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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.19K+ 0.39% |
$678K - $725K
|
302K
$191M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
1.19K+ 53.23% |
$677K - $724K
|
3.41K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
1.17KNew |
$667K - $714K
|
1.17K
$739K
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.17KNew |
$667K - $714K
|
1.17K
$739K
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
1.17K+ 87.35% |
$666K - $713K
|
2.5K
$1.58M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.17KNew |
$665K - $712K
|
1.17K
$737K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.17K+ 12.17% |
$665K - $711K
|
10.7K
$6.78M
|
|
|
May 28, 2025
Q4 2024
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
1.17KNew |
$665K - $711K
|
1.17K
$736K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.15K+ 7.94% |
$657K - $703K
|
15.6K
$9.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1.15KNew |
$657K - $703K
|
1.15K
$727K
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
1.15KNew |
$654K - $700K
|
1.15K
$725K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.14K+ 2.01% |
$650K - $695K
|
57.7K
$36.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.14K+ 34.54% |
$649K - $694K
|
4.43K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
1.14K+ 125.08% |
$649K - $694K
|
2.05K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
1.14KNew |
$649K - $694K
|
1.14K
$718K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.13KNew |
$647K - $692K
|
1.13K
$716K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
1.13KNew |
$646K - $691K
|
1.13K
$715K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.13K+ 1.14% |
$645K - $691K
|
100K
$63.3M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
1.13KNew |
$644K - $689K
|
1.13K
$713K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.13K+ 1.03% |
$643K - $688K
|
110K
$69.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
1.13K+ 54.45% |
$642K - $688K
|
3.19K
$2.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
1.12KNew |
$641K - $686K
|
1.12K
$709K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.12K+ 1.83% |
$639K - $684K
|
62.3K
$39.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.11K+ 3.36% |
$634K - $679K
|
34.2K
$21.6M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.11KNew |
$634K - $678K
|
1.11K
$702K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
1.11KNew |
$633K - $677K
|
1.11K
$701K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.11K+ 2.57% |
$631K - $675K
|
44.2K
$27.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.1K+ 12.25% |
$630K - $674K
|
10.1K
$6.39M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.1KNew |
$626K - $670K
|
1.1K
$694K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.1K+ 8.97% |
$626K - $670K
|
13.3K
$8.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.09K+ 46.49% |
$624K - $668K
|
3.45K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.09K+ 10.01% |
$624K - $667K
|
12K
$7.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.09K+ 4.57% |
$622K - $666K
|
25K
$15.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
1.09K+ 586.49% |
$619K - $662K
|
1.27K
$802K
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.09KNew |
$619K - $662K
|
1.09K
$685K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.08K+ 4.08% |
$618K - $662K
|
27.7K
$17.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.08K+ 2.92% |
$618K - $662K
|
38.3K
$24.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
1.08KNew |
$613K - $656K
|
1.08K
$679K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.08K+ 5.29% |
$613K - $656K
|
21.4K
$13.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.07K+ 5.71% |
$610K - $653K
|
19.8K
$12.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.07K+ 8.55% |
$610K - $653K
|
13.6K
$8.58M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.07K+ 17.67% |
$609K - $651K
|
7.11K
$4.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.06K+ 287.5% |
$604K - $646K
|
1.43K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
1.05K+ 2.44% |
$599K - $641K
|
44K
$27.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.05K+ 110.44% |
$597K - $639K
|
2K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.04K+ 31.84% |
$596K - $637K
|
4.32K
$2.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.04K+ 11.7% |
$593K - $635K
|
9.93K
$6.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.04K+ 2.87% |
$592K - $634K
|
37.2K
$23.5M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
1.02K+ 1.97% |
$583K - $624K
|
52.8K
$33.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
1.02K+ 2.39% |
$583K - $624K
|
43.9K
$27.7M
|