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 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-900- 16.78% |
$499K - $554K
|
4.46K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-901- 13.21% |
$499K - $555K
|
5.92K
$3.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-905- 15.69% |
$501K - $557K
|
4.86K
$3.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-912- 65.99% |
$505K - $562K
|
470
$292K
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-914- 3.33% |
$506K - $563K
|
26.5K
$16.5M
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-920- 33.22% |
$510K - $567K
|
1.85K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-920- 4.89% |
$510K - $567K
|
17.9K
$11.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-922- 5.36% |
$511K - $568K
|
16.3K
$10.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-926- 9.87% |
$513K - $570K
|
8.46K
$5.25M
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-940- 0.81% |
$521K - $579K
|
116K
$71.7M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-953- 7.03% |
$528K - $587K
|
12.6K
$7.82M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-976- 9.02% |
$541K - $601K
|
9.84K
$6.11M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-980- 14.35% |
$543K - $604K
|
5.85K
$3.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-992- 5.89% |
$550K - $611K
|
15.8K
$9.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1K- 46.2% |
$556K - $618K
|
1.17K
$726K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-1.01K- 14.56% |
$560K - $622K
|
5.93K
$3.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.01K- 70.56% |
$562K - $624K
|
423
$263K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.02K- 3.5% |
$563K - $626K
|
28K
$17.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.02K- 39.05% |
$567K - $631K
|
1.6K
$992K
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.03K- 7.37% |
$570K - $633K
|
12.9K
$8.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-1.03K- 23.8% |
$570K - $634K
|
3.3K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.04K- 26.61% |
$573K - $637K
|
2.85K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.04K- 3.26% |
$575K - $639K
|
30.8K
$19.1M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.04K- 5.1% |
$578K - $642K
|
19.4K
$12M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.04K- 2.52% |
$578K - $643K
|
40.3K
$25M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-1.05K- 20.4% |
$584K - $649K
|
4.11K
$2.55M
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.06K- 12.92% |
$586K - $651K
|
7.12K
$4.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-1.06K- 83.31% |
$586K - $652K
|
212
$132K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.06K- 3.4% |
$586K - $652K
|
30.1K
$18.7M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.07K- 1.46% |
$591K - $657K
|
72.1K
$44.8M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.07K- 0.92% |
$593K - $660K
|
115K
$71.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.08K- 5.43% |
$600K - $667K
|
18.8K
$11.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-1.09K- 9.37% |
$601K - $668K
|
10.5K
$6.52M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.09K- 14.21% |
$603K - $670K
|
6.57K
$4.08M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.1KClosed |
$608K - $676K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.1K- 14.09% |
$609K - $677K
|
6.71K
$4.16M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.1K- 0.2% |
$609K - $677K
|
559K
$347M
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.1K- 2.2% |
$611K - $679K
|
48.9K
$30.3M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.11K- 4.46% |
$613K - $681K
|
23.7K
$14.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.12K- 7.59% |
$619K - $689K
|
13.6K
$8.44M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-1.12K- 11.33% |
$622K - $692K
|
8.79K
$5.45M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.13K- 11.5% |
$626K - $695K
|
8.69K
$5.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.13K- 9.58% |
$626K - $696K
|
10.7K
$6.62M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.13K- 24.02% |
$628K - $698K
|
3.58K
$2.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.13K- 1.85% |
$628K - $698K
|
60.1K
$37.3M
|
|
|
May 13, 2025
Q1 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-1.14K- 2.13% |
$633K - $703K
|
52.4K
$32.5M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.15K- 10.92% |
$634K - $705K
|
9.34K
$5.8M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.15K- 0.87% |
$636K - $706K
|
131K
$81.2M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.15K- 6.18% |
$639K - $711K
|
17.5K
$10.9M
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-1.16K- 2.61% |
$645K - $717K
|
43.5K
$27M
|