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 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
599+ 2.62% |
$342K - $366K
|
23.4K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
597+ 11.75% |
$341K - $365K
|
5.68K
$3.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
595+ 71.43% |
$339K - $363K
|
1.43K
$861K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
593+ 11.3% |
$338K - $362K
|
5.84K
$3.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
592+ 6.13% |
$338K - $361K
|
10.2K
$6.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
592New |
$338K - $361K
|
592
$357K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
589+ 13.33% |
$336K - $360K
|
5.01K
$3.02M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
589+ 19.97% |
$336K - $360K
|
3.54K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
589+ 16.47% |
$336K - $360K
|
4.17K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
575New |
$328K - $351K
|
575
$347K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
574+ 1.98% |
$327K - $350K
|
29.5K
$17.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
574+ 8.84% |
$327K - $350K
|
7.06K
$4.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
573New |
$327K - $350K
|
573
$345K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
572New |
$326K - $349K
|
572
$345K
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
571New |
$326K - $349K
|
571
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
570+ 6.78% |
$325K - $348K
|
8.97K
$5.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
569+ 41.44% |
$325K - $347K
|
1.94K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
568+ 14.01% |
$324K - $347K
|
4.62K
$2.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
566+ 19.18% |
$323K - $346K
|
3.52K
$2.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
565+ 8.95% |
$322K - $345K
|
6.88K
$4.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
564+ 47.39% |
$322K - $344K
|
1.75K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
563New |
$321K - $344K
|
563
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
562+ 0.48% |
$321K - $343K
|
116K
$70.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
558+ 5.71% |
$318K - $341K
|
10.3K
$6.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
558+ 8.02% |
$318K - $341K
|
7.51K
$4.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
551+ 182.45% |
$314K - $336K
|
853
$514K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
542+ 104.63% |
$309K - $331K
|
1.06K
$639K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
539+ 5.78% |
$308K - $329K
|
9.86K
$5.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
539New |
$308K - $329K
|
539
$325K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
536+ 3.57% |
$306K - $327K
|
15.6K
$9.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
535+ 6.87% |
$305K - $327K
|
8.32K
$5.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
533New |
$304K - $325K
|
533
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
529New |
$302K - $323K
|
529
$319K
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
527+ 2.33% |
$301K - $322K
|
23.1K
$13.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
526New |
$300K - $321K
|
526
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
524New |
$299K - $320K
|
524
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
523New |
$298K - $319K
|
523
$315K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
520New |
$297K - $318K
|
520
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
519+ 37.77% |
$296K - $317K
|
1.89K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
517New |
$295K - $316K
|
517
$312K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
512+ 0.19% |
$292K - $313K
|
277K
$167M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
512+ 6.75% |
$292K - $313K
|
8.1K
$4.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
509New |
$290K - $311K
|
509
$307K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
507New |
$289K - $310K
|
507
$306K
|
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
505+ 1.09% |
$288K - $308K
|
46.9K
$28.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
504New |
$288K - $308K
|
504
$304K
|
|
|
Feb 10, 2025
Q4 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
501New |
$286K - $306K
|
501
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
500New |
$285K - $305K
|
500
$301K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
492New |
$281K - $300K
|
492
$297K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
492+ 2.1% |
$281K - $300K
|
23.9K
$14.4M
|