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
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
20.5KNew |
$11.7M - $12.5M
|
20.5K
$12.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
20.1KNew |
$11.5M - $12.3M
|
20.1K
$12.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
20KNew |
$11.4M - $12.2M
|
20K
$12.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
19.7K+ 10.0% |
$11.3M - $12M
|
217K
$132M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
19.5K+ 22.04% |
$11.1M - $11.9M
|
108K
$65.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
19.1K+ 7.69% |
$10.9M - $11.7M
|
268K
$163M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
18.1K+ 46.99% |
$10.3M - $11M
|
56.5K
$34.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
18.1K+ 8.03% |
$10.3M - $11M
|
243K
$147M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
17.7K+ 167.65% |
$10.1M - $10.8M
|
28.2K
$17.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
17.6K+ 3.73% |
$10.1M - $10.8M
|
490K
$298M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
17.6K+ 67.83% |
$10.1M - $10.8M
|
43.7K
$26.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
17.2KNew |
$9.81M - $10.5M
|
17.2K
$10.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
16.8KNew |
$9.61M - $10.3M
|
16.8K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.7K+ 37.6% |
$9.52M - $10.2M
|
61.1K
$37.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
16.6K+ 29.89% |
$9.47M - $10.1M
|
72.1K
$43.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
16.6K+ 4.9% |
$9.44M - $10.1M
|
354K
$215M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
16.2K+ 21.41% |
$9.22M - $9.87M
|
91.7K
$55.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
16.1K+ 9.8% |
$9.17M - $9.82M
|
180K
$109M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
16.1K+ 2341.98% |
$9.17M - $9.81M
|
16.8K
$10.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
15.5K+ 83.54% |
$8.84M - $9.46M
|
34.1K
$20.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
15.4K+ 13.49% |
$8.77M - $9.39M
|
129K
$78.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
14.9KNew |
$8.51M - $9.11M
|
14.9K
$9.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14.9K+ 18.21% |
$8.5M - $9.1M
|
96.8K
$58.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
14.6K+ 0.46% |
$8.31M - $8.9M
|
3.2M
$1.95B
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
14.4KNew |
$8.24M - $8.82M
|
14.4K
$8.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
13.4K+ 1.66% |
$7.65M - $8.19M
|
822K
$500M
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
13.1K+ 38.59% |
$7.46M - $7.98M
|
47K
$28.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
12K+ 7.72% |
$6.85M - $7.33M
|
167K
$102M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
11.9KNew |
$6.78M - $7.25M
|
11.9K
$7.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
11.8K+ 1.77% |
$6.73M - $7.2M
|
676K
$411M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
11.3KNew |
$6.46M - $6.92M
|
11.3K
$6.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
11.1K+ 4.46% |
$6.31M - $6.76M
|
259K
$158M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.1K+ 4.89% |
$6.31M - $6.76M
|
237K
$144M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
10.7K+ 16.09% |
$6.12M - $6.55M
|
77.4K
$47M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
9.77K+ 1.94% |
$5.57M - $5.96M
|
514K
$312M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
9.7KNew |
$5.54M - $5.93M
|
9.7K
$5.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9.43K+ 8.47% |
$5.38M - $5.76M
|
121K
$73.4M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
9.35K+ 9.62% |
$5.33M - $5.71M
|
107K
$64.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
9.1K+ 23.99% |
$5.19M - $5.56M
|
47K
$28.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
9.1K+ 2.62% |
$5.19M - $5.56M
|
357K
$217M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
9K+ 45.33% |
$5.14M - $5.5M
|
28.9K
$17.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
8.97K+ 2.94% |
$5.11M - $5.47M
|
314K
$191M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
8.57K+ 7.11% |
$4.89M - $5.23M
|
129K
$78.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
8.52KNew |
$4.86M - $5.2M
|
8.52K
$5.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.43K+ 9.4% |
$4.81M - $5.15M
|
98.1K
$59.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
8.4K+ 64.67% |
$4.79M - $5.13M
|
21.4K
$13M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
8.38K+ 17.61% |
$4.78M - $5.12M
|
56K
$34M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
8.25KNew |
$4.71M - $5.04M
|
8.25K
$5.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
8.23K+ 3.68% |
$4.69M - $5.02M
|
232K
$141M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
8.22K+ 43.03% |
$4.69M - $5.02M
|
27.3K
$16.6M
|