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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
1.14K+ 125.08% |
$649K - $694K
|
2.05K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
1.14KNew |
$649K - $694K
|
1.14K
$685K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.13KNew |
$647K - $692K
|
1.13K
$684K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
1.13KNew |
$646K - $691K
|
1.13K
$682K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.13K+ 1.14% |
$645K - $691K
|
100K
$60.4M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
1.13KNew |
$644K - $689K
|
1.13K
$681K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.13K+ 1.03% |
$643K - $688K
|
110K
$66.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
1.13K+ 54.45% |
$642K - $688K
|
3.19K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
1.12KNew |
$641K - $686K
|
1.12K
$677K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.12K+ 1.83% |
$639K - $684K
|
62.3K
$37.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.11K+ 3.36% |
$634K - $679K
|
34.2K
$20.6M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.11KNew |
$634K - $678K
|
1.11K
$670K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
1.11KNew |
$633K - $677K
|
1.11K
$669K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.11K+ 2.57% |
$631K - $675K
|
44.2K
$26.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.1K+ 12.25% |
$630K - $674K
|
10.1K
$6.1M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.1KNew |
$626K - $670K
|
1.1K
$662K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.1K+ 8.97% |
$626K - $670K
|
13.3K
$8.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.09K+ 46.49% |
$624K - $668K
|
3.45K
$2.08M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.09K+ 10.01% |
$624K - $667K
|
12K
$7.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.09K+ 4.57% |
$622K - $666K
|
25K
$15.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
1.09K+ 586.49% |
$619K - $662K
|
1.27K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.09KNew |
$619K - $662K
|
1.09K
$654K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.08K+ 4.08% |
$618K - $662K
|
27.7K
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.08K+ 2.92% |
$618K - $662K
|
38.3K
$23.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
1.08KNew |
$613K - $656K
|
1.08K
$648K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.08K+ 5.29% |
$613K - $656K
|
21.4K
$12.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.07K+ 5.71% |
$610K - $653K
|
19.8K
$11.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.07K+ 8.55% |
$610K - $653K
|
13.6K
$8.19M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.07K+ 17.67% |
$609K - $651K
|
7.11K
$4.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.06K+ 287.5% |
$604K - $646K
|
1.43K
$860K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
1.05K+ 2.44% |
$599K - $641K
|
44K
$26.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.05K+ 110.44% |
$597K - $639K
|
2K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.04K+ 31.84% |
$596K - $637K
|
4.32K
$2.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.04K+ 11.7% |
$593K - $635K
|
9.93K
$5.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.04K+ 2.87% |
$592K - $634K
|
37.2K
$22.4M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
1.02K+ 1.97% |
$583K - $624K
|
52.8K
$31.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
1.02K+ 2.39% |
$583K - $624K
|
43.9K
$26.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
1.02KNew |
$582K - $623K
|
1.02K
$616K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.02K+ 6.82% |
$580K - $620K
|
15.9K
$9.6M
|
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
1.01KNew |
$577K - $618K
|
1.01K
$610K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.01KNew |
$575K - $615K
|
1.01K
$608K
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1.01K+ 1.79% |
$575K - $615K
|
57.4K
$34.6M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1K+ 17.09% |
$572K - $612K
|
6.87K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
1KNew |
$571K - $611K
|
1K
$603K
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
984New |
$561K - $601K
|
984
$593K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
977+ 23.42% |
$557K - $597K
|
5.15K
$3.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
976+ 2.14% |
$557K - $596K
|
46.6K
$28.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
969+ 4.95% |
$553K - $592K
|
20.5K
$12.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
962New |
$549K - $587K
|
962
$580K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
961New |
$548K - $587K
|
961
$579K
|