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
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.17K- 0.7% |
$648K - $720K
|
165K
$103M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.17K- 58.42% |
$650K - $722K
|
835
$518K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.19K- 1.74% |
$658K - $731K
|
67.1K
$41.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-1.21K- 5.88% |
$668K - $743K
|
19.3K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-1.21K- 9.82% |
$668K - $743K
|
11.1K
$6.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.21K- 11.59% |
$669K - $743K
|
9.21K
$5.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Fort Henry Capital, LLC
|
SELL
|
- |
-1.25K- 1.96% |
$693K - $770K
|
62.5K
$38.8M
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-1.26K- 0.84% |
$696K - $774K
|
148K
$91.8M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.26K- 3.99% |
$696K - $774K
|
30.2K
$18.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-1.26K- 1.36% |
$698K - $775K
|
91.5K
$56.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.27K- 1.59% |
$701K - $779K
|
78K
$48.4M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.27K- 7.64% |
$704K - $782K
|
15.4K
$9.53M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.27K- 23.67% |
$705K - $784K
|
4.11K
$2.55M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.27K- 6.87% |
$706K - $785K
|
17.3K
$10.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.28K- 43.69% |
$708K - $787K
|
1.65K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.28K- 1.18% |
$709K - $788K
|
107K
$66.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.29K- 5.18% |
$713K - $793K
|
23.5K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.29K- 2.78% |
$716K - $796K
|
45.3K
$28.1M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-1.3K- 49.65% |
$718K - $798K
|
1.31K
$815K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-1.3K- 2.55% |
$719K - $799K
|
49.6K
$30.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-1.3K- 12.33% |
$722K - $802K
|
9.27K
$5.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
SELL
|
- |
-1.32K- 4.44% |
$729K - $810K
|
28.3K
$17.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.33K- 6.45% |
$734K - $816K
|
19.2K
$11.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.34K- 7.46% |
$742K - $825K
|
16.6K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.36K- 2.72% |
$751K - $834K
|
48.4K
$30.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.37K- 29.58% |
$757K - $842K
|
3.26K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.4K- 7.07% |
$775K - $861K
|
18.4K
$11.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-1.41K- 7.88% |
$780K - $867K
|
16.5K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.43K- 17.3% |
$791K - $879K
|
6.83K
$4.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.44K- 7.25% |
$800K - $889K
|
18.5K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.45K- 2.63% |
$803K - $892K
|
53.6K
$33.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.45K- 0.41% |
$805K - $895K
|
355K
$221M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.46K- 2.82% |
$806K - $896K
|
50.2K
$31.2M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-1.46K- 8.29% |
$807K - $897K
|
16.1K
$10M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.47K- 2.58% |
$814K - $905K
|
55.5K
$34.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.47K- 1.84% |
$814K - $905K
|
78.4K
$48.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.48K- 2.64% |
$822K - $913K
|
54.7K
$33.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-1.49K- 4.26% |
$823K - $915K
|
33.4K
$20.7M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-1.49K- 6.11% |
$823K - $915K
|
22.8K
$14.2M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.49K- 1.35% |
$824K - $916K
|
109K
$67.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-1.5K- 1.32% |
$833K - $926K
|
113K
$70M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.5K- 3.2% |
$833K - $926K
|
45.5K
$28.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.52K- 18.28% |
$839K - $933K
|
6.77K
$4.2M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.52K- 1.7% |
$841K - $935K
|
88K
$54.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.54K- 1.14% |
$852K - $947K
|
133K
$82.9M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.56K- 3.52% |
$863K - $959K
|
42.7K
$26.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.56K- 1.57% |
$864K - $961K
|
97.5K
$60.5M
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.57K- 7.36% |
$868K - $964K
|
19.7K
$12.2M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.58K- 55.33% |
$877K - $974K
|
1.28K
$793K
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-1.59K- 56.97% |
$878K - $976K
|
1.2K
$743K
|