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 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
293+ 11.05% |
$167K - $179K
|
2.94K
$1.77M
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
289+ 8.51% |
$165K - $176K
|
3.69K
$2.22M
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
287+ 9.49% |
$164K - $175K
|
3.31K
$2M
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
286+ 55.97% |
$163K - $175K
|
797
$480K
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
281+ 8.8% |
$160K - $172K
|
3.47K
$2.09M
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
280+ 80.92% |
$160K - $171K
|
626
$377K
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
280+ 14.11% |
$160K - $171K
|
2.27K
$1.37M
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
280+ 3.12% |
$160K - $171K
|
9.25K
$5.57M
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
279+ 11.35% |
$159K - $170K
|
2.74K
$1.65M
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
278+ 3.57% |
$159K - $170K
|
8.07K
$4.86M
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
277New |
$158K - $169K
|
277
$167K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
275New |
$157K - $168K
|
275
$166K
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
273+ 235.34% |
$156K - $167K
|
389
$235K
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
270+ 25.21% |
$154K - $165K
|
1.34K
$808K
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
268+ 8.26% |
$153K - $164K
|
3.51K
$2.12M
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
266+ 1.35% |
$152K - $162K
|
20K
$12M
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
266+ 6.37% |
$152K - $162K
|
4.44K
$2.68M
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
262+ 21.23% |
$149K - $160K
|
1.5K
$902K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
260+ 10.39% |
$148K - $159K
|
2.76K
$1.67M
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
260+ 6.68% |
$148K - $159K
|
4.15K
$2.5M
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
260+ 25.92% |
$148K - $159K
|
1.26K
$761K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
259+ 2.07% |
$148K - $158K
|
12.8K
$7.69M
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
256New |
$146K - $156K
|
256
$154K
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
256+ 0.17% |
$146K - $156K
|
151K
$91.3M
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
252+ 9.78% |
$144K - $154K
|
2.83K
$1.71M
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
250New |
$143K - $153K
|
250
$151K
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
247+ 2.62% |
$141K - $151K
|
9.66K
$5.82M
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
246+ 615.0% |
$140K - $150K
|
286
$172K
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
244+ 1.64% |
$139K - $149K
|
15.2K
$9.14M
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
244+ 3.68% |
$139K - $149K
|
6.87K
$4.14M
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
243+ 3.76% |
$139K - $148K
|
6.71K
$4.05M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
242+ 5.98% |
$138K - $148K
|
4.29K
$2.59M
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
241New |
$137K - $147K
|
241
$145K
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
238+ 13.45% |
$136K - $145K
|
2.01K
$1.21M
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
238+ 41.25% |
$136K - $145K
|
815
$491K
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
236+ 1.77% |
$135K - $144K
|
13.6K
$8.2M
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
232+ 26.73% |
$132K - $142K
|
1.1K
$663K
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
232+ 4.78% |
$132K - $142K
|
5.09K
$3.07M
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
230+ 60.69% |
$131K - $140K
|
609
$367K
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
230+ 9.06% |
$131K - $140K
|
2.77K
$1.67M
|
|
Jan 24, 2025
Q4 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
225+ 6.81% |
$128K - $137K
|
3.53K
$2.13M
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
225+ 7.64% |
$128K - $137K
|
3.17K
$1.91M
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
224+ 248.89% |
$128K - $137K
|
314
$189K
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
224+ 10.36% |
$128K - $137K
|
2.39K
$1.44M
|
|
Feb 14, 2025
Q4 2024
|
26 North Partners LP
New York, NY |
BUY
|
- |
223+ 0.09% |
$127K - $136K
|
249K
$150M
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
222New |
$127K - $136K
|
222
$134K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
221+ 16.08% |
$126K - $135K
|
1.6K
$962K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
220+ 22.11% |
$126K - $134K
|
1.22K
$732K
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
220+ 45.74% |
$126K - $134K
|
701
$423K
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
219+ 1.97% |
$125K - $134K
|
11.4K
$6.85M
|