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 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-17- 1.19% |
$8.48K - $10.6K
|
1.42K
$879K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-18- 0.16% |
$8.98K - $11.2K
|
11K
$6.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
SELL
|
- |
-18- 2.33% |
$8.98K - $11.2K
|
754
$468K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-18- 1.51% |
$8.98K - $11.2K
|
1.18K
$731K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-19- 0.47% |
$9.48K - $11.8K
|
4.02K
$2.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-19- 2.71% |
$9.48K - $11.8K
|
681
$423K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-19- 0.16% |
$9.48K - $11.8K
|
12K
$7.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-19- 4.69% |
$9.48K - $11.8K
|
386
$240K
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-20- 0.42% |
$9.98K - $12.4K
|
4.75K
$2.95M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-20- 0.54% |
$9.98K - $12.4K
|
3.67K
$2.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-20- 2.55% |
$9.98K - $12.4K
|
765
$475K
|
|
|
Jul 18, 2025
Q2 2025
|
Independent Investors Inc
|
SELL
|
- |
-20- 0.95% |
$9.98K - $12.4K
|
2.08K
$1.29M
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-20- 4.76% |
$9.98K - $12.4K
|
400
$248K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-21- 22.11% |
$10.5K - $13K
|
74
$45.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-21- 0.98% |
$10.5K - $13K
|
2.12K
$1.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-22- 0.45% |
$11K - $13.7K
|
4.87K
$3.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-23- 2.55% |
$11.5K - $14.3K
|
880
$546K
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-23- 1.86% |
$11.5K - $14.3K
|
1.21K
$752K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-23- 4.64% |
$11.5K - $14.3K
|
473
$294K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-24- 0.1% |
$12K - $14.9K
|
24.9K
$15.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-25- 0.1% |
$12.5K - $15.5K
|
25.9K
$16.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-25- 0.13% |
$12.5K - $15.5K
|
19.5K
$12.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-26- 2.67% |
$13K - $16.1K
|
947
$588K
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-27- 34.18% |
$13.5K - $16.8K
|
52
$32.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-27- 5.76% |
$13.5K - $16.8K
|
442
$274K
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-29- 3.95% |
$14.5K - $18K
|
705
$438K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
SELL
|
- |
-29- 0.18% |
$14.5K - $18K
|
16.4K
$10.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-29- 5.5% |
$14.5K - $18K
|
498
$309K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-30- 0.88% |
$15K - $18.6K
|
3.37K
$2.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-30- 0.35% |
$15K - $18.6K
|
8.63K
$5.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-31- 6.02% |
$15.5K - $19.2K
|
484
$300K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-34- 2.27% |
$17K - $21.1K
|
1.46K
$907K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-35- 0.94% |
$17.5K - $21.7K
|
3.7K
$2.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-35- 0.71% |
$17.5K - $21.7K
|
4.87K
$3.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-37- 6.98% |
$18.5K - $23K
|
493
$306K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-38- 4.08% |
$19K - $23.6K
|
894
$555K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-39- 1.13% |
$19.5K - $24.2K
|
3.43K
$2.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
SELL
|
- |
-39- 6.08% |
$19.5K - $24.2K
|
602
$374K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-39- 2.97% |
$19.5K - $24.2K
|
1.27K
$791K
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-41- 2.76% |
$20.5K - $25.5K
|
1.45K
$898K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-41- 1.05% |
$20.5K - $25.5K
|
3.86K
$2.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-42- 6.94% |
$20.9K - $26.1K
|
563
$349K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-44- 1.13% |
$21.9K - $27.3K
|
3.86K
$2.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
SELL
|
- |
-44- 6.31% |
$21.9K - $27.3K
|
653
$405K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-45- 1.45% |
$22.4K - $27.9K
|
3.05K
$1.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-45- 5.59% |
$22.4K - $27.9K
|
760
$472K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-48- 0.55% |
$23.9K - $29.8K
|
8.64K
$5.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-50- 3.29% |
$24.9K - $31K
|
1.47K
$913K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-50- 0.28% |
$24.9K - $31K
|
17.7K
$11M
|
|
|
Jul 17, 2025
Q2 2025
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-50- 8.33% |
$24.9K - $31K
|
550
$341K
|