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
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
6.6K+ 2.64% |
$3.29M - $4.1M
|
257K
$159M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
6.58K+ 5.6% |
$3.28M - $4.09M
|
124K
$77M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
6.51K+ 570.7% |
$3.25M - $4.04M
|
7.65K
$4.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.28K+ 1.54% |
$3.13M - $3.9M
|
415K
$258M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5.72K+ 205.35% |
$2.85M - $3.55M
|
8.5K
$5.28M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
5.47K+ 2.74% |
$2.73M - $3.39M
|
205K
$127M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5.1K+ 6.36% |
$2.54M - $3.17M
|
85.3K
$52.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.08K+ 269.99% |
$2.54M - $3.16M
|
6.97K
$4.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
5.03K+ 40.33% |
$2.51M - $3.12M
|
17.5K
$10.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5.01K+ 3.79% |
$2.5M - $3.11M
|
137K
$85.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.9K+ 500.31% |
$2.45M - $3.04M
|
5.88K
$3.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
4.75K+ 11.03% |
$2.37M - $2.95M
|
47.8K
$29.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.64K+ 6.06% |
$2.32M - $2.88M
|
81.3K
$50.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
4.62K+ 8.82% |
$2.31M - $2.87M
|
57K
$35.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
4.48K+ 1.38% |
$2.23M - $2.78M
|
329K
$204M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.34K+ 31.01% |
$2.17M - $2.7M
|
18.3K
$11.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
4.3K+ 4.96% |
$2.15M - $2.67M
|
91.2K
$56.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
4.26K+ 171.47% |
$2.13M - $2.65M
|
6.75K
$4.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
4.21K+ 77.88% |
$2.1M - $2.61M
|
9.6K
$5.96M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.11K+ 38.46% |
$2.05M - $2.55M
|
14.8K
$9.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
4.01K+ 4.38% |
$2M - $2.49M
|
95.5K
$59.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
4K+ 7.57% |
$2M - $2.48M
|
56.9K
$35.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
3.84K+ 1.81% |
$1.92M - $2.38M
|
216K
$134M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.83K+ 7.45% |
$1.91M - $2.38M
|
55.3K
$34.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.77K+ 4.04% |
$1.88M - $2.34M
|
97.1K
$60.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
3.7K+ 74.8% |
$1.85M - $2.3M
|
8.65K
$5.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
3.66K+ 4.62% |
$1.82M - $2.27M
|
82.8K
$51.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
3.6K+ 60.47% |
$1.8M - $2.24M
|
9.56K
$5.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
3.6KNew |
$1.8M - $2.24M
|
3.6K
$2.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.51K+ 20.35% |
$1.75M - $2.18M
|
20.8K
$12.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
3.5K+ 13.6% |
$1.75M - $2.18M
|
29.3K
$18.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3.44K+ 27.34% |
$1.72M - $2.14M
|
16K
$9.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
3.44K+ 79.99% |
$1.72M - $2.14M
|
7.75K
$4.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
3.44K+ 11.02% |
$1.71M - $2.13M
|
34.6K
$21.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
3.4K+ 50.01% |
$1.69M - $2.11M
|
10.2K
$6.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.38K+ 0.65% |
$1.68M - $2.1M
|
524K
$325M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.34K+ 3.92% |
$1.67M - $2.08M
|
88.7K
$55M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.3K+ 4.77% |
$1.64M - $2.05M
|
72.3K
$44.9M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
3.29KNew |
$1.64M - $2.05M
|
3.29K
$2.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
3.24K+ 16.78% |
$1.62M - $2.01M
|
22.6K
$14M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.23K+ 4.34% |
$1.61M - $2M
|
77.6K
$48.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3.19K+ 6.37% |
$1.59M - $1.98M
|
53.3K
$33.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
3.16K+ 10.3% |
$1.57M - $1.96M
|
33.8K
$21M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
3.16K+ 93.68% |
$1.57M - $1.96M
|
6.53K
$4.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.14K+ 212.31% |
$1.57M - $1.95M
|
4.62K
$2.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
3.13K+ 151.45% |
$1.56M - $1.94M
|
5.19K
$3.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
3.12K+ 0.38% |
$1.56M - $1.94M
|
826K
$513M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
3.04K+ 3.85% |
$1.52M - $1.89M
|
81.9K
$50.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2.97K+ 4.43% |
$1.48M - $1.84M
|
70K
$43.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.95K+ 1.62% |
$1.47M - $1.83M
|
186K
$115M
|