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 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 0.25% |
$499 - $621
|
404
$251K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-1- 0.14% |
$499 - $621
|
730
$453K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.11% |
$499 - $621
|
925
$574K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2- 0.07% |
$998 - $1.24K
|
2.71K
$1.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-2- 0.19% |
$998 - $1.24K
|
1.07K
$661K
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
SELL
|
- |
-2- 0.5% |
$998 - $1.24K
|
395
$245K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-2- 0.06% |
$998 - $1.24K
|
3.28K
$2.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-2- 0.04% |
$998 - $1.24K
|
5.52K
$3.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-3- 0.02% |
$1.5K - $1.86K
|
13.2K
$8.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-3- 0.21% |
$1.5K - $1.86K
|
1.42K
$879K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-3- 0.43% |
$1.5K - $1.86K
|
688
$427K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-3- 0.72% |
$1.5K - $1.86K
|
412
$256K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-4- 0.46% |
$2K - $2.48K
|
860
$534K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-4- 0.51% |
$2K - $2.48K
|
773
$480K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-4- 0.07% |
$2K - $2.48K
|
6.14K
$3.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-5- 0.6% |
$2.49K - $3.1K
|
832
$516K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 0.64% |
$2.49K - $3.1K
|
776
$482K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-5- 0.1% |
$2.49K - $3.1K
|
4.93K
$3.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-5- 0.16% |
$2.49K - $3.1K
|
3.13K
$1.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-6- 1.47% |
$2.99K - $3.73K
|
403
$250K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-6- 0.75% |
$2.99K - $3.73K
|
789
$490K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-6- 0.5% |
$2.99K - $3.73K
|
1.2K
$745K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-6- 0.11% |
$2.99K - $3.73K
|
5.59K
$3.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-6- 0.1% |
$2.99K - $3.73K
|
6.03K
$3.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-7- 0.08% |
$3.49K - $4.35K
|
8.89K
$5.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-7- 0.84% |
$3.49K - $4.35K
|
823
$511K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-8- 1.89% |
$3.99K - $4.97K
|
415
$258K
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-8- 0.75% |
$3.99K - $4.97K
|
1.06K
$655K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-8- 2.1% |
$3.99K - $4.97K
|
373
$232K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-9- 0.94% |
$4.49K - $5.59K
|
947
$588K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-9- 0.68% |
$4.49K - $5.59K
|
1.32K
$820K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-9- 0.18% |
$4.49K - $5.59K
|
4.92K
$3.05M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-9- 1.22% |
$4.49K - $5.59K
|
731
$454K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-10- 0.72% |
$4.99K - $6.21K
|
1.38K
$857K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-10- 0.38% |
$4.99K - $6.21K
|
2.64K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-10- 0.2% |
$4.99K - $6.21K
|
4.87K
$3.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-11- 1.56% |
$5.49K - $6.83K
|
696
$432K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-13- 0.23% |
$6.48K - $8.07K
|
5.58K
$3.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-14- 0.73% |
$6.98K - $8.69K
|
1.9K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-14- 2.58% |
$6.98K - $8.69K
|
529
$328K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-15- 1.5% |
$7.48K - $9.31K
|
988
$613K
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-16- 0.21% |
$7.98K - $9.93K
|
7.77K
$4.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-16- 3.4% |
$7.98K - $9.93K
|
455
$282K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-16- 1.36% |
$7.98K - $9.93K
|
1.16K
$719K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-16- 0.24% |
$7.98K - $9.93K
|
6.65K
$4.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-16- 0.33% |
$7.98K - $9.93K
|
4.82K
$2.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-16- 1.77% |
$7.98K - $9.93K
|
888
$551K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-16- 1.88% |
$7.98K - $9.93K
|
836
$519K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-17- 0.05% |
$8.48K - $10.6K
|
33.9K
$21M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-17- 0.57% |
$8.48K - $10.6K
|
2.96K
$1.84M
|