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 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
925New |
$528K - $565K
|
925
$498K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
919+ 23.74% |
$524K - $561K
|
4.79K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
919+ 27.95% |
$524K - $561K
|
4.21K
$2.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
915+ 45.36% |
$522K - $559K
|
2.93K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
915+ 8.26% |
$522K - $559K
|
12K
$6.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
910+ 224.14% |
$519K - $556K
|
1.32K
$708K
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
908New |
$518K - $554K
|
908
$488K
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
904+ 189.12% |
$516K - $552K
|
1.38K
$743K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
901New |
$514K - $550K
|
901
$485K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
900+ 5.8% |
$513K - $550K
|
16.4K
$8.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
900New |
$513K - $550K
|
900
$484K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
900+ 10.29% |
$513K - $550K
|
9.65K
$5.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
899+ 15.38% |
$513K - $549K
|
6.75K
$3.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
892+ 13.93% |
$509K - $545K
|
7.3K
$3.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
887+ 4.72% |
$506K - $542K
|
19.7K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
887+ 3.26% |
$506K - $542K
|
28.1K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
885+ 6.03% |
$505K - $540K
|
15.6K
$8.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
882+ 1.5% |
$503K - $539K
|
59.6K
$32.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
881New |
$503K - $538K
|
881
$474K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
881+ 1.32% |
$503K - $538K
|
67.7K
$36.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
878+ 1.37% |
$501K - $536K
|
65K
$35M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
875+ 4.71% |
$499K - $534K
|
19.5K
$10.5M
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
872New |
$497K - $532K
|
872
$469K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
871+ 2.41% |
$497K - $532K
|
37K
$19.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
866New |
$494K - $529K
|
866
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
866+ 11.46% |
$494K - $529K
|
8.42K
$4.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
863New |
$492K - $527K
|
863
$464K
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
862+ 1.1% |
$492K - $526K
|
78.9K
$42.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
857+ 68.51% |
$489K - $523K
|
2.11K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
852+ 23.81% |
$486K - $520K
|
4.43K
$2.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
852+ 103.27% |
$486K - $520K
|
1.68K
$902K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
851New |
$486K - $520K
|
851
$458K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
850New |
$485K - $519K
|
850
$457K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
849+ 2.08% |
$484K - $518K
|
41.6K
$22.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
847+ 1.44% |
$483K - $517K
|
59.6K
$32M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
844New |
$482K - $515K
|
844
$454K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
844New |
$482K - $515K
|
844
$454K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
843+ 1.02% |
$481K - $515K
|
83.8K
$45.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
842+ 1.63% |
$480K - $514K
|
52.5K
$28.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
841New |
$480K - $514K
|
841
$452K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
833+ 11.44% |
$475K - $509K
|
8.12K
$4.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
832+ 125.68% |
$475K - $508K
|
1.49K
$804K
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
820+ 192.04% |
$468K - $501K
|
1.25K
$671K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
819+ 23.47% |
$467K - $500K
|
4.31K
$2.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
811+ 94.19% |
$463K - $495K
|
1.67K
$899K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
810+ 7.59% |
$462K - $495K
|
11.5K
$6.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
804+ 2.85% |
$459K - $491K
|
29K
$15.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
800+ 5.48% |
$456K - $488K
|
15.4K
$8.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
800New |
$456K - $488K
|
800
$430K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
798+ 7.55% |
$455K - $487K
|
11.4K
$6.11M
|