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 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
492+ 2.1% |
$281K - $300K
|
23.9K
$14.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
492New |
$281K - $300K
|
492
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
488New |
$278K - $298K
|
488
$295K
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
477New |
$272K - $291K
|
477
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
475+ 12.34% |
$271K - $290K
|
4.32K
$2.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
469New |
$268K - $286K
|
469
$284K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
459+ 7.55% |
$262K - $280K
|
6.54K
$3.95M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
451+ 21.67% |
$257K - $275K
|
2.53K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
449+ 18.16% |
$256K - $274K
|
2.92K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
446+ 3.77% |
$254K - $272K
|
12.3K
$7.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
445+ 8.34% |
$254K - $272K
|
5.78K
$3.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
443+ 10.34% |
$253K - $270K
|
4.73K
$2.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
442+ 13.33% |
$252K - $270K
|
3.76K
$2.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
440New |
$251K - $269K
|
440
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
439New |
$250K - $268K
|
439
$265K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
436+ 0.19% |
$249K - $266K
|
228K
$138M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
431New |
$246K - $263K
|
431
$261K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
430+ 4.34% |
$245K - $263K
|
10.3K
$6.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
430New |
$245K - $263K
|
430
$260K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
428+ 1.26% |
$244K - $261K
|
34.4K
$20.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
423+ 27.38% |
$241K - $258K
|
1.97K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
421New |
$240K - $257K
|
421
$255K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
420+ 24.26% |
$240K - $256K
|
2.15K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
418New |
$238K - $255K
|
418
$253K
|
|
|
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
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
407+ 2.7% |
$232K - $249K
|
15.5K
$9.35M
|
|
|
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
$12.1M
|
|
|
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
$599K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
393New |
$224K - $240K
|
393
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
392+ 32.34% |
$224K - $239K
|
1.6K
$970K
|
|
|
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
$5.4M
|
|
|
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
$4.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
376+ 42.34% |
$215K - $230K
|
1.26K
$764K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
375New |
$214K - $229K
|
375
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
375+ 4.72% |
$214K - $229K
|
8.33K
$5.04M
|
|
|
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
$4.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
370New |
$211K - $226K
|
370
$224K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
369+ 12.64% |
$211K - $225K
|
3.29K
$1.99M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
366+ 6.88% |
$209K - $223K
|
5.68K
$3.44M
|