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 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
862+ 1.1% |
$492K - $526K
|
78.9K
$50.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
857+ 68.51% |
$489K - $523K
|
2.11K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
852+ 23.81% |
$486K - $520K
|
4.43K
$2.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
852+ 103.27% |
$486K - $520K
|
1.68K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
851New |
$486K - $520K
|
851
$542K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
850New |
$485K - $519K
|
850
$541K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
849+ 2.08% |
$484K - $518K
|
41.6K
$26.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
847+ 1.44% |
$483K - $517K
|
59.6K
$37.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
844New |
$482K - $515K
|
844
$537K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
844New |
$482K - $515K
|
844
$537K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
843+ 1.02% |
$481K - $515K
|
83.8K
$53.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
842+ 1.63% |
$480K - $514K
|
52.5K
$33.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
841New |
$480K - $514K
|
841
$535K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
833+ 11.44% |
$475K - $509K
|
8.12K
$5.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
832+ 125.68% |
$475K - $508K
|
1.49K
$951K
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
820+ 192.04% |
$468K - $501K
|
1.25K
$794K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
819+ 23.47% |
$467K - $500K
|
4.31K
$2.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
811+ 94.19% |
$463K - $495K
|
1.67K
$1.06M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
810+ 7.59% |
$462K - $495K
|
11.5K
$7.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
804+ 2.85% |
$459K - $491K
|
29K
$18.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
800+ 5.48% |
$456K - $488K
|
15.4K
$9.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
800New |
$456K - $488K
|
800
$509K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
798+ 7.55% |
$455K - $487K
|
11.4K
$7.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
795+ 0.35% |
$454K - $485K
|
228K
$145M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
795+ 1.8% |
$454K - $485K
|
44.9K
$28.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
789+ 2.6% |
$450K - $482K
|
31.1K
$19.8M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
789New |
$450K - $482K
|
789
$502K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
787+ 29.82% |
$449K - $481K
|
3.43K
$2.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
774+ 9.87% |
$442K - $473K
|
8.62K
$5.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
774+ 3.12% |
$442K - $473K
|
25.6K
$16.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
772+ 2.6% |
$440K - $471K
|
30.5K
$19.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
763New |
$435K - $466K
|
763
$486K
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
760New |
$434K - $464K
|
760
$484K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
757+ 1.5% |
$432K - $462K
|
51.3K
$32.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
BUY
|
- |
756+ 5.13% |
$431K - $462K
|
15.5K
$9.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
755New |
$431K - $461K
|
755
$480K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
755+ 2.45% |
$431K - $461K
|
31.5K
$20.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
753+ 1.46% |
$430K - $460K
|
52.4K
$33.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
751+ 37.72% |
$428K - $459K
|
2.74K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
750+ 41.25% |
$428K - $458K
|
2.57K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
748+ 3.93% |
$427K - $457K
|
19.8K
$12.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
741+ 18.64% |
$423K - $452K
|
4.72K
$3M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
740New |
$422K - $452K
|
740
$471K
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
736New |
$420K - $449K
|
736
$468K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
733+ 7.12% |
$418K - $448K
|
11K
$7.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
733+ 8.64% |
$418K - $448K
|
9.21K
$5.86M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
731+ 17.85% |
$417K - $446K
|
4.83K
$3.07M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
727New |
$415K - $444K
|
727
$463K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
726+ 1.85% |
$414K - $443K
|
40K
$25.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
725+ 47.42% |
$414K - $443K
|
2.25K
$1.43M
|