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 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.45K+ 19.75% |
$1.4M - $1.5M
|
14.9K
$9.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.45K+ 1.92% |
$1.4M - $1.5M
|
130K
$86.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.45K+ 51.19% |
$1.4M - $1.49M
|
7.22K
$4.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.44K+ 0.92% |
$1.39M - $1.49M
|
267K
$178M
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
2.44K+ 16.41% |
$1.39M - $1.49M
|
17.3K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.41K+ 133.24% |
$1.38M - $1.47M
|
4.22K
$2.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
2.41K+ 5.89% |
$1.37M - $1.47M
|
43.3K
$28.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.41K+ 3.07% |
$1.37M - $1.47M
|
80.7K
$53.6M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.36KNew |
$1.35M - $1.44M
|
2.36K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.35K+ 4.1% |
$1.34M - $1.44M
|
59.8K
$39.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.35K+ 9.23% |
$1.34M - $1.44M
|
27.9K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.35KNew |
$1.34M - $1.43M
|
2.35K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.34K+ 2.67% |
$1.33M - $1.43M
|
90K
$59.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.32K+ 2.39% |
$1.32M - $1.41M
|
99.1K
$65.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
2.31KNew |
$1.32M - $1.41M
|
2.31K
$1.54M
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.29KNew |
$1.31M - $1.4M
|
2.29K
$1.52M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.29K+ 8.97% |
$1.31M - $1.4M
|
27.8K
$18.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
2.29KNew |
$1.3M - $1.4M
|
2.29K
$1.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
2.28KNew |
$1.3M - $1.39M
|
2.28K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
2.28KNew |
$1.3M - $1.39M
|
2.28K
$1.51M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
2.27K+ 3.92% |
$1.29M - $1.38M
|
60.1K
$39.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
2.27KNew |
$1.29M - $1.38M
|
2.27K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.26K+ 7.85% |
$1.29M - $1.38M
|
31K
$20.6M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.25K+ 5.64% |
$1.28M - $1.37M
|
42.1K
$27.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
2.23K+ 0.77% |
$1.27M - $1.36M
|
294K
$195M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
2.21KNew |
$1.26M - $1.35M
|
2.21K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.21K+ 9.88% |
$1.26M - $1.35M
|
24.6K
$16.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.21K+ 11.87% |
$1.26M - $1.35M
|
20.8K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.2K+ 1.82% |
$1.26M - $1.34M
|
123K
$81.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
2.2K+ 195.55% |
$1.25M - $1.34M
|
3.32K
$2.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.2K+ 1.88% |
$1.25M - $1.34M
|
119K
$78.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.18K+ 35.71% |
$1.24M - $1.33M
|
8.29K
$5.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.17KNew |
$1.24M - $1.33M
|
2.17K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.17K+ 73.35% |
$1.24M - $1.33M
|
5.13K
$3.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.16KNew |
$1.23M - $1.32M
|
2.16K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.16K+ 77.27% |
$1.23M - $1.32M
|
4.95K
$3.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.15K+ 106.91% |
$1.23M - $1.31M
|
4.16K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.14K+ 45.21% |
$1.22M - $1.31M
|
6.89K
$4.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.12KNew |
$1.21M - $1.29M
|
2.12K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.11K+ 40.32% |
$1.2M - $1.29M
|
7.34K
$4.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
2.1K+ 0.3% |
$1.2M - $1.28M
|
712K
$473M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.09K+ 12.56% |
$1.19M - $1.28M
|
18.7K
$12.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.07K+ 7.13% |
$1.18M - $1.26M
|
31K
$20.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
2.06KNew |
$1.18M - $1.26M
|
2.06K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.05K+ 1.84% |
$1.17M - $1.25M
|
113K
$75.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
2.05K+ 1.5% |
$1.17M - $1.25M
|
138K
$91.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.05K+ 13.13% |
$1.17M - $1.25M
|
17.6K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 24.0% |
$1.17M - $1.25M
|
10.6K
$7.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.04KNew |
$1.16M - $1.25M
|
2.04K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.04K+ 3.0% |
$1.16M - $1.24M
|
69.9K
$46.4M
|