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
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
241+ 16.68% |
$120K - $150K
|
1.69K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
241+ 2.36% |
$120K - $150K
|
10.5K
$6.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
238+ 2.98% |
$119K - $148K
|
8.23K
$5.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
236+ 3.08% |
$118K - $147K
|
7.91K
$4.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
227+ 0.7% |
$113K - $141K
|
32.7K
$20.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
207+ 3.5% |
$103K - $129K
|
6.12K
$3.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
203+ 1.24% |
$101K - $126K
|
16.5K
$10.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
196+ 3.9% |
$97.8K - $122K
|
5.23K
$3.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
190+ 8.9% |
$94.8K - $118K
|
2.33K
$1.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
184+ 1.63% |
$91.8K - $114K
|
11.4K
$7.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
176+ 3.2% |
$87.8K - $109K
|
5.67K
$3.52M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
173+ 1.0% |
$86.3K - $107K
|
17.5K
$10.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
170+ 41.98% |
$84.8K - $106K
|
575
$357K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
169+ 1.83% |
$84.3K - $105K
|
9.43K
$5.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
166+ 0.23% |
$82.8K - $103K
|
73.4K
$45.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
163+ 6.76% |
$81.3K - $101K
|
2.57K
$1.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
161+ 1.53% |
$80.3K - $100K
|
10.7K
$6.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
153+ 2.04% |
$76.3K - $95K
|
7.65K
$4.75M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
147+ 23.48% |
$73.3K - $91.3K
|
773
$480K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
141+ 3.53% |
$70.3K - $87.5K
|
4.13K
$2.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
140+ 2.81% |
$69.8K - $86.9K
|
5.13K
$3.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
134+ 1.3% |
$66.8K - $83.2K
|
10.5K
$6.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
131+ 1.06% |
$65.3K - $81.3K
|
12.5K
$7.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
129+ 0.91% |
$64.3K - $80.1K
|
14.3K
$8.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
129New |
$64.3K - $80.1K
|
129
$80.1K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
122+ 0.61% |
$60.9K - $75.7K
|
20.2K
$12.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
121+ 14.09% |
$60.4K - $75.1K
|
980
$608K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
120+ 4.66% |
$59.9K - $74.5K
|
2.7K
$1.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
117+ 1.46% |
$58.4K - $72.6K
|
8.13K
$5.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
117+ 1.16% |
$58.4K - $72.6K
|
10.2K
$6.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
116+ 4.91% |
$57.9K - $72K
|
2.48K
$1.54M
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
107+ 0.84% |
$53.4K - $66.4K
|
12.8K
$7.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
105+ 0.11% |
$52.4K - $65.2K
|
98.4K
$61M
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
100+ 0.51% |
$49.9K - $62.1K
|
19.9K
$12.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
BUY
|
- |
98+ 3.68% |
$48.9K - $60.8K
|
2.76K
$1.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
98+ 1.08% |
$48.9K - $60.8K
|
9.15K
$5.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
93+ 3.66% |
$46.4K - $57.7K
|
2.63K
$1.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
91+ 4.12% |
$45.4K - $56.5K
|
2.3K
$1.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
83+ 16.77% |
$41.4K - $51.5K
|
578
$359K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
80+ 2.66% |
$39.9K - $49.7K
|
3.09K
$1.92M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
72+ 4.17% |
$35.9K - $44.7K
|
1.8K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
70+ 11.69% |
$34.9K - $43.5K
|
669
$415K
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
68+ 2.16% |
$33.9K - $42.2K
|
3.22K
$2M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
67+ 0.06% |
$33.4K - $41.6K
|
120K
$74.2M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
67+ 1.89% |
$33.4K - $41.6K
|
3.61K
$2.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
66+ 7.77% |
$32.9K - $41K
|
915
$568K
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
63+ 2.76% |
$31.4K - $39.1K
|
2.34K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
61+ 1.62% |
$30.4K - $37.9K
|
3.82K
$2.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
58+ 0.11% |
$28.9K - $36K
|
51.1K
$31.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
57+ 6.83% |
$28.4K - $35.4K
|
892
$554K
|