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 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-1.92K- 3.63% |
$958K - $1.19M
|
50.9K
$31.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-2.11K- 22.57% |
$1.05M - $1.31M
|
7.25K
$4.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.11K- 42.73% |
$1.05M - $1.31M
|
2.83K
$1.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.13K- 2.04% |
$1.06M - $1.32M
|
102K
$63.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.22K- 61.75% |
$1.11M - $1.38M
|
1.38K
$853K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.24K- 67.66% |
$1.12M - $1.39M
|
1.07K
$663K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-2.24K- 2.98% |
$1.12M - $1.39M
|
73K
$45.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-2.31K- 12.66% |
$1.15M - $1.43M
|
15.9K
$9.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.34K- 14.1% |
$1.17M - $1.46M
|
14.3K
$8.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.37K- 10.89% |
$1.18M - $1.47M
|
19.4K
$12M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.37K- 4.32% |
$1.18M - $1.47M
|
52.6K
$32.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.44K- 5.04% |
$1.22M - $1.52M
|
46.1K
$28.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.46K- 26.75% |
$1.23M - $1.53M
|
6.75K
$4.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-2.5K- 75.13% |
$1.24M - $1.55M
|
826
$513K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-2.53K- 4.82% |
$1.26M - $1.57M
|
49.9K
$31M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.54K- 24.74% |
$1.27M - $1.58M
|
7.72K
$4.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-2.65K- 99.44% |
$1.32M - $1.64M
|
15
$9.31K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.66K- 19.28% |
$1.33M - $1.65M
|
11.1K
$6.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-2.7K- 5.9% |
$1.35M - $1.68M
|
43.1K
$26.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.92K- 1.07% |
$1.45M - $1.81M
|
270K
$167M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-2.94K- 49.65% |
$1.47M - $1.83M
|
2.98K
$1.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.97K- 23.57% |
$1.48M - $1.84M
|
9.62K
$5.97M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.06K- 27.66% |
$1.53M - $1.9M
|
8.01K
$4.97M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.07K- 3.75% |
$1.53M - $1.91M
|
78.9K
$48.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.1K- 6.05% |
$1.55M - $1.93M
|
48.2K
$29.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-3.26K- 15.05% |
$1.63M - $2.02M
|
18.4K
$11.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-3.27K- 71.51% |
$1.63M - $2.03M
|
1.3K
$807K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.3K- 9.65% |
$1.65M - $2.05M
|
30.9K
$19.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.34K- 27.95% |
$1.67M - $2.07M
|
8.61K
$5.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-3.44K- 9.41% |
$1.72M - $2.14M
|
33.2K
$20.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.51K- 51.4% |
$1.75M - $2.18M
|
3.32K
$2.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-3.52K- 54.37% |
$1.75M - $2.18M
|
2.95K
$1.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.59K- 4.98% |
$1.79M - $2.23M
|
68.5K
$42.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.63K- 0.98% |
$1.81M - $2.26M
|
368K
$228M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.64K- 0.22% |
$1.81M - $2.26M
|
1.69M
$1.05B
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.76K- 32.76% |
$1.88M - $2.34M
|
7.72K
$4.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-3.84K- 58.94% |
$1.92M - $2.39M
|
2.68K
$1.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-4.07K- 47.25% |
$2.03M - $2.53M
|
4.54K
$2.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-4.23K- 23.77% |
$2.11M - $2.63M
|
13.6K
$8.42M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-4.43K- 1.11% |
$2.21M - $2.75M
|
396K
$246M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4.54K- 3.14% |
$2.26M - $2.82M
|
140K
$86.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-4.57K- 17.73% |
$2.28M - $2.84M
|
21.2K
$13.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-4.61K- 62.5% |
$2.3M - $2.86M
|
2.77K
$1.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-4.72K- 3.45% |
$2.35M - $2.93M
|
132K
$81.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-4.97K- 10.2% |
$2.48M - $3.09M
|
43.8K
$27.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.03K- 6.45% |
$2.51M - $3.12M
|
73K
$45.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-5.32K- 46.99% |
$2.65M - $3.3M
|
6K
$3.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-5.41K- 36.96% |
$2.7M - $3.36M
|
9.23K
$5.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.9K- 7.34% |
$2.94M - $3.66M
|
74.4K
$46.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.01K- 3.17% |
$3M - $3.73M
|
184K
$114M
|