Purchases and Sales Made in Q4 2024 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 22, 2025 Q4 2024
Northwest Financial Advisors

Herndon, VA
BUY
 -
307
+ 17.63%
$175K - $187K
2.05K $1.1M
Feb 13, 2025 Q4 2024
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
301
+ 8.04%
$172K - $184K
4.05K $2.18M
Feb 14, 2025 Q4 2024
Chapman Financial Group, LLC

Kailua, HI
BUY
 -
300
New
$171K - $183K
300 $161K
Jan 14, 2025 Q4 2024
Steph & CO

BUY
 -
295
+ 3.15%
$168K - $180K
9.67K $5.2M
Feb 10, 2025 Q4 2024
Free Gulliver LLC

New Orleans, LA
BUY
 -
293
+ 11.05%
$167K - $179K
2.94K $1.58M
Feb 19, 2025 Q4 2024
North Star Asset Management Inc

BUY
 -
289
+ 8.51%
$165K - $176K
3.69K $1.98M
Jan 30, 2025 Q4 2024
First Merchants Corp

BUY
 -
287
+ 9.49%
$164K - $175K
3.31K $1.78M
Feb 14, 2025 Q4 2024
Vienna Asset Management LLC

Cupertino, CA
BUY
 -
286
+ 55.97%
$163K - $175K
797 $429K
Feb 13, 2025 Q4 2024
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
281
+ 8.8%
$160K - $172K
3.47K $1.87M
Jan 14, 2025 Q4 2024
First Pacific Financial

BUY
 -
280
+ 80.92%
$160K - $171K
626 $337K
Feb 10, 2025 Q4 2024
Brown Miller Wealth Management, LLC

BUY
 -
280
+ 3.12%
$160K - $171K
9.25K $4.97M
Jan 28, 2025 Q4 2024
Austin Asset Management CO Inc

BUY
 -
279
+ 11.35%
$159K - $170K
2.74K $1.47M
Jan 21, 2025 Q4 2024
M3 Advisory Group, LLC

Needham Heights, MA
BUY
 -
278
+ 3.57%
$159K - $170K
8.07K $4.34M
Feb 06, 2025 Q4 2024
Clal Insurance Enterprises Holdings LTD

Tel Aviv, L3
BUY
 -
277
New
$158K - $169K
277 $149K
Feb 11, 2025 Q4 2024
Millstone Evans Group, LLC

Boulder, CO
BUY
 -
275
New
$157K - $168K
275 $148K
Jan 13, 2025 Q4 2024
First Financial Corp

BUY
 -
273
+ 235.34%
$156K - $167K
389 $209K
Jan 10, 2025 Q4 2024
Paragon Advisors, LLC

BUY
 -
270
+ 25.21%
$154K - $165K
1.34K $721K
Feb 14, 2025 Q4 2024
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
268
+ 8.26%
$153K - $164K
3.51K $1.89M
Apr 22, 2025 Q4 2024
North Rock Partners, LLC

BUY
 -
267
+ 1.5%
$152K - $163K
18.1K $9.73M
Feb 13, 2025 Q4 2024
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
266
+ 1.35%
$152K - $162K
20K $10.7M
Feb 14, 2025 Q4 2024
Family Management Corp

New York, NY
BUY
 -
266
+ 6.37%
$152K - $162K
4.44K $2.39M
Feb 07, 2025 Q4 2024
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
262
+ 21.23%
$149K - $160K
1.5K $805K
Jan 16, 2025 Q4 2024
Diversify Wealth Management, LLC

Sandy, UT
BUY
 -
260
+ 10.39%
$148K - $159K
2.76K $1.49M
Feb 06, 2025 Q4 2024
Sp Asset Management LLC

Cupertino, CA
BUY
 -
260
+ 6.68%
$148K - $159K
4.15K $2.23M
Feb 14, 2025 Q4 2024
Matrix Private Capital Group LLC

New York, NY
BUY
 -
260
+ 25.92%
$148K - $159K
1.26K $679K
Feb 05, 2025 Q4 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
259
+ 2.07%
$148K - $158K
12.8K $6.86M
Feb 03, 2025 Q4 2024
Marshall Investment Management, LLC

Littleton, CO
BUY
 -
256
New
$146K - $156K
256 $138K
Feb 07, 2025 Q4 2024
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
256
+ 0.17%
$146K - $156K
151K $81.4M
Jan 16, 2025 Q4 2024
Lockerman Financial Group, Inc.

BUY
 -
252
+ 9.78%
$144K - $154K
2.83K $1.52M
Feb 28, 2025 Q4 2024
Menard Financial Group LLC

Houston, TX
BUY
 -
251
New
$143K - $153K
251 $135K
Jan 29, 2025 Q4 2024
Kentucky Trust CO

Danville, KY
BUY
 -
250
New
$143K - $153K
250 $134K
Feb 05, 2025 Q4 2024
Shoker Investment Counsel, Inc.

Oxford, OH
BUY
 -
247
+ 2.62%
$141K - $151K
9.66K $5.19M
Feb 14, 2025 Q4 2024
Morse Asset Management, Inc

Darien, CT
BUY
 -
246
+ 615.0%
$140K - $150K
286 $154K
Jan 16, 2025 Q4 2024
Steigerwald, Gordon & Koch Inc.

BUY
 -
244
+ 1.64%
$139K - $149K
15.2K $8.15M
Feb 05, 2025 Q4 2024
Tufton Capital Management

BUY
 -
244
+ 3.68%
$139K - $149K
6.87K $3.7M
Feb 12, 2025 Q4 2024
Leeward Financial Partners, LLC

BUY
 -
243
+ 3.76%
$139K - $148K
6.71K $3.61M
Feb 10, 2025 Q4 2024
Creative Financial Designs Inc

BUY
 -
242
+ 5.98%
$138K - $148K
4.29K $2.31M
Feb 14, 2025 Q4 2024
Mpwm Advisory Solutions, LLC

Alpharetta, GA
BUY
 -
241
New
$137K - $147K
241 $130K
Jan 28, 2025 Q4 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
238
+ 13.45%
$136K - $145K
2.01K $1.08M
Feb 06, 2025 Q4 2024
Black Swift Group, LLC

Boulder, CO
BUY
 -
238
+ 41.25%
$136K - $145K
815 $438K
Feb 10, 2025 Q4 2024
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
236
+ 1.77%
$135K - $144K
13.6K $7.32M
Jan 27, 2025 Q4 2024
John W. Brooker & Co., Cp As

BUY
 -
232
+ 26.73%
$132K - $142K
1.1K $592K
Feb 03, 2025 Q4 2024
Cowa, LLC

Tulsa, OK
BUY
 -
232
+ 4.78%
$132K - $142K
5.09K $2.74M
Jan 21, 2025 Q4 2024
Shilanski & Associates, Inc.

BUY
 -
230
+ 60.69%
$131K - $140K
609 $328K
Feb 11, 2025 Q4 2024
Princeton Capital Management LLC

Red Bank, NJ
BUY
 -
230
+ 9.06%
$131K - $140K
2.77K $1.49M
Jan 24, 2025 Q4 2024
F&V Capital Management, LLC

BUY
 -
225
+ 6.81%
$128K - $137K
3.53K $1.9M
Jan 31, 2025 Q4 2024
Kornitzer Capital Management Inc

BUY
 -
225
+ 7.64%
$128K - $137K
3.17K $1.7M
Jan 10, 2025 Q4 2024
Lowe Wealth Advisors, LLC

BUY
 -
224
+ 248.89%
$128K - $137K
314 $169K
Feb 06, 2025 Q4 2024
Wealth Advisory Solutions, LLC

BUY
 -
224
+ 10.36%
$128K - $137K
2.39K $1.28M

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