.81% |
$231K - $257K
|
4.31K
$2.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-418- 2.75% |
$232K - $257K
|
14.8K
$9.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-421- 2.11% |
$233K - $259K
|
19.5K
$12.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
SELL
|
- |
-423- 41.8% |
$234K - $261K
|
589
$372K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-426- 8.09% |
$236K - $262K
|
4.84K
$3.06M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-426- 32.13% |
$236K - $262K
|
900
$569K
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-432- 2.31% |
$239K - $266K
|
18.3K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-434- 1.76% |
$240K - $267K
|
24.3K
$15.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-437- 4.55% |
$242K - $269K
|
9.17K
$5.79M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-441- 2.35% |
$244K - $272K
|
18.3K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
SELL
|
- |
-441- 1.16% |
$244K - $272K
|
37.7K
$23.8M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-443- 0.31% |
$245K - $273K
|
141K
$88.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-447- 23.23% |
$248K - $275K
|
1.48K
$933K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-450- 6.06% |
$249K - $277K
|
6.98K
$4.41M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-452- 1.6% |
$250K - $278K
|
27.8K
$17.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-456- 4.33% |
$253K - $281K
|
10.1K
$6.37M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-456- 2.33% |
$253K - $281K
|
19.1K
$12.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-459- 1.63% |
$254K - $283K
|
27.6K
$17.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-463- 30.62% |
$257K - $285K
|
1.05K
$663K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-465- 15.06% |
$258K - $286K
|
2.62K
$1.66M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-469- 4.58% |
$260K - $289K
|
9.77K
$6.17M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-469- 39.75% |
$260K - $289K
|
711
$449K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-470- 2.71% |
$260K - $289K
|
16.8K
$10.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-471- 2.01% |
$261K - $290K
|
23K
$14.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-473- 23.24% |
$262K - $291K
|
1.56K
$987K
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-474- 20.57% |
$263K - $292K
|
1.83K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-474- 17.16% |
$263K - $292K
|
2.29K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-483- 3.3% |
$268K - $297K
|
14.2K
$8.95M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-484- 2.09% |
$268K - $298K
|
22.7K
$14.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-486- 0.92% |
$269K - $299K
|
52.4K
$33.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-487- 2.57% |
$270K - $300K
|
18.5K
$11.7M
|