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 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-2.11K- 4.24% |
$1.17M - $1.3M
|
47.7K
$29.6M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.11K- 6.44% |
$1.17M - $1.3M
|
30.6K
$19M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.15K- 16.8% |
$1.19M - $1.33M
|
10.7K
$6.62M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.16K- 1.3% |
$1.19M - $1.33M
|
164K
$102M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-2.16K- 12.15% |
$1.2M - $1.33M
|
15.7K
$9.72M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.18K- 18.99% |
$1.21M - $1.34M
|
9.3K
$5.77M
|
|
|
Jul 14, 2025
Q1 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-2.2K- 66.16% |
$1.22M - $1.35M
|
1.12K
$698K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.21K- 7.15% |
$1.22M - $1.36M
|
28.7K
$17.8M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.21K- 3.7% |
$1.23M - $1.36M
|
57.6K
$35.7M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.22K- 1.77% |
$1.23M - $1.37M
|
123K
$76.4M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-2.23K- 27.8% |
$1.24M - $1.38M
|
5.8K
$3.6M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.26K- 14.69% |
$1.25M - $1.39M
|
13.1K
$8.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.28K- 54.06% |
$1.26M - $1.4M
|
1.94K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-2.28K- 27.06% |
$1.26M - $1.4M
|
6.14K
$3.81M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.29K- 34.09% |
$1.27M - $1.41M
|
4.43K
$2.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-2.3K- 3.06% |
$1.27M - $1.41M
|
72.8K
$45.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-2.33K- 33.92% |
$1.29M - $1.43M
|
4.54K
$2.82M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.34K- 4.54% |
$1.3M - $1.44M
|
49.2K
$30.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-2.38K- 25.91% |
$1.32M - $1.46M
|
6.79K
$4.22M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.38K- 14.63% |
$1.32M - $1.46M
|
13.9K
$8.6M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.39K- 8.4% |
$1.32M - $1.47M
|
26K
$16.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-2.39K- 4.17% |
$1.32M - $1.47M
|
54.9K
$34.1M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.39K- 14.84% |
$1.32M - $1.47M
|
13.7K
$8.52M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.4K- 4.06% |
$1.33M - $1.48M
|
56.8K
$35.3M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-2.42K- 57.48% |
$1.34M - $1.49M
|
1.79K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-2.44K- 42.64% |
$1.35M - $1.5M
|
3.28K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-2.47K- 31.0% |
$1.37M - $1.52M
|
5.5K
$3.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.51K- 37.01% |
$1.39M - $1.54M
|
4.26K
$2.65M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.58K- 2.09% |
$1.43M - $1.59M
|
121K
$74.9M
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-2.59K- 5.55% |
$1.43M - $1.59M
|
44K
$27.3M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.59K- 2.09% |
$1.43M - $1.59M
|
121K
$75.3M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.61K- 44.43% |
$1.44M - $1.61M
|
3.26K
$2.02M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.62K- 6.82% |
$1.45M - $1.61M
|
35.8K
$22.2M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.62K- 0.59% |
$1.45M - $1.61M
|
441K
$274M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-2.62K- 15.37% |
$1.45M - $1.61M
|
14.4K
$8.95M
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
SELL
|
- |
-2.62K- 0.39% |
$1.45M - $1.61M
|
671K
$417M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.64K- 6.72% |
$1.46M - $1.63M
|
36.6K
$22.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-2.7K- 21.67% |
$1.5M - $1.66M
|
9.76K
$6.06M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.71K- 22.85% |
$1.5M - $1.67M
|
9.16K
$5.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-2.71K- 38.41% |
$1.5M - $1.67M
|
4.35K
$2.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.73K- 2.56% |
$1.51M - $1.68M
|
104K
$64.5M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-2.79K- 25.36% |
$1.54M - $1.72M
|
8.2K
$5.09M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.81K- 2.65% |
$1.56M - $1.73M
|
103K
$63.9M
|
|
|
May 14, 2025
Q1 2025
|
Rptc Inc.
Jackson, WY |
SELL
|
- |
-2.81K- 1.29% |
$1.56M - $1.73M
|
215K
$134M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.83K- 12.71% |
$1.57M - $1.74M
|
19.4K
$12.1M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.85K- 39.77% |
$1.58M - $1.75M
|
4.31K
$2.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.86K- 3.75% |
$1.58M - $1.76M
|
73.2K
$45.4M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-2.86K- 83.76% |
$1.58M - $1.76M
|
554
$344K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-2.86K- 60.57% |
$1.59M - $1.76M
|
1.86K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-2.95K- 11.82% |
$1.63M - $1.82M
|
22K
$13.7M
|