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
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-9.76K- 28.22% |
$5.41M - $6.01M
|
24.8K
$15.4M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10.1K- 16.67% |
$5.57M - $6.19M
|
50.3K
$31.2M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-10.1K- 3.46% |
$5.59M - $6.21M
|
282K
$175M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.2K- 5.1% |
$5.65M - $6.28M
|
190K
$118M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-10.3K- 5.96% |
$5.72M - $6.36M
|
163K
$101M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-10.5K- 18.91% |
$5.82M - $6.47M
|
45K
$27.9M
|
|
|
May 07, 2025
Q1 2025
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-10.5K- 6.68% |
$5.83M - $6.48M
|
147K
$91.3M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10.6K- 13.15% |
$5.85M - $6.51M
|
69.8K
$43.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-10.6K- 99.72% |
$5.86M - $6.52M
|
30
$18.6K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.7K- 3.22% |
$5.94M - $6.61M
|
323K
$200M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-10.8K- 12.86% |
$5.97M - $6.64M
|
73K
$45.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-10.8K- 68.66% |
$6.01M - $6.68M
|
4.95K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-10.9K- 5.57% |
$6.03M - $6.7M
|
184K
$114M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-10.9K- 2.99% |
$6.05M - $6.72M
|
355K
$220M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-10.9K- 28.74% |
$6.07M - $6.74M
|
27.1K
$16.8M
|
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-11.1K- 5.27% |
$6.14M - $6.82M
|
199K
$124M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-11.2K- 2.75% |
$6.2M - $6.89M
|
395K
$245M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-11.2K- 53.7% |
$6.23M - $6.93M
|
9.7K
$6.02M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-11.3K- 79.98% |
$6.25M - $6.95M
|
2.83K
$1.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-11.4K- 8.05% |
$6.29M - $6.99M
|
130K
$80.4M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-11.5K- 30.17% |
$6.37M - $7.08M
|
26.6K
$16.5M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.6K- 2.64% |
$6.43M - $7.14M
|
427K
$265M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.1K- 4.47% |
$6.71M - $7.46M
|
259K
$161M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-12.2K- 10.35% |
$6.73M - $7.49M
|
105K
$65.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-12.2K- 72.74% |
$6.75M - $7.5M
|
4.57K
$2.83M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-12.2K- 17.38% |
$6.78M - $7.53M
|
58.1K
$36.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13K- 14.33% |
$7.23M - $8.03M
|
78K
$48.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-13.4K- 83.42% |
$7.44M - $8.27M
|
2.67K
$1.66M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-13.6K- 14.98% |
$7.55M - $8.39M
|
77.4K
$48M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-13.7K- 19.72% |
$7.56M - $8.41M
|
55.6K
$34.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-13.7K- 31.33% |
$7.61M - $8.46M
|
30.1K
$18.7M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-13.9K- 23.39% |
$7.68M - $8.54M
|
45.4K
$28.2M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-13.9K- 29.13% |
$7.7M - $8.56M
|
33.8K
$21M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-13.9K- 93.15% |
$7.7M - $8.56M
|
1.02K
$634K
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-13.9K- 77.9% |
$7.73M - $8.59M
|
3.96K
$2.46M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-14K- 34.96% |
$7.75M - $8.61M
|
26K
$16.1M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-14.3K- 23.98% |
$7.93M - $8.82M
|
45.4K
$28.2M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-14.5K- 17.18% |
$8.04M - $8.93M
|
69.9K
$43.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-14.6K- 4.64% |
$8.06M - $8.96M
|
299K
$186M
|
|
|
Jun 05, 2025
Q1 2025
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-14.6K- 14.71% |
$8.12M - $9.02M
|
84.9K
$52.7M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-14.9K- 52.07% |
$8.27M - $9.19M
|
13.7K
$8.52M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-15K- 50.56% |
$8.32M - $9.25M
|
14.7K
$9.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-15K- 11.03% |
$8.33M - $9.26M
|
121K
$75.3M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-15K- 16.03% |
$8.33M - $9.26M
|
78.8K
$48.9M
|
|
|
May 05, 2025
Q1 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-15.2K- 6.56% |
$8.41M - $9.35M
|
216K
$134M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-15.4K- 55.24% |
$8.53M - $9.48M
|
12.5K
$7.74M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-15.4K- 1.97% |
$8.54M - $9.49M
|
767K
$476M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-15.4K- 1.55% |
$8.56M - $9.51M
|
978K
$607M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-15.5K- 8.48% |
$8.61M - $9.57M
|
168K
$104M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-16K- 4.4% |
$8.84M - $9.83M
|
347K
$215M
|