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 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
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.32K+ 323.77% |
$659K - $820K
|
1.73K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.28K+ 2.51% |
$638K - $795K
|
52.2K
$32.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.26K+ 5.95% |
$626K - $780K
|
22.4K
$13.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.24K+ 4.5% |
$620K - $771K
|
28.9K
$17.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.22K+ 0.91% |
$608K - $757K
|
135K
$83.6M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.22K+ 90.95% |
$607K - $755K
|
2.55K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.2K+ 26.8% |
$600K - $747K
|
5.69K
$3.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.17K+ 1.22% |
$584K - $726K
|
97.1K
$60.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.15K+ 2.84% |
$574K - $715K
|
41.7K
$25.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.14K+ 87.56% |
$569K - $708K
|
2.44K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
BUY
|
- |
1.13K+ 6.97% |
$563K - $701K
|
17.3K
$10.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
1.13K+ 3.96% |
$562K - $699K
|
29.5K
$18.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.12K+ 2.87% |
$560K - $697K
|
40.2K
$25M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.08K+ 18.94% |
$540K - $672K
|
6.79K
$4.22M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.06KNew |
$531K - $661K
|
1.06K
$660K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 2.96% |
$528K - $658K
|
36.8K
$22.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1.05K+ 4.55% |
$525K - $653K
|
24.2K
$15M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 4.21% |
$511K - $636K
|
25.4K
$15.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.02K+ 2.64% |
$511K - $636K
|
39.8K
$24.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
996+ 1.1% |
$497K - $618K
|
91.6K
$56.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
986+ 20.12% |
$492K - $612K
|
5.89K
$3.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
983+ 8.87% |
$490K - $610K
|
12.1K
$7.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
974+ 2.03% |
$486K - $605K
|
48.9K
$30.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
944+ 27.33% |
$471K - $586K
|
4.4K
$2.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
924+ 9.03% |
$461K - $574K
|
11.2K
$6.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
922+ 2.33% |
$460K - $572K
|
40.4K
$25.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
904+ 65.22% |
$451K - $561K
|
2.29K
$1.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
901+ 2.65% |
$449K - $559K
|
34.9K
$21.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
899+ 3.59% |
$448K - $558K
|
25.9K
$16.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
893+ 22.63% |
$445K - $554K
|
4.84K
$3M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
891+ 10.47% |
$444K - $553K
|
9.4K
$5.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
884+ 10.36% |
$441K - $549K
|
9.41K
$5.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
870+ 36.17% |
$434K - $540K
|
3.28K
$2.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
857+ 3.29% |
$427K - $532K
|
26.9K
$16.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
830+ 2.37% |
$414K - $515K
|
35.8K
$22.2M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
825+ 16.14% |
$412K - $512K
|
5.94K
$3.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
816+ 51.55% |
$407K - $507K
|
2.4K
$1.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
794+ 9.92% |
$396K - $493K
|
8.8K
$5.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
793+ 2.02% |
$396K - $492K
|
40K
$24.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
774+ 2.18% |
$386K - $481K
|
36.3K
$22.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
761+ 32.92% |
$380K - $473K
|
3.07K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
758+ 16.46% |
$378K - $471K
|
5.36K
$3.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
747+ 32.92% |
$373K - $464K
|
3.02K
$1.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
745New |
$372K - $463K
|
745
$462K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
726+ 3.89% |
$362K - $451K
|
19.4K
$12M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
720New |
$359K - $447K
|
720
$447K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
715+ 74.48% |
$357K - $444K
|
1.68K
$1.04M
|