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
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
57+ 0.54% |
$28.4K - $35.4K
|
10.6K
$6.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
57+ 1.64% |
$28.4K - $35.4K
|
3.53K
$2.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
54+ 4.03% |
$26.9K - $33.5K
|
1.39K
$865K
|
|
|
Jul 16, 2025
Q2 2025
|
Flower City Capital
|
BUY
|
- |
54+ 0.42% |
$26.9K - $33.5K
|
12.8K
$7.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
49+ 9.86% |
$24.4K - $30.4K
|
546
$339K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
42+ 2.76% |
$20.9K - $26.1K
|
1.56K
$969K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
42+ 2.01% |
$20.9K - $26.1K
|
2.14K
$1.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
41+ 10.17% |
$20.5K - $25.5K
|
444
$276K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
41+ 1.16% |
$20.5K - $25.5K
|
3.57K
$2.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
40+ 11.02% |
$20K - $24.8K
|
403
$250K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
39+ 1.14% |
$19.5K - $24.2K
|
3.45K
$2.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
37+ 0.2% |
$18.5K - $23K
|
18.3K
$11.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
36+ 0.11% |
$18K - $22.4K
|
33.4K
$20.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
36+ 6.88% |
$18K - $22.4K
|
559
$347K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
34+ 0.89% |
$17K - $21.1K
|
3.87K
$2.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
33+ 33.0% |
$16.5K - $20.5K
|
133
$82.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
33New |
$16.5K - $20.5K
|
33
$20.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
33+ 0.48% |
$16.5K - $20.5K
|
6.97K
$4.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
32+ 0.24% |
$16K - $19.9K
|
13.1K
$8.14M
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
30+ 1.55% |
$15K - $18.6K
|
1.97K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
28+ 1.23% |
$14K - $17.4K
|
2.31K
$1.43M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
27+ 0.4% |
$13.5K - $16.8K
|
6.81K
$4.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
26+ 1.33% |
$13K - $16.1K
|
1.98K
$1.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
26+ 2.24% |
$13K - $16.1K
|
1.19K
$737K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
25+ 2.33% |
$12.5K - $15.5K
|
1.1K
$681K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
25+ 5.12% |
$12.5K - $15.5K
|
513
$318K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
24+ 2.22% |
$12K - $14.9K
|
1.11K
$686K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
23+ 2.25% |
$11.5K - $14.3K
|
1.04K
$647K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
22+ 0.72% |
$11K - $13.7K
|
3.09K
$1.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
20+ 8.0% |
$9.98K - $12.4K
|
270
$168K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
18+ 0.03% |
$8.98K - $11.2K
|
57.4K
$35.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
18+ 3.67% |
$8.98K - $11.2K
|
508
$315K
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
18+ 3.6% |
$8.98K - $11.2K
|
518
$322K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
17+ 1.59% |
$8.48K - $10.6K
|
1.09K
$676K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
17+ 2.0% |
$8.48K - $10.6K
|
869
$539K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
16+ 0.95% |
$7.98K - $9.93K
|
1.7K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
16+ 1.15% |
$7.98K - $9.93K
|
1.4K
$871K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
14+ 0.48% |
$6.98K - $8.69K
|
2.95K
$1.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
14+ 0.88% |
$6.98K - $8.69K
|
1.61K
$1M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
12+ 2.96% |
$5.99K - $7.45K
|
418
$259K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
12+ 2.84% |
$5.99K - $7.45K
|
435
$270K
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
11+ 0.52% |
$5.49K - $6.83K
|
2.13K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
11+ 0.07% |
$5.49K - $6.83K
|
15.6K
$9.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
10+ 8.26% |
$4.99K - $6.21K
|
131
$81.3K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
9+ 1.34% |
$4.49K - $5.59K
|
679
$421K
|
|
|
Jul 09, 2025
Q2 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
9+ 0.3% |
$4.49K - $5.59K
|
3.05K
$1.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
9+ 1.49% |
$4.49K - $5.59K
|
612
$380K
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
9+ 0.44% |
$4.49K - $5.59K
|
2.07K
$1.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
9+ 0.32% |
$4.49K - $5.59K
|
2.8K
$1.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
8+ 0.32% |
$3.99K - $4.97K
|
2.48K
$1.54M
|