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 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.59K- 19.75% |
$882K - $980K
|
6.47K
$4.01M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.6K- 2.24% |
$884K - $982K
|
69.8K
$43.3M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 52.83% |
$885K - $984K
|
1.43K
$886K
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-1.6K- 0.57% |
$888K - $987K
|
279K
$173M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.61K- 2.59% |
$893K - $993K
|
60.7K
$37.7M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.62K- 18.29% |
$895K - $995K
|
7.21K
$4.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1.62K- 12.24% |
$896K - $996K
|
11.6K
$7.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.62K- 1.15% |
$900K - $1M
|
140K
$86.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-1.64K- 1.58% |
$907K - $1.01M
|
102K
$63.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.65K- 2.39% |
$913K - $1.01M
|
67.4K
$41.8M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.7K- 6.59% |
$942K - $1.05M
|
24.1K
$15M
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.7K- 35.5% |
$944K - $1.05M
|
3.09K
$1.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.71K- 62.4% |
$948K - $1.05M
|
1.03K
$640K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.72K- 1.71% |
$952K - $1.06M
|
98.5K
$61.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-1.73K- 55.13% |
$956K - $1.06M
|
1.41K
$872K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-1.73K- 8.1% |
$960K - $1.07M
|
19.7K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.74K- 18.13% |
$964K - $1.07M
|
7.86K
$4.88M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.75K- 3.04% |
$968K - $1.08M
|
55.7K
$34.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.78K- 4.69% |
$985K - $1.09M
|
36.1K
$22.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.79K- 0.73% |
$990K - $1.1M
|
242K
$150M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.8K- 7.05% |
$995K - $1.11M
|
23.7K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.8K- 1.85% |
$996K - $1.11M
|
95.4K
$59.2M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.82K- 19.93% |
$1.01M - $1.12M
|
7.3K
$4.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.83K- 25.04% |
$1.01M - $1.13M
|
5.48K
$3.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.83K- 2.56% |
$1.02M - $1.13M
|
69.8K
$43.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-1.83K- 50.93% |
$1.02M - $1.13M
|
1.77K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.84K- 5.69% |
$1.02M - $1.13M
|
30.5K
$18.9M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.86K- 47.69% |
$1.03M - $1.15M
|
2.04K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.86K- 1.99% |
$1.03M - $1.15M
|
91.7K
$56.9M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.87K- 6.0% |
$1.04M - $1.15M
|
29.3K
$18.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-1.88K- 45.63% |
$1.04M - $1.16M
|
2.24K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.92K- 1.62% |
$1.06M - $1.18M
|
117K
$72.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.92K- 15.58% |
$1.06M - $1.18M
|
10.4K
$6.46M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.92K- 4.35% |
$1.06M - $1.18M
|
42.3K
$26.2M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.94K- 25.69% |
$1.07M - $1.19M
|
5.6K
$3.48M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-1.94K- 15.76% |
$1.07M - $1.19M
|
10.4K
$6.43M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-1.95K- 23.61% |
$1.08M - $1.2M
|
6.3K
$3.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-1.95K- 11.24% |
$1.08M - $1.2M
|
15.4K
$9.54M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.95K- 2.54% |
$1.08M - $1.2M
|
75.1K
$46.6M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.98K- 2.81% |
$1.1M - $1.22M
|
68.6K
$42.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-1.99K- 13.77% |
$1.1M - $1.22M
|
12.4K
$7.73M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-2K- 3.72% |
$1.11M - $1.23M
|
51.6K
$32M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-2K- 7.28% |
$1.11M - $1.23M
|
25.5K
$15.8M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-2K- 27.07% |
$1.11M - $1.23M
|
5.4K
$3.35M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.01K- 2.25% |
$1.11M - $1.24M
|
87.5K
$54.3M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-2.01K- 4.68% |
$1.12M - $1.24M
|
41K
$25.5M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2.04K- 2.61% |
$1.13M - $1.26M
|
76K
$47.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-2.1K- 7.1% |
$1.16M - $1.29M
|
27.5K
$17.1M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-2.1K- 12.54% |
$1.16M - $1.29M
|
14.6K
$9.09M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-2.1K- 15.54% |
$1.16M - $1.29M
|
11.4K
$7.08M
|