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 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-33.3K- 55.28% |
$18.4M - $20.5M
|
26.9K
$16.7M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-33.8K- 8.1% |
$18.7M - $20.8M
|
383K
$238M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-34K- 6.86% |
$18.8M - $20.9M
|
461K
$286M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-35.5K- 97.89% |
$19.7M - $21.9M
|
767
$476K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-35.8K- 24.57% |
$19.8M - $22.1M
|
110K
$68.2M
|
|
|
May 14, 2025
Q1 2025
|
University Of Wisconsin Foundation
Madison, WI |
SELL
|
- |
-36.2K- 74.25% |
$20.1M - $22.3M
|
12.6K
$7.79M
|
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-36.8K- 52.29% |
$20.4M - $22.6M
|
33.5K
$20.8M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-40.7K- 1.81% |
$22.5M - $25M
|
2.21M
$1.37B
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-45.2K- 3.87% |
$25.1M - $27.8M
|
1.12M
$698M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-46.7K- 45.7% |
$25.8M - $28.7M
|
55.4K
$34.4M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-46.7K- 76.93% |
$25.9M - $28.8M
|
14K
$8.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-47K- 17.53% |
$26M - $28.9M
|
221K
$137M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-48K- 10.06% |
$26.6M - $29.6M
|
429K
$266M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-48.9K- 10.69% |
$27.1M - $30.1M
|
409K
$254M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-49K- 7.23% |
$27.1M - $30.2M
|
628K
$390M
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-49.4K- 92.3% |
$27.4M - $30.4M
|
4.12K
$2.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-50.5K- 51.71% |
$28M - $31.1M
|
47.1K
$29.3M
|
|
|
May 14, 2025
Q1 2025
|
Nearwater Capital Markets, LTD
New York, NY |
SELL
|
- |
-52K- 4.94% |
$28.8M - $32M
|
1M
$621M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-52.3K- 18.95% |
$29M - $32.2M
|
224K
$139M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-52.6K- 14.65% |
$29.1M - $32.4M
|
306K
$190M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-54.7K- 53.27% |
$30.3M - $33.7M
|
48K
$29.8M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-56.1K- 1.99% |
$31.1M - $34.6M
|
2.76M
$1.71B
|
|
|
May 08, 2025
Q1 2025
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-62.5K- 11.87% |
$34.7M - $38.5M
|
464K
$288M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-62.7K- 1.62% |
$34.7M - $38.6M
|
3.81M
$2.37B
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-63.4K- 19.56% |
$35.1M - $39.1M
|
261K
$162M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-64.6K- 29.61% |
$35.8M - $39.8M
|
154K
$95.4M
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-66.3K- 41.02% |
$36.7M - $40.8M
|
95.3K
$59.1M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-66.8K- 99.4% |
$37M - $41.1M
|
405
$251K
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-66.9K- 60.97% |
$37.1M - $41.2M
|
42.8K
$26.6M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-67.8K- 14.44% |
$37.5M - $41.7M
|
401K
$249M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-69.4KClosed |
$38.5M - $42.7M
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Cisco Systems, Inc.
San Jose, CA |
SELL
|
- |
-70K- 53.85% |
$38.8M - $43.1M
|
60K
$37.2M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-73K- 56.67% |
$40.4M - $45M
|
55.8K
$34.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Strategic Investment Management, LLC
|
SELL
|
- |
-81.1K- 99.49% |
$44.9M - $49.9M
|
412
$256K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-85.9K- 49.75% |
$47.6M - $52.9M
|
86.8K
$53.8M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-88.9K- 6.39% |
$49.3M - $54.8M
|
1.3M
$809M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-95.4K- 0.53% |
$52.9M - $58.7M
|
17.8M
$11B
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-103K- 6.63% |
$57M - $63.3M
|
1.45M
$900M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-104K- 19.17% |
$57.6M - $64M
|
438K
$272M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-116K- 36.04% |
$64.2M - $71.4M
|
206K
$128M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-125K- 6.5% |
$69.4M - $77.2M
|
1.8M
$1.12B
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-141K- 21.57% |
$78.2M - $86.9M
|
513K
$318M
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-146K- 41.66% |
$80.9M - $89.9M
|
205K
$127M
|
|
|
May 15, 2025
Q1 2025
|
26 North Partners LP
New York, NY |
SELL
|
- |
-146K- 58.73% |
$81.1M - $90.2M
|
103K
$63.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-152K- 2.09% |
$84.1M - $93.4M
|
7.12M
$4.42B
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-164K- 33.39% |
$90.9M - $101M
|
327K
$203M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-168K- 9.78% |
$93.3M - $104M
|
1.55M
$964M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-211K- 96.43% |
$117M - $130M
|
7.8K
$4.84M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-212K- 36.26% |
$117M - $130M
|
372K
$231M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-218K- 3.35% |
$121M - $135M
|
6.29M
$3.91B
|