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 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-16.3K- 0.96% |
$9.03M - $10M
|
1.69M
$1.05B
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-16.7K- 70.01% |
$9.28M - $10.3M
|
7.17K
$4.45M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-16.8K- 25.74% |
$9.33M - $10.4M
|
48.6K
$30.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-16.9K- 30.22% |
$9.37M - $10.4M
|
39K
$24.2M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-17.1K- 77.78% |
$9.47M - $10.5M
|
4.88K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17.2K- 3.95% |
$9.54M - $10.6M
|
418K
$260M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-17.3K- 2.63% |
$9.6M - $10.7M
|
641K
$398M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-17.6K- 13.05% |
$9.74M - $10.8M
|
117K
$72.7M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-17.7K- 13.79% |
$9.81M - $10.9M
|
111K
$68.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-18.1K- 62.68% |
$10M - $11.1M
|
10.8K
$6.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.1K- 1.73% |
$10M - $11.2M
|
1.03M
$639M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-18.4K- 7.67% |
$10.2M - $11.4M
|
222K
$138M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-19.6K- 97.33% |
$10.9M - $12.1M
|
538
$334K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20K- 37.62% |
$11.1M - $12.3M
|
33.1K
$20.5M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-20.5K- 25.29% |
$11.4M - $12.6M
|
60.6K
$37.6M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-20.6K- 16.59% |
$11.4M - $12.7M
|
104K
$64.4M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-20.9K- 14.49% |
$11.6M - $12.9M
|
124K
$76.7M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-21.2K- 8.62% |
$11.8M - $13.1M
|
225K
$140M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.2K- 14.01% |
$11.8M - $13.1M
|
130K
$80.8M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-21.3K- 48.72% |
$11.8M - $13.1M
|
22.4K
$13.9M
|
|
|
May 01, 2025
Q1 2025
|
Parker Investment Management, LLC
|
SELL
|
- |
-21.8K- 19.05% |
$12.1M - $13.4M
|
92.8K
$57.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-21.9K- 5.12% |
$12.1M - $13.5M
|
407K
$252M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-22K- 16.53% |
$12.2M - $13.6M
|
111K
$69M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-22.2K- 15.94% |
$12.3M - $13.7M
|
117K
$72.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-23.3K- 15.02% |
$12.9M - $14.3M
|
132K
$81.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-23.3K- 83.86% |
$12.9M - $14.4M
|
4.49K
$2.79M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-23.6K- 45.2% |
$13.1M - $14.6M
|
28.7K
$17.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-23.9K- 7.22% |
$13.2M - $14.7M
|
307K
$190M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-24K- 46.44% |
$13.3M - $14.8M
|
27.6K
$17.2M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-24.6K- 23.09% |
$13.6M - $15.2M
|
81.9K
$50.8M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-25.3K- 50.57% |
$14M - $15.6M
|
24.7K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-25.6K- 20.85% |
$14.2M - $15.8M
|
97.1K
$60.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-26.8K- 25.6% |
$14.8M - $16.5M
|
77.9K
$48.3M
|
|
|
May 14, 2025
Q1 2025
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-27K- 1.76% |
$14.9M - $16.6M
|
1.5M
$934M
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-27.3K- 23.81% |
$15.2M - $16.8M
|
87.5K
$54.3M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-27.6K- 81.81% |
$15.3M - $17M
|
6.14K
$3.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-27.9K- 95.68% |
$15.5M - $17.2M
|
1.26K
$783K
|
|
|
May 14, 2025
Q1 2025
|
Granby Capital Management, LLC
|
SELL
|
- |
-28K- 62.22% |
$15.5M - $17.2M
|
17K
$10.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-28.4K- 4.21% |
$15.8M - $17.5M
|
648K
$402M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-28.5K- 33.21% |
$15.8M - $17.6M
|
57.4K
$35.6M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-28.8K- 11.83% |
$15.9M - $17.7M
|
214K
$133M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-28.9K- 13.84% |
$16M - $17.8M
|
180K
$112M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-29.1K- 25.72% |
$16.1M - $17.9M
|
84.1K
$52.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-29.3K- 2.24% |
$16.2M - $18M
|
1.28M
$793M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-29.9K- 68.31% |
$16.6M - $18.4M
|
13.9K
$8.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-30.2K- 8.27% |
$16.7M - $18.6M
|
335K
$208M
|
|
|
May 15, 2025
Q1 2025
|
Unc Management Company, Inc.
Chapel Hill, NC |
SELL
|
- |
-30.5K- 2.23% |
$16.9M - $18.8M
|
1.33M
$828M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-30.5K- 3.26% |
$16.9M - $18.8M
|
906K
$562M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-32.9K- 89.94% |
$18.2M - $20.3M
|
3.68K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-33.2K- 5.51% |
$18.4M - $20.5M
|
570K
$354M
|