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 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
8.52KNew |
$4.86M - $5.2M
|
8.52K
$5.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.43K+ 9.4% |
$4.81M - $5.15M
|
98.1K
$60.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
8.4K+ 64.67% |
$4.79M - $5.13M
|
21.4K
$13.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
8.38K+ 17.61% |
$4.78M - $5.12M
|
56K
$34.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.35K+ 14.02% |
$4.76M - $5.1M
|
67.9K
$42.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
8.34KNew |
$4.76M - $5.09M
|
8.34K
$5.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
8.25KNew |
$4.71M - $5.04M
|
8.25K
$5.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
8.23K+ 3.68% |
$4.69M - $5.02M
|
232K
$144M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
8.22K+ 43.03% |
$4.69M - $5.02M
|
27.3K
$17M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
8.15K+ 5.47% |
$4.65M - $4.98M
|
157K
$97.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
8.11KNew |
$4.63M - $4.95M
|
8.11K
$5.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
8.08K+ 270.69% |
$4.61M - $4.93M
|
11.1K
$6.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
8.07K+ 26.69% |
$4.61M - $4.93M
|
38.3K
$23.8M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.07K+ 87.66% |
$4.6M - $4.93M
|
17.3K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
8.06K+ 1.63% |
$4.6M - $4.92M
|
502K
$311M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8.06KNew |
$4.6M - $4.92M
|
8.06K
$5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
8.05KNew |
$4.59M - $4.91M
|
8.05K
$4.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
8.01K+ 14.54% |
$4.57M - $4.89M
|
63.1K
$39.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
7.97KNew |
$4.54M - $4.86M
|
7.97K
$4.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Nationwide Fund Advisors
|
BUY
|
- |
7.96K+ 1.57% |
$4.54M - $4.86M
|
516K
$320M
|
|
|
Feb 14, 2025
Q4 2024
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
7.93KNew |
$4.53M - $4.84M
|
7.93K
$4.92M
|
|
|
May 12, 2025
Q4 2024
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
7.86KNew |
$4.48M - $4.8M
|
7.86K
$4.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.86K+ 5.91% |
$4.48M - $4.8M
|
141K
$87.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
7.85KNew |
$4.48M - $4.79M
|
7.85K
$4.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
7.81K+ 8.21% |
$4.45M - $4.77M
|
103K
$63.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.78K+ 5.37% |
$4.44M - $4.75M
|
153K
$94.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7.76K+ 7.26% |
$4.43M - $4.74M
|
115K
$71.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.76K+ 13.21% |
$4.43M - $4.74M
|
66.5K
$41.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
7.74K+ 19.37% |
$4.42M - $4.73M
|
47.7K
$29.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7.66K+ 4.98% |
$4.37M - $4.68M
|
162K
$100M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
7.59K+ 102.36% |
$4.33M - $4.63M
|
15K
$9.31M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
7.53K+ 6.43% |
$4.3M - $4.6M
|
125K
$77.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
7.44K+ 3.53% |
$4.25M - $4.54M
|
218K
$135M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.44K+ 12.04% |
$4.24M - $4.54M
|
69.2K
$43M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
7.4KNew |
$4.22M - $4.52M
|
7.4K
$4.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.4K+ 285.71% |
$4.22M - $4.52M
|
9.99K
$6.2M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
7.36K+ 297.49% |
$4.2M - $4.49M
|
9.83K
$6.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
7.34KNew |
$4.19M - $4.48M
|
7.34K
$4.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.33K+ 8.78% |
$4.18M - $4.48M
|
90.8K
$56.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
7.29KNew |
$4.16M - $4.45M
|
7.29K
$4.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
7.23K+ 15.72% |
$4.13M - $4.42M
|
53.2K
$33M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.23K+ 370.75% |
$4.12M - $4.41M
|
9.18K
$5.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
7.2K+ 15.98% |
$4.1M - $4.39M
|
52.2K
$32.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
7.15K+ 10.16% |
$4.08M - $4.37M
|
77.6K
$48.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
7.1KNew |
$4.05M - $4.34M
|
7.1K
$4.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
7.1KNew |
$4.05M - $4.34M
|
7.1K
$4.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
7.07K+ 40.1% |
$4.03M - $4.32M
|
24.7K
$15.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
7.07K+ 30.38% |
$4.03M - $4.32M
|
30.3K
$18.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
6.93K+ 7.75% |
$3.95M - $4.23M
|
96.3K
$59.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.88K+ 1.19% |
$3.92M - $4.2M
|
587K
$364M
|