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 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
18.2K+ 2.99% |
$10.1M - $11.2M
|
627K
$389M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
17.9K+ 4.39% |
$9.91M - $11M
|
426K
$264M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
17.7K+ 14.61% |
$9.79M - $10.9M
|
139K
$86M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
17.6K+ 2.57% |
$9.73M - $10.8M
|
700K
$434M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
17.2K+ 29.71% |
$9.55M - $10.6M
|
75.3K
$46.7M
|
|
|
May 15, 2025
Q1 2025
|
Ironclad Investments LLC
Maitland, FL |
BUY
|
- |
16.9K+ 11.9% |
$9.37M - $10.4M
|
159K
$98.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
16.6K+ 115.24% |
$9.22M - $10.2M
|
31.1K
$19.3M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
16.6K+ 42.67% |
$9.21M - $10.2M
|
55.6K
$34.5M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
16.6K+ 16.19% |
$9.2M - $10.2M
|
119K
$74M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
16.4K+ 1.05% |
$9.1M - $10.1M
|
1.58M
$982M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
16.3K+ 61.38% |
$9.06M - $10.1M
|
43K
$26.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
16.2K+ 52.97% |
$8.99M - $9.99M
|
46.9K
$29.1M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
15.8K+ 5343.58% |
$8.76M - $9.74M
|
16.1K
$10M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
15.8K+ 6.28% |
$8.74M - $9.72M
|
267K
$166M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
15.3K+ 42.15% |
$8.48M - $9.43M
|
51.6K
$32M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
15.3K+ 984.78% |
$8.46M - $9.41M
|
16.8K
$10.4M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.1K+ 98.84% |
$8.36M - $9.3M
|
30.4K
$18.8M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
15.1K+ 12.57% |
$8.35M - $9.28M
|
135K
$83.8M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
15.1K+ 25.2% |
$8.35M - $9.28M
|
74.8K
$46.5M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
15K+ 15.55% |
$8.33M - $9.26M
|
112K
$69.4M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
15K+ 5.16% |
$8.31M - $9.24M
|
305K
$190M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
14.8KNew |
$8.19M - $9.11M
|
14.8K
$9.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
14.6K+ 223.93% |
$8.08M - $8.98M
|
21.1K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14.6K+ 1.5% |
$8.07M - $8.97M
|
985K
$611M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
14.5K+ 42.48% |
$8.01M - $8.91M
|
48.5K
$30.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
14.4K+ 20.72% |
$7.98M - $8.87M
|
83.9K
$52.1M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
14.3K+ 476.25% |
$7.9M - $8.78M
|
17.3K
$10.7M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
14.2K+ 44.17% |
$7.86M - $8.73M
|
46.3K
$28.7M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
14.2KNew |
$7.85M - $8.72M
|
14.2K
$8.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
14K+ 99921.43% |
$7.75M - $8.62M
|
14K
$8.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.8KNew |
$7.65M - $8.5M
|
13.8K
$8.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
13.8K+ 130.73% |
$7.65M - $8.5M
|
24.4K
$15.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
13.7K+ 96.66% |
$7.6M - $8.45M
|
27.9K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
13.5KNew |
$7.47M - $8.31M
|
13.5K
$8.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13.3K+ 2.37% |
$7.36M - $8.18M
|
574K
$356M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
13.1K+ 73.23% |
$7.25M - $8.06M
|
31K
$19.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
12.9K+ 2836.34% |
$7.13M - $7.93M
|
13.3K
$8.27M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.9K+ 30.55% |
$7.12M - $7.92M
|
54.9K
$34.1M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
12.8K+ 7.48% |
$7.11M - $7.9M
|
184K
$115M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
12.8K+ 0.83% |
$7.09M - $7.88M
|
1.55M
$965M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
12.8K+ 3.6% |
$7.07M - $7.86M
|
367K
$228M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.7K+ 24.09% |
$7.02M - $7.8M
|
65.2K
$40.5M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
12.4K+ 5.47% |
$6.87M - $7.64M
|
239K
$149M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
12.4K+ 1.64% |
$6.85M - $7.62M
|
765K
$475M
|
|
|
May 07, 2025
Q1 2025
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
12.2K+ 0.85% |
$6.75M - $7.5M
|
1.45M
$900M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
12.1K+ 106.37% |
$6.68M - $7.42M
|
23.4K
$14.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.8K+ 18.67% |
$6.56M - $7.29M
|
75.3K
$46.7M
|
|
|
May 15, 2025
Q1 2025
|
Passaic Partners LLC
|
BUY
|
- |
11.7K+ 38.09% |
$6.49M - $7.21M
|
42.5K
$26.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
11.6K+ 3.04% |
$6.42M - $7.14M
|
393K
$244M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
11.6K+ 32.95% |
$6.42M - $7.14M
|
46.8K
$29M
|