Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
179K+ 379.06% |
$89.1M - $111M
|
226K
$140M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
175KNew |
$87M - $108M
|
175K
$108M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
163K+ 2.58% |
$81.1M - $101M
|
6.46M
$4.01B
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
153K+ 38.18% |
$76.3M - $95M
|
554K
$344M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
115K+ 194.95% |
$57.5M - $71.5M
|
174K
$108M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
75.5KNew |
$37.7M - $46.9M
|
75.5K
$46.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Wealth Navi Inc.
|
BUY
|
- |
68K+ 18.77% |
$33.9M - $42.2M
|
430K
$267M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
66.7K+ 3.36% |
$33.3M - $41.4M
|
2.05M
$1.27B
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
48.4K+ 7.89% |
$24.1M - $30M
|
661K
$410M
|
|
|
Jul 14, 2025
Q2 2025
|
Century Link Investment Management CO
|
BUY
|
- |
47.9K+ 41.55% |
$23.9M - $29.7M
|
163K
$101M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
46.4K+ 9.52% |
$23.1M - $28.8M
|
534K
$331M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
43.3K+ 17.29% |
$21.6M - $26.9M
|
293K
$182M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
35.6K+ 824.06% |
$17.7M - $22.1M
|
39.9K
$24.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
34.9K+ 46.38% |
$17.4M - $21.7M
|
110K
$68.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
34.2K+ 4455.54% |
$17M - $21.2M
|
34.9K
$21.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
33.4K+ 75.02% |
$16.7M - $20.8M
|
78K
$48.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
32.1K+ 78.88% |
$16M - $19.9M
|
72.7K
$45.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
32K+ 4.57% |
$16M - $19.9M
|
732K
$454M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
BUY
|
- |
27.1K+ 23.48% |
$13.5M - $16.8M
|
142K
$88.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
24.8K+ 63.56% |
$12.4M - $15.4M
|
63.9K
$39.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
24.1K+ 248.31% |
$12M - $15M
|
33.8K
$21M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
23.6K+ 4.86% |
$11.8M - $14.7M
|
510K
$316M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
23.4K+ 1.8% |
$11.7M - $14.5M
|
1.32M
$822M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
22.4K+ 4.42% |
$11.2M - $13.9M
|
530K
$329M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
21.5K+ 25.58% |
$10.7M - $13.3M
|
105K
$65.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
21.2K+ 17.5% |
$10.5M - $13.1M
|
142K
$88.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
18.4K+ 7.62% |
$9.2M - $11.5M
|
260K
$162M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
15.9KNew |
$7.94M - $9.89M
|
15.9K
$9.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
15.6KNew |
$7.77M - $9.67M
|
15.6K
$9.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
15.1KNew |
$7.55M - $9.4M
|
15.1K
$9.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
14.1K+ 24.6% |
$7.04M - $8.76M
|
71.5K
$44.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
13.2K+ 48.1% |
$6.59M - $8.21M
|
40.7K
$25.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
12.2K+ 37.03% |
$6.07M - $7.56M
|
45.1K
$28M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
12.1K+ 50.65% |
$6.01M - $7.49M
|
35.9K
$22.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
11.8K+ 6.79% |
$5.91M - $7.35M
|
186K
$116M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
11.6K+ 3.56% |
$5.8M - $7.22M
|
338K
$210M
|
|
|
Jul 21, 2025
Q2 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 14.95% |
$5.33M - $6.63M
|
82.1K
$51M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
10.6KNew |
$5.28M - $6.57M
|
10.6K
$6.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9.64K+ 2.51% |
$4.81M - $5.98M
|
394K
$245M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.45K+ 262.32% |
$4.72M - $5.87M
|
13.1K
$8.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
9.19KNew |
$4.59M - $5.71M
|
9.19K
$5.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
9.14K+ 5.89% |
$4.56M - $5.68M
|
164K
$102M
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
8.95K+ 4.14% |
$4.47M - $5.56M
|
225K
$140M
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
8.38K+ 17.91% |
$4.18M - $5.2M
|
55.2K
$34.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
7.57K+ 56.81% |
$3.78M - $4.7M
|
20.9K
$13M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
7.47K+ 10.27% |
$3.73M - $4.64M
|
80.2K
$49.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.43K+ 160.42% |
$3.71M - $4.62M
|
12.1K
$7.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.01K+ 51.32% |
$3.49M - $4.35M
|
20.7K
$12.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
6.96K+ 79.55% |
$3.47M - $4.32M
|
15.7K
$9.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6.63K+ 238.6% |
$3.31M - $4.11M
|
9.4K
$5.84M
|