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 |
|---|---|---|---|---|---|---|---|
|
Jun 23, 2025
Q4 2024
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
383New |
$219K - $234K
|
383
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
382New |
$218K - $233K
|
382
$243K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
380New |
$217K - $232K
|
380
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
379+ 5.69% |
$216K - $231K
|
7.04K
$4.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
379+ 11.57% |
$216K - $231K
|
3.65K
$2.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
376+ 42.34% |
$215K - $230K
|
1.26K
$804K
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
376New |
$215K - $230K
|
376
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
375New |
$214K - $229K
|
375
$239K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
375+ 4.72% |
$214K - $229K
|
8.33K
$5.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
375+ 2.84% |
$214K - $229K
|
13.6K
$8.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
374New |
$213K - $228K
|
374
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
373+ 1.45% |
$213K - $228K
|
26K
$16.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
373+ 5.17% |
$213K - $228K
|
7.59K
$4.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
373+ 9.67% |
$213K - $228K
|
4.23K
$2.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
371+ 6.71% |
$212K - $227K
|
5.9K
$3.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
370New |
$211K - $226K
|
370
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
370+ 0.54% |
$211K - $226K
|
68.4K
$43.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
369+ 12.64% |
$211K - $225K
|
3.29K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
368New |
$210K - $225K
|
368
$234K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
368+ 6.8% |
$210K - $225K
|
5.78K
$3.68M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
366+ 6.88% |
$209K - $223K
|
5.68K
$3.62M
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
360+ 19.18% |
$205K - $220K
|
2.24K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
360+ 87.38% |
$205K - $220K
|
772
$491K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
358+ 21.35% |
$204K - $219K
|
2.04K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
358+ 5.63% |
$204K - $219K
|
6.72K
$4.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
358New |
$204K - $219K
|
358
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
357New |
$204K - $218K
|
357
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
357New |
$204K - $218K
|
357
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
357+ 80.59% |
$204K - $218K
|
800
$509K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
357New |
$204K - $218K
|
357
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
356New |
$203K - $217K
|
356
$227K
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
354New |
$202K - $216K
|
354
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
353+ 0.8% |
$201K - $216K
|
44.7K
$28.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
352+ 41.95% |
$201K - $215K
|
1.19K
$758K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
351+ 3.27% |
$200K - $214K
|
11.1K
$7.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
351+ 1.4% |
$200K - $214K
|
25.3K
$16.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
350+ 14.6% |
$200K - $214K
|
2.75K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
349+ 6.68% |
$199K - $213K
|
5.57K
$3.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
349New |
$199K - $213K
|
349
$222K
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
349New |
$199K - $213K
|
349
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
348+ 0.35% |
$199K - $212K
|
101K
$64.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
347New |
$198K - $212K
|
347
$221K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
346New |
$197K - $211K
|
346
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
345New |
$197K - $211K
|
345
$220K
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
345New |
$197K - $211K
|
345
$220K
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
345+ 60.31% |
$197K - $211K
|
917
$584K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
344New |
$196K - $210K
|
344
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
344New |
$196K - $210K
|
344
$219K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
343New |
$196K - $209K
|
343
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
342+ 10.05% |
$195K - $209K
|
3.75K
$2.38M
|