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
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.84K+ 5.17% |
$3.9M - $4.18M
|
139K
$86.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.82K+ 36.59% |
$3.89M - $4.16M
|
25.5K
$15.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6.82K+ 6.06% |
$3.89M - $4.16M
|
119K
$74M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.8K+ 11.1% |
$3.88M - $4.15M
|
68.1K
$42.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
6.79KNew |
$3.88M - $4.15M
|
6.79K
$4.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.77K+ 1.13% |
$3.86M - $4.14M
|
604K
$375M
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
6.66KNew |
$3.8M - $4.07M
|
6.66K
$4.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
6.66KNew |
$3.8M - $4.06M
|
6.66K
$4.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
6.65KNew |
$3.8M - $4.06M
|
6.65K
$4.13M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
6.63KNew |
$3.78M - $4.05M
|
6.63K
$4.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.6K+ 10.39% |
$3.77M - $4.03M
|
70.1K
$43.5M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
6.6KNew |
$3.76M - $4.03M
|
6.6K
$4.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
6.59K+ 3.8% |
$3.76M - $4.03M
|
180K
$112M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6.58K+ 10.19% |
$3.75M - $4.02M
|
71.1K
$44.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
6.58K+ 2.4% |
$3.75M - $4.02M
|
281K
$174M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
6.56K+ 753.45% |
$3.74M - $4M
|
7.43K
$4.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
6.45KNew |
$3.68M - $3.94M
|
6.45K
$4M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.44K+ 27.2% |
$3.67M - $3.93M
|
30.1K
$18.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
6.36KNew |
$3.63M - $3.88M
|
6.36K
$3.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
6.36K+ 4.72% |
$3.63M - $3.88M
|
141K
$87.6M
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
6.35KNew |
$3.62M - $3.88M
|
6.35K
$3.94M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6.34KNew |
$3.62M - $3.87M
|
6.34K
$3.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.32K+ 1.68% |
$3.6M - $3.86M
|
382K
$237M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
6.32KNew |
$3.6M - $3.86M
|
6.32K
$3.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
6.29K+ 34.32% |
$3.59M - $3.84M
|
24.6K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
6.26K+ 5.34% |
$3.57M - $3.82M
|
124K
$76.7M
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6.17K+ 1.24% |
$3.52M - $3.77M
|
505K
$313M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
6.16K+ 6.17% |
$3.52M - $3.76M
|
106K
$65.8M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
6.16KNew |
$3.52M - $3.76M
|
6.16K
$3.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.15K+ 11.35% |
$3.51M - $3.75M
|
60.3K
$37.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.12K+ 31.6% |
$3.49M - $3.74M
|
25.5K
$15.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
6.11KNew |
$3.49M - $3.73M
|
6.11K
$3.79M
|
|
|
Jun 12, 2025
Q4 2024
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
6.09KNew |
$3.47M - $3.72M
|
6.09K
$3.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
6.07KNew |
$3.46M - $3.7M
|
6.07K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
6.04K+ 87.98% |
$3.45M - $3.69M
|
12.9K
$8.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.02KNew |
$3.44M - $3.68M
|
6.02K
$3.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
5.94K+ 12.44% |
$3.39M - $3.63M
|
53.7K
$33.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
5.91K+ 10.56% |
$3.37M - $3.61M
|
61.9K
$38.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
5.86KNew |
$3.35M - $3.58M
|
5.86K
$3.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.86K+ 70.97% |
$3.34M - $3.58M
|
14.1K
$8.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.85K+ 6.99% |
$3.34M - $3.57M
|
89.6K
$55.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
5.85KNew |
$3.33M - $3.57M
|
5.85K
$3.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
5.84K+ 45.2% |
$3.33M - $3.57M
|
18.8K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
5.8K+ 4.49% |
$3.31M - $3.54M
|
135K
$83.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
5.79K+ 4.67% |
$3.3M - $3.53M
|
130K
$80.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.78K+ 2.06% |
$3.3M - $3.53M
|
287K
$178M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
5.77K+ 15.6% |
$3.29M - $3.52M
|
42.8K
$26.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
5.77KNew |
$3.29M - $3.52M
|
5.77K
$3.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
5.72KNew |
$3.26M - $3.49M
|
5.72K
$3.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
5.71K+ 3.63% |
$3.26M - $3.49M
|
163K
$101M
|