Purchases and Sales Made in Q4 2024 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 04, 2025 Q4 2024
Advisor Os, LLC

BUY
 -
566
+ 19.18%
$323K - $346K
3.52K $2.39M
Jan 29, 2025 Q4 2024
Hemington Wealth Management

BUY
 -
565
+ 8.95%
$322K - $345K
6.88K $4.67M
Feb 12, 2025 Q4 2024
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
564
+ 47.39%
$322K - $344K
1.75K $1.19M
Feb 14, 2025 Q4 2024
Texas Bank & Trust CO

Longview, TX
BUY
 -
563
New
$321K - $344K
563 $382K
Feb 14, 2025 Q4 2024
Esl Trust Services, LLC

BUY
 -
562
+ 0.48%
$321K - $343K
116K $79M
Feb 05, 2025 Q4 2024
Motco

BUY
 -
558
+ 5.71%
$318K - $341K
10.3K $7.01M
Feb 13, 2025 Q4 2024
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
558
+ 8.02%
$318K - $341K
7.51K $5.1M
Feb 13, 2025 Q4 2024
Integrity Financial Corp

BUY
 -
551
+ 182.45%
$314K - $336K
853 $579K
Feb 10, 2025 Q4 2024
Hills Bank & Trust CO

BUY
 -
542
+ 104.63%
$309K - $331K
1.06K $720K
Mar 06, 2025 Q4 2024
Ag Asset Advisory, LLC

Los Angeles, CA
BUY
 -
540
New
$308K - $330K
540 $367K
Jan 24, 2025 Q4 2024
Level Wealth Management LLC

Greensboro, NC
BUY
 -
539
New
$308K - $329K
539 $366K
Jan 02, 2025 Q4 2024
Old Port Advisors

BUY
 -
536
+ 3.57%
$306K - $327K
15.6K $10.6M
Jan 15, 2025 Q4 2024
Everpar Advisors LLC

Tulsa, OK
BUY
 -
535
+ 6.87%
$305K - $327K
8.32K $5.65M
Jan 13, 2025 Q4 2024
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
533
New
$304K - $325K
533 $362K
Feb 12, 2025 Q4 2024
Hurley Capital, LLC

New York, NY
BUY
 -
529
New
$302K - $323K
529 $359K
Feb 12, 2025 Q4 2024
Mosaic Financial Group, LLC

Chicago, IL
BUY
 -
527
+ 2.33%
$301K - $322K
23.1K $15.7M
Feb 05, 2025 Q4 2024
Purkiss Capital Advisors LLC

Ridgefield, CT
BUY
 -
526
New
$300K - $321K
526 $357K
Feb 13, 2025 Q4 2024
Redwood Park Advisors LLC

Redwood City, CA
BUY
 -
524
New
$299K - $320K
524 $356K
Jan 29, 2025 Q4 2024
Attessa Capital LLC

Tucson, AZ
BUY
 -
523
New
$298K - $319K
523 $355K
Feb 18, 2025 Q4 2024
Fourth Dimension Wealth, LLC

Middleburg Heights, OH
BUY
 -
520
New
$297K - $318K
520 $353K
Feb 13, 2025 Q4 2024
Wealth Trust Axiom LLC

BUY
 -
519
+ 37.77%
$296K - $317K
1.89K $1.28M
Feb 11, 2025 Q4 2024
Old Point Trust & Financial Services N A

BUY
 -
517
New
$295K - $316K
517 $351K
Jan 16, 2025 Q4 2024
True Link Financial Advisors, LLC

BUY
 -
512
+ 0.19%
$292K - $313K
277K $188M
Jan 28, 2025 Q4 2024
Northeast Investment Management

BUY
 -
512
+ 6.75%
$292K - $313K
8.1K $5.5M
Jan 14, 2025 Q4 2024
Cpr Investments Inc.

Rochester, MI
BUY
 -
509
New
$290K - $311K
509 $346K
Feb 06, 2025 Q4 2024
Ring Mountain Capital, LLC

Tiburon, CA
BUY
 -
507
New
$289K - $310K
507 $344K
Feb 06, 2025 Q4 2024
Boulder Wealth Advisors, LLC

Boulder, CO
BUY
 -
505
+ 1.09%
$288K - $308K
46.9K $31.8M
Jan 23, 2025 Q4 2024
Kaufman Rossin Wealth, LLC

Miami, FL
BUY
 -
504
New
$288K - $308K
504 $342K
Feb 10, 2025 Q4 2024
Cv Advisors LLC

Aventura, FL
BUY
 -
501
New
$286K - $306K
501 $340K
Feb 12, 2025 Q4 2024
Broadway Wealth Solutions, Inc.

San Antonio, TX
BUY
 -
500
New
$285K - $305K
500 $339K
Jan 17, 2025 Q4 2024
Seros Financial, LLC

Tempe, AZ
BUY
 -
492
New
$281K - $300K
492 $334K
Jan 31, 2025 Q4 2024
Bigelow Investment Advisors, LLC

BUY
 -
492
+ 2.1%
$281K - $300K
23.9K $16.3M
Feb 04, 2025 Q4 2024
Midwest Capital Advisors, LLC

Grand Rapids, MI
BUY
 -
492
New
$281K - $300K
492 $334K
Feb 06, 2025 Q4 2024
Bravias Capital Group, LLC

Iselin, NJ
BUY
 -
492
New
$281K - $300K
492 $334K
Feb 12, 2025 Q4 2024
Ark & Tlk Investments, LLC

Oklahoma City, OK
BUY
 -
492
New
$281K - $300K
492 $334K
Feb 06, 2025 Q4 2024
Welch & Forbes LLC

BUY
 -
491
+ 2.72%
$280K - $300K
18.5K $12.6M
Feb 07, 2025 Q4 2024
Slt Holdings LLC

Scottsdale, AZ
BUY
 -
490
New
$280K - $299K
490 $333K
Aug 12, 2025 Q4 2024
Wisconsin Wealth Advisors, LLC

Sun Prairie, WI
BUY
 -
489
New
$279K - $299K
489 $332K
Jan 17, 2025 Q4 2024
Rolek Wealth Management LLC

Berwyn, PA
BUY
 -
488
New
$278K - $298K
488 $331K
Feb 14, 2025 Q4 2024
Financial Advisors Network, Inc.

BUY
 -
488
+ 33.33%
$278K - $298K
1.95K $1.33M
Mar 06, 2025 Q4 2024
Wood Tarver Financial Group, LLC

Boise, ID
BUY
 -
487
New
$278K - $297K
487 $331K
Feb 11, 2025 Q4 2024
Florida Financial Advisors, LLC

Tampa, FL
BUY
 -
485
+ 67.45%
$277K - $296K
1.2K $817K
Feb 10, 2025 Q4 2024
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
483
+ 4.08%
$276K - $295K
12.3K $8.37M
Feb 11, 2025 Q4 2024
Significant Wealth Partners LLC

Cary, IL
BUY
 -
483
New
$276K - $295K
483 $328K
Feb 13, 2025 Q4 2024
Richards, Merrill & Peterson, Inc.

Spokane, WA
BUY
 -
483
New
$276K - $295K
483 $328K
Mar 03, 2025 Q4 2024
Sk Wealth Management, LLC

Providence, RI
BUY
 -
478
+ 12.84%
$273K - $292K
4.2K $2.85M
Jan 23, 2025 Q4 2024
Quantum Financial Planning Services, Inc.

Spokane, WA
BUY
 -
477
New
$272K - $291K
477 $324K
Feb 26, 2025 Q4 2024
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
476
New
$272K - $291K
476 $323K
Jan 24, 2025 Q4 2024
Blodgett Wealth Advisors, LLC

BUY
 -
475
+ 12.34%
$271K - $290K
4.32K $2.93M

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