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 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
73+ 0.59% |
$41.6K - $44.6K
|
12.5K
$7.59M
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
72+ 5.73% |
$41.1K - $44K
|
1.33K
$807K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
72+ 0.54% |
$41.1K - $44K
|
13.5K
$8.19M
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
72+ 0.2% |
$41.1K - $44K
|
36K
$21.9M
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
71+ 1.7% |
$40.5K - $43.4K
|
4.25K
$2.59M
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
69+ 0.69% |
$39.4K - $42.1K
|
10.1K
$6.16M
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
69+ 14.32% |
$39.4K - $42.1K
|
551
$335K
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
69+ 12.95% |
$39.4K - $42.1K
|
602
$366K
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
68+ 6.59% |
$38.8K - $41.5K
|
1.1K
$669K
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
67+ 12.93% |
$38.2K - $40.9K
|
585
$356K
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
65+ 0.32% |
$37.1K - $39.7K
|
20.2K
$12.3M
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
63+ 2.47% |
$35.9K - $38.5K
|
2.61K
$1.59M
|
|
Jan 16, 2025
Q4 2024
|
American Asset Management Inc.
|
BUY
|
- |
60+ 4.0% |
$34.2K - $36.6K
|
1.56K
$948K
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
60+ 16.04% |
$34.2K - $36.6K
|
434
$264K
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
60+ 0.34% |
$34.2K - $36.6K
|
17.9K
$10.9M
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
59+ 0.08% |
$33.7K - $36K
|
77.8K
$47.3M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
58+ 1.74% |
$33.1K - $35.4K
|
3.39K
$2.06M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
58+ 0.18% |
$33.1K - $35.4K
|
31.9K
$19.4M
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
57+ 0.2% |
$32.5K - $34.8K
|
28.4K
$17.2M
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
57+ 0.7% |
$32.5K - $34.8K
|
8.14K
$4.95M
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
56+ 3.88% |
$31.9K - $34.2K
|
1.5K
$911K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
56+ 0.27% |
$31.9K - $34.2K
|
20.9K
$12.7M
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
55+ 1.28% |
$31.4K - $33.6K
|
4.35K
$2.64M
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
55New |
$31.4K - $33.6K
|
55
$33.4K
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
55+ 0.29% |
$31.4K - $33.6K
|
19.3K
$11.7M
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
54New |
$30.8K - $33K
|
54
$32.8K
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
54+ 3.75% |
$30.8K - $33K
|
1.49K
$908K
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
52+ 0.11% |
$29.7K - $31.8K
|
47.5K
$28.9M
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
51New |
$29.1K - $31.1K
|
51
$31K
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
50+ 1.75% |
$28.5K - $30.5K
|
2.9K
$1.76M
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
48+ 1.22% |
$27.4K - $29.3K
|
3.97K
$2.41M
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
48+ 1.67% |
$27.4K - $29.3K
|
2.93K
$1.78M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
47+ 0.88% |
$26.8K - $28.7K
|
5.41K
$3.29M
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
47+ 0.5% |
$26.8K - $28.7K
|
9.46K
$5.75M
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
47+ 0.29% |
$26.8K - $28.7K
|
16.1K
$9.8M
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
47+ 0.49% |
$26.8K - $28.7K
|
9.59K
$5.83M
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
46+ 0.24% |
$26.2K - $28.1K
|
19.1K
$11.6M
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
46+ 1.59% |
$26.2K - $28.1K
|
2.95K
$1.79M
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
44+ 3.13% |
$25.1K - $26.9K
|
1.45K
$881K
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
44+ 1.57% |
$25.1K - $26.9K
|
2.85K
$1.73M
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
44+ 3.57% |
$25.1K - $26.9K
|
1.28K
$776K
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
43+ 3.38% |
$24.5K - $26.3K
|
1.32K
$800K
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
43+ 0.05% |
$24.5K - $26.3K
|
80.3K
$48.8M
|
|
Jan 22, 2025
Q4 2024
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
41+ 0.85% |
$23.4K - $25K
|
4.85K
$2.95M
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
40+ 1.73% |
$22.8K - $24.4K
|
2.36K
$1.43M
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
39+ 0.8% |
$22.2K - $23.8K
|
4.89K
$2.97M
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
38+ 2.55% |
$21.7K - $23.2K
|
1.53K
$930K
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
38+ 8.24% |
$21.7K - $23.2K
|
499
$303K
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
38+ 1.5% |
$21.7K - $23.2K
|
2.57K
$1.56M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
36New |
$20.5K - $22K
|
36
$21.9K
|