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
|
E&G Advisors, LP
|
SELL
|
- |
-123- 5.19% |
$61.4K - $76.4K
|
2.25K
$1.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-125- 10.57% |
$62.4K - $77.6K
|
1.06K
$657K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-127- 0.65% |
$63.3K - $78.9K
|
19.4K
$12M
|
|
|
Jul 10, 2025
Q2 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-128- 12.9% |
$63.8K - $79.5K
|
864
$536K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-129- 0.45% |
$64.3K - $80.1K
|
28.2K
$17.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-137- 3.42% |
$68.3K - $85.1K
|
3.87K
$2.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-140- 2.25% |
$69.8K - $86.9K
|
6.08K
$3.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-145- 0.63% |
$72.3K - $90K
|
22.8K
$14.2M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-148- 38.05% |
$73.8K - $91.9K
|
241
$150K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-151- 1.63% |
$75.3K - $93.8K
|
9.12K
$5.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-154- 2.33% |
$76.8K - $95.6K
|
6.47K
$4.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-158- 2.92% |
$78.8K - $98.1K
|
5.25K
$3.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-160- 6.88% |
$79.8K - $99.3K
|
2.17K
$1.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-165- 3.58% |
$82.3K - $102K
|
4.45K
$2.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-167- 28.35% |
$83.3K - $104K
|
422
$262K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-170- 4.8% |
$84.8K - $106K
|
3.37K
$2.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-172- 18.92% |
$85.8K - $107K
|
737
$457K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-177- 5.44% |
$88.3K - $110K
|
3.08K
$1.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-178- 1.53% |
$88.8K - $111K
|
11.5K
$7.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-178- 2.04% |
$88.8K - $111K
|
8.56K
$5.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-180- 4.55% |
$89.8K - $112K
|
3.77K
$2.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-188- 7.45% |
$93.8K - $117K
|
2.34K
$1.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-188- 1.23% |
$93.8K - $117K
|
15.1K
$9.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-188- 0.08% |
$93.8K - $117K
|
225K
$140M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-189- 1.87% |
$94.3K - $117K
|
9.93K
$6.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-190- 0.79% |
$94.8K - $118K
|
23.9K
$14.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-200- 8.79% |
$99.8K - $124K
|
2.08K
$1.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-202- 2.2% |
$101K - $125K
|
8.97K
$5.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-202- 4.53% |
$101K - $125K
|
4.26K
$2.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-206- 4.76% |
$103K - $128K
|
4.13K
$2.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-207- 0.27% |
$103K - $129K
|
77.7K
$48.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-209- 28.91% |
$104K - $130K
|
514
$319K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-212- 7.94% |
$106K - $132K
|
2.46K
$1.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-212- 10.91% |
$106K - $132K
|
1.73K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-212- 2.23% |
$106K - $132K
|
9.31K
$5.78M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-215- 5.77% |
$107K - $133K
|
3.51K
$2.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-217- 2.56% |
$108K - $135K
|
8.26K
$5.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-217- 9.34% |
$108K - $135K
|
2.11K
$1.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-221- 9.87% |
$110K - $137K
|
2.02K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-225- 8.11% |
$112K - $140K
|
2.55K
$1.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-225- 7.41% |
$112K - $140K
|
2.81K
$1.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-230- 2.54% |
$115K - $143K
|
8.84K
$5.49M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-230- 9.29% |
$115K - $143K
|
2.25K
$1.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-231- 8.88% |
$115K - $143K
|
2.37K
$1.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-235- 3.58% |
$117K - $146K
|
6.34K
$3.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-237- 3.3% |
$118K - $147K
|
6.94K
$4.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-238- 2.41% |
$119K - $148K
|
9.62K
$5.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-243- 5.75% |
$121K - $151K
|
3.99K
$2.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-249- 0.94% |
$124K - $155K
|
26.3K
$16.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-253- 1.02% |
$126K - $157K
|
24.6K
$15.3M
|