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 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.88K+ 13.6% |
$1.44M - $1.79M
|
24K
$14.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.87K+ 2.56% |
$1.43M - $1.78M
|
115K
$71.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.84K+ 10.88% |
$1.42M - $1.76M
|
28.9K
$18M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.83K+ 4.41% |
$1.41M - $1.75M
|
66.9K
$41.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.76K+ 3.51% |
$1.38M - $1.72M
|
81.5K
$50.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.72K+ 24.46% |
$1.36M - $1.69M
|
13.8K
$8.58M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.66K+ 3.48% |
$1.33M - $1.65M
|
79.1K
$49.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.66K+ 3.08% |
$1.32M - $1.65M
|
89K
$55.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
2.51K+ 2.46% |
$1.25M - $1.56M
|
104K
$64.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.46K+ 2.96% |
$1.23M - $1.53M
|
85.7K
$53.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
2.46K+ 5.36% |
$1.22M - $1.52M
|
48.3K
$30M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.45K+ 7.14% |
$1.22M - $1.52M
|
36.7K
$22.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
2.44K+ 8.99% |
$1.22M - $1.51M
|
29.6K
$18.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.44K+ 113.67% |
$1.22M - $1.51M
|
4.58K
$2.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
2.41K+ 7.38% |
$1.2M - $1.5M
|
35.1K
$21.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
2.41K+ 5.59% |
$1.2M - $1.5M
|
45.6K
$28.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
2.35K+ 1.18% |
$1.17M - $1.46M
|
201K
$125M
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
2.35K+ 4.17% |
$1.17M - $1.46M
|
58.5K
$36.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.3K+ 45.35% |
$1.15M - $1.43M
|
7.36K
$4.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.27K+ 82.24% |
$1.13M - $1.41M
|
5.02K
$3.12M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.26K+ 32.85% |
$1.13M - $1.4M
|
9.14K
$5.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
2.21KNew |
$1.1M - $1.37M
|
2.21K
$1.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.14K+ 19.86% |
$1.07M - $1.33M
|
12.9K
$8.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
2.09K+ 23.11% |
$1.04M - $1.3M
|
11.1K
$6.9M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
2.06K+ 2.95% |
$1.03M - $1.28M
|
71.8K
$44.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
2.04K+ 25.48% |
$1.02M - $1.27M
|
10K
$6.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.99K+ 1.07% |
$992K - $1.23M
|
188K
$117M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.95K+ 1.48% |
$973K - $1.21M
|
133K
$82.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.92K+ 7.97% |
$960K - $1.19M
|
26.1K
$16.2M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1.89K+ 38.31% |
$941K - $1.17M
|
6.81K
$4.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
1.88KNew |
$939K - $1.17M
|
1.88K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.87K+ 27.87% |
$933K - $1.16M
|
8.58K
$5.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.86K+ 107.44% |
$930K - $1.16M
|
3.6K
$2.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
1.85K+ 1.64% |
$924K - $1.15M
|
115K
$71.1M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.8K+ 14.8% |
$896K - $1.12M
|
13.9K
$8.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.74KNew |
$866K - $1.08M
|
1.74K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.7K+ 29.65% |
$845K - $1.05M
|
7.41K
$4.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.68K+ 4.39% |
$837K - $1.04M
|
39.9K
$24.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.64K+ 22.54% |
$820K - $1.02M
|
8.94K
$5.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
1.55K+ 1.28% |
$775K - $965K
|
123K
$76.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.54K+ 3.07% |
$770K - $959K
|
51.8K
$32.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.52K+ 18.64% |
$759K - $945K
|
9.69K
$6.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
1.51K+ 1.77% |
$754K - $939K
|
87K
$54M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
1.51KNew |
$752K - $936K
|
1.51K
$935K
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
BUY
|
- |
1.48K+ 0.62% |
$739K - $920K
|
242K
$150M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.48K+ 5.6% |
$737K - $918K
|
27.9K
$17.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.46K+ 7.89% |
$726K - $904K
|
19.9K
$12.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.41K+ 3.57% |
$703K - $875K
|
40.9K
$25.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.4KNew |
$700K - $871K
|
1.4K
$871K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.34K+ 2.4% |
$667K - $831K
|
57K
$35.4M
|