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 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-2.95K- 11.02% |
$1.64M - $1.82M
|
23.8K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.99K- 27.67% |
$1.65M - $1.84M
|
7.8K
$4.84M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-3.03K- 1.33% |
$1.68M - $1.87M
|
225K
$139M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-3.03K- 19.4% |
$1.68M - $1.87M
|
12.6K
$7.82M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.04K- 4.4% |
$1.68M - $1.87M
|
66.1K
$41M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.05K- 1.72% |
$1.69M - $1.88M
|
174K
$108M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-3.07K- 69.68% |
$1.7M - $1.89M
|
1.34K
$830K
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-3.12K- 11.21% |
$1.73M - $1.92M
|
24.7K
$15.4M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.14K- 4.01% |
$1.74M - $1.94M
|
75.3K
$46.8M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.16K- 4.33% |
$1.75M - $1.94M
|
69.7K
$43.3M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.16K- 3.31% |
$1.75M - $1.94M
|
92.2K
$57.2M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.21K- 9.87% |
$1.78M - $1.98M
|
29.3K
$18.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-3.24K- 98.51% |
$1.79M - $1.99M
|
49
$30.4K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.27K- 6.33% |
$1.81M - $2.01M
|
48.3K
$30M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-3.27K- 7.39% |
$1.81M - $2.01M
|
41K
$25.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.28K- 12.13% |
$1.82M - $2.02M
|
23.8K
$14.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-3.31K- 33.32% |
$1.83M - $2.04M
|
6.62K
$4.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-3.37K- 9.05% |
$1.87M - $2.07M
|
33.9K
$21M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.38K- 6.65% |
$1.87M - $2.08M
|
47.4K
$29.4M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-3.39K- 80.62% |
$1.88M - $2.09M
|
814
$505K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-3.41K- 28.02% |
$1.89M - $2.1M
|
8.76K
$5.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-3.42K- 64.32% |
$1.89M - $2.1M
|
1.9K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-3.43K- 12.21% |
$1.9M - $2.11M
|
24.7K
$15.3M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3.44K- 9.07% |
$1.91M - $2.12M
|
34.5K
$21.4M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.45K- 0.47% |
$1.91M - $2.13M
|
737K
$457M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.49K- 0.35% |
$1.93M - $2.15M
|
993K
$616M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-3.51K- 18.52% |
$1.94M - $2.16M
|
15.4K
$9.58M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-3.52K- 4.29% |
$1.95M - $2.17M
|
78.5K
$48.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-3.52K- 54.47% |
$1.95M - $2.17M
|
2.94K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.53K- 62.07% |
$1.95M - $2.17M
|
2.16K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-3.55K- 5.13% |
$1.97M - $2.19M
|
65.7K
$40.8M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-3.58K- 6.11% |
$1.98M - $2.2M
|
55K
$34.1M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-3.62K- 8.69% |
$2M - $2.23M
|
38K
$23.6M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.63K- 7.52% |
$2.01M - $2.24M
|
44.7K
$27.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-3.64K- 4.09% |
$2.02M - $2.24M
|
85.5K
$53.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.65K- 6.44% |
$2.02M - $2.25M
|
53K
$32.9M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-3.65K- 9.47% |
$2.02M - $2.25M
|
34.9K
$21.7M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-3.7K- 39.28% |
$2.05M - $2.28M
|
5.71K
$3.55M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.7K- 2.32% |
$2.05M - $2.28M
|
156K
$96.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-3.71K- 25.82% |
$2.06M - $2.28M
|
10.7K
$6.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.78K- 6.3% |
$2.09M - $2.33M
|
56.2K
$34.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.79K- 34.19% |
$2.1M - $2.33M
|
7.29K
$4.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-3.82K- 22.76% |
$2.12M - $2.35M
|
13K
$8.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-3.85K- 14.08% |
$2.13M - $2.37M
|
23.5K
$14.6M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-3.92K- 14.62% |
$2.17M - $2.42M
|
22.9K
$14.2M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-3.92K- 2.79% |
$2.17M - $2.42M
|
137K
$84.8M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.93K- 0.91% |
$2.18M - $2.42M
|
427K
$265M
|
|
|
Apr 23, 2025
Q1 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-3.95K- 6.56% |
$2.19M - $2.43M
|
56.2K
$34.9M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.96K- 2.52% |
$2.19M - $2.44M
|
153K
$94.9M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-4.06K- 57.16% |
$2.25M - $2.5M
|
3.04K
$1.89M
|