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 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-259- 2.89% |
$129K - $161K
|
8.7K
$5.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-266- 9.42% |
$133K - $165K
|
2.56K
$1.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-267- 42.93% |
$133K - $166K
|
355
$220K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-269- 1.25% |
$134K - $167K
|
21.3K
$13.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-271- 5.61% |
$135K - $168K
|
4.56K
$2.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-275- 8.11% |
$137K - $171K
|
3.12K
$1.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-286- 1.49% |
$143K - $178K
|
18.9K
$11.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-290- 6.03% |
$145K - $180K
|
4.52K
$2.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-299- 9.99% |
$149K - $186K
|
2.69K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-304- 1.33% |
$152K - $189K
|
22.6K
$14M
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-306- 16.72% |
$153K - $190K
|
1.52K
$946K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-313- 1.12% |
$156K - $194K
|
27.7K
$17.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-314- 8.63% |
$157K - $195K
|
3.32K
$2.06M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-316- 3.37% |
$158K - $196K
|
9.06K
$5.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-326- 5.14% |
$163K - $202K
|
6.01K
$3.73M
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-335- 9.49% |
$167K - $208K
|
3.19K
$1.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-335- 6.62% |
$167K - $208K
|
4.72K
$2.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-336- 2.73% |
$168K - $209K
|
12K
$7.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-338- 3.54% |
$169K - $210K
|
9.22K
$5.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-346- 2.09% |
$173K - $215K
|
16.2K
$10M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-357- 4.59% |
$178K - $222K
|
7.42K
$4.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-363- 12.04% |
$181K - $225K
|
2.65K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-365- 11.6% |
$182K - $227K
|
2.78K
$1.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-371- 29.78% |
$185K - $230K
|
875
$543K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-371- 1.97% |
$185K - $230K
|
18.5K
$11.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-376- 3.13% |
$188K - $233K
|
11.6K
$7.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-387- 16.7% |
$193K - $240K
|
1.93K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-395- 36.31% |
$197K - $245K
|
693
$430K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-396- 1.58% |
$198K - $246K
|
24.7K
$15.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-401- 4.48% |
$200K - $249K
|
8.54K
$5.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-408- 21.53% |
$204K - $253K
|
1.49K
$923K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-415- 14.57% |
$207K - $258K
|
2.43K
$1.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-421- 6.81% |
$210K - $261K
|
5.76K
$3.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-422- 47.15% |
$210K - $262K
|
473
$294K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-424- 9.02% |
$211K - $263K
|
4.28K
$2.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-425- 26.25% |
$212K - $264K
|
1.19K
$741K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-431- 4.77% |
$215K - $268K
|
8.61K
$5.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-431- 8.55% |
$215K - $268K
|
4.61K
$2.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-434- 2.06% |
$216K - $269K
|
20.7K
$12.8M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-444- 31.11% |
$221K - $276K
|
983
$610K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-447- 2.98% |
$223K - $278K
|
14.6K
$9.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-448- 17.88% |
$223K - $278K
|
2.06K
$1.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-450- 17.61% |
$224K - $279K
|
2.11K
$1.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-453- 18.72% |
$226K - $281K
|
1.97K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-460- 1.82% |
$229K - $286K
|
24.8K
$15.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-476- 3.53% |
$237K - $296K
|
13K
$8.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-479- 1.01% |
$239K - $297K
|
46.8K
$29.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-488- 26.57% |
$243K - $303K
|
1.35K
$837K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-488- 13.16% |
$243K - $303K
|
3.22K
$2M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-488- 11.2% |
$243K - $303K
|
3.87K
$2.4M
|