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 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
344New |
$196K - $210K
|
344
$210K
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
341New |
$195K - $208K
|
341
$208K
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
341New |
$195K - $208K
|
341
$208K
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
334+ 14.01% |
$191K - $204K
|
2.72K
$1.66M
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
334+ 4.43% |
$191K - $204K
|
7.87K
$4.8M
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
333+ 66.6% |
$190K - $203K
|
833
$508K
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
333+ 19.26% |
$190K - $203K
|
2.06K
$1.26M
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
332+ 58.14% |
$189K - $203K
|
903
$550K
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
331+ 43.67% |
$189K - $202K
|
1.09K
$664K
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
327+ 0.61% |
$187K - $200K
|
53.9K
$32.9M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
327+ 4.61% |
$187K - $200K
|
7.42K
$4.52M
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
325+ 1.33% |
$185K - $198K
|
24.8K
$15.1M
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
324+ 1.32% |
$185K - $198K
|
24.8K
$15.1M
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
321+ 8.09% |
$183K - $196K
|
4.29K
$2.61M
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
319+ 0.06% |
$182K - $195K
|
523K
$319M
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
318+ 14.65% |
$181K - $194K
|
2.49K
$1.52M
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
318+ 1.41% |
$181K - $194K
|
22.9K
$13.9M
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
316+ 2.28% |
$180K - $193K
|
14.2K
$8.65M
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
314+ 2.37% |
$179K - $192K
|
13.5K
$8.26M
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
313+ 100.64% |
$179K - $191K
|
624
$380K
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
308+ 0.79% |
$176K - $188K
|
39.1K
$23.8M
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
307+ 17.63% |
$175K - $187K
|
2.05K
$1.25M
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
BUY
|
- |
295+ 3.15% |
$168K - $180K
|
9.67K
$5.9M
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
287+ 9.49% |
$164K - $175K
|
3.31K
$2.02M
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
280+ 80.92% |
$160K - $171K
|
626
$381K
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
280+ 14.11% |
$160K - $171K
|
2.27K
$1.38M
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
279+ 11.35% |
$159K - $170K
|
2.74K
$1.67M
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
278+ 3.57% |
$159K - $170K
|
8.07K
$4.92M
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
277New |
$158K - $169K
|
277
$169K
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
273+ 235.34% |
$156K - $167K
|
389
$237K
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
270+ 25.21% |
$154K - $165K
|
1.34K
$817K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
260+ 10.39% |
$148K - $159K
|
2.76K
$1.68M
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
260+ 6.68% |
$148K - $159K
|
4.15K
$2.53M
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
259+ 2.07% |
$148K - $158K
|
12.8K
$7.78M
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
256New |
$146K - $156K
|
256
$156K
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
252+ 9.78% |
$144K - $154K
|
2.83K
$1.72M
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
250New |
$143K - $153K
|
250
$152K
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
247+ 2.62% |
$141K - $151K
|
9.66K
$5.88M
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
244+ 1.64% |
$139K - $149K
|
15.2K
$9.24M
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
244+ 3.68% |
$139K - $149K
|
6.87K
$4.19M
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
238+ 13.45% |
$136K - $145K
|
2.01K
$1.22M
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
238+ 41.25% |
$136K - $145K
|
815
$497K
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
232+ 26.73% |
$132K - $142K
|
1.1K
$670K
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
232+ 4.78% |
$132K - $142K
|
5.09K
$3.1M
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
230+ 60.69% |
$131K - $140K
|
609
$371K
|
|
Jan 24, 2025
Q4 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
225+ 6.81% |
$128K - $137K
|
3.53K
$2.15M
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
225+ 7.64% |
$128K - $137K
|
3.17K
$1.93M
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
224+ 248.89% |
$128K - $137K
|
314
$191K
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
224+ 10.36% |
$128K - $137K
|
2.39K
$1.45M
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
221+ 16.08% |
$126K - $135K
|
1.6K
$972K
|