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 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
121K+ 34.86% |
$69.2M - $74.1M
|
469K
$248M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
120K+ 8.01% |
$68.4M - $73.2M
|
1.62M
$854M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
115K+ 42.41% |
$65.5M - $70.1M
|
386K
$204M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Prospecting Pty LTD
West Perth, C3 |
BUY
|
- |
109KNew |
$62.4M - $66.8M
|
109K
$57.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
104K+ 14.68% |
$59.5M - $63.7M
|
815K
$431M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
104K+ 11.0% |
$59.4M - $63.6M
|
1.05M
$556M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
104KNew |
$59.4M - $63.5M
|
104K
$55M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
103K+ 23.35% |
$58.6M - $62.7M
|
542K
$287M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
96.3K+ 24.6% |
$55M - $58.8M
|
488K
$258M
|
|
|
Feb 27, 2025
Q4 2024
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
95.6KNew |
$54.6M - $58.4M
|
95.6K
$50.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
95.6K+ 21.72% |
$54.5M - $58.4M
|
536K
$283M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
94.5K+ 14.1% |
$53.9M - $57.7M
|
765K
$404M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
93.9K+ 45.3% |
$53.6M - $57.4M
|
301K
$159M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
89K+ 1.44% |
$50.8M - $54.4M
|
6.26M
$3.31B
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
85.8KNew |
$49M - $52.4M
|
85.8K
$45.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
82.8K+ 13.7% |
$47.2M - $50.5M
|
687K
$363M
|
|
|
Jan 21, 2025
Q4 2024
|
Strategic Investment Management, LLC
|
BUY
|
- |
81.1K+ 19674.76% |
$46.2M - $49.5M
|
81.5K
$43.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
75.3K+ 33.43% |
$43M - $46M
|
301K
$159M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
74.7K+ 4.13% |
$42.6M - $45.6M
|
1.88M
$996M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
74.1K+ 9.89% |
$42.3M - $45.2M
|
823K
$435M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
72.6K+ 4.76% |
$41.4M - $44.3M
|
1.6M
$845M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
71.9KNew |
$41M - $43.9M
|
71.9K
$38M
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
71.4KNew |
$40.8M - $43.6M
|
71.4K
$37.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
69KNew |
$39.4M - $42.1M
|
69K
$36.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
68.8KNew |
$39.2M - $42M
|
68.8K
$36.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Navi Inc.
|
BUY
|
- |
68.1K+ 31.57% |
$38.8M - $41.6M
|
284K
$150M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
67.5K+ 11.07% |
$38.5M - $41.2M
|
677K
$358M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
66.6K+ 22.78% |
$38M - $40.7M
|
359K
$190M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
64.1KNew |
$36.6M - $39.1M
|
64.1K
$33.9M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
62.3KNew |
$35.5M - $38M
|
62.3K
$32.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
62.1K+ 1531.99% |
$35.4M - $37.9M
|
66.2K
$35M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
61.9K+ 2.25% |
$35.3M - $37.8M
|
2.82M
$1.49B
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
60.8K+ 4.57% |
$34.7M - $37.1M
|
1.39M
$736M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60.8K+ 2.99% |
$34.7M - $37.1M
|
2.09M
$1.11B
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
60KNew |
$34.3M - $36.7M
|
60K
$31.7M
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
58.6KNew |
$33.4M - $35.8M
|
58.6K
$31M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
58KNew |
$33.1M - $35.4M
|
58K
$30.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
57.3KNew |
$32.7M - $35M
|
57.3K
$30.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
55.7K+ 119.94% |
$31.8M - $34M
|
102K
$54M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
55.4K+ 138.79% |
$31.6M - $33.8M
|
95.3K
$50.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
53.5KNew |
$30.5M - $32.7M
|
53.5K
$28.3M
|
|
|
Feb 14, 2025
Q4 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
53.4K+ 316.89% |
$30.5M - $32.6M
|
70.3K
$37.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
52KNew |
$29.7M - $31.8M
|
52K
$27.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
52K+ 23.2% |
$29.7M - $31.7M
|
276K
$146M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
51.9KNew |
$29.6M - $31.7M
|
51.9K
$27.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
51.7KNew |
$29.5M - $31.5M
|
51.7K
$27.3M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
51.5K+ 0.58% |
$29.4M - $31.4M
|
8.87M
$4.69B
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
51.3KNew |
$29.3M - $31.3M
|
51.3K
$27.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
51.2K+ 5.9% |
$29.2M - $31.2M
|
918K
$485M
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
50.8KNew |
$29M - $31M
|
50.8K
$26.9M
|