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 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
7.58K+ 504.66% |
$4.2M - $4.67M
|
9.08K
$5.64M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.5K+ 13.42% |
$4.16M - $4.62M
|
63.4K
$39.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
7.48K+ 9.61% |
$4.14M - $4.61M
|
85.3K
$53M
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
7.36K+ 5.81% |
$4.08M - $4.53M
|
134K
$83.1M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
7.31K+ 1.17% |
$4.05M - $4.5M
|
630K
$391M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
7.26K+ 9.12% |
$4.02M - $4.47M
|
86.8K
$53.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7.21K+ 1.4% |
$4M - $4.44M
|
521K
$323M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.2K+ 0.22% |
$3.99M - $4.44M
|
3.21M
$1.99B
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
7.12K+ 31.2% |
$3.94M - $4.38M
|
29.9K
$18.6M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
7.01KNew |
$3.89M - $4.32M
|
7.01K
$4.35M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
6.97KNew |
$3.86M - $4.29M
|
6.97K
$4.32M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.92K+ 6.81% |
$3.84M - $4.26M
|
109K
$67.3M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
6.85KNew |
$3.8M - $4.22M
|
6.85K
$4.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
6.82K+ 42.35% |
$3.78M - $4.2M
|
22.9K
$14.2M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.81K+ 100.34% |
$3.77M - $4.19M
|
13.6K
$8.43M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
6.8K+ 5.12% |
$3.77M - $4.19M
|
140K
$86.6M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.79K+ 61.22% |
$3.76M - $4.18M
|
17.9K
$11.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
6.78K+ 22.56% |
$3.76M - $4.18M
|
36.8K
$22.9M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6.78K+ 160.39% |
$3.76M - $4.18M
|
11K
$6.83M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.76K+ 3.13% |
$3.75M - $4.16M
|
223K
$138M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
6.66KNew |
$3.69M - $4.1M
|
6.66K
$4.13M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
6.64K+ 3.05% |
$3.68M - $4.09M
|
225K
$139M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.61K+ 168.61% |
$3.66M - $4.07M
|
10.5K
$6.53M
|
|
|
May 14, 2025
Q1 2025
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
6.6K+ 2.35% |
$3.66M - $4.06M
|
287K
$178M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.52K+ 6.65% |
$3.61M - $4.02M
|
105K
$64.9M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.49K+ 1.58% |
$3.59M - $4M
|
417K
$259M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
6.48K+ 9.55% |
$3.59M - $3.99M
|
74.3K
$46.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
6.47K+ 3.59% |
$3.58M - $3.98M
|
186K
$116M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
6.41K+ 6.28% |
$3.55M - $3.95M
|
109K
$67.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
6.4K+ 8.96% |
$3.55M - $3.94M
|
77.8K
$48.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
6.2K+ 2.6% |
$3.44M - $3.82M
|
245K
$152M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
6.2K+ 5.41% |
$3.43M - $3.82M
|
121K
$75M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
6.17K+ 2.66% |
$3.42M - $3.8M
|
238K
$148M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
6K+ 15.68% |
$3.32M - $3.69M
|
44.3K
$27.5M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
5.99K+ 1.15% |
$3.32M - $3.69M
|
529K
$328M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
5.95K+ 7.8% |
$3.29M - $3.66M
|
82.1K
$51M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
5.94K+ 9.42% |
$3.29M - $3.66M
|
69.1K
$42.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.94K+ 4.15% |
$3.29M - $3.66M
|
149K
$92.6M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
5.92K+ 2.12% |
$3.28M - $3.65M
|
286K
$177M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
5.89K+ 23.93% |
$3.27M - $3.63M
|
30.5K
$18.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
5.85K+ 23.09% |
$3.24M - $3.6M
|
31.2K
$19.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.82K+ 3.38% |
$3.22M - $3.58M
|
178K
$110M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
5.81K+ 818.31% |
$3.22M - $3.58M
|
6.52K
$4.05M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5.81K+ 116.28% |
$3.22M - $3.58M
|
10.8K
$6.7M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
5.8K+ 0.93% |
$3.21M - $3.57M
|
627K
$389M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.76K+ 33.59% |
$3.19M - $3.55M
|
22.9K
$14.2M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5.75K+ 5.42% |
$3.18M - $3.54M
|
112K
$69.3M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
5.71K+ 8.35% |
$3.16M - $3.52M
|
74.2K
$46M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
5.66K+ 12.03% |
$3.14M - $3.49M
|
52.7K
$32.7M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.64K+ 97.61% |
$3.13M - $3.48M
|
11.4K
$7.09M
|