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 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-6.06K- 7.98% |
$3.02M - $3.77M
|
69.9K
$44.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-6.57K- 22.59% |
$3.27M - $4.08M
|
22.5K
$14.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-6.72K- 17.9% |
$3.35M - $4.17M
|
30.8K
$19.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-6.74K- 5.92% |
$3.36M - $4.18M
|
107K
$67.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-6.96K- 33.7% |
$3.47M - $4.32M
|
13.7K
$8.65M
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-7.43K- 36.59% |
$3.71M - $4.61M
|
12.9K
$8.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-7.74K- 1.53% |
$3.86M - $4.8M
|
497K
$314M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-8.11K- 8.59% |
$4.05M - $5.04M
|
86.4K
$54.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-8.68K- 4.41% |
$4.33M - $5.39M
|
188K
$119M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-8.73K- 96.36% |
$4.35M - $5.42M
|
330
$208K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-8.74K- 10.59% |
$4.36M - $5.43M
|
73.8K
$46.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-8.75K- 17.42% |
$4.36M - $5.43M
|
41.5K
$26.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-8.92K- 15.86% |
$4.45M - $5.54M
|
47.3K
$29.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-8.94K- 75.42% |
$4.46M - $5.55M
|
2.91K
$1.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-9.33K- 57.38% |
$4.65M - $5.79M
|
6.93K
$4.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-11K- 4.14% |
$5.47M - $6.81M
|
254K
$160M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-11.4K- 10.37% |
$5.69M - $7.08M
|
98.6K
$62.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-12.5K- 26.22% |
$6.24M - $7.76M
|
35.2K
$22.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-13.4K- 23.52% |
$6.66M - $8.29M
|
43.4K
$27.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-14.4K- 33.1% |
$7.2M - $8.96M
|
29.2K
$18.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-16.1K- 14.31% |
$8.05M - $10M
|
96.6K
$61M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-16.7K- 59.02% |
$8.33M - $10.4M
|
11.6K
$7.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-18.5K- 99.56% |
$9.2M - $11.5M
|
81
$51.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-18.6K- 31.26% |
$9.3M - $11.6M
|
41K
$25.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-21.3K- 52.53% |
$10.6M - $13.2M
|
19.3K
$12.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-22.3K- 52.87% |
$11.1M - $13.9M
|
19.9K
$12.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-23.1K- 3.69% |
$11.5M - $14.4M
|
604K
$381M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-23.7K- 42.77% |
$11.8M - $14.7M
|
31.8K
$20.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-26.9K- 29.94% |
$13.4M - $16.7M
|
63K
$39.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-29.2K- 43.31% |
$14.6M - $18.1M
|
38.2K
$24.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-29.8K- 49.11% |
$14.9M - $18.5M
|
30.9K
$19.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-32.2K- 36.06% |
$16M - $20M
|
57K
$36M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-33.3K- 9.95% |
$16.6M - $20.7M
|
302K
$190M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-33.4K- 11.16% |
$16.7M - $20.7M
|
266K
$168M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-34.6K- 13.35% |
$17.3M - $21.5M
|
225K
$142M
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-34.9K- 61.59% |
$17.4M - $21.7M
|
21.8K
$13.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-35K- 22.54% |
$17.5M - $21.7M
|
120K
$76M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-37K- 66.68% |
$18.4M - $22.9M
|
18.5K
$11.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-44.5K- 59.06% |
$22.2M - $27.6M
|
30.9K
$19.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-46K- 85.87% |
$22.9M - $28.5M
|
7.56K
$4.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-51.7K- 39.18% |
$25.8M - $32.1M
|
80.2K
$50.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-57.5K- 40.54% |
$28.7M - $35.7M
|
84.3K
$53.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-69.3K- 93.25% |
$34.6M - $43M
|
5.02K
$3.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-82.1K- 43.29% |
$41M - $51M
|
108K
$68M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-137K- 13.66% |
$68.1M - $84.8M
|
863K
$545M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-159K- 71.23% |
$79.5M - $98.9M
|
64.3K
$40.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-180K- 2.52% |
$89.6M - $111M
|
6.94M
$4.39B
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-288K- 18.54% |
$144M - $179M
|
1.27M
$799M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-355K- 39.15% |
$177M - $220M
|
551K
$348M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-598K- 41.28% |
$298M - $371M
|
851K
$538M
|