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 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
697+ 193.61% |
$348K - $433K
|
1.06K
$656K
|
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
681+ 10.29% |
$340K - $423K
|
7.3K
$4.53M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
675+ 0.62% |
$337K - $419K
|
110K
$68.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
645+ 43.64% |
$322K - $400K
|
2.12K
$1.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
642New |
$320K - $399K
|
642
$398K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
640+ 1.8% |
$319K - $397K
|
36.2K
$22.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
636+ 0.47% |
$317K - $395K
|
135K
$83.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
635New |
$317K - $394K
|
635
$394K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
629+ 1.19% |
$314K - $391K
|
53.5K
$33.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
626+ 4.19% |
$312K - $389K
|
15.6K
$9.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
624+ 33.49% |
$311K - $387K
|
2.49K
$1.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
623+ 6.47% |
$311K - $387K
|
10.3K
$6.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
622+ 7.35% |
$310K - $386K
|
9.08K
$5.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
618+ 1.2% |
$308K - $384K
|
52.2K
$32.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
598+ 1.92% |
$298K - $371K
|
31.7K
$19.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
597+ 1.1% |
$298K - $371K
|
55.1K
$34.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
585+ 27.61% |
$292K - $363K
|
2.7K
$1.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
583+ 95.73% |
$291K - $362K
|
1.19K
$740K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
579+ 11.9% |
$289K - $360K
|
5.44K
$3.38M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
568+ 1.68% |
$283K - $353K
|
34.4K
$21.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
561+ 0.66% |
$280K - $348K
|
86.1K
$53.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
559+ 2.35% |
$279K - $347K
|
24.3K
$15.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
551+ 0.27% |
$275K - $342K
|
202K
$125M
|
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
549+ 0.88% |
$274K - $341K
|
63K
$39.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
549+ 2.45% |
$274K - $341K
|
22.9K
$14.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
544New |
$271K - $338K
|
544
$338K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
543+ 3.85% |
$271K - $337K
|
14.6K
$9.09M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
537+ 0.97% |
$268K - $333K
|
56.1K
$34.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
514+ 11.09% |
$256K - $319K
|
5.15K
$3.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
514New |
$256K - $319K
|
514
$319K
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
512+ 4.49% |
$255K - $318K
|
11.9K
$7.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
512New |
$255K - $318K
|
512
$318K
|
|
|
Jul 18, 2025
Q2 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
511+ 11.08% |
$255K - $317K
|
5.12K
$3.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
509+ 14.25% |
$254K - $316K
|
4.08K
$2.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
502+ 9.17% |
$250K - $312K
|
5.98K
$3.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
501+ 11.0% |
$250K - $311K
|
5.06K
$3.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
500+ 101.63% |
$249K - $310K
|
992
$616K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
493+ 1.45% |
$246K - $306K
|
34.4K
$21.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
490+ 3.12% |
$244K - $304K
|
16.2K
$10.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
487+ 115.13% |
$243K - $302K
|
910
$565K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
473+ 503.19% |
$236K - $294K
|
567
$352K
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
456+ 1.43% |
$227K - $283K
|
32.2K
$20M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
454+ 1.07% |
$226K - $282K
|
42.9K
$26.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
447+ 357.6% |
$223K - $278K
|
572
$355K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
444+ 13.36% |
$221K - $276K
|
3.77K
$2.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
440New |
$219K - $273K
|
440
$273K
|
|
|
Jul 18, 2025
Q2 2025
|
Sicart Associates LLC
|
BUY
|
- |
436New |
$217K - $271K
|
436
$271K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
436+ 4.6% |
$217K - $271K
|
9.91K
$6.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
422+ 2.28% |
$210K - $262K
|
19K
$11.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
413+ 11.73% |
$206K - $256K
|
3.93K
$2.44M
|