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 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.78KNew |
$1.02M - $1.09M
|
1.78K
$941K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.78K+ 1.02% |
$1.01M - $1.09M
|
177K
$93.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.77K+ 16.59% |
$1.01M - $1.08M
|
12.4K
$6.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.76K+ 50.63% |
$1M - $1.07M
|
5.22K
$2.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.74K+ 0.57% |
$991K - $1.06M
|
304K
$161M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
1.72K+ 47.4% |
$982K - $1.05M
|
5.36K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.71KNew |
$977K - $1.05M
|
1.71K
$905K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.7KNew |
$971K - $1.04M
|
1.7K
$900K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.7K+ 19.37% |
$971K - $1.04M
|
10.5K
$5.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.69K+ 12.7% |
$964K - $1.03M
|
15K
$7.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.68K+ 10.45% |
$960K - $1.03M
|
17.8K
$9.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.68K+ 233.29% |
$960K - $1.03M
|
2.4K
$1.27M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.68KNew |
$958K - $1.03M
|
1.68K
$888K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.67K+ 50.39% |
$954K - $1.02M
|
4.99K
$2.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.67KNew |
$953K - $1.02M
|
1.67K
$883K
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
1.67K+ 7.64% |
$952K - $1.02M
|
23.5K
$12.4M
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.66K+ 30.87% |
$949K - $1.02M
|
7.05K
$3.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.66K+ 2.99% |
$947K - $1.01M
|
57.2K
$30.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.66K+ 8.2% |
$945K - $1.01M
|
21.9K
$11.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.65K+ 2.16% |
$939K - $1.01M
|
77.9K
$41.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
1.64K+ 66.8% |
$937K - $1M
|
4.1K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.64K+ 336.96% |
$936K - $1M
|
2.13K
$1.13M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
1.64KNew |
$935K - $1M
|
1.64K
$866K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.63K+ 21.83% |
$932K - $998K
|
9.12K
$4.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.63K+ 3.04% |
$932K - $998K
|
55.3K
$29.3M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.63K+ 11.26% |
$929K - $995K
|
16.1K
$8.51M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.63KNew |
$929K - $994K
|
1.63K
$861K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.62K+ 7.11% |
$925K - $990K
|
24.4K
$12.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
1.61K+ 1.6% |
$920K - $984K
|
102K
$54M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.61K+ 107.26% |
$919K - $983K
|
3.11K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.61K+ 24.06% |
$917K - $981K
|
8.29K
$4.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.61K+ 2.02% |
$916K - $980K
|
81K
$42.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1.6KNew |
$913K - $978K
|
1.6K
$846K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.59K+ 2.84% |
$909K - $973K
|
57.6K
$30.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.59K+ 10.93% |
$906K - $970K
|
16.1K
$8.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.58K+ 4.76% |
$903K - $966K
|
34.8K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.57K+ 0.42% |
$898K - $961K
|
380K
$201M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.56K+ 33.1% |
$892K - $955K
|
6.29K
$3.32M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
1.56KNew |
$892K - $955K
|
1.56K
$827K
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
1.55K+ 5.1% |
$886K - $948K
|
32K
$16.9M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1.55K+ 9135.29% |
$886K - $948K
|
1.57K
$830K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.55K+ 0.7% |
$884K - $946K
|
222K
$117M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
1.55K+ 1.39% |
$883K - $945K
|
113K
$59.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.53K+ 4.38% |
$874K - $935K
|
36.5K
$19.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.53KNew |
$872K - $934K
|
1.53K
$808K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.53KNew |
$872K - $934K
|
1.53K
$808K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
1.52K+ 2.74% |
$867K - $927K
|
57K
$30.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.51KNew |
$863K - $923K
|
1.51K
$799K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.51K+ 46.68% |
$862K - $923K
|
4.75K
$2.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.51K+ 96.55% |
$862K - $923K
|
3.08K
$1.63M
|