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 14, 2025
Q1 2025
|
Annie E. Casey Foundation, Inc.
Baltimore, MD |
BUY
|
- |
11.3K+ 52.74% |
$6.27M - $6.97M
|
32.8K
$20.3M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.2K+ 16.49% |
$6.2M - $6.89M
|
79.1K
$49.1M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
11.1K+ 0.82% |
$6.18M - $6.86M
|
1.36M
$847M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11K+ 5.05% |
$6.07M - $6.75M
|
228K
$141M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
10.9KNew |
$6.05M - $6.72M
|
10.9K
$6.77M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 613.06% |
$5.96M - $6.62M
|
12.5K
$7.76M
|
|
|
May 15, 2025
Q1 2025
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
10.7K+ 7.16% |
$5.93M - $6.59M
|
160K
$99.4M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
10.2K+ 21.7% |
$5.67M - $6.3M
|
57.4K
$35.6M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
10.1K+ 3.03% |
$5.62M - $6.25M
|
345K
$214M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
10K+ 12.09% |
$5.56M - $6.18M
|
93.1K
$57.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
10K+ 94.63% |
$5.54M - $6.16M
|
20.6K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.93K+ 46.46% |
$5.5M - $6.12M
|
31.3K
$19.4M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
9.83K+ 2.41% |
$5.44M - $6.05M
|
418K
$259M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
9.8K+ 8.65% |
$5.43M - $6.03M
|
123K
$76.4M
|
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
9.75K+ 19502.0% |
$5.4M - $6.01M
|
9.8K
$6.08M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
9.75K+ 538.1% |
$5.4M - $6M
|
11.6K
$7.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
9.72K+ 9.4% |
$5.39M - $5.99M
|
113K
$70.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
9.64K+ 1.92% |
$5.34M - $5.94M
|
512K
$317M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
9.54K+ 3.97% |
$5.28M - $5.87M
|
249K
$155M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
9.52K+ 2.95% |
$5.27M - $5.86M
|
332K
$206M
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
9.44K+ 8.13% |
$5.23M - $5.81M
|
126K
$77.9M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
9.22K+ 111.16% |
$5.11M - $5.68M
|
17.5K
$10.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
9.14KNew |
$5.06M - $5.63M
|
9.14K
$5.67M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
9.11K+ 151.24% |
$5.05M - $5.61M
|
15.1K
$9.39M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9.04KNew |
$5.01M - $5.57M
|
9.04K
$5.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
8.95K+ 308.3% |
$4.96M - $5.51M
|
11.9K
$7.36M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
8.9K+ 5.54% |
$4.93M - $5.48M
|
170K
$105M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.79K+ 7.4% |
$4.87M - $5.41M
|
128K
$79.1M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
8.76K+ 185.22% |
$4.85M - $5.39M
|
13.5K
$8.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
8.71K+ 8.89% |
$4.83M - $5.37M
|
107K
$66.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.61K+ 10.94% |
$4.77M - $5.3M
|
87.4K
$54.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
8.6K+ 93.47% |
$4.77M - $5.3M
|
17.8K
$11.1M
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
8.55K+ 4.48% |
$4.74M - $5.27M
|
199K
$124M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.54K+ 2.98% |
$4.73M - $5.26M
|
295K
$183M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8.5K+ 17.59% |
$4.71M - $5.23M
|
56.8K
$35.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
8.42K+ 3.75% |
$4.66M - $5.18M
|
233K
$144M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.21K+ 52.61% |
$4.55M - $5.05M
|
23.8K
$14.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
8.1KNew |
$4.49M - $4.99M
|
8.1K
$5.03M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
8.02K+ 7.92% |
$4.44M - $4.94M
|
109K
$67.8M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
8.01KNew |
$4.44M - $4.94M
|
8.01K
$4.97M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
8.01K+ 9.33% |
$4.44M - $4.93M
|
93.9K
$58.3M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.95K+ 4.76% |
$4.41M - $4.9M
|
175K
$109M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
7.92K+ 15.98% |
$4.39M - $4.88M
|
57.4K
$35.7M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
7.91K+ 17.6% |
$4.38M - $4.87M
|
52.8K
$32.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
7.9K+ 4.72% |
$4.38M - $4.87M
|
175K
$109M
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
7.8K+ 0.31% |
$4.32M - $4.8M
|
2.56M
$1.59B
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.69K+ 86.87% |
$4.26M - $4.74M
|
16.5K
$10.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
7.65K+ 7.95% |
$4.24M - $4.71M
|
104K
$64.5M
|
|
|
May 14, 2025
Q1 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
7.61K+ 12.29% |
$4.22M - $4.69M
|
69.5K
$43.1M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
7.6K+ 6.43% |
$4.21M - $4.68M
|
126K
$78.1M
|