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 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
7+ 0.84% |
$3.99K - $4.27K
|
837
$568K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
7+ 0.11% |
$3.99K - $4.27K
|
6.64K
$4.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
6+ 0.27% |
$3.42K - $3.66K
|
2.23K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
6+ 0.98% |
$3.42K - $3.66K
|
620
$421K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6+ 0.96% |
$3.42K - $3.66K
|
630
$428K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
6+ 1.27% |
$3.42K - $3.66K
|
479
$325K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
6+ 0.33% |
$3.42K - $3.66K
|
1.85K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
6+ 0.01% |
$3.42K - $3.66K
|
63.6K
$43.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6+ 1.42% |
$3.42K - $3.66K
|
430
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
6+ 1.53% |
$3.42K - $3.66K
|
399
$271K
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
6+ 1.55% |
$3.42K - $3.66K
|
394
$267K
|
|
|
Aug 27, 2025
Q4 2024
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
6+ 0.25% |
$3.42K - $3.66K
|
2.39K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
5+ 0.19% |
$2.85K - $3.05K
|
2.58K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
5+ 0.45% |
$2.85K - $3.05K
|
1.12K
$760K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.36% |
$2.85K - $3.05K
|
1.41K
$959K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5+ 1.35% |
$2.85K - $3.05K
|
375
$255K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
5+ 0.0% |
$2.85K - $3.05K
|
104K
$70.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5+ 0.04% |
$2.85K - $3.05K
|
12.8K
$8.71M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.18% |
$2.85K - $3.05K
|
2.78K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
5+ 0.5% |
$2.85K - $3.05K
|
1.01K
$684K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5+ 2.92% |
$2.85K - $3.05K
|
176
$119K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4+ 0.14% |
$2.28K - $2.44K
|
2.94K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
4+ 0.28% |
$2.28K - $2.44K
|
1.42K
$963K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4+ 0.08% |
$2.28K - $2.44K
|
5.26K
$3.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4+ 1.05% |
$2.28K - $2.44K
|
386
$262K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
4+ 0.84% |
$2.28K - $2.44K
|
482
$327K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 133.33% |
$2.28K - $2.44K
|
7
$4.75K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
4New |
$2.28K - $2.44K
|
4
$2.72K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
4+ 0.78% |
$2.28K - $2.44K
|
515
$350K
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
3+ 0.21% |
$1.71K - $1.83K
|
1.41K
$957K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3+ 0.15% |
$1.71K - $1.83K
|
1.98K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
3+ 0.24% |
$1.71K - $1.83K
|
1.24K
$844K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.2% |
$1.71K - $1.83K
|
1.49K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3+ 0.01% |
$1.71K - $1.83K
|
37.9K
$25.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3+ 0.02% |
$1.71K - $1.83K
|
13.6K
$9.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
3+ 0.35% |
$1.71K - $1.83K
|
859
$583K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
3+ 0.07% |
$1.71K - $1.83K
|
4.12K
$2.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
3+ 0.17% |
$1.71K - $1.83K
|
1.77K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
3+ 0.22% |
$1.71K - $1.83K
|
1.39K
$944K
|
|
|
Feb 20, 2025
Q4 2024
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
3New |
$1.71K - $1.83K
|
3
$2.04K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 0.08% |
$1.14K - $1.22K
|
2.36K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2+ 0.09% |
$1.14K - $1.22K
|
2.24K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
2+ 0.37% |
$1.14K - $1.22K
|
538
$365K
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2+ 0.01% |
$1.14K - $1.22K
|
28.7K
$19.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
2+ 0.39% |
$1.14K - $1.22K
|
510
$346K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
2+ 0.21% |
$1.14K - $1.22K
|
974
$661K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2+ 0.05% |
$1.14K - $1.22K
|
3.9K
$2.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2+ 0.32% |
$1.14K - $1.22K
|
633
$430K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2New |
$1.14K - $1.22K
|
2
$1.36K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
2+ 0.02% |
$1.14K - $1.22K
|
8.02K
$5.45M
|