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 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
4.63KNew |
$2.64M - $2.83M
|
4.63K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.61K+ 135.0% |
$2.63M - $2.81M
|
8.02K
$5.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.52K+ 2.47% |
$2.58M - $2.76M
|
187K
$119M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
4.47K+ 0.8% |
$2.55M - $2.73M
|
560K
$356M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.47KNew |
$2.55M - $2.73M
|
4.47K
$2.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
4.41KNew |
$2.52M - $2.69M
|
4.41K
$2.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
4.41KNew |
$2.51M - $2.69M
|
4.41K
$2.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.39K+ 9.3% |
$2.51M - $2.68M
|
51.6K
$32.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.34K+ 7.35% |
$2.48M - $2.65M
|
63.4K
$40.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.31K+ 58.65% |
$2.46M - $2.63M
|
11.7K
$7.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.29K+ 3.09% |
$2.45M - $2.62M
|
143K
$91M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
4.28K+ 2.25% |
$2.44M - $2.62M
|
195K
$124M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
4.24K+ 458.59% |
$2.42M - $2.59M
|
5.17K
$3.29M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
4.24KNew |
$2.42M - $2.59M
|
4.24K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.21K+ 90.72% |
$2.4M - $2.57M
|
8.85K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.2K+ 63.82% |
$2.4M - $2.57M
|
10.8K
$6.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
4.2K+ 27.42% |
$2.4M - $2.56M
|
19.5K
$12.4M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
4.16K+ 15.81% |
$2.37M - $2.54M
|
30.5K
$19.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.13K+ 9.75% |
$2.36M - $2.52M
|
46.5K
$29.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
4.13K+ 42.74% |
$2.35M - $2.52M
|
13.8K
$8.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
4.12KNew |
$2.35M - $2.51M
|
4.12K
$2.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.11K+ 14.44% |
$2.35M - $2.51M
|
32.6K
$20.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.07KNew |
$2.32M - $2.49M
|
4.07K
$2.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.06K+ 2.2% |
$2.32M - $2.48M
|
189K
$120M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
4.05K+ 3.83% |
$2.31M - $2.47M
|
110K
$69.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.96K+ 11.07% |
$2.26M - $2.42M
|
39.8K
$25.3M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
3.96KNew |
$2.26M - $2.42M
|
3.96K
$2.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
3.96K+ 28.46% |
$2.26M - $2.42M
|
17.9K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.94K+ 28.81% |
$2.25M - $2.41M
|
17.6K
$11.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3.93K+ 10.57% |
$2.24M - $2.4M
|
41.1K
$26.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
3.93KNew |
$2.24M - $2.4M
|
3.93K
$2.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.92K+ 2.53% |
$2.23M - $2.39M
|
159K
$101M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.91K+ 6.11% |
$2.23M - $2.38M
|
67.9K
$43.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
3.9KNew |
$2.22M - $2.38M
|
3.9K
$2.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.86K+ 9.83% |
$2.2M - $2.36M
|
43.2K
$27.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Passaic Partners LLC
|
BUY
|
- |
3.86K+ 14.35% |
$2.2M - $2.36M
|
30.7K
$19.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.85K+ 3.76% |
$2.19M - $2.35M
|
106K
$67.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
3.83KNew |
$2.19M - $2.34M
|
3.83K
$2.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.75KNew |
$2.14M - $2.29M
|
3.75K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
3.7KNew |
$2.11M - $2.26M
|
3.7K
$2.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.69K+ 30.93% |
$2.1M - $2.25M
|
15.6K
$9.93M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
3.68K+ 15.29% |
$2.1M - $2.25M
|
27.8K
$17.7M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
3.68K+ 15.29% |
$2.1M - $2.25M
|
27.8K
$17.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3.65K+ 3.58% |
$2.08M - $2.23M
|
106K
$67.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3.63K+ 33.66% |
$2.07M - $2.21M
|
14.4K
$9.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3.62KNew |
$2.07M - $2.21M
|
3.62K
$2.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
3.62K+ 91.67% |
$2.07M - $2.21M
|
7.57K
$4.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
3.61K+ 2.87% |
$2.06M - $2.21M
|
129K
$82.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.6KNew |
$2.05M - $2.2M
|
3.6K
$2.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.6K+ 42.69% |
$2.05M - $2.2M
|
12K
$7.65M
|