Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.58K+ 4.76% |
$903K - $966K
|
34.8K
$21M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.57K+ 0.42% |
$898K - $961K
|
380K
$229M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.56K+ 33.1% |
$892K - $955K
|
6.29K
$3.79M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
1.56KNew |
$892K - $955K
|
1.56K
$943K
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
1.55K+ 5.1% |
$886K - $948K
|
32K
$19.3M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1.55K+ 9135.29% |
$886K - $948K
|
1.57K
$947K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.55K+ 0.7% |
$884K - $946K
|
222K
$134M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
1.55K+ 1.39% |
$883K - $945K
|
113K
$68.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.53K+ 4.38% |
$874K - $935K
|
36.5K
$22M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.53KNew |
$872K - $934K
|
1.53K
$922K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.53KNew |
$872K - $934K
|
1.53K
$922K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
1.52K+ 2.74% |
$867K - $927K
|
57K
$34.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.51KNew |
$863K - $923K
|
1.51K
$912K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.51K+ 46.68% |
$862K - $923K
|
4.75K
$2.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.51K+ 96.55% |
$862K - $923K
|
3.08K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.51K+ 24.03% |
$862K - $923K
|
7.8K
$4.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.5KNew |
$855K - $915K
|
1.5K
$903K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.5K+ 141.71% |
$853K - $913K
|
2.55K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.49K+ 6.14% |
$852K - $912K
|
25.8K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
1.49KNew |
$848K - $908K
|
1.49K
$896K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.48K+ 28.01% |
$847K - $906K
|
6.78K
$4.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.48K+ 0.64% |
$842K - $901K
|
234K
$141M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.47K+ 26.13% |
$838K - $896K
|
7.09K
$4.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
1.47KNew |
$836K - $895K
|
1.47K
$884K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.46K+ 6.29% |
$835K - $893K
|
24.7K
$14.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
1.46KNew |
$831K - $890K
|
1.46K
$878K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.44K+ 2.34% |
$820K - $878K
|
62.8K
$37.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.42KNew |
$812K - $869K
|
1.42K
$858K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.42KNew |
$810K - $867K
|
1.42K
$856K
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.42K+ 1.92% |
$810K - $867K
|
75.2K
$45.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.42K+ 1.41% |
$810K - $866K
|
102K
$61.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1.42KNew |
$808K - $865K
|
1.42K
$854K
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
1.41K+ 6.26% |
$806K - $863K
|
24K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.41K+ 4.08% |
$805K - $862K
|
36K
$21.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.41KNew |
$804K - $860K
|
1.41K
$849K
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.41K+ 2.64% |
$803K - $859K
|
54.8K
$33M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.4KNew |
$798K - $854K
|
1.4K
$843K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
1.4KNew |
$797K - $853K
|
1.4K
$842K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.4K+ 7.55% |
$796K - $852K
|
19.9K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.39K+ 14.79% |
$793K - $849K
|
10.8K
$6.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.39KNew |
$792K - $848K
|
1.39K
$837K
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.39K+ 55.74% |
$792K - $848K
|
3.88K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.39KNew |
$791K - $847K
|
1.39K
$836K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.38K+ 2.32% |
$789K - $844K
|
60.9K
$36.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.38K+ 3.17% |
$788K - $843K
|
45K
$27.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.38KNew |
$788K - $843K
|
1.38K
$833K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.38K+ 4.39% |
$785K - $840K
|
32.8K
$19.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.37KNew |
$784K - $839K
|
1.37K
$828K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.37K+ 10.07% |
$784K - $839K
|
15K
$9.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.37K+ 2.52% |
$781K - $836K
|
55.7K
$33.6M
|