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 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
178+ 0.23% |
$102K - $109K
|
76K
$46.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
BUY
|
- |
177+ 21.12% |
$101K - $108K
|
1.02K
$619K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
175+ 29.97% |
$99.8K - $107K
|
759
$463K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
175+ 1.44% |
$99.8K - $107K
|
12.3K
$7.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
175+ 2.22% |
$99.8K - $107K
|
8.07K
$4.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
173+ 2.12% |
$98.7K - $106K
|
8.35K
$5.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
172+ 9.47% |
$98.1K - $105K
|
1.99K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
171+ 5.36% |
$97.6K - $104K
|
3.36K
$2.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
170+ 7.55% |
$97K - $104K
|
2.42K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
168+ 12.15% |
$95.8K - $103K
|
1.55K
$945K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
167+ 27.93% |
$95.3K - $102K
|
765
$466K
|
|
|
Feb 03, 2025
Q4 2024
|
Verger Capital Management LLC
|
BUY
|
- |
166+ 0.36% |
$94.7K - $101K
|
46K
$28M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
165+ 0.96% |
$94.1K - $101K
|
17.3K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
162+ 3.85% |
$92.4K - $98.9K
|
4.37K
$2.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
160+ 2.23% |
$91.3K - $97.7K
|
7.35K
$4.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
158+ 8.17% |
$90.1K - $96.5K
|
2.09K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
156+ 16.34% |
$89K - $95.3K
|
1.11K
$677K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
155+ 2.24% |
$88.4K - $94.6K
|
7.07K
$4.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
153+ 0.3% |
$87.3K - $93.4K
|
51.5K
$31.4M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
152+ 5.29% |
$86.7K - $92.8K
|
3.03K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
151+ 30.94% |
$86.1K - $92.2K
|
639
$389K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
149+ 4.5% |
$85K - $91K
|
3.46K
$2.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
148+ 1.34% |
$84.4K - $90.4K
|
11.2K
$6.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
148+ 1.11% |
$84.4K - $90.4K
|
13.5K
$8.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
146+ 15.08% |
$83.3K - $89.1K
|
1.11K
$679K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
144+ 6.48% |
$82.2K - $87.9K
|
2.37K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
143+ 2.98% |
$81.6K - $87.3K
|
4.95K
$3.02M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
140+ 15.64% |
$79.9K - $85.5K
|
1.04K
$631K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
136+ 5.47% |
$77.6K - $83K
|
2.62K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
136+ 3.45% |
$77.6K - $83K
|
4.08K
$2.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
135+ 3.52% |
$77K - $82.4K
|
3.97K
$2.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
133+ 4.56% |
$75.9K - $81.2K
|
3.05K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
128+ 0.45% |
$73K - $78.2K
|
28.4K
$17.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
127+ 14.98% |
$72.5K - $77.5K
|
975
$594K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
125New |
$71.3K - $76.3K
|
125
$76.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
125+ 22.36% |
$71.3K - $76.3K
|
684
$417K
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
125+ 2.32% |
$71.3K - $76.3K
|
5.52K
$3.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
123+ 20.95% |
$70.2K - $75.1K
|
710
$433K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
123New |
$70.2K - $75.1K
|
123
$75K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
122+ 3.53% |
$69.6K - $74.5K
|
3.58K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
121+ 4.3% |
$69K - $73.9K
|
2.93K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
118+ 1.12% |
$67.3K - $72K
|
10.6K
$6.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
118+ 7.9% |
$67.3K - $72K
|
1.61K
$982K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
117+ 1.6% |
$66.7K - $71.4K
|
7.42K
$4.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
117+ 63.24% |
$66.7K - $71.4K
|
302
$184K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
116New |
$66.2K - $70.8K
|
116
$70.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
116+ 3.66% |
$66.2K - $70.8K
|
3.29K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
116+ 0.56% |
$66.2K - $70.8K
|
20.9K
$12.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
114+ 6.62% |
$65K - $69.6K
|
1.84K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
114+ 9.98% |
$65K - $69.6K
|
1.26K
$765K
|