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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
267+ 1.5% |
$152K - $163K
|
18.1K
$11.5M
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
266+ 1.35% |
$152K - $162K
|
20K
$12.7M
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
266+ 6.37% |
$152K - $162K
|
4.44K
$2.83M
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
262+ 21.23% |
$149K - $160K
|
1.5K
$952K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
260+ 10.39% |
$148K - $159K
|
2.76K
$1.76M
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
260+ 6.68% |
$148K - $159K
|
4.15K
$2.64M
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
260+ 25.92% |
$148K - $159K
|
1.26K
$804K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
259+ 2.07% |
$148K - $158K
|
12.8K
$8.12M
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
256New |
$146K - $156K
|
256
$163K
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
256+ 0.17% |
$146K - $156K
|
151K
$96.3M
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
252+ 9.78% |
$144K - $154K
|
2.83K
$1.8M
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
251New |
$143K - $153K
|
251
$160K
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
250New |
$143K - $153K
|
250
$159K
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
247+ 2.62% |
$141K - $151K
|
9.66K
$6.15M
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
246+ 615.0% |
$140K - $150K
|
286
$182K
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
244+ 1.64% |
$139K - $149K
|
15.2K
$9.64M
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
244+ 3.68% |
$139K - $149K
|
6.87K
$4.37M
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
243+ 3.76% |
$139K - $148K
|
6.71K
$4.27M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
242+ 5.98% |
$138K - $148K
|
4.29K
$2.73M
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
241New |
$137K - $147K
|
241
$153K
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
238+ 13.45% |
$136K - $145K
|
2.01K
$1.28M
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
238+ 41.25% |
$136K - $145K
|
815
$519K
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
236+ 1.77% |
$135K - $144K
|
13.6K
$8.66M
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
232+ 26.73% |
$132K - $142K
|
1.1K
$700K
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
232+ 4.78% |
$132K - $142K
|
5.09K
$3.24M
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
230+ 60.69% |
$131K - $140K
|
609
$388K
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
230+ 9.06% |
$131K - $140K
|
2.77K
$1.76M
|
|
Jan 24, 2025
Q4 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
225+ 6.81% |
$128K - $137K
|
3.53K
$2.25M
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
225+ 7.64% |
$128K - $137K
|
3.17K
$2.02M
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
224+ 248.89% |
$128K - $137K
|
314
$200K
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
224+ 10.36% |
$128K - $137K
|
2.39K
$1.52M
|
|
Feb 14, 2025
Q4 2024
|
26 North Partners LP
New York, NY |
BUY
|
- |
223+ 0.09% |
$127K - $136K
|
249K
$159M
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
222New |
$127K - $136K
|
222
$141K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
221+ 16.08% |
$126K - $135K
|
1.6K
$1.02M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
220+ 22.11% |
$126K - $134K
|
1.22K
$773K
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
220+ 45.74% |
$126K - $134K
|
701
$446K
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
219+ 1.97% |
$125K - $134K
|
11.4K
$7.23M
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
219+ 0.78% |
$125K - $134K
|
28.2K
$18M
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
215+ 54.43% |
$123K - $131K
|
610
$388K
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
214+ 1.01% |
$122K - $131K
|
21.5K
$13.7M
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
211+ 24.36% |
$120K - $129K
|
1.08K
$685K
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
210+ 190.91% |
$120K - $128K
|
320
$204K
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
209+ 0.82% |
$119K - $128K
|
25.8K
$16.4M
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
209+ 27.65% |
$119K - $128K
|
965
$614K
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
208+ 57.14% |
$119K - $127K
|
572
$364K
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
208+ 1.87% |
$119K - $127K
|
11.3K
$7.22M
|
|
Feb 14, 2025
Q4 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
208+ 0.36% |
$119K - $127K
|
57.8K
$36.8M
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
207+ 1.31% |
$118K - $126K
|
16K
$10.2M
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
204+ 2.98% |
$116K - $125K
|
7.05K
$4.48M
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
204+ 0.41% |
$116K - $125K
|
50.4K
$32.1M
|