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 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
8.11KNew |
$4.63M - $4.95M
|
8.11K
$4.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
8.08K+ 270.69% |
$4.61M - $4.93M
|
11.1K
$5.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
8.07K+ 26.69% |
$4.61M - $4.93M
|
38.3K
$20.6M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.07K+ 87.66% |
$4.6M - $4.93M
|
17.3K
$9.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
8.06K+ 1.63% |
$4.6M - $4.92M
|
502K
$270M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8.06KNew |
$4.6M - $4.92M
|
8.06K
$4.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
8.05KNew |
$4.59M - $4.91M
|
8.05K
$4.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
8.01K+ 14.54% |
$4.57M - $4.89M
|
63.1K
$33.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
7.97KNew |
$4.54M - $4.86M
|
7.97K
$4.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Nationwide Fund Advisors
|
BUY
|
- |
7.96K+ 1.57% |
$4.54M - $4.86M
|
516K
$278M
|
|
|
Feb 14, 2025
Q4 2024
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
7.93KNew |
$4.53M - $4.84M
|
7.93K
$4.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.86K+ 5.91% |
$4.48M - $4.8M
|
141K
$75.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
7.85KNew |
$4.48M - $4.79M
|
7.85K
$4.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
7.81K+ 8.21% |
$4.45M - $4.77M
|
103K
$55.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.78K+ 5.37% |
$4.44M - $4.75M
|
153K
$82.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7.76K+ 7.26% |
$4.43M - $4.74M
|
115K
$61.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.76K+ 13.21% |
$4.43M - $4.74M
|
66.5K
$35.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
7.74K+ 19.37% |
$4.42M - $4.73M
|
47.7K
$25.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7.66K+ 4.98% |
$4.37M - $4.68M
|
162K
$86.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
7.59K+ 102.36% |
$4.33M - $4.63M
|
15K
$8.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
7.44K+ 3.53% |
$4.25M - $4.54M
|
218K
$117M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.44K+ 12.04% |
$4.24M - $4.54M
|
69.2K
$37.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
7.4KNew |
$4.22M - $4.52M
|
7.4K
$3.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.4K+ 285.71% |
$4.22M - $4.52M
|
9.99K
$5.37M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
7.36K+ 297.49% |
$4.2M - $4.49M
|
9.83K
$5.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
7.34KNew |
$4.19M - $4.48M
|
7.34K
$3.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.33K+ 8.78% |
$4.18M - $4.48M
|
90.8K
$48.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
7.29KNew |
$4.16M - $4.45M
|
7.29K
$3.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
7.23K+ 15.72% |
$4.13M - $4.42M
|
53.2K
$28.6M
|
|
|
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
$4.93M
|
|
|
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
$28.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
7.15K+ 10.16% |
$4.08M - $4.37M
|
77.6K
$41.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
7.1KNew |
$4.05M - $4.34M
|
7.1K
$3.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
7.1KNew |
$4.05M - $4.34M
|
7.1K
$3.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
7.07K+ 40.1% |
$4.03M - $4.32M
|
24.7K
$13.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
7.07K+ 30.38% |
$4.03M - $4.32M
|
30.3K
$16.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
6.93K+ 7.75% |
$3.95M - $4.23M
|
96.3K
$51.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.88K+ 1.19% |
$3.92M - $4.2M
|
587K
$316M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.84K+ 5.17% |
$3.9M - $4.18M
|
139K
$74.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.82K+ 36.59% |
$3.89M - $4.16M
|
25.5K
$13.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6.82K+ 6.06% |
$3.89M - $4.16M
|
119K
$64.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.8K+ 11.1% |
$3.88M - $4.15M
|
68.1K
$36.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
6.79KNew |
$3.88M - $4.15M
|
6.79K
$3.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.77K+ 1.13% |
$3.86M - $4.14M
|
604K
$325M
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
6.66KNew |
$3.8M - $4.07M
|
6.66K
$3.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
6.66KNew |
$3.8M - $4.06M
|
6.66K
$3.58M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
6.65KNew |
$3.8M - $4.06M
|
6.65K
$3.58M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
6.63KNew |
$3.78M - $4.05M
|
6.63K
$3.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.6K+ 10.39% |
$3.77M - $4.03M
|
70.1K
$37.7M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
6.6KNew |
$3.76M - $4.03M
|
6.6K
$3.55M
|