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 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-4.1K- 4.44% |
$2.27M - $2.52M
|
88.3K
$54.8M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-4.11K- 67.68% |
$2.27M - $2.53M
|
1.96K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-4.12K- 31.92% |
$2.28M - $2.54M
|
8.79K
$5.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-4.16K- 9.64% |
$2.3M - $2.56M
|
39K
$24.2M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.17K- 26.84% |
$2.31M - $2.57M
|
11.4K
$7.06M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-4.2K- 29.77% |
$2.33M - $2.59M
|
9.91K
$6.15M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-4.21K- 2.92% |
$2.33M - $2.59M
|
140K
$87M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.22K- 2.4% |
$2.34M - $2.6M
|
172K
$106M
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-4.24K- 11.22% |
$2.35M - $2.61M
|
33.6K
$20.8M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-4.35K- 8.71% |
$2.41M - $2.68M
|
45.6K
$28.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.41K- 6.88% |
$2.44M - $2.71M
|
59.7K
$37M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4.42K- 53.97% |
$2.45M - $2.72M
|
3.77K
$2.34M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-4.43K- 12.64% |
$2.45M - $2.73M
|
30.6K
$19M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4.49K- 12.3% |
$2.49M - $2.76M
|
32K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.59K- 2.89% |
$2.54M - $2.83M
|
154K
$95.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-4.6K- 41.55% |
$2.55M - $2.83M
|
6.47K
$4.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-4.65K- 7.12% |
$2.58M - $2.86M
|
60.7K
$37.7M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.66K- 1.76% |
$2.58M - $2.87M
|
259K
$161M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.66K- 2.1% |
$2.58M - $2.87M
|
217K
$135M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-4.78K- 38.88% |
$2.65M - $2.94M
|
7.51K
$4.66M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.83K- 12.53% |
$2.68M - $2.97M
|
33.7K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.84K- 13.72% |
$2.68M - $2.98M
|
30.4K
$18.9M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-4.85K- 25.44% |
$2.68M - $2.98M
|
14.2K
$8.81M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4.86K- 1.29% |
$2.69M - $2.99M
|
371K
$230M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4.96K- 3.32% |
$2.75M - $3.06M
|
144K
$89.7M
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-5.03K- 2.96% |
$2.79M - $3.1M
|
165K
$102M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-5.05K- 6.5% |
$2.8M - $3.11M
|
72.6K
$45.1M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-5.07K- 62.93% |
$2.81M - $3.12M
|
2.99K
$1.85M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.08K- 2.46% |
$2.81M - $3.13M
|
202K
$125M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-5.11K- 1.15% |
$2.83M - $3.15M
|
438K
$272M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-5.11K- 32.59% |
$2.83M - $3.15M
|
10.6K
$6.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-5.15K- 9.29% |
$2.85M - $3.17M
|
50.3K
$31.2M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.15K- 1.05% |
$2.85M - $3.17M
|
483K
$300M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5.24K- 8.74% |
$2.9M - $3.23M
|
54.7K
$34M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-5.34K- 5.31% |
$2.96M - $3.29M
|
95.3K
$59.1M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-5.41K- 11.21% |
$3M - $3.33M
|
42.9K
$26.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-5.52K- 64.87% |
$3.06M - $3.4M
|
2.99K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5.53K- 14.61% |
$3.06M - $3.41M
|
32.3K
$20.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-5.55K- 2.77% |
$3.07M - $3.42M
|
195K
$121M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-5.58K- 91.54% |
$3.09M - $3.43M
|
515
$320K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-5.65K- 7.4% |
$3.13M - $3.48M
|
70.7K
$43.9M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-5.7K- 0.83% |
$3.16M - $3.51M
|
681K
$423M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.77K- 27.44% |
$3.19M - $3.55M
|
15.2K
$9.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-5.86K- 63.33% |
$3.24M - $3.61M
|
3.39K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-5.89K- 21.05% |
$3.26M - $3.62M
|
22.1K
$13.7M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-5.94K- 25.1% |
$3.29M - $3.66M
|
17.7K
$11M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-5.98K- 1.16% |
$3.31M - $3.68M
|
508K
$315M
|
|
|
May 08, 2025
Q1 2025
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-6.01K- 7.76% |
$3.33M - $3.7M
|
71.4K
$44.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-6.05K- 50.36% |
$3.35M - $3.72M
|
5.96K
$3.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-6.1K- 5.85% |
$3.38M - $3.76M
|
98.3K
$61M
|