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 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
26New |
$14.8K - $15.9K
|
26
$14K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
25+ 0.19% |
$14.3K - $15.3K
|
13.2K
$7.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
25+ 5.03% |
$14.3K - $15.3K
|
522
$281K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
25+ 58.14% |
$14.3K - $15.3K
|
68
$36.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
25+ 2.42% |
$14.3K - $15.3K
|
1.06K
$570K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
25+ 100.0% |
$14.3K - $15.3K
|
50
$26.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
24+ 0.26% |
$13.7K - $14.7K
|
9.2K
$4.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
24+ 4.1% |
$13.7K - $14.7K
|
610
$328K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
24+ 2.19% |
$13.7K - $14.7K
|
1.12K
$603K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
23+ 1.9% |
$13.1K - $14K
|
1.24K
$665K
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
23+ 1.43% |
$13.1K - $14K
|
1.63K
$878K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
23+ 1.21% |
$13.1K - $14K
|
1.92K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
23+ 4.79% |
$13.1K - $14K
|
503
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
23+ 1.1% |
$13.1K - $14K
|
2.12K
$1.14M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
23+ 0.15% |
$13.1K - $14K
|
15.2K
$8.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
22+ 0.3% |
$12.6K - $13.4K
|
7.3K
$3.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
22New |
$12.6K - $13.4K
|
22
$11.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
22New |
$12.6K - $13.4K
|
22
$11.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
21+ 20.0% |
$12K - $12.8K
|
126
$67.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
21+ 3.0% |
$12K - $12.8K
|
721
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
21+ 2.76% |
$12K - $12.8K
|
783
$421K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
20+ 0.38% |
$11.4K - $12.2K
|
5.23K
$2.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
20+ 1.9% |
$11.4K - $12.2K
|
1.07K
$575K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
20+ 0.41% |
$11.4K - $12.2K
|
4.87K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
20+ 1.81% |
$11.4K - $12.2K
|
1.12K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
20+ 3.31% |
$11.4K - $12.2K
|
625
$336K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.6% |
$11.4K - $12.2K
|
3.36K
$1.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 3.25% |
$10.8K - $11.6K
|
604
$325K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
19New |
$10.8K - $11.6K
|
19
$10.2K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
19+ 1.56% |
$10.8K - $11.6K
|
1.24K
$666K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
18+ 1.1% |
$10.3K - $11K
|
1.65K
$890K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
18+ 0.91% |
$10.3K - $11K
|
2K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
18+ 0.35% |
$10.3K - $11K
|
5.18K
$2.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
18+ 0.34% |
$10.3K - $11K
|
5.24K
$2.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
17+ 0.16% |
$9.7K - $10.4K
|
10.5K
$5.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
17+ 0.1% |
$9.7K - $10.4K
|
16.5K
$8.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
17+ 2.55% |
$9.7K - $10.4K
|
683
$367K
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
17+ 0.37% |
$9.7K - $10.4K
|
4.55K
$2.45M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
16+ 0.24% |
$9.13K - $9.77K
|
6.58K
$3.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
16+ 1.81% |
$9.13K - $9.77K
|
901
$485K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
16+ 1.19% |
$9.13K - $9.77K
|
1.37K
$734K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
16+ 0.44% |
$9.13K - $9.77K
|
3.65K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
16+ 1.85% |
$9.13K - $9.77K
|
879
$473K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
16+ 1.34% |
$9.13K - $9.77K
|
1.21K
$649K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
15+ 0.31% |
$8.56K - $9.16K
|
4.87K
$2.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
15+ 1.12% |
$8.56K - $9.16K
|
1.36K
$730K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
15+ 0.17% |
$8.56K - $9.16K
|
8.96K
$4.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
15+ 3.09% |
$8.56K - $9.16K
|
501
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
14+ 0.32% |
$7.99K - $8.55K
|
4.39K
$2.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
14+ 1.29% |
$7.99K - $8.55K
|
1.1K
$590K
|