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 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-705- 2.73% |
$391K - $434K
|
25.1K
$15.6M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-707- 12.52% |
$392K - $435K
|
4.94K
$3.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
SELL
|
- |
-708- 11.01% |
$392K - $436K
|
5.72K
$3.55M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-710- 0.55% |
$393K - $437K
|
128K
$79.7M
|
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-712- 44.39% |
$394K - $438K
|
892
$554K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-716- 2.13% |
$397K - $441K
|
32.9K
$20.4M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-717- 25.64% |
$397K - $442K
|
2.08K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-719- 0.6% |
$398K - $443K
|
119K
$73.8M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-724- 4.34% |
$401K - $446K
|
15.9K
$9.9M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-725- 1.99% |
$402K - $446K
|
35.8K
$22.2M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-740- 15.99% |
$410K - $456K
|
3.89K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-740- 6.78% |
$410K - $456K
|
10.2K
$6.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-747- 13.16% |
$414K - $460K
|
4.93K
$3.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-748- 2.52% |
$414K - $461K
|
29K
$18M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-749- 1.36% |
$415K - $461K
|
54.3K
$33.7M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-757- 0.85% |
$419K - $466K
|
88.1K
$54.7M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-760- 1.84% |
$421K - $468K
|
40.5K
$25.1M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-770- 1.48% |
$427K - $474K
|
51.3K
$31.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-771- 4.57% |
$427K - $475K
|
16.1K
$10M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-771- 2.01% |
$427K - $475K
|
37.5K
$23.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-784- 23.84% |
$434K - $483K
|
2.51K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-784- 18.12% |
$434K - $483K
|
3.54K
$2.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-786- 11.09% |
$435K - $484K
|
6.3K
$3.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-786- 0.85% |
$435K - $484K
|
92.1K
$57.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-787- 2.7% |
$436K - $485K
|
28.3K
$17.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-787- 25.3% |
$436K - $485K
|
2.32K
$1.44M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-789- 1.47% |
$437K - $486K
|
52.9K
$32.8M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-791- 10.45% |
$438K - $487K
|
6.78K
$4.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-794- 3.7% |
$440K - $489K
|
20.7K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-795- 4.66% |
$440K - $490K
|
16.3K
$10.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-797- 34.4% |
$442K - $491K
|
1.52K
$943K
|
|
|
May 06, 2025
Q1 2025
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-797- 16.45% |
$442K - $491K
|
4.05K
$2.51M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-799- 12.3% |
$443K - $492K
|
5.7K
$3.54M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-818- 2.6% |
$453K - $504K
|
30.7K
$19M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-825- 62.69% |
$457K - $508K
|
491
$305K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-830- 19.77% |
$460K - $511K
|
3.37K
$2.09M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-841- 13.67% |
$466K - $518K
|
5.31K
$3.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-854- 19.82% |
$473K - $526K
|
3.45K
$2.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-854- 0.84% |
$473K - $526K
|
101K
$62.8M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-857- 40.65% |
$475K - $528K
|
1.25K
$776K
|
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
SELL
|
- |
-860- 1.13% |
$476K - $530K
|
75.3K
$46.7M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-863- 7.17% |
$478K - $531K
|
11.2K
$6.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-864- 0.35% |
$479K - $532K
|
247K
$153M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-870- 2.87% |
$482K - $536K
|
29.5K
$18.3M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-872- 5.05% |
$483K - $537K
|
16.4K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-880- 37.02% |
$488K - $542K
|
1.5K
$929K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-882- 10.14% |
$489K - $543K
|
7.82K
$4.85M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-884- 0.59% |
$490K - $544K
|
149K
$92.5M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-893- 13.3% |
$495K - $550K
|
5.82K
$3.61M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-899- 0.89% |
$498K - $554K
|
100K
$62.2M
|