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 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.97K+ 49.63% |
$2.2M - $2.45M
|
12K
$7.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
3.96KNew |
$2.19M - $2.44M
|
3.96K
$2.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.93K+ 96.44% |
$2.18M - $2.42M
|
8.01K
$4.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.93K+ 38.75% |
$2.18M - $2.42M
|
14.1K
$8.73M
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
3.9K+ 8.85% |
$2.16M - $2.4M
|
47.9K
$29.8M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.86K+ 3.25% |
$2.14M - $2.38M
|
123K
$76.1M
|
|
|
May 14, 2025
Q1 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
3.8K+ 1.32% |
$2.11M - $2.34M
|
292K
$181M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.76K+ 6.61% |
$2.08M - $2.32M
|
60.7K
$37.7M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3.74K+ 8.08% |
$2.07M - $2.3M
|
50K
$31.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.72K+ 67.79% |
$2.06M - $2.29M
|
9.22K
$5.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
3.67K+ 6.15% |
$2.03M - $2.26M
|
63.3K
$39.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3.66K+ 25.0% |
$2.03M - $2.26M
|
18.3K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.66K+ 3.6% |
$2.03M - $2.25M
|
105K
$65.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.65K+ 1.5% |
$2.02M - $2.25M
|
246K
$153M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.64K+ 5.11% |
$2.01M - $2.24M
|
74.8K
$46.4M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
3.63KNew |
$2.01M - $2.23M
|
3.63K
$2.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.61K+ 7.09% |
$2M - $2.22M
|
54.5K
$33.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.6KNew |
$2M - $2.22M
|
3.6K
$2.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
3.6K+ 1.46% |
$1.99M - $2.21M
|
250K
$155M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3.6K+ 5.39% |
$1.99M - $2.21M
|
70.3K
$43.6M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.58K+ 41.45% |
$1.98M - $2.2M
|
12.2K
$7.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.56K+ 0.27% |
$1.97M - $2.19M
|
1.32M
$819M
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
3.55K+ 3.77% |
$1.97M - $2.19M
|
97.7K
$60.6M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.52K+ 36.49% |
$1.95M - $2.17M
|
13.2K
$8.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
3.52K+ 6.75% |
$1.95M - $2.17M
|
55.6K
$34.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.51K+ 5.66% |
$1.94M - $2.16M
|
65.5K
$40.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
3.51K+ 19.69% |
$1.94M - $2.16M
|
21.3K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.5K+ 3.9% |
$1.94M - $2.16M
|
93.2K
$57.8M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.48K+ 0.27% |
$1.93M - $2.14M
|
1.3M
$807M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.47K+ 4.06% |
$1.92M - $2.14M
|
88.9K
$55.2M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
3.41K+ 17.27% |
$1.89M - $2.1M
|
23.1K
$14.4M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
3.4K+ 7.28% |
$1.89M - $2.1M
|
50.2K
$31.1M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.4K+ 22.48% |
$1.88M - $2.1M
|
18.5K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
3.39K+ 10.57% |
$1.88M - $2.08M
|
35.4K
$22M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.36K+ 30.92% |
$1.86M - $2.07M
|
14.2K
$8.82M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.35KNew |
$1.85M - $2.06M
|
3.35K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.32K+ 2.46% |
$1.84M - $2.05M
|
138K
$85.8M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.31K+ 27.52% |
$1.83M - $2.04M
|
15.3K
$9.52M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.28K+ 14.01% |
$1.82M - $2.02M
|
26.7K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
3.28K+ 77.28% |
$1.82M - $2.02M
|
7.52K
$4.66M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
3.27K+ 6.95% |
$1.81M - $2.02M
|
50.4K
$31.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.27K+ 10.55% |
$1.81M - $2.01M
|
34.3K
$21.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
3.25K+ 3.49% |
$1.8M - $2M
|
96.4K
$59.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
3.25K+ 2.68% |
$1.8M - $2M
|
125K
$77.4M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
3.23K+ 15.14% |
$1.79M - $1.99M
|
24.5K
$15.2M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.21KNew |
$1.78M - $1.98M
|
3.21K
$1.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
3.2K+ 4.43% |
$1.77M - $1.97M
|
75.4K
$46.8M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
3.16K+ 2.27% |
$1.75M - $1.95M
|
143K
$88.6M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.15K+ 8.67% |
$1.75M - $1.94M
|
39.5K
$24.5M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.13K+ 4.57% |
$1.73M - $1.92M
|
71.5K
$44.4M
|