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 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
411+ 1.24% |
$234K - $251K
|
33.5K
$20.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
410+ 31.06% |
$234K - $250K
|
1.73K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
408New |
$233K - $249K
|
408
$246K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
407+ 2.7% |
$232K - $249K
|
15.5K
$9.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
406+ 7.98% |
$232K - $248K
|
5.49K
$3.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
402New |
$229K - $245K
|
402
$243K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
400+ 9.7% |
$228K - $244K
|
4.52K
$2.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
399+ 2.04% |
$228K - $244K
|
19.9K
$12M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
399+ 1.65% |
$228K - $244K
|
24.6K
$14.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
398+ 9.55% |
$227K - $243K
|
4.57K
$2.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
393+ 65.72% |
$224K - $240K
|
991
$598K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
393New |
$224K - $240K
|
393
$237K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
392+ 32.34% |
$224K - $239K
|
1.6K
$968K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
392New |
$224K - $239K
|
392
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
388New |
$221K - $237K
|
388
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
386New |
$220K - $236K
|
386
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
385+ 6.5% |
$220K - $235K
|
6.31K
$3.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
385+ 4.51% |
$220K - $235K
|
8.93K
$5.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
382New |
$218K - $233K
|
382
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
379+ 5.69% |
$216K - $231K
|
7.04K
$4.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
379+ 11.57% |
$216K - $231K
|
3.65K
$2.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
376+ 42.34% |
$215K - $230K
|
1.26K
$763K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
375New |
$214K - $229K
|
375
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
375+ 4.72% |
$214K - $229K
|
8.33K
$5.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
374New |
$213K - $228K
|
374
$226K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
373+ 1.45% |
$213K - $228K
|
26K
$15.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
373+ 5.17% |
$213K - $228K
|
7.59K
$4.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
373+ 9.67% |
$213K - $228K
|
4.23K
$2.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
371+ 6.71% |
$212K - $227K
|
5.9K
$3.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
370New |
$211K - $226K
|
370
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
369+ 12.64% |
$211K - $225K
|
3.29K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
368New |
$210K - $225K
|
368
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
366+ 6.88% |
$209K - $223K
|
5.68K
$3.43M
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
360+ 19.18% |
$205K - $220K
|
2.24K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
358+ 21.35% |
$204K - $219K
|
2.04K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
358+ 5.63% |
$204K - $219K
|
6.72K
$4.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
358New |
$204K - $219K
|
358
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
357New |
$204K - $218K
|
357
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
357New |
$204K - $218K
|
357
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
356New |
$203K - $217K
|
356
$215K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
353+ 0.8% |
$201K - $216K
|
44.7K
$27M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
351+ 3.27% |
$200K - $214K
|
11.1K
$6.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
351+ 1.4% |
$200K - $214K
|
25.3K
$15.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
350+ 14.6% |
$200K - $214K
|
2.75K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
349+ 6.68% |
$199K - $213K
|
5.57K
$3.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
349New |
$199K - $213K
|
349
$211K
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
349New |
$199K - $213K
|
349
$211K
|
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
347New |
$198K - $212K
|
347
$210K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
346New |
$197K - $211K
|
346
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
345New |
$197K - $211K
|
345
$208K
|