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 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
40+ 1.73% |
$22.8K - $24.4K
|
2.36K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
39+ 0.8% |
$22.2K - $23.8K
|
4.89K
$2.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
39+ 0.47% |
$22.2K - $23.8K
|
8.36K
$5.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
38+ 2.55% |
$21.7K - $23.2K
|
1.53K
$932K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
38+ 8.24% |
$21.7K - $23.2K
|
499
$304K
|
|
|
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
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
36+ 0.33% |
$20.5K - $22K
|
11K
$6.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
36+ 1.09% |
$20.5K - $22K
|
3.33K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
36+ 2.87% |
$20.5K - $22K
|
1.29K
$787K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
36+ 2.06% |
$20.5K - $22K
|
1.79K
$1.09M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
35+ 0.54% |
$20K - $21.4K
|
6.49K
$3.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
35+ 1.64% |
$20K - $21.4K
|
2.17K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
35+ 5.11% |
$20K - $21.4K
|
720
$439K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
34+ 0.34% |
$19.4K - $20.8K
|
10.1K
$6.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
34+ 0.06% |
$19.4K - $20.8K
|
52.6K
$32.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
33+ 1.97% |
$18.8K - $20.1K
|
1.71K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
33+ 3.95% |
$18.8K - $20.1K
|
869
$530K
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
33+ 4.93% |
$18.8K - $20.1K
|
702
$428K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
33+ 1.54% |
$18.8K - $20.1K
|
2.18K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
32+ 4.54% |
$18.3K - $19.5K
|
737
$449K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
32+ 0.49% |
$18.3K - $19.5K
|
6.5K
$3.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
32+ 17.39% |
$18.3K - $19.5K
|
216
$132K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
32+ 10.39% |
$18.3K - $19.5K
|
340
$207K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
32+ 1.03% |
$18.3K - $19.5K
|
3.14K
$1.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
32+ 3.35% |
$18.3K - $19.5K
|
987
$601K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
31+ 1.73% |
$17.7K - $18.9K
|
1.82K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
31+ 2.34% |
$17.7K - $18.9K
|
1.36K
$827K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
31+ 0.37% |
$17.7K - $18.9K
|
8.35K
$5.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
30+ 2.54% |
$17.1K - $18.3K
|
1.21K
$738K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
30+ 4.78% |
$17.1K - $18.3K
|
657
$400K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
30+ 0.18% |
$17.1K - $18.3K
|
17.2K
$10.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
30+ 2.45% |
$17.1K - $18.3K
|
1.26K
$765K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
29+ 14.72% |
$16.5K - $17.7K
|
226
$138K
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
BUY
|
- |
29+ 1.1% |
$16.5K - $17.7K
|
2.66K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
29+ 1.14% |
$16.5K - $17.7K
|
2.58K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
29+ 0.6% |
$16.5K - $17.7K
|
4.88K
$2.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
29+ 0.44% |
$16.5K - $17.7K
|
6.64K
$4.04M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
28+ 0.76% |
$16K - $17.1K
|
3.72K
$2.27M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
27+ 0.73% |
$15.4K - $16.5K
|
3.71K
$2.26M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
27+ 4.93% |
$15.4K - $16.5K
|
575
$350K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
26+ 25.74% |
$14.8K - $15.9K
|
127
$77.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
26+ 3.56% |
$14.8K - $15.9K
|
756
$461K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
26+ 0.07% |
$14.8K - $15.9K
|
35K
$21.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
25+ 0.19% |
$14.3K - $15.3K
|
13.2K
$8.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
25+ 5.03% |
$14.3K - $15.3K
|
522
$318K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
25+ 58.14% |
$14.3K - $15.3K
|
68
$41.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
24+ 0.26% |
$13.7K - $14.7K
|
9.2K
$5.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
24+ 4.1% |
$13.7K - $14.7K
|
610
$372K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
24+ 2.19% |
$13.7K - $14.7K
|
1.12K
$683K
|