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 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.47K+ 44.39% |
$3.12M - $3.34M
|
17.8K
$9.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
5.46KNew |
$3.11M - $3.33M
|
5.46K
$2.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
5.44K+ 1.65% |
$3.1M - $3.32M
|
335K
$177M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.44K+ 4.27% |
$3.1M - $3.32M
|
133K
$70.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
5.39KNew |
$3.08M - $3.29M
|
5.39K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.35K+ 2.25% |
$3.05M - $3.27M
|
243K
$129M
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
5.28K+ 4.29% |
$3.01M - $3.23M
|
128K
$67.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.27K+ 21.29% |
$3.01M - $3.22M
|
30.1K
$15.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
5.22K+ 17.93% |
$2.98M - $3.19M
|
34.4K
$18.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.22KNew |
$2.98M - $3.19M
|
5.22K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.21K+ 4.67% |
$2.97M - $3.18M
|
117K
$61.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
5.21K+ 23.34% |
$2.97M - $3.18M
|
27.5K
$14.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.18K+ 2.71% |
$2.96M - $3.16M
|
196K
$104M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
5.17KNew |
$2.95M - $3.15M
|
5.17K
$2.73M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
5.16KNew |
$2.94M - $3.15M
|
5.16K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
5.16K+ 1.57% |
$2.94M - $3.15M
|
333K
$176M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.14K+ 11.92% |
$2.93M - $3.14M
|
48.3K
$25.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
5.14K+ 11.97% |
$2.93M - $3.14M
|
48.1K
$25.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
5.06KNew |
$2.89M - $3.09M
|
5.06K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.03K+ 0.67% |
$2.87M - $3.07M
|
752K
$398M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
4.98K+ 5.21% |
$2.84M - $3.04M
|
101K
$53.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.98K+ 34.24% |
$2.84M - $3.04M
|
19.5K
$10.3M
|
|
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
4.87KNew |
$2.78M - $2.97M
|
4.87K
$2.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.86K+ 6.48% |
$2.77M - $2.97M
|
79.9K
$42.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.86K+ 0.53% |
$2.77M - $2.97M
|
928K
$490M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
4.81K+ 1.5% |
$2.74M - $2.94M
|
326K
$172M
|
|
|
Feb 07, 2025
Q4 2024
|
My Wealth Management Inc.
|
BUY
|
- |
4.81K+ 36.48% |
$2.74M - $2.93M
|
18K
$9.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
4.8KNew |
$2.74M - $2.93M
|
4.8K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
4.79KNew |
$2.73M - $2.93M
|
4.79K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.74K+ 3.77% |
$2.71M - $2.9M
|
131K
$69M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
4.71K+ 6.73% |
$2.69M - $2.88M
|
74.6K
$39.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.68K+ 0.72% |
$2.67M - $2.86M
|
659K
$348M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
4.67KNew |
$2.66M - $2.85M
|
4.67K
$2.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.67K+ 1.09% |
$2.66M - $2.85M
|
431K
$228M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.66K+ 5.39% |
$2.66M - $2.84M
|
91.1K
$48.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
4.63KNew |
$2.64M - $2.83M
|
4.63K
$2.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
4.63KNew |
$2.64M - $2.83M
|
4.63K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.61K+ 135.0% |
$2.63M - $2.81M
|
8.02K
$4.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.52K+ 2.47% |
$2.58M - $2.76M
|
187K
$99.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
4.47K+ 0.8% |
$2.55M - $2.73M
|
560K
$296M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.47KNew |
$2.55M - $2.73M
|
4.47K
$2.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
4.41KNew |
$2.52M - $2.69M
|
4.41K
$2.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
4.41KNew |
$2.51M - $2.69M
|
4.41K
$2.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.39K+ 9.3% |
$2.51M - $2.68M
|
51.6K
$27.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.34K+ 7.35% |
$2.48M - $2.65M
|
63.4K
$33.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.31K+ 58.65% |
$2.46M - $2.63M
|
11.7K
$6.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.29K+ 3.09% |
$2.45M - $2.62M
|
143K
$75.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
4.28K+ 2.25% |
$2.44M - $2.62M
|
195K
$103M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
4.24K+ 458.59% |
$2.42M - $2.59M
|
5.17K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.21K+ 90.72% |
$2.4M - $2.57M
|
8.85K
$4.68M
|