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 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.38K+ 3.08% |
$1.93M - $2.06M
|
113K
$59.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.37K+ 2.44% |
$1.92M - $2.06M
|
141K
$74.8M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.34KNew |
$1.91M - $2.04M
|
3.34K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
3.33K+ 43.57% |
$1.9M - $2.03M
|
11K
$5.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.32K+ 1.85% |
$1.89M - $2.03M
|
183K
$96.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.31K+ 9.29% |
$1.89M - $2.02M
|
39K
$20.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
3.31KNew |
$1.89M - $2.02M
|
3.31K
$1.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.29KNew |
$1.88M - $2.01M
|
3.29K
$1.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
3.27K+ 1.4% |
$1.87M - $2M
|
237K
$125M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.23K+ 70.35% |
$1.84M - $1.97M
|
7.81K
$4.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.22K+ 4.42% |
$1.84M - $1.96M
|
76K
$40.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.2K+ 18.0% |
$1.82M - $1.95M
|
21K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.19K+ 64.34% |
$1.82M - $1.94M
|
8.14K
$4.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.18KNew |
$1.81M - $1.94M
|
3.18K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.16K+ 8.98% |
$1.81M - $1.93M
|
38.4K
$20.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.13KNew |
$1.79M - $1.91M
|
3.13K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.13K+ 1.52% |
$1.79M - $1.91M
|
209K
$110M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
3.12K+ 4.19% |
$1.78M - $1.91M
|
77.7K
$41.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.12K+ 24.32% |
$1.78M - $1.9M
|
15.9K
$8.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
BUY
|
- |
3.11K+ 3.49% |
$1.78M - $1.9M
|
92.4K
$48.8M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
3.11K+ 287.6% |
$1.77M - $1.9M
|
4.19K
$2.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
3.11KNew |
$1.77M - $1.9M
|
3.11K
$1.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
3.1K+ 6.23% |
$1.77M - $1.89M
|
52.8K
$27.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
3.09K+ 14.6% |
$1.76M - $1.89M
|
24.3K
$12.8M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.07K+ 79.46% |
$1.75M - $1.88M
|
6.94K
$3.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
3.07K+ 25.34% |
$1.75M - $1.88M
|
15.2K
$8.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
3.06K+ 23.5% |
$1.75M - $1.87M
|
16.1K
$8.51M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
3.05K+ 18.22% |
$1.74M - $1.86M
|
19.8K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.04KNew |
$1.73M - $1.86M
|
3.04K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.04K+ 14.91% |
$1.73M - $1.85M
|
23.4K
$12.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
3.03K+ 23.91% |
$1.73M - $1.85M
|
15.7K
$8.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.01K+ 7.32% |
$1.72M - $1.84M
|
44.1K
$23.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
3K+ 2.2% |
$1.71M - $1.83M
|
140K
$73.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
2.99KNew |
$1.71M - $1.83M
|
2.99K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2.99K+ 4.06% |
$1.7M - $1.82M
|
76.5K
$40.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.98K+ 6.38% |
$1.7M - $1.82M
|
49.8K
$26.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
2.96KNew |
$1.69M - $1.81M
|
2.96K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
2.96K+ 74.4% |
$1.69M - $1.81M
|
6.94K
$3.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.95KNew |
$1.69M - $1.8M
|
2.95K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.94K+ 4.0% |
$1.68M - $1.8M
|
76.5K
$40.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.93K+ 2.77% |
$1.67M - $1.79M
|
109K
$57.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
2.92K+ 2.58% |
$1.67M - $1.78M
|
116K
$61.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.86K+ 12.35% |
$1.63M - $1.74M
|
26K
$13.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.85K+ 5.78% |
$1.62M - $1.74M
|
52.1K
$27.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.82K+ 110.28% |
$1.61M - $1.72M
|
5.38K
$2.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.82K+ 7.48% |
$1.61M - $1.72M
|
40.5K
$21.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.81K+ 7.58% |
$1.6M - $1.72M
|
39.9K
$21.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.81K+ 7.14% |
$1.6M - $1.71M
|
42.1K
$22.3M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
2.8KNew |
$1.6M - $1.71M
|
2.8K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.77K+ 0.26% |
$1.58M - $1.69M
|
1.05M
$554M
|