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 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-52- 1.11% |
$25.9K - $32.3K
|
4.62K
$2.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-53- 1.86% |
$26.4K - $32.9K
|
2.8K
$1.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-53- 5.2% |
$26.4K - $32.9K
|
967
$600K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-53- 0.45% |
$26.4K - $32.9K
|
11.7K
$7.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-55- 5.62% |
$27.4K - $34.1K
|
924
$573K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-57- 0.73% |
$28.4K - $35.4K
|
7.76K
$4.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-58- 5.85% |
$28.9K - $36K
|
934
$580K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-62- 3.1% |
$30.9K - $38.5K
|
1.94K
$1.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-62- 9.12% |
$30.9K - $38.5K
|
618
$384K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-63- 4.16% |
$31.4K - $39.1K
|
1.45K
$900K
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-64- 12.14% |
$31.9K - $39.7K
|
463
$287K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-64- 3.72% |
$31.9K - $39.7K
|
1.66K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-65- 15.08% |
$32.4K - $40.4K
|
366
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-66- 2.52% |
$32.9K - $41K
|
2.55K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-67- 1.92% |
$33.4K - $41.6K
|
3.42K
$2.13M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-67- 1.16% |
$33.4K - $41.6K
|
5.7K
$3.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-68- 8.28% |
$33.9K - $42.2K
|
753
$467K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-69- 5.79% |
$34.4K - $42.8K
|
1.12K
$696K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-72- 1.32% |
$35.9K - $44.7K
|
5.39K
$3.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-72- 6.1% |
$35.9K - $44.7K
|
1.11K
$688K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-72- 1.01% |
$35.9K - $44.7K
|
7.04K
$4.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-73- 2.42% |
$36.4K - $45.3K
|
2.94K
$1.82M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-75- 10.49% |
$37.4K - $46.6K
|
640
$397K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-77- 2.6% |
$38.4K - $47.8K
|
2.88K
$1.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-78- 3.58% |
$38.9K - $48.4K
|
2.1K
$1.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-79- 0.16% |
$39.4K - $49.1K
|
48.8K
$30.3M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-82- 1.3% |
$40.9K - $50.9K
|
6.24K
$3.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-82- 5.3% |
$40.9K - $50.9K
|
1.47K
$909K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-82- 4.22% |
$40.9K - $50.9K
|
1.86K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-85- 12.41% |
$42.4K - $52.8K
|
600
$372K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-85- 8.79% |
$42.4K - $52.8K
|
882
$547K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-85- 3.27% |
$42.4K - $52.8K
|
2.51K
$1.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-86- 0.42% |
$42.9K - $53.4K
|
20.6K
$12.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-92- 0.37% |
$45.9K - $57.1K
|
24.5K
$15.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-93- 2.45% |
$46.4K - $57.7K
|
3.7K
$2.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-93- 15.68% |
$46.4K - $57.7K
|
500
$310K
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-95- 0.16% |
$47.4K - $59K
|
58.3K
$36.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-99- 4.2% |
$49.4K - $61.5K
|
2.26K
$1.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-104- 1.39% |
$51.9K - $64.6K
|
7.38K
$4.58M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-105- 6.64% |
$52.4K - $65.2K
|
1.48K
$917K
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-108- 0.55% |
$53.9K - $67.1K
|
19.6K
$12.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-109- 1.43% |
$54.4K - $67.7K
|
7.5K
$4.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-109- 3.0% |
$54.4K - $67.7K
|
3.52K
$2.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-111- 7.93% |
$55.4K - $68.9K
|
1.29K
$799K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-112- 16.97% |
$55.9K - $69.5K
|
548
$340K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-112- 23.14% |
$55.9K - $69.5K
|
372
$231K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-115- 4.36% |
$57.4K - $71.4K
|
2.53K
$1.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-115- 14.13% |
$57.4K - $71.4K
|
699
$434K
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-118- 0.85% |
$58.9K - $73.3K
|
13.8K
$8.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-123- 4.66% |
$61.4K - $76.4K
|
2.51K
$1.56M
|