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 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-488- 2.94% |
$270K - $301K
|
16.1K
$10M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-492- 9.12% |
$273K - $303K
|
4.9K
$3.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-500- 43.67% |
$277K - $308K
|
645
$400K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-504- 18.04% |
$279K - $310K
|
2.29K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-507- 7.97% |
$281K - $312K
|
5.85K
$3.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-507- 1.46% |
$281K - $312K
|
34.2K
$21.2M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-509- 3.59% |
$282K - $313K
|
13.7K
$8.48M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-530- 18.94% |
$294K - $326K
|
2.27K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-531- 2.08% |
$294K - $327K
|
25K
$15.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-532- 1.48% |
$295K - $328K
|
35.5K
$22M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-535- 2.36% |
$296K - $329K
|
22.2K
$13.7M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-545- 30.11% |
$302K - $336K
|
1.27K
$785K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-545- 6.25% |
$302K - $336K
|
8.18K
$5.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-548- 35.84% |
$304K - $337K
|
981
$609K
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-550- 4.67% |
$305K - $339K
|
11.2K
$6.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-551- 7.77% |
$305K - $339K
|
6.54K
$4.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-554- 6.84% |
$307K - $341K
|
7.54K
$4.68M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-558- 2.8% |
$309K - $344K
|
19.4K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-566- 13.59% |
$314K - $349K
|
3.6K
$2.23M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-569- 0.43% |
$315K - $350K
|
133K
$82.7M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-571- 2.32% |
$316K - $352K
|
24.1K
$14.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-572- 5.76% |
$317K - $352K
|
9.36K
$5.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-582- 10.53% |
$322K - $358K
|
4.95K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-589- 23.44% |
$326K - $363K
|
1.92K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-592- 16.86% |
$328K - $365K
|
2.92K
$1.81M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-598- 7.43% |
$331K - $368K
|
7.45K
$4.62M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-601- 5.47% |
$333K - $370K
|
10.4K
$6.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-604- 2.16% |
$335K - $372K
|
27.4K
$17M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-607- 45.06% |
$336K - $374K
|
740
$459K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-619- 30.61% |
$343K - $381K
|
1.4K
$871K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-624- 6.13% |
$346K - $384K
|
9.55K
$5.93M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-628- 17.35% |
$348K - $387K
|
2.99K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-636- 6.95% |
$352K - $392K
|
8.51K
$5.28M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-641- 3.87% |
$355K - $395K
|
15.9K
$9.89M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-651- 9.16% |
$361K - $401K
|
6.46K
$4.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-652- 8.68% |
$361K - $402K
|
6.86K
$4.26M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-660- 51.56% |
$366K - $406K
|
620
$385K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-662- 2.55% |
$367K - $408K
|
25.3K
$15.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-667- 17.4% |
$370K - $411K
|
3.17K
$1.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-668- 6.03% |
$370K - $411K
|
10.4K
$6.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-670- 10.67% |
$371K - $413K
|
5.61K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-670- 38.24% |
$371K - $413K
|
1.08K
$672K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-679- 14.96% |
$376K - $418K
|
3.86K
$2.4M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-679- 1.93% |
$376K - $418K
|
34.6K
$21.5M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-679- 2.15% |
$376K - $418K
|
30.9K
$19.2M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-689- 43.89% |
$382K - $424K
|
881
$547K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-693- 2.01% |
$384K - $427K
|
33.8K
$21M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-698- 6.83% |
$387K - $430K
|
9.52K
$5.91M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-701- 35.14% |
$388K - $432K
|
1.29K
$803K
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-702- 40.18% |
$389K - $432K
|
1.05K
$649K
|