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 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
23+ 1.43% |
$13.1K - $14K
|
1.63K
$984K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
23+ 1.21% |
$13.1K - $14K
|
1.92K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
23+ 4.79% |
$13.1K - $14K
|
503
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
23+ 1.1% |
$13.1K - $14K
|
2.12K
$1.28M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
23+ 0.15% |
$13.1K - $14K
|
15.2K
$9.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
22+ 0.3% |
$12.6K - $13.4K
|
7.3K
$4.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
22New |
$12.6K - $13.4K
|
22
$13.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
22New |
$12.6K - $13.4K
|
22
$13.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
21+ 20.0% |
$12K - $12.8K
|
126
$76K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
21+ 3.0% |
$12K - $12.8K
|
721
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
21+ 2.76% |
$12K - $12.8K
|
783
$472K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
20+ 0.38% |
$11.4K - $12.2K
|
5.23K
$3.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
20+ 1.9% |
$11.4K - $12.2K
|
1.07K
$645K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
20+ 0.41% |
$11.4K - $12.2K
|
4.87K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
20+ 1.81% |
$11.4K - $12.2K
|
1.12K
$678K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
20+ 3.31% |
$11.4K - $12.2K
|
625
$377K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.6% |
$11.4K - $12.2K
|
3.36K
$2.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 3.25% |
$10.8K - $11.6K
|
604
$364K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
19New |
$10.8K - $11.6K
|
19
$11.5K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
19+ 1.56% |
$10.8K - $11.6K
|
1.24K
$747K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
18+ 1.1% |
$10.3K - $11K
|
1.65K
$997K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
18+ 0.91% |
$10.3K - $11K
|
2K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
18+ 0.35% |
$10.3K - $11K
|
5.18K
$3.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
18+ 0.34% |
$10.3K - $11K
|
5.24K
$3.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
17+ 0.16% |
$9.7K - $10.4K
|
10.5K
$6.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
17+ 0.1% |
$9.7K - $10.4K
|
16.5K
$9.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
17+ 2.55% |
$9.7K - $10.4K
|
683
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
17+ 0.37% |
$9.7K - $10.4K
|
4.55K
$2.74M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
16+ 0.24% |
$9.13K - $9.77K
|
6.58K
$3.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
16+ 1.81% |
$9.13K - $9.77K
|
901
$543K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
16+ 1.19% |
$9.13K - $9.77K
|
1.37K
$823K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
16+ 0.44% |
$9.13K - $9.77K
|
3.65K
$2.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
16+ 1.85% |
$9.13K - $9.77K
|
879
$530K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
16+ 1.34% |
$9.13K - $9.77K
|
1.21K
$727K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
15+ 0.31% |
$8.56K - $9.16K
|
4.87K
$2.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
15+ 1.12% |
$8.56K - $9.16K
|
1.36K
$818K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
15+ 0.17% |
$8.56K - $9.16K
|
8.96K
$5.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
15+ 3.09% |
$8.56K - $9.16K
|
501
$302K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
14+ 0.32% |
$7.99K - $8.55K
|
4.39K
$2.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
14+ 1.29% |
$7.99K - $8.55K
|
1.1K
$661K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
14+ 0.36% |
$7.99K - $8.55K
|
3.91K
$2.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
13+ 0.66% |
$7.42K - $7.94K
|
1.99K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
13+ 1.46% |
$7.42K - $7.94K
|
903
$544K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
13+ 1.75% |
$7.42K - $7.94K
|
756
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
13New |
$7.42K - $7.94K
|
13
$7.84K
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
12+ 2.88% |
$6.85K - $7.33K
|
428
$258K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
12+ 1.75% |
$6.85K - $7.33K
|
699
$421K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12+ 0.48% |
$6.85K - $7.33K
|
2.53K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
12+ 0.37% |
$6.85K - $7.33K
|
3.27K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
12+ 0.27% |
$6.85K - $7.33K
|
4.43K
$2.67M
|