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 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
5+ 0.0% |
$2.85K - $3.05K
|
104K
$62.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5+ 0.04% |
$2.85K - $3.05K
|
12.8K
$7.74M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.18% |
$2.85K - $3.05K
|
2.78K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
5+ 0.5% |
$2.85K - $3.05K
|
1.01K
$607K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5+ 2.92% |
$2.85K - $3.05K
|
176
$106K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4+ 0.14% |
$2.28K - $2.44K
|
2.94K
$1.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
4+ 0.28% |
$2.28K - $2.44K
|
1.42K
$855K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4+ 0.08% |
$2.28K - $2.44K
|
5.26K
$3.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4+ 1.05% |
$2.28K - $2.44K
|
386
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
4+ 0.84% |
$2.28K - $2.44K
|
482
$291K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 133.33% |
$2.28K - $2.44K
|
7
$4.22K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
4New |
$2.28K - $2.44K
|
4
$2.41K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
4+ 0.78% |
$2.28K - $2.44K
|
515
$310K
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
3+ 0.21% |
$1.71K - $1.83K
|
1.41K
$850K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3+ 0.15% |
$1.71K - $1.83K
|
1.98K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
3+ 0.24% |
$1.71K - $1.83K
|
1.24K
$749K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.2% |
$1.71K - $1.83K
|
1.49K
$898K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3+ 0.01% |
$1.71K - $1.83K
|
37.9K
$22.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3+ 0.02% |
$1.71K - $1.83K
|
13.6K
$8.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
3+ 0.35% |
$1.71K - $1.83K
|
859
$518K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
3+ 0.07% |
$1.71K - $1.83K
|
4.12K
$2.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
3+ 0.17% |
$1.71K - $1.83K
|
1.77K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
3+ 0.22% |
$1.71K - $1.83K
|
1.39K
$839K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 0.08% |
$1.14K - $1.22K
|
2.36K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2+ 0.09% |
$1.14K - $1.22K
|
2.24K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
2+ 0.37% |
$1.14K - $1.22K
|
538
$324K
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2+ 0.01% |
$1.14K - $1.22K
|
28.7K
$17.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
2+ 0.39% |
$1.14K - $1.22K
|
510
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
2+ 0.21% |
$1.14K - $1.22K
|
974
$587K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2+ 0.05% |
$1.14K - $1.22K
|
3.9K
$2.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2+ 0.32% |
$1.14K - $1.22K
|
633
$382K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2New |
$1.14K - $1.22K
|
2
$1.21K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
2+ 0.02% |
$1.14K - $1.22K
|
8.02K
$4.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2+ 0.01% |
$1.14K - $1.22K
|
20.6K
$12.4M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2+ 0.41% |
$1.14K - $1.22K
|
485
$292K
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
2+ 0.32% |
$1.14K - $1.22K
|
622
$375K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2+ 0.09% |
$1.14K - $1.22K
|
2.3K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
2+ 0.05% |
$1.14K - $1.22K
|
3.65K
$2.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2+ 0.12% |
$1.14K - $1.22K
|
1.62K
$974K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.42% |
$1.14K - $1.22K
|
480
$289K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2+ 0.14% |
$1.14K - $1.22K
|
1.48K
$894K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.58% |
$1.14K - $1.22K
|
349
$210K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$1.14K - $1.22K
|
7.35K
$4.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2+ 0.26% |
$1.14K - $1.22K
|
768
$463K
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2+ 0.12% |
$1.14K - $1.22K
|
1.63K
$981K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2New |
$1.14K - $1.22K
|
2
$1.21K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2+ 0.33% |
$1.14K - $1.22K
|
602
$363K
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2+ 0.03% |
$1.14K - $1.22K
|
6.48K
$3.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1+ 0.22% |
$571 - $611
|
448
$270K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.47% |
$571 - $611
|
215
$130K
|