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 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-6.14K- 50.71% |
$3.4M - $3.78M
|
5.97K
$3.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-6.17K- 1.22% |
$3.42M - $3.8M
|
499K
$310M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-6.2K- 8.61% |
$3.44M - $3.82M
|
65.8K
$40.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.32K- 2.89% |
$3.5M - $3.89M
|
212K
$132M
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-6.34K- 0.82% |
$3.51M - $3.91M
|
767K
$476M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-6.36K- 1.91% |
$3.52M - $3.92M
|
326K
$202M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-6.45K- 16.51% |
$3.58M - $3.97M
|
32.6K
$20.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-6.48K- 6.81% |
$3.59M - $3.99M
|
88.6K
$55M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-6.49K- 22.76% |
$3.6M - $4M
|
22K
$13.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-6.58K- 11.59% |
$3.65M - $4.05M
|
50.2K
$31.2M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.61K- 0.8% |
$3.66M - $4.07M
|
816K
$507M
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-6.63K- 20.46% |
$3.68M - $4.08M
|
25.8K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.64K- 26.86% |
$3.68M - $4.09M
|
18.1K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-6.74K- 8.42% |
$3.73M - $4.15M
|
73.3K
$45.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.83K- 14.12% |
$3.79M - $4.21M
|
41.6K
$25.8M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.88K- 23.19% |
$3.81M - $4.23M
|
22.8K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-6.92K- 13.22% |
$3.84M - $4.26M
|
45.4K
$28.2M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-6.95K- 27.98% |
$3.85M - $4.28M
|
17.9K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-6.96K- 2.94% |
$3.86M - $4.29M
|
230K
$143M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-7.1K- 28.74% |
$3.93M - $4.37M
|
17.6K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.2K- 79.28% |
$3.99M - $4.43M
|
1.88K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.2K- 3.67% |
$3.99M - $4.44M
|
189K
$117M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-7.29K- 40.99% |
$4.04M - $4.49M
|
10.5K
$6.51M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.53K- 6.04% |
$4.17M - $4.64M
|
117K
$72.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7.57K- 57.44% |
$4.19M - $4.66M
|
5.61K
$3.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-7.62K- 2.07% |
$4.22M - $4.69M
|
361K
$224M
|
|
|
Apr 21, 2025
Q1 2025
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-7.69K- 3.21% |
$4.26M - $4.73M
|
232K
$144M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.73K- 18.37% |
$4.29M - $4.76M
|
34.4K
$21.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-7.75K- 43.36% |
$4.29M - $4.77M
|
10.1K
$6.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.82K- 7.45% |
$4.33M - $4.81M
|
97.1K
$60.3M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-7.9K- 8.18% |
$4.38M - $4.87M
|
88.7K
$55M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-7.94K- 21.73% |
$4.4M - $4.89M
|
28.6K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-7.94K- 4.74% |
$4.4M - $4.89M
|
160K
$99.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-8.04K- 6.66% |
$4.46M - $4.95M
|
113K
$70M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-8.05K- 2.49% |
$4.46M - $4.95M
|
314K
$195M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-8.07K- 4.21% |
$4.47M - $4.97M
|
184K
$114M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-8.07K- 9.99% |
$4.47M - $4.97M
|
72.7K
$45.1M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-8.23K- 87.83% |
$4.56M - $5.07M
|
1.14K
$708K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8.26K- 5.63% |
$4.57M - $5.08M
|
138K
$85.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-8.34K- 79.54% |
$4.62M - $5.13M
|
2.14K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-8.4K- 18.66% |
$4.65M - $5.17M
|
36.6K
$22.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.55K- 9.16% |
$4.74M - $5.27M
|
84.8K
$52.6M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.55K- 60.47% |
$4.74M - $5.27M
|
5.59K
$3.47M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8.66K- 54.31% |
$4.8M - $5.33M
|
7.28K
$4.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-8.73K- 0.34% |
$4.84M - $5.38M
|
2.59M
$1.61B
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-9.19K- 93.48% |
$5.09M - $5.66M
|
641
$398K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.29K- 14.8% |
$5.15M - $5.72M
|
53.5K
$33.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9.36K- 10.43% |
$5.18M - $5.76M
|
80.3K
$49.9M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-9.52K- 20.46% |
$5.27M - $5.86M
|
37K
$23M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-9.61K- 28.59% |
$5.33M - $5.92M
|
24K
$14.9M
|